Meta Platforms 경영진
경영진 기준 점검 3/4
Meta Platforms CEO는 Mark Zuckerberg, Jul2004 에 임명되었습니다 의 임기는 22.08 년입니다. 총 연간 보상은 $25.13M, 0% 급여 및 100% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $202.04B 가치에 해당하는 회사 주식의 13.39% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3.9 년과 5.5 년입니다.
핵심 정보
Mark Zuckerberg
최고경영자
US$25.1m
총 보수
| CEO 급여 비율 | 0.00% |
| CEO 재임 기간 | 22.1yrs |
| CEO 지분 보유율 | 13.4% |
| 경영진 평균 재임 기간 | 3.9yrs |
| 이사회 평균 재임 기간 | 5.5yrs |
최근 경영진 업데이트
Recent updates
Seeking Alpha • 22h
META: Why The Market's Reaction Is Justified This Time Around (Rating Downgrade)
Summary Meta Platforms is downgraded from BUY to HOLD, with a base case price target of $631, reflecting a modest 6.6% upside. META’s recent underperformance stems from its failure to provide concrete demand signals alongside increased capex, unlike hyperscaler peers. Despite leading revenue growth at 28% y/y, META’s profitability declined due to surging R&D expenses and decelerating ad metrics. I am trimming my META position and will reassess after Q4, contingent on management providing clear 2027 capex demand signals. Read the full article on Seeking Alpha
내러티브 업데이트 • Aug 04
Revenue Grew 28%. Free Cash Flow Fell 91%. Cancel the Limit Order.
Cancel the Order. Not Because the Company Got Worse.
내러티브 업데이트 • 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.
새로운 내러티브 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
새로운 내러티브 • 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.
새로운 내러티브 • 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.내러티브 업데이트 • 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.분석 기사 • 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...
내러티브 업데이트 • 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.
새로운 내러티브 • 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.내러티브 업데이트 • 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.
새로운 내러티브 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.새로운 내러티브 • 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.새로운 내러티브 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.CEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| 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 |
보상 대 시장: Mark의 총 보수(USD25.13M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.41M)보다 높습니다.
보상과 수익: Mark의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Mark Zuckerberg (42 yo)
22.1yrs
재임 기간
US$25,125,904
보수
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...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Founder | 22.1yrs | US$25.13m | 13.39% $ 202.0b | |
| President & Vice Chairman | less than a year | US$1.56m | 0.00026% $ 3.9m | |
| Chief Financial Officer | 3.8yrs | US$20.06m | 0.00052% $ 7.8m | |
| Chief Operating Officer | 4yrs | US$24.52m | 0.0040% $ 60.3m | |
| Chief Technology Officer | 4.4yrs | US$21.96m | 0.0027% $ 41.2m | |
| Chief Product Officer | 6.2yrs | US$21.69m | 0.012% $ 184.3m | |
| Independent Director | 1.6yrs | US$1.72m | 0.000050% $ 754.2k | |
| Chief Accounting Officer | 3.3yrs | 데이터 없음 | 0.00032% $ 4.8m | |
| Chief Information Officer | 9.8yrs | 데이터 없음 | 데이터 없음 | |
| Chief Compliance Officer | 5.5yrs | 데이터 없음 | 데이터 없음 | |
| Chief Legal Officer | less than a year | 데이터 없음 | 0.000040% $ 603.4k | |
| Marketing Chief | less than a year | 데이터 없음 | 데이터 없음 |
3.9yrs
평균 재임 기간
48.5yo
평균 나이
경험이 풍부한 관리: META의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.9 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Founder | 22.1yrs | US$25.13m | 13.39% $ 202.0b | |
| Independent Director | 1.7yrs | US$1.72m | 0.000050% $ 754.2k | |
| Independent Director | 18.2yrs | US$387.02k | 0.0019% $ 29.3m | |
| Lead Independent Director | 6.4yrs | US$645.61k | 0.00012% $ 1.8m | |
| Independent Director | 1.7yrs | US$1.72m | 0.000050% $ 754.2k | |
| Independent Director | 2.5yrs | US$521.44k | 0.00012% $ 1.8m | |
| Independent Director | 1.3yrs | US$1.55m | 0.000040% $ 603.4k | |
| Independent Director | 6.4yrs | US$585.61k | 0.00050% $ 7.5m | |
| Independent Director | 6.5yrs | US$501.27k | 0.00050% $ 7.5m | |
| Independent Director | 4.6yrs | US$513.27k | 0.00032% $ 4.8m | |
| Independent Director | 1.7yrs | US$1.74m | 0.000050% $ 754.2k | |
| Independent Director | 7.3yrs | US$1.29m | 0.00011% $ 1.7m |
5.5yrs
평균 재임 기간
51yo
평균 나이
경험이 풍부한 이사회: META의 이사회는 경험이 있음으로 간주됩니다(평균 재임 5.5 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/10 08:08 |
| 종가 | 2026/08/07 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
Meta Platforms, Inc.는 92명의 분석가가 다루고 있습니다. 이 중 57명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| David Heasman | Accountability Research Corporation |
| Richard Kramer | Arete Research Services LLP |
| Rocco Strauss | Arete Research Services LLP |