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Meta PlatformsMETA

AI software & productivity · NASDAQ · USA

$720.89
Down 0.1% todayClose

Up 9.3% this year and +31.0% since June 26, ahead of the AI sector at +7.5%. Meta Platforms buys from 6 mapped companies.

Market cap
$1.8T
This year
+9.3%
1 year
+1.2%
P/E
27.0
P/S
8.1
P/B
7.0

Price vs the AI sector

since Jun 26METAAI sector, equal weight
Meta Platforms (META) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. META: +31.0% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.0%+20%+40%Jun 26AugSepOct 8META +31.0%Sector +7.5% Meta Platforms (META) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. META: +31.0% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.0%+20%+40%Jun 26AugSepOct 8META+31.0%Sector+7.5%

Supply chain

6 suppliers
SUPPLIERS →→ CUSTOMERSNvidia (NVDA)NVDANvidia−2.9%AMD (AMD)AMDAMD−3.9%Broadcom (AVGO)AVGOBroadcom−4.3%Arista Networks (ANET)ANETArista Networks−2.3%Pure Storage (PSTG)PSTGPure StorageArm Holdings (ARM)ARMArm Holdings−6.5%None mappedMETAMeta Platforms

Suppliers 6

Open the full chain →

About Meta Platforms

Facebook and Instagram pay for one of the largest AI build-outs anywhere: GPU clusters at enormous scale, the Llama models released openly, and advertising tools that are so far the clearest payoff. Meta AI and the smart glasses are the consumer end of it.

Theme exposure

AI softwareOpen-source modelsAdvertisingLlama modelsAI advertisingLarge GPU clusters

Products

  • Llama models (open source)
  • AI advertising tools
  • Meta AI assistant, smart glasses

Competitors

  • Google, OpenAI
  • TikTok (attention)

Risks

  • Massive AI capex without direct revenue
  • Platform regulation

Same segment: AI software & productivity

Embeds AI models into the products and workflows we already use. Segment 6 of 8 in the AI & digital infrastructure value chain.

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Compare META

Side by side with the largest companies in the same segment.

META vs TSLAMETA vs CRMMETA vs NOWMETA vs APPMETA vs ADBEMETA vs INTU

See where Meta Platforms sits in the full AI & digital infrastructure map: every segment from upstream suppliers to end markets, with daily metrics.

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