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2026-09-19 16:30 1mo ago
2026-09-19 05:05 1mo ago
Visionary Wealth Advisors Has $10.03 Million Stake in Meta Platforms, Inc. $META
FB Meta Platforms
FMP Stock News
Original source text
Visionary Wealth Advisors increased its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 4.9% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 17,812 shares of the social networking company’s stock after acquiring an additional 829 shares during the quarter. Visionary Wealth Advisors’ holdings in Meta Platforms were worth $10,033,000 as of its most recent SEC filing.

Other large investors have also bought and sold shares of the company. RHL Group LLC bought a new position in shares of Meta Platforms during the fourth quarter worth about $28,000. Advantage Trust Co bought a new position in Meta Platforms during the second quarter worth $28,000. Axiom Investment Management LLC acquired a new position in shares of Meta Platforms in the first quarter valued at $36,000. Bayban raised its position in shares of Meta Platforms by 100.0% in the first quarter. Bayban now owns 70 shares of the social networking company’s stock valued at $40,000 after purchasing an additional 35 shares during the period. Finally, Entrust Financial LLC bought a new position in shares of Meta Platforms in the fourth quarter valued at about $48,000. 79.91% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades META has been the topic of several research reports. UBS Group decreased their target price on Meta Platforms from $766.00 to $715.00 and set a “buy” rating on the stock in a research report on Thursday, July 30th. Erste Group Bank upgraded Meta Platforms from a “hold” rating to a “buy” rating in a research report on Tuesday, July 7th. JPMorgan Chase & Co. raised Meta Platforms from a “neutral” rating to an “overweight” rating and increased their target price for the stock from $640.00 to $820.00 in a report on Thursday, September 10th. Scotiabank reissued a “sector perform” rating and issued a $600.00 target price on shares of Meta Platforms in a report on Thursday, July 30th. Finally, Guggenheim restated a “buy” rating and issued a $800.00 price target on shares of Meta Platforms in a research note on Tuesday, July 28th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and nine have given a Hold rating to the company’s stock. According to data from MarketBeat, Meta Platforms currently has a consensus rating of “Moderate Buy” and a consensus target price of $788.88.

Check Out Our Latest Stock Report on Meta Platforms Key Headlines Impacting Meta Platforms Here are the key news stories impacting Meta Platforms this week:

Positive Sentiment: Meta’s Muse personal AI agent reached No. 1 on Apple’s U.S. free-app chart, surpassing ChatGPT roughly one week after launch. Its ability to handle shopping, bookings, email and phone calls could give Meta a significant consumer-AI growth platform and strengthen the case for future subscriptions or commerce revenue. Meta’s Muse tops Apple’s US free app chart Positive Sentiment: Bank of America said Meta’s internally developed MTIA AI chips could save approximately $8.5 billion in 2027 by reducing reliance on third-party processors. Custom silicon could improve the economics of Meta’s expanding AI infrastructure over time. Meta Can Save $8.5 Billion in 2027 by Using Its Own MTIA Chips Positive Sentiment: Analyst support and upcoming product announcements remain potential catalysts. Rosenblatt reiterated a Buy rating, while investors are looking ahead to Meta Connect on September 23 for additional AI, glasses and subscription details. Meta Earns Buy Rating from Rosenblatt Securities Neutral Sentiment: Muse’s early popularity is encouraging, but analysts disagree on its financial impact. The generous free tier may accelerate adoption while delaying revenue and increasing computing costs; consumer distrust of Meta and the need to provide sensitive account data could also limit paid conversion. Meta’s Muse Agent Has Wall Street Divided on Its AI Potential Negative Sentiment: Investors are taking profits after META rose roughly 23%–24% over the past month. Valuation and expectations have risen quickly, increasing sensitivity to any evidence that AI spending will not generate near-term earnings growth. Negative Sentiment: Meta’s AI investment program is placing significant pressure on cash flow. Articles highlighted a more than 90% decline in free cash flow as capital expenditures rise, raising concerns about the payback period for data centers, chips and other infrastructure. Meta Versus Oracle: AI Capex Payback Velocity Negative Sentiment: Legal and reputational pressure is increasing. A German court held Meta liable for fraudulent third-party ads, while regulators and its Oversight Board criticized safeguards against deepfakes and nonconsensual filming involving its smart glasses. These issues could increase compliance costs and threaten user trust. German Court Rules Meta Liable for Fake Ads Negative Sentiment: Chief Product Officer Christopher Cox sold 20,000 shares worth approximately $13.5 million under a pre-arranged Rule 10b5-1 plan. The planned nature reduces the signal, but the sale may still weigh modestly on sentiment. SEC Insider Trading Filing Insiders Place Their Bets In other Meta Platforms news, CFO Susan Li sold 9,196 shares of the company’s stock in a transaction dated Tuesday, August 18th. The shares were sold at an average price of $550.61, for a total transaction of $5,063,409.56. Following the sale, the chief financial officer directly owned 13,186 shares of the company’s stock, valued at $7,260,343.46. This represents a 41.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Christopher Cox sold 20,000 shares of the stock in a transaction dated Tuesday, September 15th. The stock was sold at an average price of $675.23, for a total transaction of $13,504,600.00. Following the transaction, the insider owned 224,516 shares of the company’s stock, valued at $151,599,938.68. This represents a 8.18% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 81,758 shares of company stock worth $51,214,020 in the last ninety days. 13.53% of the stock is owned by corporate insiders.

Meta Platforms Price Performance Meta Platforms stock opened at $665.75 on Friday. The business’s 50 day simple moving average is $606.33 and its 200 day simple moving average is $609.79. Meta Platforms, Inc. has a 12 month low of $520.26 and a 12 month high of $790.80. The company has a market cap of $1.70 trillion, a price-to-earnings ratio of 25.08, a PEG ratio of 1.19 and a beta of 1.25. The company has a current ratio of 2.23, a quick ratio of 2.23 and a debt-to-equity ratio of 0.32.

Meta Platforms (NASDAQ:META – Get Free Report) last issued its earnings results on Wednesday, July 29th. The social networking company reported $6.18 earnings per share (EPS) for the quarter, missing the consensus estimate of $7.19 by ($1.01). Meta Platforms had a net margin of 29.83% and a return on equity of 33.18%. The firm had revenue of $60.80 billion during the quarter, compared to the consensus estimate of $60.22 billion. During the same quarter in the previous year, the firm earned $7.14 earnings per share. The business’s quarterly revenue was up 28.0% compared to the same quarter last year. Sell-side analysts forecast that Meta Platforms, Inc. will post 27.93 EPS for the current year.

Meta Platforms Announces Dividend The company also recently disclosed a quarterly dividend, which will be paid on Monday, September 28th. Investors of record on Monday, September 21st will be paid a $0.525 dividend. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date is Monday, September 21st. Meta Platforms’s payout ratio is currently 7.91%.

Meta Platforms Company Profile (Free Report)

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

Further Reading Five stocks we like better than Meta Platforms J.B. Hunt’s Stock Plunges After Market Misprices Profit Warning 2 Stocks Breaking Out Post-FOMC With One Thing in Common Lennar’s Q3 Miss Hides a Stronger Operating Story Beneath the Housing Slump These 3 Stocks Are Drawing Insider Buyers for Very Different Reasons

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2026-09-19 16:30 1mo ago
2026-09-19 05:05 1mo ago
Vega Investment Solutions Sells 1,134 Shares of Meta Platforms, Inc. $META
FB Meta Platforms
FMP Stock News
Original source text
Vega Investment Solutions cut its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 13.9% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 7,028 shares of the social networking company’s stock after selling 1,134 shares during the period. Vega Investment Solutions’ holdings in Meta Platforms were worth $3,959,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently bought and sold shares of META. RHL Group LLC bought a new position in shares of Meta Platforms in the 4th quarter valued at about $28,000. Advantage Trust Co bought a new stake in Meta Platforms in the second quarter valued at approximately $28,000. Axiom Investment Management LLC acquired a new stake in Meta Platforms during the 1st quarter valued at $36,000. Bayban lifted its stake in shares of Meta Platforms by 100.0% during the 1st quarter. Bayban now owns 70 shares of the social networking company’s stock worth $40,000 after buying an additional 35 shares during the last quarter. Finally, Entrust Financial LLC acquired a new stake in Meta Platforms during the fourth quarter worth approximately $48,000. 79.91% of the stock is currently owned by institutional investors.

Meta Platforms News Summary Here are the key news stories impacting Meta Platforms this week:

Positive Sentiment: Meta’s Muse personal AI agent reached No. 1 on Apple’s U.S. free-app chart, surpassing ChatGPT roughly one week after launch. Its ability to handle shopping, bookings, email and phone calls could give Meta a significant consumer-AI growth platform and strengthen the case for future subscriptions or commerce revenue. Meta’s Muse tops Apple’s US free app chart Positive Sentiment: Bank of America said Meta’s internally developed MTIA AI chips could save approximately $8.5 billion in 2027 by reducing reliance on third-party processors. Custom silicon could improve the economics of Meta’s expanding AI infrastructure over time. Meta Can Save $8.5 Billion in 2027 by Using Its Own MTIA Chips Positive Sentiment: Analyst support and upcoming product announcements remain potential catalysts. Rosenblatt reiterated a Buy rating, while investors are looking ahead to Meta Connect on September 23 for additional AI, glasses and subscription details. Meta Earns Buy Rating from Rosenblatt Securities Neutral Sentiment: Muse’s early popularity is encouraging, but analysts disagree on its financial impact. The generous free tier may accelerate adoption while delaying revenue and increasing computing costs; consumer distrust of Meta and the need to provide sensitive account data could also limit paid conversion. Meta’s Muse Agent Has Wall Street Divided on Its AI Potential Negative Sentiment: Investors are taking profits after META rose roughly 23%–24% over the past month. Valuation and expectations have risen quickly, increasing sensitivity to any evidence that AI spending will not generate near-term earnings growth. Negative Sentiment: Meta’s AI investment program is placing significant pressure on cash flow. Articles highlighted a more than 90% decline in free cash flow as capital expenditures rise, raising concerns about the payback period for data centers, chips and other infrastructure. Meta Versus Oracle: AI Capex Payback Velocity Negative Sentiment: Legal and reputational pressure is increasing. A German court held Meta liable for fraudulent third-party ads, while regulators and its Oversight Board criticized safeguards against deepfakes and nonconsensual filming involving its smart glasses. These issues could increase compliance costs and threaten user trust. German Court Rules Meta Liable for Fake Ads Negative Sentiment: Chief Product Officer Christopher Cox sold 20,000 shares worth approximately $13.5 million under a pre-arranged Rule 10b5-1 plan. The planned nature reduces the signal, but the sale may still weigh modestly on sentiment. SEC Insider Trading Filing Meta Platforms Trading Down 2.4% META opened at $665.75 on Friday. Meta Platforms, Inc. has a twelve month low of $520.26 and a twelve month high of $790.80. The company has a fifty day moving average of $606.33 and a 200-day moving average of $609.79. The stock has a market cap of $1.70 trillion, a PE ratio of 25.08, a price-to-earnings-growth ratio of 1.19 and a beta of 1.25. The company has a quick ratio of 2.23, a current ratio of 2.23 and a debt-to-equity ratio of 0.32. Meta Platforms (NASDAQ:META – Get Free Report) last announced its quarterly earnings data on Wednesday, July 29th. The social networking company reported $6.18 EPS for the quarter, missing the consensus estimate of $7.19 by ($1.01). The company had revenue of $60.80 billion for the quarter, compared to analyst estimates of $60.22 billion. Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%.The business’s quarterly revenue was up 28.0% compared to the same quarter last year. During the same period last year, the business earned $7.14 EPS. On average, sell-side analysts predict that Meta Platforms, Inc. will post 27.93 EPS for the current year.

Meta Platforms Announces Dividend The company also recently disclosed a quarterly dividend, which will be paid on Monday, September 28th. Shareholders of record on Monday, September 21st will be given a $0.525 dividend. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date of this dividend is Monday, September 21st. Meta Platforms’s dividend payout ratio is presently 7.91%.

Analyst Upgrades and Downgrades A number of equities research analysts have recently weighed in on the company. Barclays dropped their target price on Meta Platforms from $830.00 to $780.00 and set an “overweight” rating for the company in a report on Thursday, July 30th. Wolfe Research reissued an “outperform” rating and set a $700.00 price target on shares of Meta Platforms in a research report on Thursday, July 30th. Benchmark restated a “hold” rating on shares of Meta Platforms in a research note on Thursday, August 27th. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $800.00 price objective on shares of Meta Platforms in a report on Thursday, July 30th. Finally, Wedbush lifted their price objective on Meta Platforms from $595.00 to $650.00 and gave the company a “neutral” rating in a report on Friday, September 11th. Four research analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $788.88.

View Our Latest Analysis on META

Insider Transactions at Meta Platforms In other news, CFO Susan Li sold 9,196 shares of Meta Platforms stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $550.61, for a total transaction of $5,063,409.56. Following the sale, the chief financial officer directly owned 13,186 shares in the company, valued at $7,260,343.46. The trade was a 41.09% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Aaron Anderson sold 3,240 shares of the business’s stock in a transaction dated Thursday, September 3rd. The stock was sold at an average price of $618.06, for a total transaction of $2,002,514.40. Following the completion of the transaction, the chief accounting officer directly owned 6,271 shares in the company, valued at $3,875,854.26. This trade represents a 34.07% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 81,758 shares of company stock worth $51,214,020. Company insiders own 13.53% of the company’s stock.

Meta Platforms Company Profile (Free Report)

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

Recommended Stories Five stocks we like better than Meta Platforms J.B. Hunt’s Stock Plunges After Market Misprices Profit Warning 2 Stocks Breaking Out Post-FOMC With One Thing in Common Lennar’s Q3 Miss Hides a Stronger Operating Story Beneath the Housing Slump These 3 Stocks Are Drawing Insider Buyers for Very Different Reasons Want to see what other hedge funds are holding META? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Meta Platforms, Inc. (NASDAQ:META – Free Report).

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2026-09-19 16:30 1mo ago
2026-09-19 05:05 1mo ago
Legal & General Group Plc Has $7.94 Billion Stock Holdings in Meta Platforms, Inc. $META
FB Meta Platforms
FMP Stock News
Original source text
Legal & General Group Plc decreased its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 1.3% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 14,099,436 shares of the social networking company’s stock after selling 190,868 shares during the quarter. Meta Platforms accounts for 1.7% of Legal & General Group Plc’s portfolio, making the stock its 10th biggest holding. Legal & General Group Plc owned approximately 0.55% of Meta Platforms worth $7,942,071,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. Jones Financial Companies Lllp boosted its position in shares of Meta Platforms by 8.9% during the 2nd quarter. Jones Financial Companies Lllp now owns 1,518,377 shares of the social networking company’s stock valued at $836,209,000 after acquiring an additional 123,604 shares during the last quarter. Sone Capital Management LLC increased its position in Meta Platforms by 38.2% in the second quarter. Sone Capital Management LLC now owns 16,059 shares of the social networking company’s stock worth $9,046,000 after purchasing an additional 4,440 shares during the last quarter. Trajan Wealth LLC raised its stake in Meta Platforms by 1.1% during the second quarter. Trajan Wealth LLC now owns 133,908 shares of the social networking company’s stock valued at $75,429,000 after purchasing an additional 1,447 shares in the last quarter. Veratis Advisors Inc. purchased a new stake in Meta Platforms during the second quarter valued at $205,000. Finally, Wood Tarver Financial Group LLC raised its stake in Meta Platforms by 20.0% during the second quarter. Wood Tarver Financial Group LLC now owns 636 shares of the social networking company’s stock valued at $358,000 after purchasing an additional 106 shares in the last quarter. 79.91% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Meta Platforms In related news, CFO Susan Li sold 9,196 shares of Meta Platforms stock in a transaction dated Tuesday, August 18th. The stock was sold at an average price of $550.61, for a total transaction of $5,063,409.56. Following the completion of the sale, the chief financial officer owned 13,186 shares of the company’s stock, valued at $7,260,343.46. The trade was a 41.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Javier Olivan sold 3,348 shares of the company’s stock in a transaction that occurred on Monday, July 6th. The shares were sold at an average price of $600.97, for a total value of $2,012,047.56. Following the completion of the sale, the chief operating officer owned 9,498 shares in the company, valued at approximately $5,708,013.06. This represents a 26.06% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 81,758 shares of company stock worth $51,214,020 over the last 90 days. Insiders own 13.53% of the company’s stock.

Meta Platforms Price Performance NASDAQ META opened at $665.75 on Friday. The firm’s fifty day simple moving average is $606.33 and its two-hundred day simple moving average is $609.79. The company has a current ratio of 2.23, a quick ratio of 2.23 and a debt-to-equity ratio of 0.32. Meta Platforms, Inc. has a 12-month low of $520.26 and a 12-month high of $790.80. The firm has a market capitalization of $1.70 trillion, a P/E ratio of 25.08, a P/E/G ratio of 1.19 and a beta of 1.25. Meta Platforms (NASDAQ:META – Get Free Report) last issued its quarterly earnings results on Wednesday, July 29th. The social networking company reported $6.18 earnings per share for the quarter, missing analysts’ consensus estimates of $7.19 by ($1.01). Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%.The business had revenue of $60.80 billion for the quarter, compared to analysts’ expectations of $60.22 billion. During the same quarter in the previous year, the firm posted $7.14 EPS. Meta Platforms’s revenue was up 28.0% on a year-over-year basis. Analysts forecast that Meta Platforms, Inc. will post 27.93 EPS for the current fiscal year.

Meta Platforms Dividend Announcement The company also recently announced a quarterly dividend, which will be paid on Monday, September 28th. Investors of record on Monday, September 21st will be given a $0.525 dividend. This represents a $2.10 annualized dividend and a dividend yield of 0.3%. The ex-dividend date of this dividend is Monday, September 21st. Meta Platforms’s dividend payout ratio is presently 7.91%.

