Microsoft (MSFT) vs. Meta (META): Billionaire Moves Reveal Which Stock to Watch

Vladimir Popescu
Bear vs Bull Stock Market
Source: Watcher Guru

Microsoft stock vs Meta stock performance shows stark differences in 2024. Meta rose 67.62% to $599.81. Microsoft gained 15.09% to $430.53. These stock market trends changed how billionaire investors view technology investing.

Microsoft Stock vs Meta Stock
Source: Finance Charts

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Which Stock To Buy Based On Billionaire Picks: Microsoft Vs. Meta

Bear vs bull market stocks
Source: Watcher Guru

Billionaire Hedge Fund Managers Switch Positions

Stephen Mandel’s Lone Pine Capital demonstrated shifting billionaire stock picks, reducing Microsoft holdings by 18% while increasing Meta Platforms position by 36%. “Meta Platforms is now his largest holding, and Microsoft dropped from second to fifth,” market analysts report. Louis Bacon’s Moore Capital Management reinforced this trend, cutting Microsoft’s stake by 70% while expanding Meta holdings by 961%.

Microsoft’s AI Investments Impact Financial Outlook

MSFT Stock Price
Source: Yahoo Finance

Microsoft’s Q1 fiscal 2025 performance showed 16% more revenue, reaching $65 billion. This matters for investing in technology choices. CFO Amy Hood revealed, “The expected loss at OpenAI would be a $1.5 billion drag on income in the current quarter.” The Microsoft stock vs. Meta stock data shows slower gains for Microsoft in 2024.

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Meta’s Strong Performance Attracts Investment

Meta stock price chart
Source: Yahoo Finance

Among tech stocks to watch, Meta leads with 19% revenue growth to $40 billion in Q3. CEO Mark Zuckerberg highlighted AI success: “AI-driven feed and video recommendations have led to an 8% increase in time spent on Facebook and a 6% increase on Instagram this year alone.” Stock market trends show Meta’s price passing $590.

Investment Outlook and Valuation Comparison

The latest tech stocks data put Meta at 28 times earnings. Microsoft trades at 36 times earnings, while Meta expects around 18% yearly earnings growth for the next three years. Microsoft projects 13% for the following years. Hood notes, “Capital expenditures will increase again in the current quarter due to cloud and AI demand signals.”

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Final Analysis

Meta offers better value and stronger growth when investing in technology. Billionaire stock picks support this view. The Microsoft stock vs Meta stock numbers tell a clear story. Meta’s price grew four times more than Microsoft’s. Meta’s mix of growth and value suggests more gains ahead.