Meta Platforms マネジメント
マネジメント 基準チェック /34
Meta Platformsの CEO はMark Zuckerbergで、 Jul2004年に任命され、 の在任期間は 22.17年です。 の年間総報酬は$ 25.13Mで、 0%給与と100%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の13.39%を直接所有しており、その価値は$ 227.18B 。経営陣と取締役会の平均在任期間はそれぞれ4年と5.6年です。
主要情報
Mark Zuckerberg
最高経営責任者
US$25.1m
報酬総額
| CEO給与比率 | 0.00% |
| CEO在任期間 | 22.2yrs |
| CEOの所有権 | 13.4% |
| 経営陣の平均在職期間 | 4yrs |
| 取締役会の平均在任期間 | 5.6yrs |
経営陣の近況
Recent updates
Seeking Alpha • Sep 21
Meta: Poised For Strong Long-Term Growth
Summary Meta Platforms is positioned for long-term growth, driven by multiple catalysts including AI tools, custom chips, and subscription services. META's Muse AI suite, custom MTIA chips, and Meta One subscriptions are expected to generate recurring revenue and cost efficiencies, leveraging its 3B+ user base. Valuation remains attractive with a PEG ratio of 1.09, below the sector median, supporting potential annual gains in line or better than expected 12% EPS growth. Risks include intense competition, high CapEx, and ongoing regulatory scrutiny, but META's strong profitability and double-digit returns underpin a positive long-term outlook. Read the full article on Seeking Alpha
ナラティブ更新 • Sep 11
Meta Built the Future. I Sold the Stock Anyway.
Meta Platforms · Portfolio Update September 2026 · Analysis by John-Eric Two months ago, Meta looked cheap while everyone was panicking about capex. Since then, the stock ran to $641, its new AI agent stormed the App Store, Wall Street upgraded the name, and the business arguably became more interesting.
新しいナラティブ • Sep 03
Meta — The Cash Machine Turning AI Into Ad Dollars
Meta owns the world's largest social/advertising network (Facebook, Instagram, WhatsApp) and turns AI directly into better ad targeting and engagement. The core business is a cash machine funding everything else.
ナラティブ更新 • Sep 03
META: AI Compute And Cloud Monetization Will Unlock Massive Capex Optionality
Meta Platforms enters this Narrative Update with the analyst-derived fair value estimate adjusting from $960.60 to $922.32 as analysts weigh higher modeled revenue growth and profit margins against lower assumed future P/E multiples and a slightly higher discount rate following a broad reset in price targets that reflects heavier AI capex, evolving monetization plans and mixed near term guidance. Analyst Commentary Street research on Meta Platforms over 2026 has been active, with many firms revisiting their models after heavier AI capital spending, new product plans and evolving views on AI monetization.
ナラティブ更新 • Aug 30
Q2 - Update
Updated with the most recent Q2 report.新しいナラティブ • Aug 15
Meta’s Valuation Still Works, But Only If Free Cash Flow Recovers
The market is not debating whether Meta still has a strong business. It clearly does.
ナラティブ更新 • Aug 13
META: AI Subscriptions And Enterprise Agents Will Drive Massive Compute Monetization
Analysts have trimmed their fair value estimate for Meta Platforms to about $754, down from roughly $829, reflecting lower profit margin and future P/E assumptions, even as they continue to highlight strong user engagement and long term AI monetization potential. Analyst Commentary Recent Street research on Meta Platforms shows a split view.
ナラティブ更新 • Aug 04
Revenue Grew 28%. Free Cash Flow Fell 91%. Cancel the Limit Order.
Cancel the Order. Not Because the Company Got Worse.
ナラティブ更新 • Aug 02
Selling Intelligence, Not Compute: Inside Meta's $145 Billion Bet
Meta's Q2 2026 print was a study in contrasts: the core advertising business is executing at the highest level in years, while the balance sheet and cash flow profile have deteriorated sharply on the back of an accelerating AI infrastructure buildout. The stock fell as much as 9.6% in the immediate aftermath and remains below its pre-earnings level despite a partial recovery.新しいナラティブ • Jul 31
META: The Tide Just Went Out. Let's See Who's Dressed.
Right Now META is sitting at $544.20. Wednesday's close was $585.61.
