Bill Ackman’s Pershing Takes $2B Meta Stake at $625 Average Price
Pershing Square, led by Bill Ackman, disclosed a roughly $2 billion stake in Meta Platforms, equal to 10% of its capital, purchased at an average price of $625 per share as of Nov. 24, 2025. Meta forecasts 30% revenue growth next quarter, driven by AI-powered ad targeting and recommendation systems.
1. Ackman’s $2B Stake in Meta
Pershing Square Capital Management ended 2025 with a 10% position in Meta Platforms, representing about $2 billion in capital allocation. This stake underscores Ackman’s conviction in Meta’s long-term upside from AI-driven innovations.
2. Purchase Details and Valuation
As of Nov. 24, 2025, Pershing acquired Meta shares at an average cost of $625, which closely aligns with the Feb. 13 closing price near $640, indicating minimal downside from current levels.
3. AI-Driven Ad Growth Thesis
Pershing highlights AI integration as a key catalyst, noting improvements in content recommendation and personalized ads that enhance user engagement and advertiser return on ad spend across Meta’s 3.5 billion user base.
4. Revenue Growth Forecast and Outlook
Meta forecasts 30% revenue growth next quarter—the highest since 2021—reflecting accelerating ad sales momentum, though sustained execution will be critical to validate the bullish investment thesis.