Bill Ackman’s Eyes Meta Platforms, Inc. (META) Amid Cheap Valuation

Meta Platforms, Inc. (NASDAQ:META) is included successful our database of the 9 champion stocks to bargain according to billionaire Bill Ackman, accounting for 11.37% of the full portfolio.

One of the biggest additions to Pershing Square's portfolio astatine the extremity of the 4th fourth of 2025 was Meta Platforms, Inc. (NASDAQ:META), with Bill Ackman acquiring 2.67 cardinal shares, valued astatine implicit $1.76 billion.

After Meta Platforms, Inc. (NASDAQ:META) released its third-quarter 2025 results successful October past year, Pershing Square took a presumption successful the stock. The steadfast cited the 20% stock terms plunge pursuing the release, wherever absorption laid retired its plans to dramatically boost spending connected AI projects successful 2026. Since it initiated the presumption successful November (exact day unknown), the banal has rallied arsenic overmuch arsenic 14% successful betwixt but has since fixed up those gains and been level arsenic of March 5.

That said, Ackman saw the pullback arsenic a desirable accidental to get a involvement successful the stock, which was trading astatine conscionable 20x net per share. Citing apps similar Facebook, Instagram, and WhatsApp, which marque up Meta's "Family of Apps," Ackman stated that these apps unneurotic boast implicit 3.5 cardinal regular progressive users worldwide, driving the firm’s affirmative outlook connected Meta.

The concern steadfast believes breakthroughs successful AI volition amended contented recommendations, summation engagement, and amended advertisement targeting. This would fortify Meta Platforms, Inc. (NASDAQ:META)'s ecosystem, arsenic the magnitude of clip spent watching videos connected Instagram has already grown by astir 30% year-over-year, Ackman stated successful his Q4 2025 Letter to Shareholders from February 2026.

At the aforesaid time, hedge money sentiment regarding Meta Platforms, Inc. (NASDAQ:META) weakened during the 4th fourth amid ongoing concerns surrounding its monolithic AI-related spending. Collectively, the full hedge money involvement successful the banal decreased to $44 cardinal from $61.30 billion, and the fig of bullish hedge funds besides shrank from 273 to 256, according to Insider Monkey's database.

Meanwhile, Meta Platforms, Inc. (NASDAQ:META) continues its efforts to capitalize connected the AI boom.

On March 4, 2026, Meta Platforms, Inc. (NASDAQ:META) and News Corp. signed a multi-year AI contented licence statement valued astatine up to $50 cardinal per year. This enables Meta to entree U.S. and U.K. contented that tin beryllium utilized to bid AI models and powerfulness its products. The declaration volition beryllium successful effect for a minimum of 3 years.

Meta Platforms, Inc. (NASDAQ:META) creates societal media apps and integer platforms done its Family of Apps and Reality Labs divisions. The corp is headquartered successful Menlo Park, California.