Polen Global Growth Q1 2026 Commentary [Seeking Alpha]
Meta Platforms, Inc. - Class A (META)
Company Research
Source: Seeking Alpha
For the quarter, the Polen Global Growth Composite Portfolio declined -15.7% net of fees, while the MSCI ACWI Index declined -3.2%. Polen Capital believes embedded enterprise software companies can add AI agents to their existing offerings far easier than AI agents can displace incumbent software. Polen Capital initiated new positions in Siemens Energy, Tokyo Electron, Meta Platforms, and ASML while exiting holdings in Abbott Laboratories, Adobe, Paycom Software, and SAP. Polen Capital's expected earnings growth for the Global Growth Composite remains in the mid-to-high teens range over the coming five years. Getty Images Summary The first quarter of 2026 was a highly volatile one for global equities. Concerns about AI disruption fears reached a fever pitch this quarter and in late February the US and Israel launched Operation Epic Fury in Iran and other nations in the Middle East. These two issues in combination were the primary catalysts for violent moves in stock price
Show less
Read more
Impact Snapshot
Event Time:
META
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
META alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
META alerts
High impacting Meta Platforms, Inc. - Class A news events
Weekly update
A roundup of the hottest topics
META
News
- Microsoft, Meta, and Google just announced billions more in AI spending. Only Google convinced investors it's paying off [Fortune]Fortune
- Meta's AI investments are costing way more than VR, and investors aren't happy about it [Yahoo! Finance]Yahoo! Finance
- Meta is still burning money on AR/VR [Yahoo! Finance]Yahoo! Finance
- Meta chief Zuckerberg doubles down on AI spending [Yahoo! Finance]Yahoo! Finance
- Highlights from Meta's earnings call [Yahoo! Finance]Yahoo! Finance
META
Earnings
- 4/29/26 - Beat
META
Sec Filings
- 4/29/26 - Form 4
- 4/29/26 - Form 8-K
- 4/28/26 - Form PX14A6G
- META's page on the SEC website