Wall Street Analyst Weigh In Several analysts have recently issued reports on META shares. Arete Research set a $735.00 target price on shares of Meta Platforms and gave the company a “buy” rating in a research report on Tuesday, June 2nd. Evercore reiterated an “outperform” rating on shares of Meta Platforms in a research report on Thursday, July 30th. Needham & Company LLC restated a “hold” rating on shares of Meta Platforms in a research report on Thursday, August 27th. UBS Group lowered their price objective on Meta Platforms from $766.00 to $715.00 and set a “buy” rating for the company in a research note on Thursday, July 30th. Finally, Royal Bank Of Canada reiterated an “outperform” rating and issued a $810.00 target price on shares of Meta Platforms in a report on Monday, June 1st. Four research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and nine have assigned a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $788.88.

Check Out Our Latest Report on Meta Platforms

Key Headlines Impacting Meta Platforms Here are the key news stories impacting Meta Platforms this week:

Positive Sentiment: Meta’s Muse personal AI agent reached No. 1 on Apple’s U.S. free-app chart, surpassing ChatGPT roughly one week after launch. Its ability to handle shopping, bookings, email and phone calls could give Meta a significant consumer-AI growth platform and strengthen the case for future subscriptions or commerce revenue. Meta’s Muse tops Apple’s US free app chart Positive Sentiment: Bank of America said Meta’s internally developed MTIA AI chips could save approximately $8.5 billion in 2027 by reducing reliance on third-party processors. Custom silicon could improve the economics of Meta’s expanding AI infrastructure over time. Meta Can Save $8.5 Billion in 2027 by Using Its Own MTIA Chips Positive Sentiment: Analyst support and upcoming product announcements remain potential catalysts. Rosenblatt reiterated a Buy rating, while investors are looking ahead to Meta Connect on September 23 for additional AI, glasses and subscription details. Meta Earns Buy Rating from Rosenblatt Securities Neutral Sentiment: Muse’s early popularity is encouraging, but analysts disagree on its financial impact. The generous free tier may accelerate adoption while delaying revenue and increasing computing costs; consumer distrust of Meta and the need to provide sensitive account data could also limit paid conversion. Meta’s Muse Agent Has Wall Street Divided on Its AI Potential Negative Sentiment: Investors are taking profits after META rose roughly 23%–24% over the past month. Valuation and expectations have risen quickly, increasing sensitivity to any evidence that AI spending will not generate near-term earnings growth. Negative Sentiment: Meta’s AI investment program is placing significant pressure on cash flow. Articles highlighted a more than 90% decline in free cash flow as capital expenditures rise, raising concerns about the payback period for data centers, chips and other infrastructure. Meta Versus Oracle: AI Capex Payback Velocity Negative Sentiment: Legal and reputational pressure is increasing. A German court held Meta liable for fraudulent third-party ads, while regulators and its Oversight Board criticized safeguards against deepfakes and nonconsensual filming involving its smart glasses. These issues could increase compliance costs and threaten user trust. German Court Rules Meta Liable for Fake Ads Negative Sentiment: Chief Product Officer Christopher Cox sold 20,000 shares worth approximately $13.5 million under a pre-arranged Rule 10b5-1 plan. The planned nature reduces the signal, but the sale may still weigh modestly on sentiment. SEC Insider Trading Filing Meta Platforms Company Profile (Free Report)

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

Featured Articles Five stocks we like better than Meta Platforms J.B. Hunt’s Stock Plunges After Market Misprices Profit Warning 2 Stocks Breaking Out Post-FOMC With One Thing in Common Lennar’s Q3 Miss Hides a Stronger Operating Story Beneath the Housing Slump These 3 Stocks Are Drawing Insider Buyers for Very Different Reasons

Receive News & Ratings for Meta Platforms Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Meta Platforms and related companies with MarketBeat.com's FREE daily email newsletter.
2026-09-19 16:30 1mo ago
2026-09-19 05:05 1mo ago
Meta Platforms, Inc. $META Stock Position Lifted by Twin Peaks Wealth Advisors LLC
FB Meta Platforms
FMP Stock News
Original source text
Twin Peaks Wealth Advisors LLC lifted its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 12.8% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 16,626 shares of the social networking company’s stock after acquiring an additional 1,881 shares during the quarter. Meta Platforms makes up approximately 2.1% of Twin Peaks Wealth Advisors LLC’s holdings, making the stock its 10th biggest position. Twin Peaks Wealth Advisors LLC’s holdings in Meta Platforms were worth $9,365,000 at the end of the most recent reporting period.

Other hedge funds have also recently made changes to their positions in the company. Visionary Wealth Advisors boosted its stake in Meta Platforms by 4.9% in the second quarter. Visionary Wealth Advisors now owns 17,812 shares of the social networking company’s stock valued at $10,033,000 after acquiring an additional 829 shares in the last quarter. Orographic Financial Advisors LLC raised its stake in Meta Platforms by 1.5% in the 2nd quarter. Orographic Financial Advisors LLC now owns 1,192 shares of the social networking company’s stock valued at $689,000 after purchasing an additional 18 shares during the last quarter. Whalen Wealth Management Inc. boosted its position in Meta Platforms by 20.4% during the second quarter. Whalen Wealth Management Inc. now owns 7,809 shares of the social networking company’s stock worth $4,399,000 after acquiring an additional 1,323 shares during the last quarter. Asset One Wealth Management LLC boosted its stake in Meta Platforms by 23.4% during the second quarter. Asset One Wealth Management LLC now owns 16,053 shares of the social networking company’s stock worth $9,042,000 after buying an additional 3,045 shares during the last quarter. Finally, Safeguard Investment Advisory Group LLC raised its stake in Meta Platforms by 18.0% during the second quarter. Safeguard Investment Advisory Group LLC now owns 3,119 shares of the social networking company’s stock worth $1,758,000 after purchasing an additional 475 shares during the period. Institutional investors own 79.91% of the company’s stock.

Insider Transactions at Meta Platforms In related news, insider Christopher Cox sold 20,000 shares of the company’s stock in a transaction dated Tuesday, September 15th. The shares were sold at an average price of $675.23, for a total value of $13,504,600.00. Following the completion of the sale, the insider owned 224,516 shares of the company’s stock, valued at $151,599,938.68. This represents a 8.18% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Susan Li sold 9,196 shares of Meta Platforms stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $550.61, for a total transaction of $5,063,409.56. Following the completion of the transaction, the chief financial officer owned 13,186 shares in the company, valued at approximately $7,260,343.46. This trade represents a 41.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 81,758 shares of company stock worth $51,214,020 over the last quarter. Insiders own 13.53% of the company’s stock.

Analyst Ratings Changes META has been the topic of a number of recent analyst reports. Truist Financial decreased their target price on shares of Meta Platforms from $770.00 to $763.00 and set a “buy” rating on the stock in a research report on Thursday, August 27th. Benchmark reiterated a “hold” rating on shares of Meta Platforms in a research note on Thursday, August 27th. Phillip Securities upgraded Meta Platforms to a “strong-buy” rating in a research note on Monday, August 3rd. Weiss Ratings downgraded Meta Platforms from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, June 26th. Finally, Monness Crespi & Hardt lowered their price target on shares of Meta Platforms from $890.00 to $730.00 and set a “buy” rating on the stock in a research note on Thursday, July 30th. Four research analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat, Meta Platforms currently has an average rating of “Moderate Buy” and a consensus target price of $788.88. Get Our Latest Stock Report on META

Meta Platforms News Summary Here are the key news stories impacting Meta Platforms this week:

Positive Sentiment: Meta’s Muse personal AI agent reached No. 1 on Apple’s U.S. free-app chart, surpassing ChatGPT roughly one week after launch. Its ability to handle shopping, bookings, email and phone calls could give Meta a significant consumer-AI growth platform and strengthen the case for future subscriptions or commerce revenue. Meta’s Muse tops Apple’s US free app chart Positive Sentiment: Bank of America said Meta’s internally developed MTIA AI chips could save approximately $8.5 billion in 2027 by reducing reliance on third-party processors. Custom silicon could improve the economics of Meta’s expanding AI infrastructure over time. Meta Can Save $8.5 Billion in 2027 by Using Its Own MTIA Chips Positive Sentiment: Analyst support and upcoming product announcements remain potential catalysts. Rosenblatt reiterated a Buy rating, while investors are looking ahead to Meta Connect on September 23 for additional AI, glasses and subscription details. Meta Earns Buy Rating from Rosenblatt Securities Neutral Sentiment: Muse’s early popularity is encouraging, but analysts disagree on its financial impact. The generous free tier may accelerate adoption while delaying revenue and increasing computing costs; consumer distrust of Meta and the need to provide sensitive account data could also limit paid conversion. Meta’s Muse Agent Has Wall Street Divided on Its AI Potential Negative Sentiment: Investors are taking profits after META rose roughly 23%–24% over the past month. Valuation and expectations have risen quickly, increasing sensitivity to any evidence that AI spending will not generate near-term earnings growth. Negative Sentiment: Meta’s AI investment program is placing significant pressure on cash flow. Articles highlighted a more than 90% decline in free cash flow as capital expenditures rise, raising concerns about the payback period for data centers, chips and other infrastructure. Meta Versus Oracle: AI Capex Payback Velocity Negative Sentiment: Legal and reputational pressure is increasing. A German court held Meta liable for fraudulent third-party ads, while regulators and its Oversight Board criticized safeguards against deepfakes and nonconsensual filming involving its smart glasses. These issues could increase compliance costs and threaten user trust. German Court Rules Meta Liable for Fake Ads Negative Sentiment: Chief Product Officer Christopher Cox sold 20,000 shares worth approximately $13.5 million under a pre-arranged Rule 10b5-1 plan. The planned nature reduces the signal, but the sale may still weigh modestly on sentiment. SEC Insider Trading Filing Meta Platforms Trading Down 2.4% NASDAQ:META opened at $665.75 on Friday. The stock has a market cap of $1.70 trillion, a price-to-earnings ratio of 25.08, a price-to-earnings-growth ratio of 1.19 and a beta of 1.25. The company has a debt-to-equity ratio of 0.32, a quick ratio of 2.23 and a current ratio of 2.23. The business’s 50-day simple moving average is $606.33 and its 200 day simple moving average is $609.79. Meta Platforms, Inc. has a one year low of $520.26 and a one year high of $790.80.

Meta Platforms (NASDAQ:META – Get Free Report) last released its earnings results on Wednesday, July 29th. The social networking company reported $6.18 EPS for the quarter, missing analysts’ consensus estimates of $7.19 by ($1.01). The firm had revenue of $60.80 billion for the quarter, compared to the consensus estimate of $60.22 billion. Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%.The company’s quarterly revenue was up 28.0% on a year-over-year basis. During the same period in the prior year, the business earned $7.14 EPS. As a group, sell-side analysts predict that Meta Platforms, Inc. will post 27.93 earnings per share for the current fiscal year.

Meta Platforms Announces Dividend The company also recently disclosed a quarterly dividend, which will be paid on Monday, September 28th. Investors of record on Monday, September 21st will be given a $0.525 dividend. The ex-dividend date is Monday, September 21st. This represents a $2.10 annualized dividend and a yield of 0.3%. Meta Platforms’s dividend payout ratio (DPR) is currently 7.91%.

Meta Platforms Company Profile (Free Report)

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

Further Reading Five stocks we like better than Meta Platforms J.B. Hunt’s Stock Plunges After Market Misprices Profit Warning 2 Stocks Breaking Out Post-FOMC With One Thing in Common Lennar’s Q3 Miss Hides a Stronger Operating Story Beneath the Housing Slump These 3 Stocks Are Drawing Insider Buyers for Very Different Reasons

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2026-09-19 16:30 1mo ago
2026-09-19 06:12 1mo ago
Asset One Wealth Management LLC Acquires 3,045 Shares of Meta Platforms, Inc. $META
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Asset One Wealth Management LLC increased its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 23.4% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 16,053 shares of the social networking company’s stock after buying an additional 3,045 shares during the period. Meta Platforms accounts for approximately 1.0% of Asset One Wealth Management LLC’s investment portfolio, making the stock its 27th biggest holding. Asset One Wealth Management LLC’s holdings in Meta Platforms were worth $9,042,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Auto Owners Insurance Co raised its holdings in Meta Platforms by 76,587.7% during the 4th quarter. Auto Owners Insurance Co now owns 105,292,277 shares of the social networking company’s stock valued at $69,502,379,000 after acquiring an additional 105,154,977 shares during the period. Geode Capital Management LLC raised its position in shares of Meta Platforms by 1.7% in the fourth quarter. Geode Capital Management LLC now owns 52,806,712 shares of the social networking company’s stock worth $34,734,628,000 after buying an additional 878,396 shares in the last quarter. Norges Bank purchased a new stake in Meta Platforms in the fourth quarter valued at approximately $22,152,075,000. Bank of America Corp DE raised its stake in Meta Platforms by 14.6% in the first quarter. Bank of America Corp DE now owns 21,038,035 shares of the social networking company’s stock valued at $12,036,491,000 after purchasing an additional 2,673,494 shares in the last quarter. Finally, Invesco Ltd. lifted its position in Meta Platforms by 6.1% during the fourth quarter. Invesco Ltd. now owns 18,200,469 shares of the social networking company’s stock valued at $12,013,948,000 after purchasing an additional 1,046,715 shares during the last quarter. Institutional investors and hedge funds own 79.91% of the company’s stock.

Insiders Place Their Bets In other Meta Platforms news, insider Curtis J. Mahoney sold 1,559 shares of Meta Platforms stock in a transaction dated Tuesday, August 18th. The shares were sold at an average price of $558.00, for a total transaction of $869,922.00. Following the completion of the sale, the insider directly owned 1,957 shares in the company, valued at $1,092,006. This trade represents a 44.34% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Aaron Anderson sold 3,240 shares of the stock in a transaction dated Thursday, September 3rd. The stock was sold at an average price of $618.06, for a total transaction of $2,002,514.40. Following the sale, the chief accounting officer directly owned 6,271 shares in the company, valued at $3,875,854.26. This represents a 34.07% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 81,758 shares of company stock valued at $51,214,020. Corporate insiders own 13.53% of the company’s stock.

Meta Platforms Stock Performance Shares of Meta Platforms stock opened at $665.75 on Friday. The company has a quick ratio of 2.23, a current ratio of 2.23 and a debt-to-equity ratio of 0.32. Meta Platforms, Inc. has a 52 week low of $520.26 and a 52 week high of $790.80. The firm has a market capitalization of $1.70 trillion, a P/E ratio of 25.08, a PEG ratio of 1.19 and a beta of 1.25. The company has a 50 day moving average price of $606.33 and a 200 day moving average price of $609.79. Meta Platforms (NASDAQ:META – Get Free Report) last released its earnings results on Wednesday, July 29th. The social networking company reported $6.18 EPS for the quarter, missing analysts’ consensus estimates of $7.19 by ($1.01). Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%.The firm had revenue of $60.80 billion for the quarter, compared to analyst estimates of $60.22 billion. During the same period last year, the firm earned $7.14 EPS. The company’s revenue for the quarter was up 28.0% compared to the same quarter last year. Sell-side analysts expect that Meta Platforms, Inc. will post 27.93 EPS for the current year.

Meta Platforms Dividend Announcement The business also recently announced a quarterly dividend, which will be paid on Monday, September 28th. Stockholders of record on Monday, September 21st will be paid a dividend of $0.525 per share. The ex-dividend date of this dividend is Monday, September 21st. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. Meta Platforms’s payout ratio is currently 7.91%.

Key Meta Platforms News Here are the key news stories impacting Meta Platforms this week:

Positive Sentiment: Meta’s Muse personal AI agent reached No. 1 on Apple’s U.S. free-app chart, surpassing ChatGPT roughly one week after launch. Its ability to handle shopping, bookings, email and phone calls could give Meta a significant consumer-AI growth platform and strengthen the case for future subscriptions or commerce revenue. Meta’s Muse tops Apple’s US free app chart Positive Sentiment: Bank of America said Meta’s internally developed MTIA AI chips could save approximately $8.5 billion in 2027 by reducing reliance on third-party processors. Custom silicon could improve the economics of Meta’s expanding AI infrastructure over time. Meta Can Save $8.5 Billion in 2027 by Using Its Own MTIA Chips Positive Sentiment: Analyst support and upcoming product announcements remain potential catalysts. Rosenblatt reiterated a Buy rating, while investors are looking ahead to Meta Connect on September 23 for additional AI, glasses and subscription details. Meta Earns Buy Rating from Rosenblatt Securities Neutral Sentiment: Muse’s early popularity is encouraging, but analysts disagree on its financial impact. The generous free tier may accelerate adoption while delaying revenue and increasing computing costs; consumer distrust of Meta and the need to provide sensitive account data could also limit paid conversion. Meta’s Muse Agent Has Wall Street Divided on Its AI Potential Negative Sentiment: Investors are taking profits after META rose roughly 23%–24% over the past month. Valuation and expectations have risen quickly, increasing sensitivity to any evidence that AI spending will not generate near-term earnings growth. Negative Sentiment: Meta’s AI investment program is placing significant pressure on cash flow. Articles highlighted a more than 90% decline in free cash flow as capital expenditures rise, raising concerns about the payback period for data centers, chips and other infrastructure. Meta Versus Oracle: AI Capex Payback Velocity Negative Sentiment: Legal and reputational pressure is increasing. A German court held Meta liable for fraudulent third-party ads, while regulators and its Oversight Board criticized safeguards against deepfakes and nonconsensual filming involving its smart glasses. These issues could increase compliance costs and threaten user trust. German Court Rules Meta Liable for Fake Ads Negative Sentiment: Chief Product Officer Christopher Cox sold 20,000 shares worth approximately $13.5 million under a pre-arranged Rule 10b5-1 plan. The planned nature reduces the signal, but the sale may still weigh modestly on sentiment. SEC Insider Trading Filing Analyst Ratings Changes META has been the topic of several analyst reports. Arete Research set a $735.00 price objective on Meta Platforms and gave the stock a “buy” rating in a report on Tuesday, June 2nd. Bank of America dropped their target price on shares of Meta Platforms from $835.00 to $810.00 and set a “buy” rating on the stock in a research note on Thursday, July 30th. Evercore reaffirmed an “outperform” rating on shares of Meta Platforms in a report on Thursday, July 30th. Susquehanna reduced their price objective on Meta Platforms from $900.00 to $650.00 and set a “positive” rating for the company in a report on Thursday, July 30th. Finally, TD Cowen dropped their price objective on shares of Meta Platforms from $800.00 to $750.00 and set a “buy” rating on the stock in a report on Thursday, July 30th. Four research analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and nine have issued a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $788.88.

