Bill Ackman's Portfolio Focus on Meta and Uber
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 27 2026
0mins
Should l Buy META?
Source: NASDAQ.COM
- Portfolio Allocation: Bill Ackman has allocated 30% of his portfolio to Meta Platforms and Uber, reflecting strong confidence in their potential, particularly in AI and autonomous driving sectors.
- Meta's Ad Growth: Meta Platforms is leveraging AI to drive ad spending, with ad impressions increasing by 12% last year and average ad prices rising by 9%, indicating enhanced competitiveness in the advertising market and potential for future profitability.
- Uber's Autonomous Driving Plans: Uber aims to deploy 100,000 robotaxis by 2027 and is collaborating with Nvidia, positioning itself to become the largest provider of autonomous rides in the U.S. by 2029, which could significantly boost its market share and revenue potential.
- Market Expectations and Valuation: Wall Street anticipates annual earnings growth of 21% for Meta and 30% for Uber, with current P/E ratios of 29 and 16 respectively, highlighting the investment value of both companies, especially driven by advancements in AI and autonomous driving technologies.
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Analyst Views on META
Wall Street analysts forecast META stock price to rise
44 Analyst Rating
37 Buy
6 Hold
1 Sell
Strong Buy
Current: 616.810
Low
655.15
Averages
824.71
High
1117
Current: 616.810
Low
655.15
Averages
824.71
High
1117
About META
Meta Platforms, Inc. is building human connections, powered by artificial intelligence and immersive technologies. The Company's products enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality (VR) and mixed reality (MR) headsets, augmented reality (AR), and wearables. It also helps people discover and learn about what is going on in the world around them, enabling people to share their experiences, ideas, photos, videos, and other content with audiences ranging from their closest family members and friends to the public at large. The Company's segments include Family of Apps (FoA) and Reality Labs (RL). FoA segment includes Facebook, Instagram, Messenger, WhatsApp and Threads. RL segment includes its virtual, augmented, and mixed reality related consumer hardware, software and content. Its product offerings in VR include its Meta Quest devices, as well as software and content available through the Meta Horizon Store.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Capital Expenditure Plans: Meta is ramping up the construction of data centers with a capital expenditure budget nearing $150 billion, a strategic investment that not only enhances its technological infrastructure but also has the potential to yield significant returns in the future, bolstering its competitiveness in the AI sector.
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See More
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See More
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See More
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See More
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