Meta Platforms Beheer
Beheer criteriumcontroles 3/4
De CEO Meta Platforms is Mark Zuckerberg, benoemd in Jul2004, heeft een ambtstermijn van 21.83 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 25.13M, bestaande uit 0% salaris en 100% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 13.47% van de aandelen van het bedrijf, ter waarde $ 208.60B. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 4 jaar en 6.2 jaar.
Belangrijke informatie
Mark Zuckerberg
Algemeen directeur
US$25.1m
Totale compensatie
| Percentage CEO-salaris | 0.00% |
| Dienstverband CEO | 21.8yrs |
| Eigendom CEO | 13.5% |
| Management gemiddelde ambtstermijn | 4yrs |
| Gemiddelde ambtstermijn bestuur | 6.2yrs |
Recente managementupdates
Recent updates
Narratiefupdate • 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.Seeking Alpha • May 18
Meta's Selloff Looks Like A Major Misread
Summary Meta Platforms (META) remains a Buy, as AI-driven CAPEX is already translating into real revenue and earnings growth. META's ad impressions rose 19% YoY and average ad price increased 12%, fueling a 33% YoY revenue jump to $56.31 billion. Despite a CAPEX guidance hike to $125-145B and FCF down 35% YoY, current spending is driving immediate monetization, not speculative future returns. META's valuation at 16-17x FY2027 forward P/E appears disconnected from its robust core business and monetization metrics. Read the full article on Seeking Alpha
Nieuw narratief • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Nieuw narratief • 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.
Nieuw narratief • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.
Nieuw narratief • Feb 16
The Superintelligence Pivot: Meta’s $135 Billion Bet on the Energy-Compute Nexus
Meta is currently the most debated stock in the "Magnificent Seven." After the "Year of Efficiency" in 2023, Zuckerberg has flipped the script, entering a "Year of Superintelligence." The narrative for 2026 is a race between two forces: Margin Compression (due to $100B+ in capex depreciation) and Ad-Tech Industrialization (AI-driven ads that convert at 3x the legacy rate). While the "Fair Value" sits at $556 , institutional investors are hesitant to sell because Meta’s Family of Apps (DAP: 3.58 Billion) provides a "user moat" that no other AI company can match.Narratiefupdate • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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...Seeking Alpha • Apr 29
Meta Q1 Preview: Antitrust Issues Make This A Risky Buy At Current Valuations
Summary Meta is well-positioned to outperform peers in a slowing ads market, with limited exposure to riskier segments and a strong growth track record vs peers. I think with each deadline extension for a TikTok ban, the likelihood of Meta enjoying a ~2% step jump up to its TTM revenue base from reduced competition gets slimmer. Ongoing antitrust trials can force Meta to sell Instagram and WhatsApp, reducing Meta's competitive standing and ads pricing power. We may be at the cusp of major disruptions. To continue being a buyer of META stock, I would demand a meaningful discount valuation. But currently, the stock seems relatively overvalued vs its comps. META vs SPX500 chart technicals point bullish but without favorable valuations, I think this is insufficient to justify a 'Buy' ahead of the Q1 FY25 earnings. Read the full article on Seeking AlphaSeeking Alpha • Apr 23
Is Meta The Most Undervalued Stock In The Magnificent 7
Summary Meta Platforms' robust financial performance, with 20%+ YoY revenue growth and 50% YoY EPS growth, highlights its strong market position and competitive advantage. The company's attractive valuation, being the 'cheapest' among the Magnificent 7, combined with its growth profile, makes it a compelling investment. META's powerful network effects and the blending of communication, media, and content drive long-term growth potential, making it a dominant player in the industry. Despite risks from competition and regulatory scrutiny, META's undervaluation and strong fundamentals justify a 'Strong Buy' rating in a volatile market. Read the full article on Seeking AlphaSeeking Alpha • Apr 16
Meta: A Likely Downward Adjustment Of Capex Could Start A Bullish Rally
Summary Meta Platforms stock has seen a big correction in the last few weeks as recession fears increase and Wall Street is concerned over Meta's massive capex. Meta could announce a downward adjustment from the earlier capex announcement of "$60 billion to $65 billion." Meta's new AI tools are improving the price per ad due to better conversion for advertisers. It is trading at less than 16 times the EPS estimate for fiscal year ending Dec. 2027, which is a very attractive entry point. Read the full article on Seeking AlphaAnalyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| 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$18b |
Compensatie versus markt: De totale vergoeding ($USD 25.13M ) Mark } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.79M ).
Compensatie versus inkomsten: De vergoeding van Mark is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Mark Zuckerberg (41 yo)
21.8yrs
Tenure
US$25,125,904
Compensatie
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...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Founder | 21.8yrs | US$25.13m | 13.47% $ 208.6b | |
| President & Vice Chairman | less than a year | US$1.56m | 0.00026% $ 4.0m | |
| Chief Financial Officer | 3.5yrs | US$20.06m | 0.00052% $ 8.1m | |
| Chief Operating Officer | 3.8yrs | US$24.52m | 0.0043% $ 66.8m | |
| Chief Technology Officer | 4.2yrs | US$21.96m | 0.0027% $ 42.4m | |
| Chief Product Officer | 5.9yrs | US$21.69m | 0.012% $ 189.9m | |
| Independent Director | 1.3yrs | US$1.72m | 0.000050% $ 774.5k | |
| Chief Accounting Officer | 3.1yrs | geen gegevens | 0.00033% $ 5.1m | |
| Chief Information Officer | 9.5yrs | geen gegevens | geen gegevens | |
| Chief Compliance Officer | 5.3yrs | geen gegevens | geen gegevens | |
| Chief Legal Officer | less than a year | geen gegevens | 0.00013% $ 2.0m | |
| Chief Marketing Officer & VP of Analytics | 5.7yrs | geen gegevens | geen gegevens |
4.0yrs
Gemiddelde duur
47yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van META wordt beschouwd als ervaren (gemiddelde ambtstermijn 4 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Founder | 21.8yrs | US$25.13m | 13.47% $ 208.6b | |
| Independent Director | 1.4yrs | US$1.72m | 0.000050% $ 774.5k | |
| Independent Director | 17.9yrs | US$387.02k | 0.0019% $ 29.7m | |
| Lead Independent Director | 6.2yrs | US$645.61k | 0.00018% $ 2.8m | |
| Independent Director | 1.4yrs | US$1.72m | 0.000050% $ 774.5k | |
| Independent Director | 6.2yrs | US$539.77k | 0.00051% $ 7.9m | |
| Independent Director | 2.3yrs | US$521.44k | 0.00012% $ 1.9m | |
| Independent Director | 6.2yrs | US$585.61k | 0.00051% $ 7.9m | |
| Independent Director | 6.3yrs | US$501.27k | 0.00050% $ 7.7m | |
| Independent Director | 4.3yrs | US$513.27k | 0.00033% $ 5.1m | |
| Independent Director | 1.4yrs | US$1.74m | 0.000050% $ 774.5k | |
| Independent Director | 7yrs | US$1.29m | 0.00013% $ 2.0m |
6.2yrs
Gemiddelde duur
51.5yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van META wordt beschouwd als ervaren (gemiddelde ambtstermijn 6.2 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/25 02:24 |
| Aandelenkoers aan het einde van de dag | 2026/05/22 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Meta Platforms, Inc. wordt gevolgd door 92 analisten. 58 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| David Heasman | Accountability Research Corporation |
| Rocco Strauss | Arete Research Services LLP |
| Richard Kramer | Arete Research Services LLP |