Check Out Our Latest Research Report on META

Meta Platforms Company Profile (Free Report)

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

Further Reading Five stocks we like better than Meta Platforms J.B. Hunt’s Stock Plunges After Market Misprices Profit Warning 2 Stocks Breaking Out Post-FOMC With One Thing in Common Lennar’s Q3 Miss Hides a Stronger Operating Story Beneath the Housing Slump These 3 Stocks Are Drawing Insider Buyers for Very Different Reasons Want to see what other hedge funds are holding META? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Meta Platforms, Inc. (NASDAQ:META – Free Report).

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2026-09-19 09:10 1mo ago
2026-09-19 03:03 1mo ago
Meta Is Sitting On The World's Largest Dataset For Human Behavior
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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
2026-09-18 20:54 1mo ago
2026-09-18 14:47 1mo ago
Meta Platforms Just Ripped 23% in a Month: Take Profits, or Buy More?
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Original source text
Meta Platforms (NASDAQ:META | META Price Prediction) stock is up 23% over the past month and trades at $670.52, even after slipping 2% in Friday afternoon trading.
2026-09-18 20:54 1mo ago
2026-09-18 16:15 1mo ago
Meta's Muse Just Had a Breakout Launch. Is It a Game Changer for the Stock?
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The days of Meta Platforms (META -2.43%) being a laggard in cutting-edge technology may be over.

The social media giant's new personal AI agent, Muse, reached nearly 600,000 downloads in just its first five days after launching, according to data from SensorTower.

That puts Muse on a similar trajectory to ChatGPT, the breakthrough app that ignited the AI boom, and Muse could be a major disruptor as well.

Image source: The Motley Fool.

Muse is Meta's personal AI agent. It goes beyond conventional assistants like Siri and Alexa, and does real work rather than just answer questions.

Among the tasks it can handle are sending an email, booking travel, or making restaurant reservations. The app can also open a browser, fill out forms, and negotiate on behalf of the user, and it will develop a personalized plan for users based on their instructions. It can also pay for items using Link by Stripe and will soon be integrating with Shop Pay.

Meta is now open to the general public and is operating with a freemium model, like the chatbots. It's free for basic tasks, but charges $20 to $100 per month for premium tiers as usage goes up.

The app is now #1 in the App Store, topping ChatGPT, showing how strong its adoption has been. Meta also just launched Muse for Mac on Thursday, expanding its addressable market. Comments about the new agent on social media include "incredibly good," "really smooth at filling heavy forms," and "the computer use capability is insanely good." The reviews and the response indicate that the app is highly capable, though some observers have expressed privacy concerns.

What it means for MetaMeta has been angling for a "killer app" for years, and it may have finally found one. The company has poured tens of billions into failed experiments like the metaverse under its Reality Labs banner, while its attempts to take smart glasses and VR devices mainstream have yet to gain significant traction.

However, Meta's efforts in Superintelligence and its acquisition of Scale AI to bring on Founder Alexandr Wang now seem to be paying off. The company has long tried to diversify away from advertising, both to cushion the business and demonstrate to Wall Street that it could add another meaningful revenue stream. Meta Muse could finally do that for the company.

Additionally, while the company can monetize the app through direct subscriptions, it could also easily add advertising to the free tier, as chatbots like ChatGPT have begun doing. That could make Muse highly lucrative over the long term.

Premium Feature

Moneyball Superscore

79/100

Today's Change

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665.75

Is it a game changer for Meta?Despite its position as the #2 digital advertising business in the world and a consistent record of strong growth and huge margins, Meta has long been greeted with skepticism by Wall Street. The stock has historically traded at a low valuation for its growth rate. That seems to reflect its dependence on advertising, the lack of potential growth in its user base, its failed attempts to diversify with new technologies, and the criticism the company routinely faces over broader concerns about social media.

Meta stock jumped 6.6% on Sept. 9 after it launched Muse, showing overwhelming approval from the market for the new app, and the stock has moved higher from there.

Alphabet stock essentially doubled last year as Wall Street re-rated due to the success of Google Gemini and the resilience of its ad business. We could certainly see something similar from Meta if Muse establishes itself as the leading personal AI agent.

The stock trades at a discount to the S&P 500 with a price-to-earnings ratio of 22, even though it's expected to grow revenue 26% this year. If Muse continues on its breakneck adoption curve, Meta will have answered one of the biggest questions about the company, and the stock will have no choice but to move higher.
2026-09-18 18:24 1mo ago
2026-09-18 11:38 1mo ago
Meta Faces French Smart-Glasses Scrutiny as Partnership Holds 76% of Global Market
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French prosecutors and CNIL are examining smart-glasses issues as Meta's category-leading partnership sold 7 million units last year. Summary

Meta leads smart glasses, but French scrutiny could shape where and how the devices are used.

Meta Platforms META, the social-media and AI-wearables company, entered Friday with France turning up the regulatory heat on camera-equipped smart glasses. Shares dropped to $677.30.

French prosecutors have opened a harassment investigation involving unspecified smart glasses, while privacy regulator CNIL has received fewer than ten workplace complaints without naming individual brands. Meta's exposure still matters because its EssilorLuxottica partnership commands roughly 76% of the global smart-glasses category, with the companies selling about seven million units last year. That scale puts Meta near the center of the debate even though the French investigation has not accused its products of wrongdoing.

The bigger issue is where customers will actually be allowed to wear these devices. Workplace rules, recording indicators and privacy safeguards could increasingly determine the usable market for smart glasses as adoption spreads. The valuation picture adds another wrinkle: Meta's $677.30 share price sits 20.72% below the $854.33 GF Value™, suggesting the stock trades at a sizable discount to GuruFocus' estimate of fair value even as regulatory questions around wearable AI continue to build.

Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.

Click for the complete disclosure
2026-09-18 18:24 1mo ago
2026-09-18 13:36 1mo ago
Meta's CTO doesn't want a few 'bad actors' to spoil your view of Meta glasses
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Senior Correspondent covering technology and culture

Meta CTO Andrew Bosworth demonstrating Meta glasses. Bloomberg/Getty Images Andrew Bosworth, Meta's chief technology officer, said the conversation around Meta glasses shouldn't be dominated by a small number of "bad actors."

During an AMA on his personal Instagram, Bosworth answered a question about privacy and Meta glasses.

Andrew Bosworth answered a question about Meta glasses privacy on his Instagram.  Instagram "I don't want the discourse to be entirely shaped by this kind of relatively small number of bad actors," he said. "The majority of people using their glasses are using them in totally normal ways, the way they would use a cell phone camera, but it's a little more convenient, a little bit more hands-free, a little more in the moment."

Bosworth also reiterated that the glasses have privacy measures like an indicator light that turns on when you're recording, and that Meta has anti-tampering features to stop recording if the light is covered.

A recent software update to the glasses closed a loophole people had discovered where, if you started recording, waited a few seconds, and then covered over the light, you could still record. It also meant that people who had drilled out or permanently disabled the light essentially had bricked their devices.

Bosworth also talked about the company's recent crackdown on harassing content (like pickup artists) filmed with its glasses.

"If we find that content, we'll take that content down if it's harassing content. And if we think that this is a person who is doing this systematically, we'll take the account down," the exec said.

This summer, Business Insider looked at how this new moderation policy on Instagram was playing out, and found that while some content and accounts had been removed, the moderation has been uneven. And while pickup artist videos were mainly targeted by Meta, prank videos where people torment big box store workers are creating a "workplace menace," The Verge recently reported.

There's been a recent wave of backlash to the Meta glasses, which have garnered the nickname "pervert glasses" on social media. While the glasses remain popular, there are examples of the backlash sparking action over the concerns. Norway's government is forming a group to look into potential regulation around camera glasses, and French prosecutors are looking into a criminal probe involving sexual harassment and smart glasses. And some businesses like nightclubs and restaurants are starting a "no Meta glasses" policy to protect patrons from being recorded without their consent.

It seems that Meta understands that the public perception of "creep glasses" — whether or not it's truly just a small number of bad actors — is real. The Information reported this week that Meta plans to launch a new camera-free version of the glasses that will just let you use audio and AI features.

The Meta CTO hinted at more AI glasses news around the corner ahead of the company's Connect conference, which kicks off September 23.

"I feel good about where we are but we're not stopping, we're going to continue to invest, and we have more to say at Connect coming up," he said.

Read next

Katie Notopoulos You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.

Katie Notopoulos is a senior correspondent at Business Insider who writes about technology, business, and culture. Previously, Katie was a tech reporter at BuzzFeed News and has written for The Atlantic, The New York Times, Fast Company, and MIT Technology Review.

Meta
2026-09-18 15:57 1mo ago
2026-09-18 04:32 1mo ago
1,131 Shares in Meta Platforms, Inc. $META Acquired by Mission Financial Group LLC
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Original source text
Mission Financial Group LLC purchased a new position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 1,131 shares of the social networking company’s stock, valued at approximately $637,000.

Several other institutional investors and hedge funds have also bought and sold shares of META. Benchmark Investment Advisors LLC lifted its stake in shares of Meta Platforms by 1.8% in the 2nd quarter. Benchmark Investment Advisors LLC now owns 9,110 shares of the social networking company’s stock valued at $5,132,000 after purchasing an additional 163 shares during the period. LM Advisors LLC grew its position in Meta Platforms by 67.1% during the second quarter. LM Advisors LLC now owns 15,715 shares of the social networking company’s stock valued at $8,851,000 after buying an additional 6,312 shares during the period. Clear Harbor Asset Management LLC grew its position in Meta Platforms by 1.1% during the second quarter. Clear Harbor Asset Management LLC now owns 19,731 shares of the social networking company’s stock valued at $11,114,000 after buying an additional 211 shares during the period. Davis Asset Management L.P. increased its holdings in Meta Platforms by 0.4% in the second quarter. Davis Asset Management L.P. now owns 517,000 shares of the social networking company’s stock valued at $291,221,000 after buying an additional 2,000 shares in the last quarter. Finally, Kirtland Hills Capital Management LLC increased its holdings in Meta Platforms by 6.2% in the second quarter. Kirtland Hills Capital Management LLC now owns 9,732 shares of the social networking company’s stock valued at $5,482,000 after buying an additional 568 shares in the last quarter. 79.91% of the stock is currently owned by institutional investors and hedge funds.

Meta Platforms Trading Up 1.3% Shares of META stock opened at $682.31 on Friday. The stock’s fifty day moving average is $606.40 and its two-hundred day moving average is $609.40. The company has a debt-to-equity ratio of 0.32, a quick ratio of 2.23 and a current ratio of 2.23. The firm has a market capitalization of $1.74 trillion, a P/E ratio of 25.70, a PEG ratio of 1.17 and a beta of 1.25. Meta Platforms, Inc. has a fifty-two week low of $520.26 and a fifty-two week high of $790.80.

Meta Platforms (NASDAQ:META – Get Free Report) last announced its earnings results on Wednesday, July 29th. The social networking company reported $6.18 earnings per share (EPS) for the quarter, missing the consensus estimate of $7.19 by ($1.01). Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%.The business had revenue of $60.80 billion for the quarter, compared to analyst estimates of $60.22 billion. During the same period last year, the firm earned $7.14 EPS. The company’s revenue for the quarter was up 28.0% compared to the same quarter last year. Research analysts expect that Meta Platforms, Inc. will post 27.93 earnings per share for the current fiscal year. Meta Platforms Announces Dividend The firm also recently declared a quarterly dividend, which will be paid on Monday, September 28th. Investors of record on Monday, September 21st will be given a dividend of $0.525 per share. The ex-dividend date is Monday, September 21st. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. Meta Platforms’s payout ratio is presently 7.91%.

Analyst Upgrades and Downgrades META has been the topic of several recent analyst reports. Monness Crespi & Hardt lowered their target price on shares of Meta Platforms from $890.00 to $730.00 and set a “buy” rating on the stock in a research note on Thursday, July 30th. Arete Research set a $735.00 price target on shares of Meta Platforms and gave the stock a “buy” rating in a report on Tuesday, June 2nd. Erste Group Bank upgraded shares of Meta Platforms from a “hold” rating to a “buy” rating in a research report on Tuesday, July 7th. Sanford C. Bernstein reaffirmed an “outperform” rating and set a $800.00 price objective on shares of Meta Platforms in a report on Thursday, July 30th. Finally, Guggenheim reiterated a “buy” rating and issued a $800.00 target price on shares of Meta Platforms in a research report on Tuesday, July 28th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat.com, Meta Platforms has an average rating of “Moderate Buy” and a consensus price target of $788.88.

Get Our Latest Research Report on Meta Platforms

Key Headlines Impacting Meta Platforms Here are the key news stories impacting Meta Platforms this week:

Positive Sentiment: Bank of America maintained a Buy view, estimating Meta could save approximately $8.5 billion in 2027 by shifting AI workloads to its in-house MTIA chips. Meta reportedly plans to deploy newer chips in 2027, potentially reducing dependence on Nvidia and improving AI margins. Meta Can Save $8.5 Billion in 2027 by Using Its Own MTIA Chips Positive Sentiment: Meta’s Muse AI agent and the new Meta One subscription are strengthening the investment case that the company can diversify beyond advertising. Meta One combines higher AI usage limits and features across Facebook, Instagram and WhatsApp, creating a potential recurring-revenue stream. Meta Platforms: Get In Before September 23 Positive Sentiment: Analyst optimism remains a near-term catalyst. Citi identified Meta Connect on September 23 as a possible trigger for additional product announcements and investor enthusiasm, while Rosenblatt reiterated a Buy rating with an $886 price target. Meta Event Next Week Could Spark Stock Gains, Says Citi Neutral Sentiment: Meta is expanding Muse’s capabilities, including phone calls, as it competes with emerging AI-agent providers. The move could improve user engagement and monetization, but competition and the execution required to turn usage into paid revenue remain significant. Rival AI Agents and Meta’s Muse Add Calling Negative Sentiment: A German court ruled Meta liable for fraudulent third-party advertisements on Facebook and Instagram, ordering the company to remove such content and pay damages. The decision could increase legal costs and raise concerns about platform-monitoring obligations. German Court Rules Meta Liable for Fake Ads Negative Sentiment: Consumer advocate Clark Howard said Meta declined to remove a deepfake advertisement using his likeness. The episode adds reputational and regulatory risk as Meta attempts to control AI-generated scams and fraudulent advertising. Facebook Told Clark Howard a Deepfake Ad Meets Its Standards Negative Sentiment: Chief Product Officer Christopher Cox sold 20,000 Meta shares worth about $13.5 million. The transaction was made under a pre-arranged Rule 10b5-1 plan, which reduces its signaling value, but insider selling can still weigh modestly on sentiment. SEC Insider Trading Filing Insider Activity In related news, insider Christopher Cox sold 20,000 shares of the company’s stock in a transaction dated Wednesday, September 9th. The shares were sold at an average price of $650.28, for a total transaction of $13,005,600.00. Following the completion of the sale, the insider owned 244,516 shares of the company’s stock, valued at approximately $159,003,864.48. This represents a 7.56% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Aaron Anderson sold 3,240 shares of Meta Platforms stock in a transaction that occurred on Thursday, September 3rd. The stock was sold at an average price of $618.06, for a total value of $2,002,514.40. Following the transaction, the chief accounting officer owned 6,271 shares in the company, valued at approximately $3,875,854.26. The trade was a 34.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 81,758 shares of company stock valued at $51,214,020 in the last ninety days. 13.53% of the stock is currently owned by corporate insiders.

About Meta Platforms (Free Report)

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

Featured Articles Five stocks we like better than Meta Platforms Aeluma’s Selloff Could Be Setting Up Its Next Big Move Crypto Bill Stalls, Smart Money Calls: Time to Buy the Dip? The September Scramble: Find Sanctuary in These 3 Defensive Dividend Stocks The Fed’s Rate Hike Could Backfire If Oil Prices Collapse

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2026-09-18 15:57 1mo ago
2026-09-18 04:32 1mo ago
Magellan Asset Management Ltd Sells 327,961 Shares of Meta Platforms, Inc. $META
FB Meta Platforms
FMP Stock News
Original source text
Magellan Asset Management Ltd cut its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 64.7% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 179,071 shares of the social networking company’s stock after selling 327,961 shares during the quarter. Meta Platforms accounts for about 2.3% of Magellan Asset Management Ltd’s portfolio, making the stock its 16th largest holding. Magellan Asset Management Ltd’s holdings in Meta Platforms were worth $100,869,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Mission Financial Group LLC bought a new position in Meta Platforms in the second quarter valued at about $637,000. Benchmark Investment Advisors LLC lifted its holdings in shares of Meta Platforms by 1.8% in the second quarter. Benchmark Investment Advisors LLC now owns 9,110 shares of the social networking company’s stock worth $5,132,000 after acquiring an additional 163 shares during the last quarter. LM Advisors LLC lifted its holdings in shares of Meta Platforms by 67.1% in the second quarter. LM Advisors LLC now owns 15,715 shares of the social networking company’s stock worth $8,851,000 after acquiring an additional 6,312 shares during the last quarter. Clear Harbor Asset Management LLC boosted its stake in shares of Meta Platforms by 1.1% in the 2nd quarter. Clear Harbor Asset Management LLC now owns 19,731 shares of the social networking company’s stock valued at $11,114,000 after purchasing an additional 211 shares in the last quarter. Finally, Davis Asset Management L.P. boosted its stake in shares of Meta Platforms by 0.4% in the 2nd quarter. Davis Asset Management L.P. now owns 517,000 shares of the social networking company’s stock valued at $291,221,000 after purchasing an additional 2,000 shares in the last quarter. Institutional investors own 79.91% of the company’s stock.

