Meta Platforms Management
Management Kriterienprüfungen 3/4
Meta Platforms CEO ist Mark Zuckerberg , ernannt in Jul 2004, hat eine Amtszeit von 21.92 Jahren. Die jährliche Gesamtvergütung beträgt $25.13M , bestehend aus 0% Gehalt und 100% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 13.47% der Aktien des Unternehmens, im Wert von $190.63B . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 4 Jahre bzw. 5.3 Jahre.
Wichtige Informationen
Mark Zuckerberg
Geschäftsführender
US$25.1m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 0.00% |
| Amtszeit als Geschäftsführer | 21.9yrs |
| Eigentum des Geschäftsführers | 13.5% |
| Durchschnittliche Amtszeit des Managements | 4yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 5.3yrs |
Jüngste Management Updates
Recent updates
Neues Narrativ • Jun 24
Meta Platforms: A Cash Flow Machine in the Age of AI
Three key ideas before starting Unmatched Cash Generation & Scale: Reaching over $200 billion in annual revenue with 3.58 billion daily active people, Meta's "Family of Apps" operates with 50%+ margins, generating massive free cash flow to self-fund the tech of the future. AI & B2B as Near-Term Catalysts: Advantage+ AI algorithms are drastically boosting ad ROI and pricing power, while WhatsApp's B2B ecosystem and Threads' 500 million MAUs offer explosive, high-margin revenue diversification.Seeking Alpha • Jun 23
Meta: Expecting 100% CAPEX YoY Growth In The Next Three Quarters Is Not Overdone
Summary An 18x forward P/E reflects concerns over aggressive AI spending and execution risk following the Reality Labs setback, despite the company's accelerating growth momentum. Capex-to-revenue ratio is expected to rise to 53% in FY2026, well above its hyperscaler peers, with capex growth projected to approach 100% YoY over the next three quarters. Advertising revenue grew by more than 30% in 1Q FY2026, supported by strong AI-driven gains in ad impressions and continued strength in average ad pricing. Reality Labs remains a drag on ROI, with total operating losses reaching nearly $77 billion over the past five years, but management has significantly reduced spending. Although FCF is projected to decline by 88% this year, it should remain positive. Read the full article on Seeking Alpha
Narrativ-Update • Jun 22
META: Heavy AI Buildout And Subscriptions Will Drive Long Term Upside
Analysts have nudged their price target on Meta Platforms modestly higher, reflecting a fair value estimate moving by about $6 to roughly $695. This outlook is supported by expectations for stronger revenue growth tied to AI infrastructure partnerships and emerging subscription opportunities, even as projected profit margins soften slightly and future P/E assumptions edge lower.Analyseartikel • Jun 20
Meta Platforms (META) Stock Could Be 20.2% Undervalued After AI Leadership Exit
The exit of Emily Dalton Smith, who led Meta Platforms (META)’s AI For Work division and key internal AI tools, has become a fresh focal point for investors already watching the company’s large AI spending. See our latest analysis for Meta Platforms. Investors have been weighing Emily Dalton Smith’s exit alongside Meta Platforms’ heavier AI spending and new data center and renewable energy partnerships. The stock’s 30 day share price return is down 4.97% and its year to date share price...
Narrativ-Update • Jun 07
META: AI Subscriptions And Enterprise Agents Will Unlock Massive Compute Monetization
Meta Platforms' updated analyst price target shifts only slightly, with small reductions of a few dollars from firms such as Wells Fargo and others, partly offset by upgrades and higher targets tied to analysts' views on the company's AI investments, subscription plans and efforts to manage rising infrastructure costs through potential headcount reductions. Analyst Commentary Analysts are split on Meta Platforms, with some focusing on the upside from AI, subscriptions and cost discipline, while others highlight execution risks and uncertainties around monetizing heavy infrastructure spend.
Neues Narrativ • Jun 03
Meta: Nobody Uses AI Better
The thesis in one paragraph Meta is quietly turning the best attention-capture engine ever built into a machine that does not just show you ads, but works out what you will buy next. If that lands, the business stops looking like a media company and starts looking like a toll on commerce itself.Narrativ-Update • May 23
META: AI Infrastructure And Layoffs Will Reset Long Term AI Monetization Risk
Meta Platforms' analyst price target has been nudged down by $22 to reflect slightly lower modeled fair value and revenue growth, as analysts weigh heavier AI and compute investments against ongoing progress in monetizing those efforts and securing long term infrastructure partnerships. Analyst Commentary Recent research on Meta Platforms has turned more mixed, with a cluster of price target cuts and at least one downgrade pointing to questions around AI monetization, spending plans and regulatory risk.
