Meta Platforms, Inc. (META): Bill Ackman Opens New Position

We just covered the 10 Best Long-Term Stocks to Buy According to Bill Ackman and Meta Platforms, Inc. (NASDAQ:META) ranks 5th on this list.

Meta Platforms, Inc. (NASDAQ:META) is a relatively new addition to the 13F portfolio of Pershing Square. Filings for the fourth quarter of 2025 show that the fund owned 2.67 million shares in the company. The firm engages in the development of products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality (VR) headsets, and AI glasses in the United States, Canada, Europe, Asia-Pacific, and internationally. Smart money managers are continuing to accumulate the stock, viewing it as a top-tier AI monetization play.

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Meta Platforms, Inc. (NASDAQ:META) has been making large scale efforts to achieve AI independence. Earlier this month, reports surfaced regarding Meta’s expanded partnership with Broadcom to develop custom AI chips (ASICs). Analysts from Barclays and Morgan Stanley have noted that custom silicon could drastically lower Meta’s long-term capital expenditures and dependency on NVIDIA’s H100/B200 chips, protecting Meta’s industry-leading margins. The firm has also emerged as the clear winner in the AI-driven advertising recovery. By using its Llama models to automate ad creative and targeting, the company has significantly improved ROI for advertisers. In late April, Barclays reaffirmed a Buy rating, citing record-breaking app downloads and high engagement across Instagram and Threads, which are successfully capturing market share from smaller social media rivals.

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