Quick Read – Meta trades at 21x earnings with $56B in ad revenue and proven pricing power, while Palantir demands 145x P/E for already-priced-in growth. – Zuckerberg’s $125B AI capex runs through an insulated ad monopoly, while Palantir’s $201M quarterly stock comp keeps…
luting shareholders. – Prediction markets give Meta 85% odds of outvaluing OpenAI by year-end, while traders see Palantir’s momentum stalling above $138. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Meta didn’t make the cut. Grab the names FREE today
Meta Platforms (NASDAQ: META) and Palantir Technologies (NASDAQ: PLTR) both posted Q1 2026 results that widened an already yawning valuation gap. Meta ran its ad machine at scale while ramping AI infrastructure. Palantir kept doubling its U.S. commercial business and pushing multiples that pin the next decade of execution to the current share price.
Ad Dollars Compound While Palantir Sells Rule of 40 Meta pulled in $56.31 billion in revenue, up 33.08% year over year, with advertising alone at $55.02 billion and price per ad rising 12%. That is real pricing power on 3.56 billion daily users. Reported EPS of $10.44 was flattered by an $8.03 billion CAMT tax benefit worth $3.13 per share, so the underlying beat is smaller than the headline suggests.