Neues Narrativ • May 17
AI as the Core Growth Driver
Below is a professional investment memo in English on Meta Platforms, Inc. , built using: The Q1 2026 earnings call transcript you provided Information consistent with Meta’s investor relations site (as referenced within the transcript) Investment Memo – Meta Platforms, Inc.Narrativ-Update • May 05
META: AI Infrastructure Buildout And Cost Discipline Will Support Long-Term Monetization
Analysts trimmed the Meta Platforms price target to approximately $829 from about $836, reflecting a slightly higher discount rate and a more conservative assumed future P/E. This was partially offset by updated revenue growth assumptions and broadly mixed recent research commentary on AI investment, legal risk and cost discipline.
Narrativ-Update • May 02
Three Things Changed in Six Weeks. The Stock Got More Expensive Anyway.
A May 2026 Update on Meta Platforms (NASDAQ: META) The Limit Order Did Not Trigger. The Quarter Did.Narrativ-Update • Apr 20
META: AI Infrastructure Buildout And Layoffs Will Rebalance Long Term Risk Reward
Meta Platforms' analyst price target has been trimmed by about $7 to reflect a slightly higher discount rate and lower assumed future P/E, even as analysts point to ongoing AI product launches, mixed legal headlines, and cost discipline as key factors in the updated outlook. Analyst Commentary Recent Street research around Meta Platforms reflects a split view.Neues Narrativ • Apr 14
The $135 Billion Bet That Should Make Every Shareholder Nervous
Zuckerberg Is Building a Railroad. The Question Is Whether Anyone Needs to Go Where It Leads.
Neues Narrativ • Apr 13
Meta Could Reach $653–$792 Over the Next Five Years
Meta has a credible path to $653–$792 over the next five years because it combines massive scale, strong ad monetization, and growing AI capabilities. Its core platforms continue to generate exceptional cash flow, and that financial strength gives Meta room to invest, innovate, and compound earnings over time.
Narrativ-Update • Apr 05
META: AI Infrastructure Buildout And Cost Cuts Will Shape Future Earnings Power
Meta Platforms' analyst fair value estimate has been adjusted higher by about $12 to $1,014.69, as analysts factor in slightly stronger revenue growth and profit margin assumptions alongside ongoing AI investment, while balancing recent price target trims with supportive views on cost discipline and long term infrastructure partnerships. Analyst Commentary Recent commentary on Meta Platforms clusters around two themes, with some analysts highlighting legal and regulatory overhangs while others focus on execution in AI, cost discipline, and major infrastructure partnerships.Narrativ-Update • Mar 22
META: Massive AI Buildout And Layoffs Will Refocus Spending Toward Long Term Upside
Meta Platforms' analyst fair value estimate has edged up by about $1 to $718.64 as analysts factor in AI driven efficiency plans, potential multi year GPU partnerships, and expected cost savings from possible headcount reductions, which they see as partially offset by pressure on profit margins and a slightly lower future P/E assumption. Analyst Commentary Recent Street research on Meta Platforms clusters around a few clear themes.Narrativ-Update • Mar 08
META: Massive AI Infrastructure Build And Power Deals Will Drive Future Upside
Analysts have trimmed our Meta Platforms fair value estimate by about $5 to $717.61 per share, reflecting a slightly higher discount rate, a modest adjustment to long term P/E assumptions, and mixed Street views that balance concerns about rising AI investment and monetization against ongoing user and profit momentum. Analyst Commentary Street views on Meta remain split, with some research highlighting attractive valuation and ongoing user and profit growth, while others flag execution risks around artificial intelligence monetization and a heavier investment cycle.Narrativ-Update • Feb 22
META: AI Data Center Spend And Regulatory Pressures Will Shape Balanced Return Prospects
The updated analyst price target for Meta Platforms is $722.91. Analysts broadly attribute this to expectations of stronger revenue growth and higher profit margin assumptions, partly offset by a lower future P/E multiple and a slightly higher discount rate.Narrativ-Update • Feb 08
META: AI Infrastructure Spending Will Shape Long Term Earnings Power
Analysts increased their implied fair value estimate for Meta Platforms by about US$94 to US$1,002, citing Street research that reflects stronger assumed revenue growth, a slightly higher future P/E, and mixed views on margins and risk as firms frequently revisited and adjusted their price targets in recent reports. Analyst Commentary Recent Street research on Meta Platforms shows a cluster of price target revisions and rating changes that point to an active debate around how to value the company, especially as it increases spending on artificial intelligence, data centers, and related infrastructure.Analyseartikel • Feb 01
Meta Platforms, Inc. (NASDAQ:META) Just Released Its Annual Results And Analysts Are Updating Their Estimates
Investors in Meta Platforms, Inc. ( NASDAQ:META ) had a good week, as its shares rose 8.8% to close at US$717 following...Narrativ-Update • Jan 24
META: AI-Driven Spending And Regulatory Scrutiny Will Shape Balanced Return Outlook
