--- title: "META Meta Platforms" canonical: "https://supercyclehq.com/stock/meta-platforms" type: "stock" dataAsOf: "2026-11-06" ticker: "META" license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset." disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI." --- # Meta Platforms (META) Meta Platforms runs the world's largest family of social apps and makes nearly all of its money from advertising. ## AI Exposure Score **60/100, Strategic.** Spends heavily on GPUs and data centers to power AI ad targeting, recommendations, and open Llama models, monetized almost entirely through advertising. The thesis hinges on AI improving ad yield and engagement rather than direct AI product sales. ## Quote | Field | Value | | --- | --- | | Price (EOD close) | $610.15 | | Change 1d | +0.84% | | Change 7d | -0.79% | | Change 30d | -15.36% | | Change 1y | -1.53% | | 52-week high | $777.59 | | 52-week low | $524.82 | | Market cap | $1.56T | | P/E | 20.82 | | EPS | $29.31 | | Next earnings | 2027-01-27 | Quote as of 2026-11-06. ## Company | Field | Value | | --- | --- | | Exchange | NASDAQ | | Sector | Communication Services | | Headquarters | Menlo Park, California | | CEO | Mark Elliot Zuckerberg | | Employees | 66,775 | | Website | https://www.meta.com | | Buildout layers | [Foundation Models](https://supercyclehq.com/category/foundation-models), [AI Applications](https://supercyclehq.com/category/ai-saas) | ## What the company does Meta Platforms runs the world's largest family of social apps and makes nearly all of its money from advertising. AI decides what content users see and which ads they are shown, so improvements in its models flow directly into engagement and ad revenue. Meta is also one of the biggest builders in AI. It develops the open Llama model family, ships the Meta AI assistant across its apps, created PyTorch, the framework much of the AI world builds on, and sells Advantage+ AI Ads that automate campaign creation for advertisers, alongside AI-powered Reels recommendations. Founded in 2004 and headquartered in Menlo Park, California, Meta trades on the NASDAQ and employs about 75,500 people under CEO Mark Zuckerberg. ## Role in the AI buildout Meta spans the Foundation Models and AI Applications layers. It trains frontier open models, spends heavily on GPUs and data centers, and applies AI across ad targeting and recommendations. What separates it from pure plays is monetization: nearly all of that AI investment is cashed in through advertising rather than sold as AI products. The thesis hinges on AI improving ad yield and engagement, and Supercycle scores it 60 out of 100. ## Tracked investors holding it (13F) | Investor | Fund | Position value | Portfolio % | Change | Period | | --- | --- | --- | --- | --- | --- | | [Chase Coleman](https://supercyclehq.com/investors/chase-coleman) | Tiger Global | $1.6B | 6.63% | trimmed | 2026-06-30 | | [Bill Ackman](https://supercyclehq.com/investors/bill-ackman) | Pershing Square | $1.5B | 11.10% | trimmed | 2026-03-31 | | [Philippe Laffont](https://supercyclehq.com/investors/philippe-laffont) | Coatue Management | $1.4B | 2.93% | trimmed | 2026-06-30 | | [Andreas Halvorsen](https://supercyclehq.com/investors/andreas-halvorsen) | Viking Global | $1.1B | 3.00% | increased | 2026-06-30 | | [Brad Gerstner](https://supercyclehq.com/investors/brad-gerstner) | Altimeter Capital | $763.3M | 7.76% | trimmed | 2026-06-30 | | [Terry Smith](https://supercyclehq.com/investors/terry-smith) | Fundsmith | $592.5M | 4.34% | trimmed | 2026-06-30 | | [David Tepper](https://supercyclehq.com/investors/david-tepper) | Appaloosa Management | $380.2M | 5.09% | increased | 2026-06-30 | | [Daniel Sundheim](https://supercyclehq.com/investors/daniel-sundheim) | D1 Capital Partners | $319.1M | 0.92% | new | 2026-06-30 | | [Whale Rock Capital](https://supercyclehq.com/investors/whale-rock) | Whale Rock Capital Management | $256.9M | 2.06% | trimmed | 2026-06-30 | | [Gavin Baker](https://supercyclehq.com/investors/gavin-baker) | Atreides Management | $226.9M | 2.04% | new | 2026-06-30 | | [Cathie Wood](https://supercyclehq.com/investors/cathie-wood) | ARK Investment Management | $134.6M | 0.87% | increased | 2026-06-30 | | [Ray Dalio](https://supercyclehq.com/investors/ray-dalio) | Bridgewater Associates | $62.0M | 0.25% | trimmed | 2026-06-30 | | [George Soros](https://supercyclehq.com/investors/george-soros) | Soros Fund Management | $12.3M | 0.16% | trimmed | 2026-06-30 | ## Recent news - [Meta Pauses Data-Scraping Terms Following Publisher Criticism](https://www.mediapost.com/publications/article/419294/meta-pauses-data-scraping-terms-following-publishe.html?.tsrc=rss) (source, 2026-11-06) - [Microsoft and Google Face a New Bill as Data Centers “Have to Pay Their Own Costs”](https://www.tikr.com/blog/microsoft-and-google-face-a-new-bill-as-data-centers-have-to-pay-their-own-costs?ref=yahoofinance&tlnk=yf-261106-5qc3f788&.tsrc=rss) (source, 2026-11-06) - [Bill Ackman Bought Meta “at a Huge Discount.” He Says Analysts Are Missing Its Growth](https://www.tikr.com/blog/bill-ackman-bought-meta-at-a-huge-discount-he-says-analysts-are-missing-its-growth?ref=yahoofinance&tlnk=yf-261106-jqwqvqqq&.tsrc=rss) (source, 2026-11-06) - [Not Alphabet. Not Meta. This Is the Digital Advertising Stock I'd Buy Right Now.](https://www.fool.com/investing/2026/11/06/not-alphabet-not-meta-this-is-the-digital-ad-stock/?.tsrc=rss) (source, 2026-11-06) - [If Meta Reaches $700, Your $1,000 Investment Would Be Worth This Much](https://247wallst.com/investing/2026/11/06/if-meta-reaches-700-your-1000-investment-would-be-worth-this-much/?.tsrc=rss) (source, 2026-11-06) ## FAQ ### What does Meta Platforms do? Meta runs Facebook, Instagram, and its other social apps, earning nearly all revenue from advertising. AI drives its content feeds, ad targeting, and a growing family of open models. ### How is Meta exposed to AI? Deeply, through advertising. Heavy GPU and data center spending powers AI ad targeting, recommendations, and the Llama models, monetized almost entirely via ads. Supercycle scores it 60 out of 100. ### What are Meta's main AI products? The Llama open model family, the Meta AI assistant, PyTorch, AI-powered Reels recommendations, and Advantage+ AI Ads for automated advertiser campaigns. ### What is Llama? Llama is Meta's family of open AI models. Meta releases them openly for developers and enterprises to build on, extending its influence across the AI ecosystem beyond its own apps. ### Where is Meta headquartered and who leads it? Meta is headquartered in Menlo Park, California, was founded in 2004, and is led by founder and CEO Mark Zuckerberg. It employs about 75,500 people and trades on the NASDAQ. ### Is META a pure play AI stock? No. Meta invests at pure play scale but monetizes AI through advertising rather than selling AI itself. Its score of 60 out of 100 reflects that indirect but substantial exposure. --- Source: https://supercyclehq.com/stock/meta-platforms. Data as of 2026-11-06. Prices are end-of-day closes, never live. Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI. Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.