ナラティブ更新 • Jul 30
META: Heavy AI Infrastructure And Cloud Monetization Will Drive Long Term Upside
Analysts have trimmed the fair value estimate for Meta Platforms to about $607 per share, down from roughly $695, as they factor in higher AI related spending, slightly slower projected revenue growth, and lower expected profit margins, while maintaining ongoing confidence in the company’s long term AI opportunities. Analyst Commentary Street research on Meta Platforms points to a more cautious tone even as many firms remain constructive on the long term AI story.ナラティブ更新 • Jul 06
META: AI Cloud Monetization Will Recycle Massive Compute Spend Into Future Earnings
Meta Platforms’ updated analyst price target reflects a modest reset in fair value to $960.60, as analysts weigh potential upside from an emerging cloud and compute offering against expectations for higher CapEx and a slightly lower long term profit profile. Analyst Commentary Recent research around Meta Platforms centers on how a potential cloud and compute business could affect earnings, capital needs, and the valuation framework investors use for the stock.新しいナラティブ • Jul 01
Meta Platforms - Zuckerberg’s investment decisions are impulsive or Prudent?
Meta’s reported interest in entering the cloud infrastructure business makes me wonder whether the company is solving the right problem—or creating another expensive one. I’ve increasingly felt that Mark Zuckerberg’s capital allocation has become more impulsive than prudent.
新しいナラティブ • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.
新しいナラティブ • 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.ナラティブ更新 • 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.
新しいナラティブ • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.新しいナラティブ • 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.新しいナラティブ • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$68b |
| 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$18b |
報酬と市場: Markの 総報酬 ($USD 25.13M ) は、 US市場 ($USD 14.74M ) の同規模の企業の平均を上回っています。
報酬と収益: Markの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
Mark Zuckerberg (42 yo)
22.2yrs
在職期間
US$25,125,904
報酬
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...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Founder | 22.2yrs | US$25.13m | 13.39% $ 227.2b | |
| President & Vice Chairman | less than a year | US$1.56m | 0.00042% $ 7.1m | |
| Chief Financial Officer | 3.8yrs | US$20.06m | 0.00052% $ 8.8m | |
| Chief Operating Officer | 4.1yrs | US$24.52m | 0.0040% $ 67.8m | |
| Chief Technology Officer | 4.5yrs | US$21.96m | 0.0027% $ 46.6m | |
| Chief Product Officer | 6.3yrs | US$21.69m | 0.011% $ 186.1m | |
| Independent Director | 1.7yrs | US$1.72m | 0.000060% $ 1.0m | |
| Chief Accounting Officer | 3.4yrs | データなし | 0.00025% $ 4.2m | |
| Chief Information Officer | 9.8yrs | データなし | データなし | |
| Chief Compliance Officer | 5.6yrs | データなし | データなし | |
| Chief Legal Officer | less than a year | データなし | 0.000080% $ 1.4m | |
| Marketing Chief | less than a year | データなし | データなし |
4.0yrs
平均在職期間
48.5yo
平均年齢
経験豊富な経営陣: METAの経営陣は 経験豊富 であると考えられます ( 4年の平均在職年数)。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Founder | 22.2yrs | US$25.13m | 13.39% $ 227.2b | |
| Independent Director | 1.8yrs | US$1.72m | 0.000060% $ 1.0m | |
| Independent Director | 18.3yrs | US$387.02k | 0.0019% $ 32.9m | |
| Lead Independent Director | 6.5yrs | US$645.61k | 0.00012% $ 2.0m | |
| Independent Director | 1.8yrs | US$1.72m | 0.000060% $ 1.0m | |
| Independent Director | 2.6yrs | US$521.44k | 0.00013% $ 2.2m | |
| Independent Director | 1.4yrs | US$1.55m | 0.000050% $ 848.0k | |
| Independent Director | 6.5yrs | US$585.61k | 0.00050% $ 8.5m | |
| Independent Director | 6.6yrs | US$501.27k | 0.00050% $ 8.5m | |
| Independent Director | 4.7yrs | US$513.27k | 0.00032% $ 5.4m | |
| Independent Director | 1.8yrs | US$1.74m | 0.000050% $ 848.0k | |
| Independent Director | 7.3yrs | US$1.29m | 0.00011% $ 1.9m |
5.6yrs
平均在職期間
51yo
平均年齢
経験豊富なボード: METAの 取締役会 は 経験豊富 であると考えられます ( 5.6年の平均在任期間)。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/09/21 03:53 |
| 終値 | 2026/09/21 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Meta Platforms, Inc. 58 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。93
| アナリスト | 機関 |
|---|---|
| David Heasman | Accountability Research Corporation |
| Richard Kramer | Arete Research Services LLP |
| Rocco Strauss | Arete Research Services LLP |