Analysts have trimmed their blended price targets on Meta Platforms by adjusting assumptions for fair value to about $691, nudging the discount rate higher and slightly reducing long term margin and P/E expectations, even as they factor in stronger revenue growth supported by AI driven ad performance and heavier 2026 investment plans, as flagged in recent research. Analyst Commentary Recent research on Meta Platforms reflects a mixed tone, with several price target cuts and rating changes clustered around concerns about spending, valuation, and the timing of returns from artificial intelligence projects.Narrativ-Update • Jan 12
Meta Platforms (META): Scale, Liability, and the Hidden Cost of Digital Dominance
Meta Platforms (NASDAQ: META) has crossed a critical threshold. What began as a social media company is now a piece of global digital infrastructure—one that shapes communication, advertising, content distribution, and increasingly, artificial intelligence deployment at scale.Narrativ-Update • Jan 10
META: AI Infrastructure And Power Expansion Will Support Long-Term Monetization Potential
Analysts have slightly reduced their blended fair value estimate for Meta Platforms to account for a tighter discount rate and expectations of higher AI-related investment, while still highlighting solid revenue growth, profitability, and long-term AI monetization potential in recent price target revisions clustered around US$750 to US$900. Analyst Commentary Recent research on Meta Platforms clusters around high price targets, but the tone is mixed as analysts balance confidence in AI driven growth with concerns about heavier spending and valuation.Narrativ-Update • Dec 26
META: Expanding AI Infrastructure And Power Investments Will Drive Durable Future Upside
Analysts have trimmed their blended price target for Meta Platforms by a few dollars to approximately $837 per share. This reflects slightly higher long term growth expectations tempered by modestly lower margin and valuation assumptions, as AI driven revenue gains are weighed against a steeper multiyear capex ramp.Narrativ-Update • Dec 23
Meta Stock: When Attention, AI, and Advertising Collide
Meta Platforms (NASDAQ: META) sits at the intersection of three forces shaping the modern internet: human attention, artificial intelligence, and advertising economics. While debates around privacy, content moderation, and platform influence continue, Meta’s core business remains deceptively simple—capturing attention and converting it into measurable outcomes for advertisers.Narrativ-Update • Dec 12
META: AI Spending And Regulatory Pressures Will Shape Balanced Return Prospects
Analysts have raised their fair value estimate for Meta Platforms to approximately $693 per share from about $605, citing stronger AI driven revenue growth and durable ad share gains that more than offset near term margin pressure from elevated infrastructure and capex investment. Analyst Commentary Street research remains broadly constructive on Meta, but the recent earnings cycle has sharpened debate around how much of the company’s artificial intelligence upside is already reflected in the share price.Narrativ-Update • Nov 28
META: Expanding AI Infrastructure Investment Will Drive Long-Term Upside Despite Higher Costs
Analysts have slightly lowered their average price target for Meta Platforms, citing the company's higher capital expenditure plans for artificial intelligence in contrast to strong advertising growth and expanding profit margins. Updated targets now cluster in the $810 to $875 range.Narrativ-Update • Nov 14
META: AI-Fueled Product Gains Will Outweigh Cost Pressures Ahead
Meta Platforms' fair value estimate has edged lower by approximately $7 to $841. Analysts factor in higher expected capital expenditures and moderation in profit margins, partially offset by ongoing robust revenue growth driven by AI-related advancements.Narrativ-Update • Oct 30
META: Accelerating AI And Data Center Investments Will Drive Long-Term Market Leadership
Analysts have modestly reduced their price target for Meta Platforms, lowering it from approximately $863 to $848. They are balancing recent robust advertising-driven growth with concerns over heavier future investments and moderating profit margins.Analyseartikel • Sep 06
Meta Platforms, Inc. (NASDAQ:META) Shares Could Be 30% Below Their Intrinsic Value Estimate
Key Insights The projected fair value for Meta Platforms is US$1,073 based on 2 Stage Free Cash Flow to Equity Current...Analyseartikel • Jul 08
Meta Platforms, Inc.'s (NASDAQ:META) Share Price Not Quite Adding Up
With a price-to-earnings (or "P/E") ratio of 27.1x Meta Platforms, Inc. ( NASDAQ:META ) may be sending bearish signals...Analyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$71b |
| Dec 31 2025 | US$25m | US$1 | US$60b |
| Sep 30 2025 | n/a | n/a | US$59b |
| Jun 30 2025 | n/a | n/a | US$72b |
| Mar 31 2025 | n/a | n/a | US$67b |
| Dec 31 2024 | US$27m | US$1 | US$62b |
| Sep 30 2024 | n/a | n/a | US$56b |
| Jun 30 2024 | n/a | n/a | US$51b |
| Mar 31 2024 | n/a | n/a | US$46b |
| Dec 31 2023 | US$24m | US$1 | US$39b |
| Sep 30 2023 | n/a | n/a | US$30b |
| Jun 30 2023 | n/a | n/a | US$23b |
| Mar 31 2023 | n/a | n/a | US$21b |
| Dec 31 2022 | US$27m | US$1 | US$23b |
| Sep 30 2022 | n/a | n/a | US$29b |
| Jun 30 2022 | n/a | n/a | US$34b |
| Mar 31 2022 | n/a | n/a | US$37b |
| Dec 31 2021 | US$27m | US$1 | US$39b |
| Sep 30 2021 | n/a | n/a | US$40b |
| Jun 30 2021 | n/a | n/a | US$39b |
| Mar 31 2021 | n/a | n/a | US$34b |
| Dec 31 2020 | US$25m | US$1 | US$29b |
| Sep 30 2020 | n/a | n/a | US$25b |
| Jun 30 2020 | n/a | n/a | US$24b |
| Mar 31 2020 | n/a | n/a | US$21b |
| Dec 31 2019 | US$23m | US$1 | US$18b |
Vergütung im Vergleich zum Markt: MarkDie Gesamtvergütung ($USD25.13M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD14.67M).