Insiders Place Their Bets In other Meta Platforms news, COO Javier Olivan sold 946 shares of the business’s stock in a transaction dated Monday, September 14th. The shares were sold at an average price of $657.73, for a total value of $622,212.58. Following the transaction, the chief operating officer directly owned 10,716 shares in the company, valued at $7,048,234.68. The trade was a 8.11% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Curtis Mahoney sold 1,559 shares of Meta Platforms stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $558.00, for a total transaction of $869,922.00. Following the completion of the sale, the insider directly owned 1,957 shares in the company, valued at $1,092,006. This trade represents a 44.34% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 81,758 shares of company stock valued at $51,214,020. Company insiders own 13.53% of the company’s stock.

Meta Platforms Trading Up 1.3% NASDAQ:META opened at $682.31 on Friday. The company has a market cap of $1.74 trillion, a PE ratio of 25.70, a PEG ratio of 1.17 and a beta of 1.25. Meta Platforms, Inc. has a one year low of $520.26 and a one year high of $790.80. The firm has a 50-day moving average of $606.40 and a 200-day moving average of $609.40. The company has a debt-to-equity ratio of 0.32, a current ratio of 2.23 and a quick ratio of 2.23. Meta Platforms (NASDAQ:META – Get Free Report) last posted its earnings results on Wednesday, July 29th. The social networking company reported $6.18 earnings per share for the quarter, missing analysts’ consensus estimates of $7.19 by ($1.01). The company had revenue of $60.80 billion during the quarter, compared to the consensus estimate of $60.22 billion. Meta Platforms had a net margin of 29.83% and a return on equity of 33.18%. The firm’s revenue for the quarter was up 28.0% compared to the same quarter last year. During the same quarter in the prior year, the business earned $7.14 EPS. As a group, equities research analysts expect that Meta Platforms, Inc. will post 27.93 EPS for the current fiscal year.

Meta Platforms Announces Dividend The business also recently declared a quarterly dividend, which will be paid on Monday, September 28th. Investors of record on Monday, September 21st will be issued a $0.525 dividend. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date of this dividend is Monday, September 21st. Meta Platforms’s payout ratio is 7.91%.

Meta Platforms News Summary Here are the key news stories impacting Meta Platforms this week:

Positive Sentiment: Bank of America maintained a Buy view, estimating Meta could save approximately $8.5 billion in 2027 by shifting AI workloads to its in-house MTIA chips. Meta reportedly plans to deploy newer chips in 2027, potentially reducing dependence on Nvidia and improving AI margins. Meta Can Save $8.5 Billion in 2027 by Using Its Own MTIA Chips Positive Sentiment: Meta’s Muse AI agent and the new Meta One subscription are strengthening the investment case that the company can diversify beyond advertising. Meta One combines higher AI usage limits and features across Facebook, Instagram and WhatsApp, creating a potential recurring-revenue stream. Meta Platforms: Get In Before September 23 Positive Sentiment: Analyst optimism remains a near-term catalyst. Citi identified Meta Connect on September 23 as a possible trigger for additional product announcements and investor enthusiasm, while Rosenblatt reiterated a Buy rating with an $886 price target. Meta Event Next Week Could Spark Stock Gains, Says Citi Neutral Sentiment: Meta is expanding Muse’s capabilities, including phone calls, as it competes with emerging AI-agent providers. The move could improve user engagement and monetization, but competition and the execution required to turn usage into paid revenue remain significant. Rival AI Agents and Meta’s Muse Add Calling Negative Sentiment: A German court ruled Meta liable for fraudulent third-party advertisements on Facebook and Instagram, ordering the company to remove such content and pay damages. The decision could increase legal costs and raise concerns about platform-monitoring obligations. German Court Rules Meta Liable for Fake Ads Negative Sentiment: Consumer advocate Clark Howard said Meta declined to remove a deepfake advertisement using his likeness. The episode adds reputational and regulatory risk as Meta attempts to control AI-generated scams and fraudulent advertising. Facebook Told Clark Howard a Deepfake Ad Meets Its Standards Negative Sentiment: Chief Product Officer Christopher Cox sold 20,000 Meta shares worth about $13.5 million. The transaction was made under a pre-arranged Rule 10b5-1 plan, which reduces its signaling value, but insider selling can still weigh modestly on sentiment. SEC Insider Trading Filing Analyst Ratings Changes A number of research firms have weighed in on META. Bank of America decreased their target price on shares of Meta Platforms from $835.00 to $810.00 and set a “buy” rating on the stock in a research note on Thursday, July 30th. Rothschild & Co Redburn upped their price target on Meta Platforms from $900.00 to $1,000.00 and gave the company a “buy” rating in a research report on Tuesday, July 21st. Scotiabank reissued a “sector perform” rating and issued a $600.00 price target on shares of Meta Platforms in a research note on Thursday, July 30th. JPMorgan Chase & Co. upgraded shares of Meta Platforms from a “neutral” rating to an “overweight” rating and raised their price target for the stock from $640.00 to $820.00 in a report on Thursday, September 10th. Finally, Erste Group Bank raised Meta Platforms from a “hold” rating to a “buy” rating in a research report on Tuesday, July 7th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and nine have issued a Hold rating to the company. According to MarketBeat, Meta Platforms presently has an average rating of “Moderate Buy” and an average target price of $788.88.

View Our Latest Research Report on META

Meta Platforms Profile (Free Report)

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

Featured Articles Five stocks we like better than Meta Platforms Aeluma’s Selloff Could Be Setting Up Its Next Big Move Crypto Bill Stalls, Smart Money Calls: Time to Buy the Dip? The September Scramble: Find Sanctuary in These 3 Defensive Dividend Stocks The Fed’s Rate Hike Could Backfire If Oil Prices Collapse

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2026-09-18 15:57 1mo ago
2026-09-18 04:32 1mo ago
Meta Platforms, Inc. $META Shares Bought by Jericho Financial LLP
FB Meta Platforms
FMP Stock News
Original source text
Jericho Financial LLP raised its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 8.0% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 12,536 shares of the social networking company’s stock after purchasing an additional 932 shares during the period. Meta Platforms comprises approximately 3.7% of Jericho Financial LLP’s holdings, making the stock its 13th largest holding. Jericho Financial LLP’s holdings in Meta Platforms were worth $7,061,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Connor Clark & Lunn Investment Management Ltd. raised its stake in Meta Platforms by 5.8% during the second quarter. Connor Clark & Lunn Investment Management Ltd. now owns 431,735 shares of the social networking company’s stock valued at $243,192,000 after buying an additional 23,780 shares in the last quarter. Arete Wealth Advisors LLC lifted its holdings in Meta Platforms by 10.0% during the 2nd quarter. Arete Wealth Advisors LLC now owns 17,687 shares of the social networking company’s stock worth $9,963,000 after buying an additional 1,610 shares during the last quarter. Mission Financial Group LLC acquired a new position in shares of Meta Platforms in the 2nd quarter worth approximately $637,000. Benchmark Investment Advisors LLC grew its position in shares of Meta Platforms by 1.8% in the 2nd quarter. Benchmark Investment Advisors LLC now owns 9,110 shares of the social networking company’s stock worth $5,132,000 after acquiring an additional 163 shares in the last quarter. Finally, LM Advisors LLC increased its holdings in shares of Meta Platforms by 67.1% in the 2nd quarter. LM Advisors LLC now owns 15,715 shares of the social networking company’s stock valued at $8,851,000 after acquiring an additional 6,312 shares during the last quarter. 79.91% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Meta Platforms Here are the key news stories impacting Meta Platforms this week:

Positive Sentiment: Bank of America maintained a Buy view, estimating Meta could save approximately $8.5 billion in 2027 by shifting AI workloads to its in-house MTIA chips. Meta reportedly plans to deploy newer chips in 2027, potentially reducing dependence on Nvidia and improving AI margins. Meta Can Save $8.5 Billion in 2027 by Using Its Own MTIA Chips Positive Sentiment: Meta’s Muse AI agent and the new Meta One subscription are strengthening the investment case that the company can diversify beyond advertising. Meta One combines higher AI usage limits and features across Facebook, Instagram and WhatsApp, creating a potential recurring-revenue stream. Meta Platforms: Get In Before September 23 Positive Sentiment: Analyst optimism remains a near-term catalyst. Citi identified Meta Connect on September 23 as a possible trigger for additional product announcements and investor enthusiasm, while Rosenblatt reiterated a Buy rating with an $886 price target. Meta Event Next Week Could Spark Stock Gains, Says Citi Neutral Sentiment: Meta is expanding Muse’s capabilities, including phone calls, as it competes with emerging AI-agent providers. The move could improve user engagement and monetization, but competition and the execution required to turn usage into paid revenue remain significant. Rival AI Agents and Meta’s Muse Add Calling Negative Sentiment: A German court ruled Meta liable for fraudulent third-party advertisements on Facebook and Instagram, ordering the company to remove such content and pay damages. The decision could increase legal costs and raise concerns about platform-monitoring obligations. German Court Rules Meta Liable for Fake Ads Negative Sentiment: Consumer advocate Clark Howard said Meta declined to remove a deepfake advertisement using his likeness. The episode adds reputational and regulatory risk as Meta attempts to control AI-generated scams and fraudulent advertising. Facebook Told Clark Howard a Deepfake Ad Meets Its Standards Negative Sentiment: Chief Product Officer Christopher Cox sold 20,000 Meta shares worth about $13.5 million. The transaction was made under a pre-arranged Rule 10b5-1 plan, which reduces its signaling value, but insider selling can still weigh modestly on sentiment. SEC Insider Trading Filing Analyst Ratings Changes Several research firms recently issued reports on META. Citigroup reissued a “buy” rating and set a $800.00 price target on shares of Meta Platforms in a research report on Wednesday. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $810.00 price objective on shares of Meta Platforms in a report on Monday, June 1st. Robert W. Baird lowered their target price on shares of Meta Platforms from $830.00 to $750.00 and set an “outperform” rating for the company in a research note on Thursday, July 30th. Cantor Fitzgerald reissued a “neutral” rating on shares of Meta Platforms in a report on Friday, September 11th. Finally, Evercore restated an “outperform” rating on shares of Meta Platforms in a research report on Thursday, July 30th. Four analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Meta Platforms has an average rating of “Moderate Buy” and an average target price of $788.88. Read Our Latest Stock Analysis on META

Meta Platforms Trading Up 1.3% Shares of NASDAQ META opened at $682.31 on Friday. The company has a market cap of $1.74 trillion, a price-to-earnings ratio of 25.70, a price-to-earnings-growth ratio of 1.17 and a beta of 1.25. Meta Platforms, Inc. has a 12-month low of $520.26 and a 12-month high of $790.80. The company has a current ratio of 2.23, a quick ratio of 2.23 and a debt-to-equity ratio of 0.32. The stock’s 50 day simple moving average is $606.40 and its 200 day simple moving average is $609.40.

Meta Platforms (NASDAQ:META – Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The social networking company reported $6.18 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $7.19 by ($1.01). The company had revenue of $60.80 billion for the quarter, compared to analyst estimates of $60.22 billion. Meta Platforms had a net margin of 29.83% and a return on equity of 33.18%. The company’s revenue for the quarter was up 28.0% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $7.14 EPS. Equities research analysts expect that Meta Platforms, Inc. will post 27.93 EPS for the current year.

Meta Platforms Dividend Announcement The company also recently declared a quarterly dividend, which will be paid on Monday, September 28th. Stockholders of record on Monday, September 21st will be issued a dividend of $0.525 per share. The ex-dividend date of this dividend is Monday, September 21st. This represents a $2.10 annualized dividend and a dividend yield of 0.3%. Meta Platforms’s payout ratio is 7.91%.

Insider Activity at Meta Platforms In related news, insider Christopher K. Cox sold 20,000 shares of Meta Platforms stock in a transaction dated Wednesday, September 9th. The shares were sold at an average price of $650.28, for a total value of $13,005,600.00. Following the sale, the insider directly owned 244,516 shares in the company, valued at $159,003,864.48. This trade represents a 7.56% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Javier Olivan sold 3,348 shares of the business’s stock in a transaction dated Monday, July 6th. The shares were sold at an average price of $600.97, for a total transaction of $2,012,047.56. Following the transaction, the chief operating officer directly owned 9,498 shares of the company’s stock, valued at $5,708,013.06. The trade was a 26.06% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 81,758 shares of company stock valued at $51,214,020. Company insiders own 13.53% of the company’s stock.

Meta Platforms Company Profile (Free Report)

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

Featured Articles Five stocks we like better than Meta Platforms Aeluma’s Selloff Could Be Setting Up Its Next Big Move Crypto Bill Stalls, Smart Money Calls: Time to Buy the Dip? The September Scramble: Find Sanctuary in These 3 Defensive Dividend Stocks The Fed’s Rate Hike Could Backfire If Oil Prices Collapse Want to see what other hedge funds are holding META? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Meta Platforms, Inc. (NASDAQ:META – Free Report).

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2026-09-18 15:57 1mo ago
2026-09-18 04:32 1mo ago
286,391 Shares in Meta Platforms, Inc. $META Purchased by Meritage Group LP
FB Meta Platforms
FMP Stock News
Original source text
Meritage Group LP acquired a new position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) in the 2nd quarter, according to its most recent filing with the SEC. The fund acquired 286,391 shares of the social networking company’s stock, valued at approximately $161,321,000. Meta Platforms makes up 6.2% of Meritage Group LP’s holdings, making the stock its 8th largest position.

A number of other hedge funds have also made changes to their positions in the company. Infrastructure Capital Advisors LLC lifted its position in shares of Meta Platforms by 3.4% in the second quarter. Infrastructure Capital Advisors LLC now owns 4,977 shares of the social networking company’s stock valued at $2,803,000 after acquiring an additional 162 shares in the last quarter. Satovsky Asset Management LLC increased its position in shares of Meta Platforms by 2.6% during the second quarter. Satovsky Asset Management LLC now owns 1,545 shares of the social networking company’s stock worth $870,000 after purchasing an additional 39 shares in the last quarter. OMERS ADMINISTRATION Corp increased its position in shares of Meta Platforms by 123.2% during the second quarter. OMERS ADMINISTRATION Corp now owns 710,539 shares of the social networking company’s stock worth $400,240,000 after purchasing an additional 392,172 shares in the last quarter. Covington Investment Advisors Inc. raised its stake in Meta Platforms by 14.7% in the 2nd quarter. Covington Investment Advisors Inc. now owns 23,911 shares of the social networking company’s stock valued at $13,469,000 after purchasing an additional 3,060 shares during the last quarter. Finally, Clal Insurance Enterprises Holdings Ltd raised its stake in Meta Platforms by 64.4% in the 2nd quarter. Clal Insurance Enterprises Holdings Ltd now owns 518,127 shares of the social networking company’s stock valued at $291,856,000 after purchasing an additional 202,975 shares during the last quarter. Institutional investors and hedge funds own 79.91% of the company’s stock.

Analysts Set New Price Targets Several equities research analysts have issued reports on the stock. Barclays lowered their target price on shares of Meta Platforms from $830.00 to $780.00 and set an “overweight” rating on the stock in a research note on Thursday, July 30th. Evercore reiterated an “outperform” rating on shares of Meta Platforms in a research report on Thursday, July 30th. Susquehanna decreased their price target on shares of Meta Platforms from $900.00 to $650.00 and set a “positive” rating on the stock in a research note on Thursday, July 30th. Wedbush boosted their price target on shares of Meta Platforms from $595.00 to $650.00 and gave the stock a “neutral” rating in a research report on Friday, September 11th. Finally, The Goldman Sachs Group lowered their price target on shares of Meta Platforms from $815.00 to $725.00 and set a “buy” rating on the stock in a research report on Thursday, July 30th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $788.88.

Read Our Latest Analysis on Meta Platforms Insider Activity at Meta Platforms In other news, CFO Susan J. Li sold 9,196 shares of the stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $550.61, for a total value of $5,063,409.56. Following the completion of the sale, the chief financial officer owned 13,186 shares of the company’s stock, valued at $7,260,343.46. This represents a 41.09% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Javier Olivan sold 3,348 shares of the firm’s stock in a transaction that occurred on Monday, July 6th. The stock was sold at an average price of $600.97, for a total transaction of $2,012,047.56. Following the sale, the chief operating officer owned 9,498 shares of the company’s stock, valued at $5,708,013.06. This represents a 26.06% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 81,758 shares of company stock valued at $51,214,020 over the last ninety days. Corporate insiders own 13.53% of the company’s stock.

Meta Platforms Stock Up 1.3% Shares of NASDAQ:META opened at $682.31 on Friday. Meta Platforms, Inc. has a 52-week low of $520.26 and a 52-week high of $790.80. The stock has a market cap of $1.74 trillion, a P/E ratio of 25.70, a PEG ratio of 1.17 and a beta of 1.25. The business has a fifty day moving average of $606.40 and a two-hundred day moving average of $609.40. The company has a quick ratio of 2.23, a current ratio of 2.23 and a debt-to-equity ratio of 0.32.

Meta Platforms (NASDAQ:META – Get Free Report) last posted its quarterly earnings results on Wednesday, July 29th. The social networking company reported $6.18 EPS for the quarter, missing the consensus estimate of $7.19 by ($1.01). The company had revenue of $60.80 billion for the quarter, compared to analysts’ expectations of $60.22 billion. Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%.The firm’s revenue was up 28.0% on a year-over-year basis. During the same quarter in the prior year, the firm earned $7.14 EPS. On average, research analysts expect that Meta Platforms, Inc. will post 27.93 earnings per share for the current year.

Meta Platforms Dividend Announcement The company also recently disclosed a quarterly dividend, which will be paid on Monday, September 28th. Investors of record on Monday, September 21st will be given a dividend of $0.525 per share. This represents a $2.10 annualized dividend and a yield of 0.3%. The ex-dividend date is Monday, September 21st. Meta Platforms’s dividend payout ratio (DPR) is presently 7.91%.

