EXCLUSIVE: If Meta Is Forced To Divest Instagram, WhatsApp, Or Facebook, 43% Pick This Standout

Core Viewpoint - The ongoing antitrust trial against Meta Platforms could lead to the forced divestiture of its segments like Instagram and WhatsApp, potentially unlocking shareholder value through a sum-of-parts valuation [1][2][3]. Financial Implications - The trial is set against the backdrop of Meta's first-quarter financial results, which are expected to show weak guidance [2][7]. - The current market cap of Meta is $1.27 trillion, with survey results indicating that 50% of respondents believe a breakup could yield a higher valuation than the current market cap [9]. Survey Insights - A Benzinga survey revealed that half of the respondents think Meta's stock could be worth more if a forced spinoff or breakup occurs [5]. - Instagram is viewed as the most valuable asset in the event of a breakup, with 43% of respondents expressing interest in owning it [10]. Historical Context - Meta acquired Instagram for $1 billion in 2012, a decision that was initially met with skepticism due to Instagram's limited revenue at the time [7]. - Since the acquisition, Instagram has grown to approximately two billion users, becoming a significant growth driver for Meta [8]. Competitive Landscape - Meta has defended itself against antitrust allegations by highlighting competition from platforms like TikTok and YouTube [9].