Entschädigung vs. Einkommen: MarkDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
Mark Zuckerberg (42 yo)
21.9yrs
Amtszeit
US$25,125,904
Vergütung
Mr. Mark Elliot Zuckerberg founded Meta Platforms, Inc. (formerly known as Facebook, Inc.) in 2004 and is its Chief Executive Officer since July 2004 and is its Chairman since January 2012. Mr. Zuckerberg...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Founder | 21.9yrs | US$25.13m | 13.47% $ 190.6b | |
| President & Vice Chairman | less than a year | US$1.56m | 0.00026% $ 3.7m | |
| Chief Financial Officer | 3.6yrs | US$20.06m | 0.00052% $ 7.4m | |
| Chief Operating Officer | 3.8yrs | US$24.52m | 0.0044% $ 62.6m | |
| Chief Technology Officer | 4.3yrs | US$21.96m | 0.0027% $ 38.8m | |
| Chief Product Officer | 6yrs | US$21.69m | 0.012% $ 173.6m | |
| Independent Director | 1.4yrs | US$1.72m | 0.000050% $ 707.8k | |
| Chief Accounting Officer | 3.2yrs | keine Daten | 0.00033% $ 4.7m | |
| Chief Information Officer | 9.6yrs | keine Daten | keine Daten | |
| Chief Compliance Officer | 5.3yrs | keine Daten | keine Daten | |
| Chief Legal Officer | less than a year | keine Daten | 0.000040% $ 566.2k | |
| Chief Marketing Officer & VP of Analytics | 5.8yrs | keine Daten | keine Daten |
4.0yrs
Durchschnittliche Betriebszugehörigkeit
48yo
Durchschnittliches Alter
Erfahrenes Management: METADas Führungsteam des Unternehmens gilt als erfahren (4 Jahre durchschnittliche Betriebszugehörigkeit).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Founder | 21.9yrs | US$25.13m | 13.47% $ 190.6b | |
| Independent Director | 1.5yrs | US$1.72m | 0.000050% $ 707.8k | |
| Independent Director | 18yrs | US$387.02k | 0.0019% $ 27.5m | |
| Lead Independent Director | 6.3yrs | US$645.61k | 0.00016% $ 2.3m | |
| Independent Director | 1.5yrs | US$1.72m | 0.000050% $ 707.8k | |
| Independent Director | 2.3yrs | US$521.44k | 0.00012% $ 1.7m | |
| Independent Director | 1.2yrs | US$1.55m | 0.000040% $ 566.2k | |
| Independent Director | 6.3yrs | US$585.61k | 0.00051% $ 7.2m | |
| Independent Director | 6.3yrs | US$501.27k | 0.00050% $ 7.1m | |
| Independent Director | 4.4yrs | US$513.27k | 0.00033% $ 4.7m | |
| Independent Director | 1.5yrs | US$1.74m | 0.000050% $ 707.8k | |
| Independent Director | 7.1yrs | US$1.29m | 0.00013% $ 1.8m |
5.3yrs
Durchschnittliche Betriebszugehörigkeit
51yo
Durchschnittliches Alter
Erfahrener Vorstand: METADie Vorstandsmitglieder gelten als erfahren (5.3 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/06/25 23:09 |
| Aktienkurs zum Tagesende | 2026/06/25 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details des Analysemodells, das zur Erstellung dieses Berichts verwendet wurde, sind auf unserer GitHub-Seite verfügbar. Außerdem haben wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf YouTube.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Meta Platforms, Inc. wird von 91 Analysten beobachtet. 60 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| David Heasman | Accountability Research Corporation |
| Rocco Strauss | Arete Research Services LLP |
| Richard Kramer | Arete Research Services LLP |