Abrams Cuts Meta Stake 17.6% While Revenue Grows 22% in 2025

METAMETA

Meta Platforms grew revenue 22% in 2025 and trades at 22.5 times forward P/E, enhancing its competitive edge against Alphabet’s 15% growth. Abrams Capital sold 69,600 Meta shares at an average $666.98 in Q4, trimming its stake by 17.63% and reducing its portfolio weight by 0.83%.

1. 2025 Revenue Growth And Valuation

Meta Platforms delivered 22% revenue growth in 2025 powered by digital advertising expansion and AI-driven services. Its shares trade at 22.5 times forward P/E, compared with Alphabet’s 28.8 times, reflecting market optimism on its earnings outlook.

2. Abrams Capital Management Q4 Stake Reduction

Abrams Capital Management reduced its Meta Platforms stake by 17.63% in the fourth quarter of 2025, selling 69,600 shares at an average price of $666.98. This sale cut the firm’s portfolio exposure by 0.83%, indicating a strategic rebalancing after recent stock gains.

Sources

FFF