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Exclusive Content Meta Platforms' New Bull: Why Billionaire Bill Ackman Is BuyingBy Leo Miller. Article Published: 2/16/2026. 
Key Points - After a post-earnings surge, shares of Meta Platforms are getting hit.
- However, a high-profile investor is showing his support, investing around $2 billion in the company.
- Pershing Square and Bill Ackman are clearly recognizing the power of Meta's AI-enabled advertising empire.
- Special Report: [Sponsorship-Ad-6-Format3]
Magnificent Seven giant Meta Platforms (NASDAQ: META), despite failing to hold recent gains, has just received backing from a major investor. Meta shares jumped more than 10% on Jan. 29 after the firm's latest earnings report, closing around $738 that day. I Met Elon Musk "Face-to-Face"
During a private gathering of Wall Street elites, I was one of two people selected to speak with Elon personally.
As a result, my research now leads me to believe Elon will announce the SpaceX IPO on this date:
March 26, 2026. Circle it on your calendar.
I'm sharing an "access code" that lets anyone grab a pre-IPO stake before it happens. This is your invitation to the biggest wealth-building event of the decade. Click Here to See how to Get Your "SpaceX Access Code" Since then, shares have given up those gains and more, closing near $640 on Feb. 13 — even though Meta is forecasting 30% revenue growth next quarter, a pace it hasn't achieved since 2021. Big investors are nevertheless buying into the company's story. One notable buyer is Pershing Square Capital Management, led by billionaire Bill Ackman. Ackman first gained fame for shorting the Municipal Bond Insurance Association (MBIA) during the Great Financial Crisis, profiting when MBIA's stock collapsed after its exposure to subprime mortgage-backed securities was revealed. Ackman's willingness to put his investments in the public eye has made him a well-known figure in finance. Below we look at Pershing's stake in Meta and the bullish case the firm laid out. Pershing Takes Huge Stake in META Pershing Square released its 2026 Annual Investor Presentation on Feb. 11. The presentation states that Meta accounted for 10% of the company's capital as of the end of 2025. That stake is roughly equal to $2 billion. Pershing used the presentation to push back on one of the key concerns about Meta's outlook. "We believe Meta's current share price underappreciates the company's long-term upside potential from AI and represents a deeply discounted valuation for one of the world's greatest businesses." Notably, Pershing says that, as of Nov. 24, 2025, it had purchased Meta at an average price of $625 — a meaningful detail given Meta's Feb. 13 close was less than 3% above that level. That suggests Pershing sees substantial upside remaining in META shares. Detailing Pershing's Investment Thesis on META Pershing's presentation (slide 65) outlines the strengths it sees in Meta's business. Importantly, the slide does not emphasize Meta's general-purpose AI models or the company's potential to become a leader in that domain. That omission is notable because some investors view a perceived lack of progress on general-purpose AI as a reason Meta may not reap sufficient benefits from its AI spending. Pershing's slides push back on that idea. Pershing emphasizes that AI is already boosting Meta's most important business: its core advertising business. The firm states, "Meta's business model is one of the clearest beneficiaries of AI integration." Specifically, Pershing notes that Meta's AI-driven recommendation systems are improving user engagement and enabling more relevant, personalized ads. This point can be overlooked in debates about Meta's AI strategy. Hyperscalers such as Alphabet (Google's parent), Microsoft and Amazon.com have been able to more clearly show the gains from their AI investments—largely through their cloud businesses as customers rent AI infrastructure. Meta's AI-driven progress is subtler, embedded within the growth of its advertising business. The core of Meta's strategy is maximizing the return on advertising spend (ROAS) that advertisers can achieve. ROAS improvements driven by AI increase the likelihood that advertisers will allocate a greater share of their budgets to Meta's apps. With more than 3.5 billion users, Meta offers a massive pool of potential customers. But improving targeting and engagement at that scale requires significant AI investment, which challenges the argument that Meta's spending won't pay off. META's Ads Business Needs to Keep Chugging Pershing's investment is a positive signal for Meta's outlook. Revenue growth accelerated each quarter during 2025, and the company expects growth to accelerate again next quarter—evidence that its AI-driven strategy is working. Still, Meta has more to prove. Sustained improvements in its advertising business remain central to the bull case, and the firm must continue to deliver on that front to justify the optimism.
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