Key Stories Impacting Meta Platforms Here are the key news stories impacting Meta Platforms this week:

Positive Sentiment: Bank of America maintained a Buy view, estimating Meta could save approximately $8.5 billion in 2027 by shifting AI workloads to its in-house MTIA chips. Meta reportedly plans to deploy newer chips in 2027, potentially reducing dependence on Nvidia and improving AI margins. Meta Can Save $8.5 Billion in 2027 by Using Its Own MTIA Chips Positive Sentiment: Meta’s Muse AI agent and the new Meta One subscription are strengthening the investment case that the company can diversify beyond advertising. Meta One combines higher AI usage limits and features across Facebook, Instagram and WhatsApp, creating a potential recurring-revenue stream. Meta Platforms: Get In Before September 23 Positive Sentiment: Analyst optimism remains a near-term catalyst. Citi identified Meta Connect on September 23 as a possible trigger for additional product announcements and investor enthusiasm, while Rosenblatt reiterated a Buy rating with an $886 price target. Meta Event Next Week Could Spark Stock Gains, Says Citi Neutral Sentiment: Meta is expanding Muse’s capabilities, including phone calls, as it competes with emerging AI-agent providers. The move could improve user engagement and monetization, but competition and the execution required to turn usage into paid revenue remain significant. Rival AI Agents and Meta’s Muse Add Calling Negative Sentiment: A German court ruled Meta liable for fraudulent third-party advertisements on Facebook and Instagram, ordering the company to remove such content and pay damages. The decision could increase legal costs and raise concerns about platform-monitoring obligations. German Court Rules Meta Liable for Fake Ads Negative Sentiment: Consumer advocate Clark Howard said Meta declined to remove a deepfake advertisement using his likeness. The episode adds reputational and regulatory risk as Meta attempts to control AI-generated scams and fraudulent advertising. Facebook Told Clark Howard a Deepfake Ad Meets Its Standards Negative Sentiment: Chief Product Officer Christopher Cox sold 20,000 Meta shares worth about $13.5 million. The transaction was made under a pre-arranged Rule 10b5-1 plan, which reduces its signaling value, but insider selling can still weigh modestly on sentiment. SEC Insider Trading Filing Meta Platforms Company Profile (Free Report)

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

Read More Five stocks we like better than Meta Platforms Aeluma’s Selloff Could Be Setting Up Its Next Big Move Crypto Bill Stalls, Smart Money Calls: Time to Buy the Dip? The September Scramble: Find Sanctuary in These 3 Defensive Dividend Stocks The Fed’s Rate Hike Could Backfire If Oil Prices Collapse Want to see what other hedge funds are holding META? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Meta Platforms, Inc. (NASDAQ:META – Free Report).

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2026-09-18 15:57 1mo ago
2026-09-18 04:32 1mo ago
Meta Platforms, Inc. $META is Osmosis Investment Management UK Ltd’s 8th Largest Position
FB Meta Platforms
FMP Stock News
Original source text
Osmosis Investment Management UK Ltd lowered its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 47.6% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 72,965 shares of the social networking company’s stock after selling 66,150 shares during the period. Meta Platforms comprises about 1.9% of Osmosis Investment Management UK Ltd’s portfolio, making the stock its 8th largest position. Osmosis Investment Management UK Ltd’s holdings in Meta Platforms were worth $41,100,000 at the end of the most recent reporting period.

A number of other hedge funds have also bought and sold shares of the business. Covington Investment Advisors Inc. increased its position in shares of Meta Platforms by 14.7% during the 2nd quarter. Covington Investment Advisors Inc. now owns 23,911 shares of the social networking company’s stock valued at $13,469,000 after purchasing an additional 3,060 shares during the last quarter. Clal Insurance Enterprises Holdings Ltd lifted its holdings in Meta Platforms by 64.4% during the second quarter. Clal Insurance Enterprises Holdings Ltd now owns 518,127 shares of the social networking company’s stock valued at $291,856,000 after purchasing an additional 202,975 shares during the last quarter. Saranac Partners Ltd lifted its stake in shares of Meta Platforms by 33.0% during the 2nd quarter. Saranac Partners Ltd now owns 2,909 shares of the social networking company’s stock valued at $1,639,000 after buying an additional 721 shares in the last quarter. Jericho Financial LLP lifted its position in shares of Meta Platforms by 8.0% during the second quarter. Jericho Financial LLP now owns 12,536 shares of the social networking company’s stock worth $7,061,000 after acquiring an additional 932 shares in the last quarter. Finally, Connor Clark & Lunn Investment Management Ltd. lifted its holdings in Meta Platforms by 5.8% during the 2nd quarter. Connor Clark & Lunn Investment Management Ltd. now owns 431,735 shares of the social networking company’s stock worth $243,192,000 after purchasing an additional 23,780 shares in the last quarter. 79.91% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets A number of research firms have recently commented on META. Citigroup restated a “buy” rating and set a $800.00 price target on shares of Meta Platforms in a research report on Wednesday. Benchmark reissued a “hold” rating on shares of Meta Platforms in a research note on Thursday, August 27th. Barclays decreased their price target on shares of Meta Platforms from $830.00 to $780.00 and set an “overweight” rating on the stock in a research note on Thursday, July 30th. Sanford C. Bernstein reiterated an “outperform” rating and issued a $800.00 price objective on shares of Meta Platforms in a report on Thursday, July 30th. Finally, Raymond James Financial upped their price target on shares of Meta Platforms from $825.00 to $850.00 and gave the company a “strong-buy” rating in a report on Tuesday, July 21st. Four analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat, Meta Platforms presently has an average rating of “Moderate Buy” and a consensus target price of $788.88.

Read Our Latest Stock Analysis on META Meta Platforms Stock Performance Shares of META stock opened at $682.31 on Friday. The stock has a market cap of $1.74 trillion, a PE ratio of 25.70, a price-to-earnings-growth ratio of 1.17 and a beta of 1.25. The company has a current ratio of 2.23, a quick ratio of 2.23 and a debt-to-equity ratio of 0.32. Meta Platforms, Inc. has a 12 month low of $520.26 and a 12 month high of $790.80. The company’s fifty day moving average price is $606.40 and its 200-day moving average price is $609.40.

Meta Platforms (NASDAQ:META – Get Free Report) last announced its earnings results on Wednesday, July 29th. The social networking company reported $6.18 earnings per share for the quarter, missing analysts’ consensus estimates of $7.19 by ($1.01). Meta Platforms had a net margin of 29.83% and a return on equity of 33.18%. The business had revenue of $60.80 billion for the quarter, compared to the consensus estimate of $60.22 billion. During the same period in the prior year, the business posted $7.14 EPS. Meta Platforms’s revenue for the quarter was up 28.0% on a year-over-year basis. On average, equities analysts expect that Meta Platforms, Inc. will post 27.93 EPS for the current fiscal year.

Meta Platforms Announces Dividend The business also recently disclosed a quarterly dividend, which will be paid on Monday, September 28th. Shareholders of record on Monday, September 21st will be paid a dividend of $0.525 per share. The ex-dividend date is Monday, September 21st. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. Meta Platforms’s payout ratio is presently 7.91%.

Insiders Place Their Bets In other news, CAO Aaron Anderson sold 3,240 shares of Meta Platforms stock in a transaction dated Thursday, September 3rd. The stock was sold at an average price of $618.06, for a total value of $2,002,514.40. Following the completion of the transaction, the chief accounting officer owned 6,271 shares of the company’s stock, valued at $3,875,854.26. The trade was a 34.07% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Javier Olivan sold 946 shares of Meta Platforms stock in a transaction dated Monday, September 14th. The stock was sold at an average price of $657.73, for a total value of $622,212.58. Following the completion of the transaction, the chief operating officer directly owned 10,716 shares of the company’s stock, valued at approximately $7,048,234.68. This represents a 8.11% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 81,758 shares of company stock valued at $51,214,020. Company insiders own 13.53% of the company’s stock.

Trending Headlines about Meta Platforms Here are the key news stories impacting Meta Platforms this week:

Positive Sentiment: Bank of America maintained a Buy view, estimating Meta could save approximately $8.5 billion in 2027 by shifting AI workloads to its in-house MTIA chips. Meta reportedly plans to deploy newer chips in 2027, potentially reducing dependence on Nvidia and improving AI margins. Meta Can Save $8.5 Billion in 2027 by Using Its Own MTIA Chips Positive Sentiment: Meta’s Muse AI agent and the new Meta One subscription are strengthening the investment case that the company can diversify beyond advertising. Meta One combines higher AI usage limits and features across Facebook, Instagram and WhatsApp, creating a potential recurring-revenue stream. Meta Platforms: Get In Before September 23 Positive Sentiment: Analyst optimism remains a near-term catalyst. Citi identified Meta Connect on September 23 as a possible trigger for additional product announcements and investor enthusiasm, while Rosenblatt reiterated a Buy rating with an $886 price target. Meta Event Next Week Could Spark Stock Gains, Says Citi Neutral Sentiment: Meta is expanding Muse’s capabilities, including phone calls, as it competes with emerging AI-agent providers. The move could improve user engagement and monetization, but competition and the execution required to turn usage into paid revenue remain significant. Rival AI Agents and Meta’s Muse Add Calling Negative Sentiment: A German court ruled Meta liable for fraudulent third-party advertisements on Facebook and Instagram, ordering the company to remove such content and pay damages. The decision could increase legal costs and raise concerns about platform-monitoring obligations. German Court Rules Meta Liable for Fake Ads Negative Sentiment: Consumer advocate Clark Howard said Meta declined to remove a deepfake advertisement using his likeness. The episode adds reputational and regulatory risk as Meta attempts to control AI-generated scams and fraudulent advertising. Facebook Told Clark Howard a Deepfake Ad Meets Its Standards Negative Sentiment: Chief Product Officer Christopher Cox sold 20,000 Meta shares worth about $13.5 million. The transaction was made under a pre-arranged Rule 10b5-1 plan, which reduces its signaling value, but insider selling can still weigh modestly on sentiment. SEC Insider Trading Filing Meta Platforms Profile (Free Report)

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

Featured Articles Five stocks we like better than Meta Platforms Aeluma’s Selloff Could Be Setting Up Its Next Big Move Crypto Bill Stalls, Smart Money Calls: Time to Buy the Dip? The September Scramble: Find Sanctuary in These 3 Defensive Dividend Stocks The Fed’s Rate Hike Could Backfire If Oil Prices Collapse Want to see what other hedge funds are holding META? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Meta Platforms, Inc. (NASDAQ:META – Free Report).

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2026-09-18 15:57 1mo ago
2026-09-18 07:50 1mo ago
Arete Wealth Advisors LLC Purchases 1,610 Shares of Meta Platforms, Inc. $META
FB Meta Platforms
FMP Stock News
Original source text
Arete Wealth Advisors LLC boosted its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 10.0% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 17,687 shares of the social networking company’s stock after buying an additional 1,610 shares during the quarter. Arete Wealth Advisors LLC’s holdings in Meta Platforms were worth $9,963,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the stock. Objective Capital Management LLC boosted its position in Meta Platforms by 2.8% during the fourth quarter. Objective Capital Management LLC now owns 553 shares of the social networking company’s stock worth $365,000 after purchasing an additional 15 shares during the period. Watchman Group Inc. raised its position in shares of Meta Platforms by 0.3% in the first quarter. Watchman Group Inc. now owns 5,091 shares of the social networking company’s stock valued at $2,913,000 after purchasing an additional 15 shares during the period. Penney Financial LLC lifted its stake in shares of Meta Platforms by 3.9% in the first quarter. Penney Financial LLC now owns 399 shares of the social networking company’s stock worth $228,000 after buying an additional 15 shares during the last quarter. Barnes Pettey Financial Advisors LLC lifted its stake in shares of Meta Platforms by 1.0% in the first quarter. Barnes Pettey Financial Advisors LLC now owns 1,519 shares of the social networking company’s stock worth $869,000 after buying an additional 15 shares during the last quarter. Finally, CWS Financial Advisors LLC boosted its holdings in shares of Meta Platforms by 1.7% during the 1st quarter. CWS Financial Advisors LLC now owns 985 shares of the social networking company’s stock worth $564,000 after buying an additional 16 shares during the period. 79.91% of the stock is currently owned by institutional investors.

Meta Platforms News Summary Here are the key news stories impacting Meta Platforms this week:

Positive Sentiment: Bank of America maintained a Buy view, estimating Meta could save approximately $8.5 billion in 2027 by shifting AI workloads to its in-house MTIA chips. Meta reportedly plans to deploy newer chips in 2027, potentially reducing dependence on Nvidia and improving AI margins. Meta Can Save $8.5 Billion in 2027 by Using Its Own MTIA Chips Positive Sentiment: Meta’s Muse AI agent and the new Meta One subscription are strengthening the investment case that the company can diversify beyond advertising. Meta One combines higher AI usage limits and features across Facebook, Instagram and WhatsApp, creating a potential recurring-revenue stream. Meta Platforms: Get In Before September 23 Positive Sentiment: Analyst optimism remains a near-term catalyst. Citi identified Meta Connect on September 23 as a possible trigger for additional product announcements and investor enthusiasm, while Rosenblatt reiterated a Buy rating with an $886 price target. Meta Event Next Week Could Spark Stock Gains, Says Citi Neutral Sentiment: Meta is expanding Muse’s capabilities, including phone calls, as it competes with emerging AI-agent providers. The move could improve user engagement and monetization, but competition and the execution required to turn usage into paid revenue remain significant. Rival AI Agents and Meta’s Muse Add Calling Negative Sentiment: A German court ruled Meta liable for fraudulent third-party advertisements on Facebook and Instagram, ordering the company to remove such content and pay damages. The decision could increase legal costs and raise concerns about platform-monitoring obligations. German Court Rules Meta Liable for Fake Ads Negative Sentiment: Consumer advocate Clark Howard said Meta declined to remove a deepfake advertisement using his likeness. The episode adds reputational and regulatory risk as Meta attempts to control AI-generated scams and fraudulent advertising. Facebook Told Clark Howard a Deepfake Ad Meets Its Standards Negative Sentiment: Chief Product Officer Christopher Cox sold 20,000 Meta shares worth about $13.5 million. The transaction was made under a pre-arranged Rule 10b5-1 plan, which reduces its signaling value, but insider selling can still weigh modestly on sentiment. SEC Insider Trading Filing Analysts Set New Price Targets META has been the subject of a number of research analyst reports. Bank of America cut their target price on shares of Meta Platforms from $835.00 to $810.00 and set a “buy” rating for the company in a research report on Thursday, July 30th. Mizuho set a $750.00 price objective on Meta Platforms in a research report on Thursday, July 30th. Evercore reissued an “outperform” rating on shares of Meta Platforms in a research report on Thursday, July 30th. Wells Fargo & Company dropped their price target on Meta Platforms from $835.00 to $640.00 and set an “overweight” rating on the stock in a research report on Thursday, July 30th. Finally, Citizens Jmp dropped their target price on shares of Meta Platforms from $800.00 to $770.00 and set a “market outperform” rating on the stock in a research report on Thursday, July 30th. Four research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $788.88. Read Our Latest Analysis on META

Meta Platforms Price Performance Shares of META stock opened at $682.31 on Friday. The stock’s fifty day moving average is $606.40 and its 200-day moving average is $609.40. The company has a debt-to-equity ratio of 0.32, a quick ratio of 2.23 and a current ratio of 2.23. The stock has a market capitalization of $1.74 trillion, a PE ratio of 25.70, a PEG ratio of 1.17 and a beta of 1.25. Meta Platforms, Inc. has a 52 week low of $520.26 and a 52 week high of $790.80.

Meta Platforms (NASDAQ:META – Get Free Report) last issued its quarterly earnings results on Wednesday, July 29th. The social networking company reported $6.18 earnings per share for the quarter, missing analysts’ consensus estimates of $7.19 by ($1.01). The company had revenue of $60.80 billion during the quarter, compared to analyst estimates of $60.22 billion. Meta Platforms had a net margin of 29.83% and a return on equity of 33.18%. The business’s revenue for the quarter was up 28.0% on a year-over-year basis. During the same period in the prior year, the business earned $7.14 EPS. Equities research analysts expect that Meta Platforms, Inc. will post 27.93 EPS for the current fiscal year.

Meta Platforms Dividend Announcement The business also recently announced a quarterly dividend, which will be paid on Monday, September 28th. Shareholders of record on Monday, September 21st will be issued a dividend of $0.525 per share. The ex-dividend date is Monday, September 21st. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. Meta Platforms’s dividend payout ratio (DPR) is 7.91%.

Insider Activity In other news, CFO Susan Li sold 9,196 shares of the business’s stock in a transaction dated Tuesday, August 18th. The stock was sold at an average price of $550.61, for a total transaction of $5,063,409.56. Following the completion of the transaction, the chief financial officer directly owned 13,186 shares in the company, valued at approximately $7,260,343.46. The trade was a 41.09% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Aaron Anderson sold 3,240 shares of the company’s stock in a transaction that occurred on Thursday, September 3rd. The shares were sold at an average price of $618.06, for a total transaction of $2,002,514.40. Following the completion of the sale, the chief accounting officer directly owned 6,271 shares of the company’s stock, valued at $3,875,854.26. The trade was a 34.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 81,758 shares of company stock valued at $51,214,020. Insiders own 13.53% of the company’s stock.

Meta Platforms Company Profile (Free Report)

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

Featured Stories Five stocks we like better than Meta Platforms Aeluma’s Selloff Could Be Setting Up Its Next Big Move Crypto Bill Stalls, Smart Money Calls: Time to Buy the Dip? The September Scramble: Find Sanctuary in These 3 Defensive Dividend Stocks The Fed’s Rate Hike Could Backfire If Oil Prices Collapse

Receive News & Ratings for Meta Platforms Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Meta Platforms and related companies with MarketBeat.com's FREE daily email newsletter.
2026-09-18 15:57 1mo ago
2026-09-18 07:50 1mo ago
Meta Platforms, Inc. $META Shares Sold by Allstate Corp
FB Meta Platforms
FMP Stock News
Original source text
Allstate Corp lowered its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 8.2% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 205,134 shares of the social networking company’s stock after selling 18,252 shares during the period. Meta Platforms comprises 1.2% of Allstate Corp’s holdings, making the stock its 13th biggest holding. Allstate Corp’s holdings in Meta Platforms were worth $115,550,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the business. RHL Group LLC purchased a new position in shares of Meta Platforms during the fourth quarter valued at $28,000. Advantage Trust Co purchased a new stake in Meta Platforms in the 2nd quarter worth approximately $28,000. Niles Investment Management LLC purchased a new stake in Meta Platforms in the 4th quarter worth approximately $29,000. Axiom Investment Management LLC acquired a new stake in shares of Meta Platforms during the 1st quarter valued at $36,000. Finally, Bayban boosted its stake in shares of Meta Platforms by 100.0% during the 1st quarter. Bayban now owns 70 shares of the social networking company’s stock valued at $40,000 after buying an additional 35 shares during the period. 79.91% of the stock is owned by institutional investors and hedge funds.

