Activist ValueAct is poised to trim fat and help boost profits at Meta Platforms. Here’s how

Meta Platforms builds technologies that help people find communities and grow businesses.

Company operates through two segments: Family of Apps (FoA) and Reality Labs ( RL ) CEO Mason Morfit was on the board of Microsoft from March 2014 through the end of 2017 .

ValueAct has extensive experience in mega-cap technology companies, most notably Microsoft and Salesforce.

Mark Zuckerberg has open-sourced Meta 's " LLaMA " model, a high-performance AI model designed to compete with OpenAI 's GPT and Microsoft 's Copilot .

If Meta continues to bleed the RL division at the same pace and gets absolutely no value from its AI spend, it will have a $ 600 stock in 2026 .

If ValueAct can do what it has been able to do at Microsoft , Salesforce, Adobe and others help grow the muscle and trim the fat RL 's -$7 should decline substantially.