Billionaire Ackman Bets on AI Stocks
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 27 2026
0mins
Source: Fool
- Portfolio Allocation: Billionaire Bill Ackman's Pershing Square Capital Management has allocated 27% of its assets to two AI stocks, with 11% in Meta Platforms and 16% in Uber Technologies, indicating a strong confidence in the AI sector.
- Optimistic Meta Outlook: Analyst Barton Crocket at Rosenblatt Securities set a target price of $1,015 for Meta, implying a 50% upside from the current price of $675, reflecting market optimism about its future growth potential.
- Uber's Growth Potential: Mark Mahaney at Evercore set a target price of $150 for Uber, suggesting a 100% upside from its current price of $75, indicating strong market confidence in its strategic positioning in autonomous driving.
- Strong Earnings Expectations: Analysts project annual earnings growth rates of 21% for Meta and 30% for Uber over the next three years, making their current P/E ratios of 29 and 16, respectively, lower than historical averages, presenting a favorable buying opportunity for investors at current prices.
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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: 635.290
Low
655.15
Averages
824.71
High
1117
Current: 635.290
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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- User Base Advantage: With over 2 billion devices in circulation, Apple can rapidly deploy new AI features, enhancing user retention and leveraging data to boost network effects, thereby strengthening its market competitiveness.
- Long-term Investment Value: Despite facing tariffs and regulatory scrutiny, Apple's strong customer loyalty and expanding high-margin services segment position it as a solid long-term investment, especially as AI technology matures, with future profit potential looking promising.
See More
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- Product Innovation Strategy: Apple is not typically the first to market with new technologies, but rather innovates on existing ones, as seen with the success of AirPods and the iPhone, demonstrating a robust strategy that could similarly apply to AI advancements.
- User Base Advantage: With over 2 billion devices in circulation, Apple's vast user base allows for rapid customer reach upon launching new AI features, while also increasing switching costs and enhancing customer loyalty, laying a solid foundation for future AI developments.
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