Meta Platforms Price Performance NASDAQ:META opened at $682.31 on Friday. The company has a fifty day moving average price of $606.40 and a 200 day moving average price of $609.40. The company has a debt-to-equity ratio of 0.32, a current ratio of 2.23 and a quick ratio of 2.23. The stock has a market cap of $1.74 trillion, a P/E ratio of 25.70, a PEG ratio of 1.17 and a beta of 1.25. Meta Platforms, Inc. has a one year low of $520.26 and a one year high of $790.80.

Meta Platforms (NASDAQ:META – Get Free Report) last announced its quarterly earnings data on Wednesday, July 29th. The social networking company reported $6.18 earnings per share for the quarter, missing the consensus estimate of $7.19 by ($1.01). The firm had revenue of $60.80 billion for the quarter, compared to analyst estimates of $60.22 billion. Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%.Meta Platforms’s revenue for the quarter was up 28.0% compared to the same quarter last year. During the same period in the previous year, the business posted $7.14 EPS. Analysts anticipate that Meta Platforms, Inc. will post 27.93 earnings per share for the current year. Meta Platforms Announces Dividend The firm also recently disclosed a quarterly dividend, which will be paid on Monday, September 28th. Stockholders of record on Monday, September 21st will be issued a dividend of $0.525 per share. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date of this dividend is Monday, September 21st. Meta Platforms’s dividend payout ratio (DPR) is presently 7.91%.

Analyst Upgrades and Downgrades Several equities analysts have recently commented on the stock. KeyCorp lowered their price target on shares of Meta Platforms from $790.00 to $780.00 and set an “overweight” rating on the stock in a report on Thursday, July 30th. Barclays lowered their price target on Meta Platforms from $830.00 to $780.00 and set an “overweight” rating for the company in a research note on Thursday, July 30th. UBS Group dropped their price objective on Meta Platforms from $766.00 to $715.00 and set a “buy” rating on the stock in a report on Thursday, July 30th. Weiss Ratings cut shares of Meta Platforms from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, June 26th. Finally, Erste Group Bank raised shares of Meta Platforms from a “hold” rating to a “buy” rating in a research report on Tuesday, July 7th. Four research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and nine have issued a Hold rating to the company’s stock. According to MarketBeat.com, Meta Platforms currently has a consensus rating of “Moderate Buy” and an average price target of $788.88.

Check Out Our Latest Analysis on Meta Platforms

Insider Activity In other Meta Platforms news, CAO Aaron Anderson sold 3,240 shares of Meta Platforms stock in a transaction that occurred on Thursday, September 3rd. The stock was sold at an average price of $618.06, for a total transaction of $2,002,514.40. Following the sale, the chief accounting officer directly owned 6,271 shares of the company’s stock, valued at approximately $3,875,854.26. The trade was a 34.07% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Javier Olivan sold 3,348 shares of the stock in a transaction that occurred on Monday, July 6th. The stock was sold at an average price of $600.97, for a total value of $2,012,047.56. Following the completion of the transaction, the chief operating officer directly owned 9,498 shares of the company’s stock, valued at approximately $5,708,013.06. The trade was a 26.06% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 81,758 shares of company stock valued at $51,214,020. 13.53% of the stock is owned by company insiders.

Meta Platforms News Summary Here are the key news stories impacting Meta Platforms this week:

Positive Sentiment: Bank of America maintained a Buy view, estimating Meta could save approximately $8.5 billion in 2027 by shifting AI workloads to its in-house MTIA chips. Meta reportedly plans to deploy newer chips in 2027, potentially reducing dependence on Nvidia and improving AI margins. Meta Can Save $8.5 Billion in 2027 by Using Its Own MTIA Chips Positive Sentiment: Meta’s Muse AI agent and the new Meta One subscription are strengthening the investment case that the company can diversify beyond advertising. Meta One combines higher AI usage limits and features across Facebook, Instagram and WhatsApp, creating a potential recurring-revenue stream. Meta Platforms: Get In Before September 23 Positive Sentiment: Analyst optimism remains a near-term catalyst. Citi identified Meta Connect on September 23 as a possible trigger for additional product announcements and investor enthusiasm, while Rosenblatt reiterated a Buy rating with an $886 price target. Meta Event Next Week Could Spark Stock Gains, Says Citi Neutral Sentiment: Meta is expanding Muse’s capabilities, including phone calls, as it competes with emerging AI-agent providers. The move could improve user engagement and monetization, but competition and the execution required to turn usage into paid revenue remain significant. Rival AI Agents and Meta’s Muse Add Calling Negative Sentiment: A German court ruled Meta liable for fraudulent third-party advertisements on Facebook and Instagram, ordering the company to remove such content and pay damages. The decision could increase legal costs and raise concerns about platform-monitoring obligations. German Court Rules Meta Liable for Fake Ads Negative Sentiment: Consumer advocate Clark Howard said Meta declined to remove a deepfake advertisement using his likeness. The episode adds reputational and regulatory risk as Meta attempts to control AI-generated scams and fraudulent advertising. Facebook Told Clark Howard a Deepfake Ad Meets Its Standards Negative Sentiment: Chief Product Officer Christopher Cox sold 20,000 Meta shares worth about $13.5 million. The transaction was made under a pre-arranged Rule 10b5-1 plan, which reduces its signaling value, but insider selling can still weigh modestly on sentiment. SEC Insider Trading Filing About Meta Platforms (Free Report)

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

See Also Five stocks we like better than Meta Platforms Aeluma’s Selloff Could Be Setting Up Its Next Big Move Crypto Bill Stalls, Smart Money Calls: Time to Buy the Dip? The September Scramble: Find Sanctuary in These 3 Defensive Dividend Stocks The Fed’s Rate Hike Could Backfire If Oil Prices Collapse Want to see what other hedge funds are holding META? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Meta Platforms, Inc. (NASDAQ:META – Free Report).

Receive News & Ratings for Meta Platforms Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Meta Platforms and related companies with MarketBeat.com's FREE daily email newsletter.
2026-09-18 15:57 1mo ago
2026-09-18 10:42 1mo ago
Meta's Muse tops Apple's US free app chart
FB Meta Platforms
FMP Stock News
Original source text
Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB)'s personal AI agent Muse reached No. 1 among free apps on Apple's US App Store on Friday, a week after launch, marking an early milestone for Mark Zuckerberg's push into personal AI assistants.

"It's been so exciting to see how much y'all have done with Muse," Meta's chief AI officer, Alexandr Wang, wrote on X, adding that the team was looking forward to building on the momentum.

Unlike chatbots that simply answer questions, agents are designed to act on a user's behalf.

Meta says Muse can help users research topics, fill out forms, buy items online, book restaurant reservations, find a dog sitter and remember their preferences over time.

The assistant also connects with email, calendars and services including Spotify Technology SA (NYSE:SPOT) (Spotify Technology SA (NYSE:SPOT)), Instagram and OpenTable, according to the company.

For sensitive actions, Meta says the assistant seeks users' approval before proceeding on their behalf.

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2026-09-18 15:57 1mo ago
2026-09-18 10:55 1mo ago
Meta's Muse Will Be A Game Changer
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Meta Platforms, Inc. has just introduced the 'world's first' AI agent, Muse. META's unmatched access to personal data across its apps positions Muse for leadership in agentic AI and future monetization. Core business momentum remains robust, with Family of Apps revenue up 28% YoY and daily active people reaching 3.6 billion.
2026-09-18 15:57 1mo ago
2026-09-18 11:44 1mo ago
Meta Is About to Become Mega Cloud Operator
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The headline number for long-term Meta Platforms (NASDAQ:META | META Price Prediction) shareholders is a spending line. And it just got bigger. Anchor Number: $130 Billion to $145 Billion $130 billion to $145 billion. That is Meta’s full-year 2026 capital expenditure…

The headline number for long-term Meta Platforms (NASDAQ:META | META Price Prediction) shareholders is a spending line. And it just got bigger.

Anchor Number: $130 Billion to $145 Billion $130 billion to $145 billion. That is Meta’s full-year 2026 capital expenditure guidance, including principal payments on finance leases, as narrowed from a prior $125 to $145 billion range in the company’s Q2 2026 report on July 29, 2026. This is forward guidance, not a reported figure. It is also the clearest quantification yet of how far Meta is willing to stretch its balance sheet to become an AI infrastructure operator at scale, at the same moment frontier labs like Anthropic are reportedly pushing toward 10 gigawatts of compute by 2027.

What It Means Operationally The build is already visible in the quarterly numbers. Q2 capital expenditures, including principal payments on finance leases, were $31.1 billion, driven by servers, data centers, and network infrastructure. That single quarter of spend approaches half of Meta’s full-year 2025 capex of $72.215 billion. Management said current plans are geared toward maximizing 2026 and 2027 capacity, with data-center and network foundations flexible enough to keep growing compute in 2028 and beyond.

To fund it, Meta ended Q2 with $90.3 billion in cash and marketable securities and $83.7 billion in debt, and it announced a strategic venture with BlackRock to develop a one gigawatt data center in El Paso, Texas. CFO Susan Li said Meta is “demand constrained” today, with numerous return-positive uses for additional compute if the company had it.

Market Reaction Shares have carried the story. Meta trades at $680.85 as of September 18, 2026, up 25.23% over one month and 5.66% over one week. Year to date the stock is up 3.32%, and over ten years it is up 433.81%. The one-year reading is still negative at -11.95%, a reminder of the drawdown investors absorbed as capex guidance climbed.

Bull Case The bull case is that Meta is turning capex into a new revenue engine while the core advertising business is still accelerating. Q2 revenue reached $60.801 billion, up 27.96% year over year, beating the $60.286 billion consensus. Advertising revenue was $59.4 billion, up 27%, with ad impressions up 14% and average price per ad up 12%. Family daily active people hit 3.60 billion, up 3%.

Layered on top is a genuine enterprise business. More than 1 million businesses now use Meta Business Agents each week. Advantage Plus end-to-end advertising solutions crossed $75 billion in annual revenue run rate. Rebuilt Meta AI drove a 60% increase in the number of people interacting with the assistant each day. And CEO Mark Zuckerberg told investors Meta is receiving “quite a number of offers at a meaningful premium over what we paid for the compute”, framing direct compute sales as one leg of a portfolio that also includes APIs, business agents, productivity tools, and subscriptions.

The valuation still leaves room. Meta trades at a P/E of 25 with a 30.24% return on equity and 82.0% gross margin. Prediction markets assign a 0.845 probability that Meta will hold a higher valuation than OpenAI at year-end settlement, and the sell side carries 55 Buy ratings against 7 Holds. Investors buying the story are effectively underwriting Meta’s shift into a mega cloud operator with its own 3.6 billion-user distribution engine attached.

Bottom Line Long-term holders should read the $130 to $145 billion guide as the price of admission to a business Meta did not previously have: selling intelligence and compute to enterprises and developers on top of the world’s largest social graph. The costs are real. Q2 free cash flow was $784 million, down 91.31% year over year, and operating margin compressed to 31% from 43%. But Zuckerberg said the results “are already showing” in the ad business, and the near-term catalyst is on the calendar: Meta plans to detail its next generation of AI glasses at its Connect conference on September 23, 2026. If enterprise monetization keeps pace with the capex line, the mega cloud operator label sticks.

Contact [email protected] for any questions or corrections.
2026-09-18 15:57 1mo ago
2026-09-18 11:48 1mo ago
Meta Platforms Has a Secret Weapon No One Is Talking About
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Meta Platforms (NASDAQ:META | META Price Prediction) has staged a quiet comeback. Shares are up 24.34% in the past month as Wall Street reawakens to the AI story. The catalyst: Muse is already the #1 app in the App Store…

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Meta Platforms (NASDAQ:META | META Price Prediction) has staged a quiet comeback. Shares are up 24.34% in the past month as Wall Street reawakens to the AI story. The catalyst: Muse is already the #1 app in the App Store just one week after launch, and it is still U.S. only. Meta’s 3.60 billion daily active people across Facebook, Instagram, WhatsApp, and Messenger can turn a good free product into instant global scale. Here’s what it takes for META to reach $1,000 in 2027.

Wall Street Is Already Warming Up to Meta The analyst consensus 12-month price target sits at $755.28, with 8 Strong Buy and 47 Buy ratings against 7 Holds and zero Sells. Analysts model $305.9 billion in 2027 revenue and $33.94 in 2027 EPS. Q1 2027 outlook has firmed with 7 upward revisions in the past 30 days. Revenue grew 27.96% year over year in Q2, and ad pricing rose 12%.

Doing the Math on $1,000 Per Share At the current price near $676, META trades at roughly 20x forward earnings, a discount to the S&P 500’s ~22x. Getting to $1,000 requires about a 48% gain and implies a forward multiple near 29x on 2027 consensus. That is reasonable for a company throwing off $83.3 billion in 2025 operating income while investing $130 to $145 billion in capex this year (all of that capex has to be powered, cooled, and networked by someone, and we profiled seven of those suppliers in a free AI infrastructure report here).

What could push Meta there:

Muse going global. The assistant drove a 60% jump in Meta AI daily interactions. Distribution across 3.60 billion users is the moat. Enterprise AI. Over 1 million businesses use Meta business agents weekly, with early customers like Movida reporting a 44% increase in daily bookings. Compute scarcity. CEO Mark Zuckerberg said Meta is fielding “offers for compute at a significant premium over what we paid for it”. Holding compute internally compounds ad and agent monetization. Ad engine improvements. New ranking models drove an 8.3% increase in ad clicks and a 15.7% uplift in conversions on Facebook. History Says a 48% Year Is on the Table META has returned 86.95% over the past five years and 430.01% over the past ten. Shares hit a 52-week high of $783.69, so $1,000 would require a decisive breakout from that range.

Bottom Line on $1,000 Meta needs multiple expansion, another beat cadence (the company beat EPS in 5 consecutive quarters before Q2), and Muse to scale internationally. With Zuckerberg saying “AI is accelerating our core business today” and a $1.49 trillion company still trading at 20x forward earnings, the setup is there. Returns like this shouldn’t be expected every year, but we’ve outlined the blueprint for how Meta could see outsized returns in 2027.

Contact [email protected] for any questions or corrections.
2026-09-18 13:30 1mo ago
2026-09-18 08:00 1mo ago
Why Meta Could Keep Surprising Wall Street
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Meta has clawed back nearly 20% in a single month, but the real question is whether the AI event on the horizon justifies pushing the stock even higher against a capex bill that crushed free cash flow by 90%.

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Meta (NASDAQ:META | META Price Prediction) has spent 2026 climbing back from a spring swoon, and our model thinks the recovery still has room to run. The 24/7 Wall St. price target for Meta is $824.24, implying 21.57% upside from the current price of $680.99. That translates to a buy rating with a 90% confidence reading, one of the higher conviction scores in our mega-cap coverage.

Metric Value Current Price $680.99 24/7 Wall St. Price Target $824.24 Upside 21.57% Recommendation BUY Confidence Level 90% A Sharp Snapback Into Meta’s Connect Event Meta shares have rallied 19.69% over the past month and 4.18% in the past week, clawing back losses that had the stock down as low as $568.97 in August. Year to date the stock is up 3.34%, still 4% off its 52-week high of $788.22.

The rebound is being fueled by AI enthusiasm ahead of Meta’s Connect event and what Barron’s has called potentially the biggest AI launch since ChatGPT with Meta Muse. That optimism is layered on top of a Q2 2026 report where revenue of $60.8 billion grew 28%, even as diluted EPS of $6.18 missed the $7.2214 consensus.

Why Bulls See a Breakout Ahead The bull case starts with the ad engine. Family of Apps ad revenue hit $59.4 billion in Q2, with ad impressions up 14% and price per ad up 12%. Meta’s Advantage Plus solutions now run at a $75 billion annual revenue run rate, and generative recommenders delivered a 15.7% uplift in conversions on Facebook in early tests.

Add over 1 million businesses using Meta business agents weekly and a 60% increase in daily Meta AI users, and the enterprise flywheel is starting to spin. In the bull scenario our model reaches $862.21, and the Street’s top analyst view sits at $758.28 before Connect updates hit.

What Could Go Wrong The bear case is the capex bill. Meta guided 2026 capital expenditures to $130 to $145 billion and total expenses to $165 to $169 billion. Q2 free cash flow collapsed to $784 million from $8.55 billion a year earlier, and long-term debt now sits at $83.7 billion. Regulatory risk from US youth litigation is real.

The counterfactual: Q2’s operating margin compression to 31% was largely driven by $2.4 billion in legal charges and $1.2 billion in severance. Excluding those, operating income would have grown 9% year over year. Our bear scenario still lands at $717.31, above today’s price.

How Meta Compares to Alphabet and Snap Alphabet (NASDAQ:GOOGL) is the direct AI-plus-ads peer. Alphabet trades at a trailing P/E of 17 and a forward P/E of 22, versus Meta’s trailing 25 and forward 20. Meta looks cheaper on forward earnings despite similar ad exposure, which supports our target.

Snap (NYSE:SNAP) offers a scale contrast. Snap’s $6.35 billion in TTM revenue is a rounding error against Meta’s $228.25 billion, and Snap’s -2.64% operating margin underscores how much operating leverage Meta enjoys at 34.8%. The peer set makes our 24/7 Wall St. price target look reasonable.

Company Forward P/E Operating Margin TTM Meta 20 34.8% Alphabet 22 34.0% Snap 9 -2.64% Bottom Line on Meta’s Setup Our model maintains its buy rating. Our 24/7 Wall St. price target of $824.24 and 90% confidence rest on an ad business growing 27% while trading at a forward multiple below Alphabet’s.

The setup looks constructive if Connect delivers a credible Meta AI monetization roadmap. The thesis weakens if 2027 capex guidance blows past the current $130 to $145 billion range without a corresponding revenue signal.

Looking further ahead, here is where our model projects Meta could trade, assuming current growth trajectories and margin recovery hold.

Year 24/7 Wall St. Price Target 2026 $711.38 2027 $821.45 2028 $937.27 2029 $1,031.76 2030 $1,122.98 These projections assume Meta continues executing on its AI infrastructure buildout and stabilizes free cash flow. All that spending has to be powered, cooled, and networked by somebody, and we profiled seven of those suppliers in a free report on the picks-and-shovels side of the AI boom. Significant upside or downside could result from Meta AI monetization surprises or a step-change in youth-safety regulation.

Contact [email protected] for any questions or corrections.
2026-09-18 13:30 1mo ago
2026-09-18 08:16 1mo ago
Step Aside, Nvidia: 1 Reason Why Meta Platforms Could Be the Best AI Stock to Buy in 2026.
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The market has crowned Nvidia (NVDA +2.54%) one of the top artificial intelligence (AI) stocks out there. In the past five years, its shares have rocketed 865% higher (as of Sept. 16). And the business -- the largest in the world by market cap -- is currently worth a staggering $5.2 trillion.

Nvidia sells the most widely used AI processors at the foundation of the data center build-out. As a result, its financial performance since the AI megatrend took shape has been jaw-dropping. Over the last three years, its net income surged almost tenfold. It's extremely difficult not to be bullish on this company.

However, investors can find one valid reason that supports the case for Meta Platforms (META +1.34%) being the best AI stock to buy in 2026. It all comes down to questioning where the value from this AI revolution will eventually accrue.

Image source: The Motley Fool.

Focus on the application layer It's a realistic possibility that in the long run, the chips, data centers, cloud computing platforms, and AI models all become commoditized. This means that there will be minimal differentiation between the offerings of the various competitors in each of those arenas. Consequently, a logical argument can be made that most of the value will eventually accrue to the application layer, benefiting the businesses that create products, services, and experiences enabled by AI for end users.

Think about the internet revolution that took off in the 1990s. The companies that built the fiber optic infrastructure that supports the internet can't hold a candle to the enterprises that actually leveraged the new technology to serve people in new ways.

Household names today, like Amazon, Alphabet, Meta Platforms, Uber, and Airbnb, created entirely new experiences, building thriving businesses in the process. These are extremely valuable companies.

Another insightful way of viewing this situation is to consider Apple and the iPhone. For the average person, this hardware device line elegantly allows access to the digital world without requiring them to be technologically proficient. When it comes to AI, consumers want the technology embedded in things that simply work. Most folks don't want to have to figure out on their own how to use AI.

Meta's massive ecosystem puts it in a favorable position Meta owns some of the most popular platforms on Earth. Across its family of apps, it has 3.6 billion daily active users. This gives it incredible reach. If the value in AI is going to accrue to the application layer, it makes sense that the company with the most dominant apps is in a position to be a winner.

Meta is already leveraging AI to boost engagement among its users. And for its advertising customers, its AI tools are improving the effectiveness of marketing campaigns.

Further adding to Meta's strong competitive position is its thriving advertising platform. The business benefits from a scaled ad ecosystem, network effects, a treasure trove of user data, and strong user engagement, all of which position it to monetize free AI usage better than other companies.

Unlike enterprises, which will gladly pay for AI offerings if they offer the promise of boosting employee productivity, consumers don't necessarily have the willingness to pay money for these kinds of tools. The data backs up this claim. According to a study by the Bank of America Institute, only 3% of households with accounts at that bank are paying for AI services. Layering advertising onto those offerings seems to be the best way to profit from providing consumer AI products and services for free.

Meta is leaning in. It recently launched Muse, an AI agent that can handle various tasks on behalf of users. Founder and CEO Mark Zuckerberg says he wants the company to introduce what he calls "personal superintelligence." During its second-quarter earnings call, he asserted that it wouldn't be surprising if, in five years, billions of people were using AI agents daily. Muse is a step in that direction.

Premium Feature

Moneyball Superscore

79/100

Today's Change

(

1.34

%) $

9.00

Current Price

$

682.31

Meta shares are attractively priced Investors should also take advantage of Meta's current valuation. This "Magnificent Seven" stock trades at a forward price-to-earnings ratio that's below 20. Maybe the market believes Meta isn't positioned well in the AI race. However, I think that view will prove to be incorrect over the coming years, as the business is able to gain financially from its AI efforts.

Shareholders who buy today will benefit from rising earnings and improving sentiment.
2026-09-18 13:30 1mo ago
2026-09-18 08:23 1mo ago
Meta: Buy The Muse Catalyst, But Watch The AI Bill
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Analyst’s Disclosure: I/we have a beneficial long position in the shares of META either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
2026-09-18 13:30 1mo ago
2026-09-18 08:39 1mo ago
Meta's personal AI agent Muse soars to the top of the App Store
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Meta's personal AI agent Muse reached No. 1 among free apps on Apple's US App Store. Samuel Boivin/NurPhoto via Getty Images Mark Zuckerberg's ambition to bring "personal superintelligence" to everyone may be taking shape, one download at a time.

Muse from Meta, the company's new personal AI agent, has climbed to No. 1 among free apps on Apple's US App Store, ahead of ChatGPT.

Muse's rise is the latest example of consumers embracing AI agents. Unlike chatbots that simply answer questions, agents are designed to act on a user's behalf.

Meta says Muse can help users research, fill out forms, buy items online, book restaurant reservations, find a dog sitter, and connect with services such as email, calendars, Spotify, Instagram, and OpenTable.

Muse can remember users' preferences and handle tasks on their behalf while seeking approval before taking sensitive actions, Meta says.

The App Store ranking comes a week after Muse's launch and is an early sign that Meta's bet on personal AI assistants is starting to pay off, even as its frontier models have lagged behind OpenAI and Anthropic on some key benchmarks.

a week after launch, muse is now the #1 app in the App Store!

it’s been SO exciting to see how much y’all have done with muse. we can’t wait to do more together! pic.twitter.com/0lwhijlpj3

— Alexandr Wang (@alexandr_wang) September 18, 2026 Early users have shared striking examples of how Muse has helped them. Entrepreneur Joe Devoy wrote in an X post last week that he uploaded his auto insurance policy and asked Muse to find identical coverage at a lower cost.

According to Devoy, it found a policy saving him $3,500 a year, bought it, and canceled his old one in about five minutes.

Yesterday I uploaded my auto insurance policy to Meta @Muse and asked for a better rate with identical coverage. In ~5 minutes, it found a policy saving me $3,500 /year, bought it, and canceled my old one.

I knew I was overpaying. I’d abandoned several attempts to switch because… pic.twitter.com/HlIweoWN2K

— Joe Devoy (@JosephDevoy) September 10, 2026 Another X user wrote that Muse found a green puffer jacket, located live discount codes, applied them, and completed the purchase at the lowest price.

They also said it could find a recipe and load the ingredients into a Whole Foods cart.

Meta Muse is incredibly good. Was showing my wife a couple uses cases:

1. Search for green puffer jacket -> find live discount codes, add to cart, apply, buy at cheapest price
2. Find recipe and load Whole Foods cart

She was blown away. I don’t think META was up enough today…

— BuccoCapital Bloke (@buccocapital) September 10, 2026 Not every early experience has lived up to the hype. X user Brett Gordon said Muse could not summarize a saved Instagram workout video because it could see only the first frame — even though Instagram is owned by Meta.

Muse fail. Tried using Muse from Meta. IG suggested I use it to summarize a workout post I had saved. Then it said it only could see the first frame so asked me to share the link. But Muse apparently can’t play videos from IG posts??? pic.twitter.com/48oo2FhVke

— Brett Gordon (@brett__gordon) September 14, 2026 Agents also depend on accurate, up-to-date pricing and product data, while retailers such as Amazon have reasons to restrict bots that could reduce their sites to fulfillment services.

Even as AI agents break through into the mainstream, there are still questions about potential mistakes and privacy.

Meta also faces competition from other agents, including Instinct, an invitation-only AI assistant going viral in Silicon Valley.

Read next

Georgia Hennessy You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.

Georgia is a Business News Fellow at Business Insider's London office.Before joining Business Insider, she worked at Japan's largest newspaper, The Yomiuri Shimbun, and interned at the Financial Times. She is an NCTJ-qualified journalist with a degree in Philosophy from the University of Birmingham.

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2026-09-18 11:02 1mo ago
2026-09-18 05:30 1mo ago
Meta's AI Agent Has a Trust Problem
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The company's Muse AI agent needs user data to be useful, but users might be wary.
2026-09-18 11:02 1mo ago
2026-09-18 06:17 1mo ago
Meta to pay dividends on September 28; Here's how much 100 META shares will earn
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Meta Platforms (NASDAQ: META) has declared a quarterly cash dividend payable on September 28, 2026.

Shareholders of record as of the close of business on September 21 will be eligible for the payout, receiving $0.525 per share of the company’s outstanding Class A and Class B common stock.

Accordingly, investors holding 100 META shares will receive $52.5 this quarter. As such, the payment remains unchanged from the previous ones this year, issued on June 25 and March 26.

Next META dividend. Source: Dividend.com To be eligible for $100 in this quarter’s dividends, investors will have to hold 190.48 META shares as of September 21. At the current price of $682.31 per share, that is a $130,000 investment.

With the upcoming dividend, the total payment for the past three quarters will thus amount to $157.5. If the number remains unchanged in the fourth quarter as well, the overall yearly Meta stock dividend will round up to $210.

The tech company offers investors a relatively modest dividend, with the company’s current yield standing at 0.31%. The company pays dividends quarterly and has increased its payout for one consecutive year.

Meta’s forward payout ratio is 6.22%, meaning only a small portion of its earnings is currently being distributed to shareholders through dividends. Meta’s average price recovery period is also 0.1 days, while the average yield for the technology sector is about 1.37%.

For income-focused investors, Meta’s yield is below that of some major semiconductor peers. Qualcomm (NASDAQ: QCOM), for example, currently offers a dividend yield of about 2.0%, substantially above Meta’s 0.31% yield. Qualcomm’s payout ratio is also considerably higher, at about  36.20%.

Nvidia (NASDAQ: NVDA), however, provides a closer comparison. Namely, Nvidia’s dividend yield is currently about 0.46%, putting it only modestly above Meta’s 0.31%. Furthermore, Nvidia has a payout ratio of about 6.58%, broadly similar to Meta’s low payout level.

Featured image via Shutterstock
2026-09-18 08:36 1mo ago
2026-09-18 03:15 1mo ago
Cibc World Market Inc. Sells 4,986 Shares of Meta Platforms, Inc. $META
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Cibc World Market Inc. lowered its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 0.9% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 563,119 shares of the social networking company’s stock after selling 4,986 shares during the quarter. Cibc World Market Inc.’s holdings in Meta Platforms were worth $317,200,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in META. RHL Group LLC bought a new stake in shares of Meta Platforms during the fourth quarter valued at approximately $28,000. Advantage Trust Co acquired a new position in shares of Meta Platforms during the second quarter valued at $28,000. Axiom Investment Management LLC bought a new position in Meta Platforms in the first quarter valued at about $36,000. Bayban boosted its holdings in Meta Platforms by 100.0% in the first quarter. Bayban now owns 70 shares of the social networking company’s stock valued at $40,000 after acquiring an additional 35 shares during the last quarter. Finally, Entrust Financial LLC acquired a new stake in Meta Platforms in the fourth quarter worth about $48,000. Institutional investors and hedge funds own 79.91% of the company’s stock.

Insider Activity In other Meta Platforms news, CAO Aaron Anderson sold 3,240 shares of Meta Platforms stock in a transaction on Thursday, September 3rd. The shares were sold at an average price of $618.06, for a total value of $2,002,514.40. Following the sale, the chief accounting officer directly owned 6,271 shares in the company, valued at approximately $3,875,854.26. The trade was a 34.07% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Christopher K. Cox sold 20,000 shares of the business’s stock in a transaction dated Wednesday, September 9th. The stock was sold at an average price of $650.28, for a total transaction of $13,005,600.00. Following the sale, the insider directly owned 244,516 shares in the company, valued at $159,003,864.48. This trade represents a 7.56% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 81,758 shares of company stock worth $51,214,020. 13.53% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades META has been the subject of a number of analyst reports. Phillip Securities raised shares of Meta Platforms to a “strong-buy” rating in a report on Monday, August 3rd. Mizuho set a $750.00 price objective on Meta Platforms in a report on Thursday, July 30th. KeyCorp cut their target price on Meta Platforms from $790.00 to $780.00 and set an “overweight” rating on the stock in a research note on Thursday, July 30th. Robert W. Baird reduced their target price on Meta Platforms from $830.00 to $750.00 and set an “outperform” rating on the stock in a report on Thursday, July 30th. Finally, Rothschild & Co Redburn boosted their target price on Meta Platforms from $900.00 to $1,000.00 and gave the stock a “buy” rating in a research report on Tuesday, July 21st. Four analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat.com, Meta Platforms currently has an average rating of “Moderate Buy” and a consensus target price of $788.88. View Our Latest Stock Report on Meta Platforms

Meta Platforms Trading Up 1.3% META opened at $682.31 on Friday. The stock has a market capitalization of $1.74 trillion, a P/E ratio of 25.70, a P/E/G ratio of 1.17 and a beta of 1.25. Meta Platforms, Inc. has a 12 month low of $520.26 and a 12 month high of $790.80. The firm’s fifty day simple moving average is $606.40 and its 200 day simple moving average is $609.40. The company has a current ratio of 2.23, a quick ratio of 2.23 and a debt-to-equity ratio of 0.32.

Meta Platforms (NASDAQ:META – Get Free Report) last announced its earnings results on Wednesday, July 29th. The social networking company reported $6.18 earnings per share for the quarter, missing analysts’ consensus estimates of $7.19 by ($1.01). The company had revenue of $60.80 billion during the quarter, compared to analyst estimates of $60.22 billion. Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%.Meta Platforms’s revenue for the quarter was up 28.0% on a year-over-year basis. During the same period in the previous year, the company posted $7.14 earnings per share. As a group, research analysts anticipate that Meta Platforms, Inc. will post 27.93 EPS for the current fiscal year.

Meta Platforms Dividend Announcement The company also recently declared a quarterly dividend, which will be paid on Monday, September 28th. Shareholders of record on Monday, September 21st will be given a dividend of $0.525 per share. The ex-dividend date of this dividend is Monday, September 21st. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. Meta Platforms’s dividend payout ratio is 7.91%.

Meta Platforms News Roundup Here are the key news stories impacting Meta Platforms this week:

Positive Sentiment: Bank of America maintained a Buy view, estimating Meta could save approximately $8.5 billion in 2027 by shifting AI workloads to its in-house MTIA chips. Meta reportedly plans to deploy newer chips in 2027, potentially reducing dependence on Nvidia and improving AI margins. Meta Can Save $8.5 Billion in 2027 by Using Its Own MTIA Chips Positive Sentiment: Meta’s Muse AI agent and the new Meta One subscription are strengthening the investment case that the company can diversify beyond advertising. Meta One combines higher AI usage limits and features across Facebook, Instagram and WhatsApp, creating a potential recurring-revenue stream. Meta Platforms: Get In Before September 23 Positive Sentiment: Analyst optimism remains a near-term catalyst. Citi identified Meta Connect on September 23 as a possible trigger for additional product announcements and investor enthusiasm, while Rosenblatt reiterated a Buy rating with an $886 price target. Meta Event Next Week Could Spark Stock Gains, Says Citi Neutral Sentiment: Meta is expanding Muse’s capabilities, including phone calls, as it competes with emerging AI-agent providers. The move could improve user engagement and monetization, but competition and the execution required to turn usage into paid revenue remain significant. Rival AI Agents and Meta’s Muse Add Calling Negative Sentiment: A German court ruled Meta liable for fraudulent third-party advertisements on Facebook and Instagram, ordering the company to remove such content and pay damages. The decision could increase legal costs and raise concerns about platform-monitoring obligations. German Court Rules Meta Liable for Fake Ads Negative Sentiment: Consumer advocate Clark Howard said Meta declined to remove a deepfake advertisement using his likeness. The episode adds reputational and regulatory risk as Meta attempts to control AI-generated scams and fraudulent advertising. Facebook Told Clark Howard a Deepfake Ad Meets Its Standards Negative Sentiment: Chief Product Officer Christopher Cox sold 20,000 Meta shares worth about $13.5 million. The transaction was made under a pre-arranged Rule 10b5-1 plan, which reduces its signaling value, but insider selling can still weigh modestly on sentiment. SEC Insider Trading Filing Meta Platforms Company Profile (Free Report)

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

Read More Five stocks we like better than Meta Platforms Aeluma’s Selloff Could Be Setting Up Its Next Big Move Crypto Bill Stalls, Smart Money Calls: Time to Buy the Dip? The September Scramble: Find Sanctuary in These 3 Defensive Dividend Stocks The Fed’s Rate Hike Could Backfire If Oil Prices Collapse

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2026-09-18 08:36 1mo ago
2026-09-18 03:15 1mo ago
Clal Insurance Enterprises Holdings Ltd Raises Stock Holdings in Meta Platforms, Inc. $META
FB Meta Platforms
FMP Stock News
Original source text
Clal Insurance Enterprises Holdings Ltd grew its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 64.4% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 518,127 shares of the social networking company’s stock after acquiring an additional 202,975 shares during the period. Meta Platforms comprises approximately 1.3% of Clal Insurance Enterprises Holdings Ltd’s holdings, making the stock its 15th biggest position. Clal Insurance Enterprises Holdings Ltd’s holdings in Meta Platforms were worth $291,856,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also modified their holdings of the stock. Saranac Partners Ltd lifted its stake in Meta Platforms by 33.0% in the second quarter. Saranac Partners Ltd now owns 2,909 shares of the social networking company’s stock valued at $1,639,000 after buying an additional 721 shares during the last quarter. Jericho Financial LLP raised its stake in Meta Platforms by 8.0% during the 2nd quarter. Jericho Financial LLP now owns 12,536 shares of the social networking company’s stock valued at $7,061,000 after acquiring an additional 932 shares in the last quarter. Connor Clark & Lunn Investment Management Ltd. boosted its position in Meta Platforms by 5.8% during the 2nd quarter. Connor Clark & Lunn Investment Management Ltd. now owns 431,735 shares of the social networking company’s stock worth $243,192,000 after acquiring an additional 23,780 shares during the period. Arete Wealth Advisors LLC boosted its position in Meta Platforms by 10.0% during the 2nd quarter. Arete Wealth Advisors LLC now owns 17,687 shares of the social networking company’s stock worth $9,963,000 after acquiring an additional 1,610 shares during the period. Finally, Mission Financial Group LLC bought a new position in shares of Meta Platforms in the second quarter worth $637,000. Institutional investors own 79.91% of the company’s stock.

Key Headlines Impacting Meta Platforms Here are the key news stories impacting Meta Platforms this week:

Positive Sentiment: Bank of America maintained a Buy view, estimating Meta could save approximately $8.5 billion in 2027 by shifting AI workloads to its in-house MTIA chips. Meta reportedly plans to deploy newer chips in 2027, potentially reducing dependence on Nvidia and improving AI margins. Meta Can Save $8.5 Billion in 2027 by Using Its Own MTIA Chips Positive Sentiment: Meta’s Muse AI agent and the new Meta One subscription are strengthening the investment case that the company can diversify beyond advertising. Meta One combines higher AI usage limits and features across Facebook, Instagram and WhatsApp, creating a potential recurring-revenue stream. Meta Platforms: Get In Before September 23 Positive Sentiment: Analyst optimism remains a near-term catalyst. Citi identified Meta Connect on September 23 as a possible trigger for additional product announcements and investor enthusiasm, while Rosenblatt reiterated a Buy rating with an $886 price target. Meta Event Next Week Could Spark Stock Gains, Says Citi Neutral Sentiment: Meta is expanding Muse’s capabilities, including phone calls, as it competes with emerging AI-agent providers. The move could improve user engagement and monetization, but competition and the execution required to turn usage into paid revenue remain significant. Rival AI Agents and Meta’s Muse Add Calling Negative Sentiment: A German court ruled Meta liable for fraudulent third-party advertisements on Facebook and Instagram, ordering the company to remove such content and pay damages. The decision could increase legal costs and raise concerns about platform-monitoring obligations. German Court Rules Meta Liable for Fake Ads Negative Sentiment: Consumer advocate Clark Howard said Meta declined to remove a deepfake advertisement using his likeness. The episode adds reputational and regulatory risk as Meta attempts to control AI-generated scams and fraudulent advertising. Facebook Told Clark Howard a Deepfake Ad Meets Its Standards Negative Sentiment: Chief Product Officer Christopher Cox sold 20,000 Meta shares worth about $13.5 million. The transaction was made under a pre-arranged Rule 10b5-1 plan, which reduces its signaling value, but insider selling can still weigh modestly on sentiment. SEC Insider Trading Filing Insider Buying and Selling at Meta Platforms In related news, insider Christopher Cox sold 20,000 shares of the firm’s stock in a transaction that occurred on Tuesday, September 15th. The shares were sold at an average price of $675.23, for a total value of $13,504,600.00. Following the completion of the transaction, the insider owned 224,516 shares of the company’s stock, valued at approximately $151,599,938.68. This trade represents a 8.18% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Aaron Anderson sold 3,240 shares of the business’s stock in a transaction on Thursday, September 3rd. The shares were sold at an average price of $618.06, for a total transaction of $2,002,514.40. Following the sale, the chief accounting officer directly owned 6,271 shares in the company, valued at approximately $3,875,854.26. This trade represents a 34.07% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 81,758 shares of company stock valued at $51,214,020 over the last three months. 13.53% of the stock is owned by insiders. Wall Street Analyst Weigh In A number of brokerages have recently commented on META. Monness Crespi & Hardt lowered their price target on Meta Platforms from $890.00 to $730.00 and set a “buy” rating on the stock in a report on Thursday, July 30th. Evercore reaffirmed an “outperform” rating on shares of Meta Platforms in a report on Thursday, July 30th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $810.00 target price on shares of Meta Platforms in a research report on Monday, June 1st. Robert W. Baird lowered their target price on shares of Meta Platforms from $830.00 to $750.00 and set an “outperform” rating on the stock in a research note on Thursday, July 30th. Finally, BNP Paribas Exane began coverage on shares of Meta Platforms in a research report on Tuesday, June 2nd. They set an “outperform” rating on the stock. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and nine have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $788.88.

Check Out Our Latest Stock Analysis on META

Meta Platforms Stock Performance Shares of NASDAQ META opened at $682.31 on Friday. The company has a quick ratio of 2.23, a current ratio of 2.23 and a debt-to-equity ratio of 0.32. The stock has a market capitalization of $1.74 trillion, a price-to-earnings ratio of 25.70, a PEG ratio of 1.17 and a beta of 1.25. The stock’s fifty day simple moving average is $606.40 and its 200 day simple moving average is $609.40. Meta Platforms, Inc. has a 52-week low of $520.26 and a 52-week high of $790.80.

Meta Platforms (NASDAQ:META – Get Free Report) last announced its earnings results on Wednesday, July 29th. The social networking company reported $6.18 EPS for the quarter, missing the consensus estimate of $7.19 by ($1.01). The company had revenue of $60.80 billion for the quarter, compared to analysts’ expectations of $60.22 billion. Meta Platforms had a net margin of 29.83% and a return on equity of 33.18%. The company’s revenue for the quarter was up 28.0% on a year-over-year basis. During the same period in the prior year, the company earned $7.14 earnings per share. As a group, sell-side analysts forecast that Meta Platforms, Inc. will post 27.93 earnings per share for the current fiscal year.

Meta Platforms Dividend Announcement The company also recently declared a quarterly dividend, which will be paid on Monday, September 28th. Stockholders of record on Monday, September 21st will be issued a dividend of $0.525 per share. The ex-dividend date is Monday, September 21st. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. Meta Platforms’s payout ratio is currently 7.91%.

About Meta Platforms (Free Report)

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

Featured Stories Five stocks we like better than Meta Platforms Aeluma’s Selloff Could Be Setting Up Its Next Big Move Crypto Bill Stalls, Smart Money Calls: Time to Buy the Dip? The September Scramble: Find Sanctuary in These 3 Defensive Dividend Stocks The Fed’s Rate Hike Could Backfire If Oil Prices Collapse Want to see what other hedge funds are holding META? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Meta Platforms, Inc. (NASDAQ:META – Free Report).

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2026-09-18 08:36 1mo ago
2026-09-18 03:15 1mo ago
Connor Clark & Lunn Investment Management Ltd. Raises Stock Holdings in Meta Platforms, Inc. $META
FB Meta Platforms
FMP Stock News
Original source text
Connor Clark & Lunn Investment Management Ltd. raised its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 5.8% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 431,735 shares of the social networking company’s stock after purchasing an additional 23,780 shares during the period. Connor Clark & Lunn Investment Management Ltd.’s holdings in Meta Platforms were worth $243,192,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently modified their holdings of the company. Auto Owners Insurance Co grew its holdings in Meta Platforms by 76,587.7% in the fourth quarter. Auto Owners Insurance Co now owns 105,292,277 shares of the social networking company’s stock worth $69,502,379,000 after purchasing an additional 105,154,977 shares during the last quarter. Geode Capital Management LLC raised its stake in Meta Platforms by 1.7% in the fourth quarter. Geode Capital Management LLC now owns 52,806,712 shares of the social networking company’s stock valued at $34,734,628,000 after buying an additional 878,396 shares during the last quarter. Norges Bank purchased a new stake in Meta Platforms in the fourth quarter valued at about $22,152,075,000. Bank of America Corp DE grew its stake in shares of Meta Platforms by 14.6% during the first quarter. Bank of America Corp DE now owns 21,038,035 shares of the social networking company’s stock worth $12,036,491,000 after acquiring an additional 2,673,494 shares during the last quarter. Finally, Invesco Ltd. increased its holdings in shares of Meta Platforms by 6.1% during the fourth quarter. Invesco Ltd. now owns 18,200,469 shares of the social networking company’s stock valued at $12,013,948,000 after acquiring an additional 1,046,715 shares in the last quarter. Institutional investors own 79.91% of the company’s stock.

Key Headlines Impacting Meta Platforms Here are the key news stories impacting Meta Platforms this week:

Positive Sentiment: Bank of America maintained a Buy view, estimating Meta could save approximately $8.5 billion in 2027 by shifting AI workloads to its in-house MTIA chips. Meta reportedly plans to deploy newer chips in 2027, potentially reducing dependence on Nvidia and improving AI margins. Meta Can Save $8.5 Billion in 2027 by Using Its Own MTIA Chips Positive Sentiment: Meta’s Muse AI agent and the new Meta One subscription are strengthening the investment case that the company can diversify beyond advertising. Meta One combines higher AI usage limits and features across Facebook, Instagram and WhatsApp, creating a potential recurring-revenue stream. Meta Platforms: Get In Before September 23 Positive Sentiment: Analyst optimism remains a near-term catalyst. Citi identified Meta Connect on September 23 as a possible trigger for additional product announcements and investor enthusiasm, while Rosenblatt reiterated a Buy rating with an $886 price target. Meta Event Next Week Could Spark Stock Gains, Says Citi Neutral Sentiment: Meta is expanding Muse’s capabilities, including phone calls, as it competes with emerging AI-agent providers. The move could improve user engagement and monetization, but competition and the execution required to turn usage into paid revenue remain significant. Rival AI Agents and Meta’s Muse Add Calling Negative Sentiment: A German court ruled Meta liable for fraudulent third-party advertisements on Facebook and Instagram, ordering the company to remove such content and pay damages. The decision could increase legal costs and raise concerns about platform-monitoring obligations. German Court Rules Meta Liable for Fake Ads Negative Sentiment: Consumer advocate Clark Howard said Meta declined to remove a deepfake advertisement using his likeness. The episode adds reputational and regulatory risk as Meta attempts to control AI-generated scams and fraudulent advertising. Facebook Told Clark Howard a Deepfake Ad Meets Its Standards Negative Sentiment: Chief Product Officer Christopher Cox sold 20,000 Meta shares worth about $13.5 million. The transaction was made under a pre-arranged Rule 10b5-1 plan, which reduces its signaling value, but insider selling can still weigh modestly on sentiment. SEC Insider Trading Filing Insiders Place Their Bets In related news, CFO Susan J. Li sold 9,196 shares of the business’s stock in a transaction on Tuesday, August 18th. The shares were sold at an average price of $550.61, for a total value of $5,063,409.56. Following the completion of the sale, the chief financial officer owned 13,186 shares of the company’s stock, valued at approximately $7,260,343.46. The trade was a 41.09% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Curtis J. Mahoney sold 1,559 shares of the company’s stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $558.00, for a total transaction of $869,922.00. Following the transaction, the insider owned 1,957 shares of the company’s stock, valued at $1,092,006. This represents a 44.34% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 81,758 shares of company stock valued at $51,214,020. 13.53% of the stock is owned by insiders. Analysts Set New Price Targets A number of research firms recently commented on META. The Goldman Sachs Group lowered their target price on shares of Meta Platforms from $815.00 to $725.00 and set a “buy” rating for the company in a research note on Thursday, July 30th. Wedbush raised their price target on shares of Meta Platforms from $595.00 to $650.00 and gave the stock a “neutral” rating in a report on Friday, September 11th. BNP Paribas Exane initiated coverage on shares of Meta Platforms in a report on Tuesday, June 2nd. They issued an “outperform” rating for the company. DA Davidson reduced their target price on Meta Platforms from $850.00 to $700.00 and set a “buy” rating for the company in a research note on Thursday, July 30th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and set a $810.00 target price on shares of Meta Platforms in a report on Monday, June 1st. Four investment analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $788.88.

Read Our Latest Research Report on Meta Platforms

META stock opened at $682.31 on Friday. The firm has a market cap of $1.74 trillion, a PE ratio of 25.70, a P/E/G ratio of 1.17 and a beta of 1.25. The company has a debt-to-equity ratio of 0.32, a quick ratio of 2.23 and a current ratio of 2.23. The firm’s fifty day moving average is $606.40 and its 200 day moving average is $609.40. Meta Platforms, Inc. has a one year low of $520.26 and a one year high of $790.80.

Meta Platforms (NASDAQ:META – Get Free Report) last issued its quarterly earnings data on Wednesday, July 29th. The social networking company reported $6.18 earnings per share for the quarter, missing analysts’ consensus estimates of $7.19 by ($1.01). The firm had revenue of $60.80 billion during the quarter, compared to analyst estimates of $60.22 billion. Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%.The company’s revenue was up 28.0% on a year-over-year basis. During the same quarter last year, the company posted $7.14 EPS. On average, research analysts forecast that Meta Platforms, Inc. will post 27.93 EPS for the current year.

Meta Platforms Announces Dividend The firm also recently disclosed a quarterly dividend, which will be paid on Monday, September 28th. Shareholders of record on Monday, September 21st will be issued a $0.525 dividend. This represents a $2.10 annualized dividend and a yield of 0.3%. The ex-dividend date of this dividend is Monday, September 21st. Meta Platforms’s dividend payout ratio (DPR) is presently 7.91%.

About Meta Platforms (Free Report)

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

See Also Five stocks we like better than Meta Platforms Aeluma’s Selloff Could Be Setting Up Its Next Big Move Crypto Bill Stalls, Smart Money Calls: Time to Buy the Dip? The September Scramble: Find Sanctuary in These 3 Defensive Dividend Stocks The Fed’s Rate Hike Could Backfire If Oil Prices Collapse

Receive News & Ratings for Meta Platforms Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Meta Platforms and related companies with MarketBeat.com's FREE daily email newsletter.
2026-09-18 08:36 1mo ago
2026-09-18 03:40 1mo ago
Oversight Board blasts 'inadequate' Meta safeguards for AI deepfakes
FB Meta Platforms
FMP Stock News
Original source text
Meta on Thursday moved to remove AI-generated videos targeting two women, including a British politician, after the tech giant's Oversight Board blasted its "fundamentally inadequate" safeguards against proliferating deepfakes.
2026-09-18 01:17 1mo ago
2026-09-17 17:54 1mo ago
Facebook Told Clark Howard a Deepfake Ad Stealing His Face Meets Their Standards
FB Meta Platforms
FMP Stock News
Original source text
A nationally syndicated consumer expert spent weeks trying to get Meta to remove an AI-generated ad cloning his face to sell fake insurance. The platform's official response should alarm anyone who has ever trusted a familiar face in their feed.

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.

On his September 16 podcast, consumer advocate Clark Howard said an AI-generated Facebook ad cloning his face and voice is selling a fraudulent insurance product, and that the platform refuses to take it down.

“Facebook’s response was that the ad meets their standards and they won’t pull it down. I just can’t believe it.”

The stakes for you are direct. If a nationally syndicated consumer expert cannot get a deepfake of himself pulled from Meta Platforms (NASDAQ:META | META Price Prediction), an ordinary shopper who clicks that same ad and hands over a credit card is on their own. Howard described the ad as pitching “a rip-off insurance product” using his likeness, adding that “people are going berserk angry at me” for something he never said.

The same morning, on CNBC’s Halftime Report, Julia Boorstin summarized Meta CEO Mark Zuckerberg’s public position: “Zuckerberg says companies should effectively self-regulate, saying they’re incentivized to prevent problems due to their legal liabilities and that aligning models with people’s needs is a competitive advantage.” Howard’s account is a real-time test of that claim, and by his telling, the self-policing did not happen.

Why Platform Incentives Point the Wrong Way Howard is right on the practical takeaway: assume scam ads will stay up, and protect yourself before you click. Here is the mechanic behind that verdict.

Meta’s business is advertising. In the second quarter of 2026, ad revenue was $59.36 billion out of $60.80 billion in total revenue, up 27% year over year, drawn from a user base that reached 3.60 billion daily active people across its apps. Every ad an automated system rejects is revenue not booked. Every ad it approves generates revenue whether the destination is a legitimate carrier or a scammer’s funnel. Shares recently traded near $673, up 18% over a month and down 13% over a year, giving Meta a market value around $1.50 trillion. Legal exposure that is real but bounded rarely changes that calculation at the individual-ad level.

Now the consumer math. A typical scam insurance funnel charges an activation or first-month fee in the $40 to $90 range and captures a full identity kit: name, date of birth, address, driver’s license, and payment card. The initial charge is small. The downstream cost, from identity theft and card fraud that follows, is the real damage. Howard has separately described a listener whose “three different issuers, two cards in physical possession, one used only online, all three compromised in a two-week period” pattern is exactly what happens after data leaves a scam checkout page.

The recourse most people assume they have does not really exist. Meta is generally shielded from liability for third-party ad content, and its ad-review process is largely automated. A “meets our standards” reply typically means automated review did not flag a rule violation, nothing more. Reporting the ad inside Facebook usually loops back to the same system.

Recovery Odds Hinge on How You Paid The single factor that determines whether you get your money back is the payment method. A credit card charge under the Fair Credit Billing Act caps your liability at $50 and gives you chargeback rights when goods or services are not delivered as described. A debit card pulls money directly from checking, and Regulation E protections are weaker and slower. A wire transfer, gift card, peer-to-peer payment on Zelle, Venmo, or Cash App, or a cryptocurrency payment is effectively final. If a deepfake ad routes you to a checkout that only accepts anything other than a credit card, that is the tell. Close the tab.

What to Do Before and After You Click Verify the source outside the ad. If a familiar face is pitching insurance, type the personality’s actual website into your browser. Howard’s own September 17 post urged followers to re-shop five recurring expenses to find a cheaper company, which is exactly the trusted hook the scam ad hijacks. Pay with a credit card only. The Fair Credit Billing Act chargeback is the strongest consumer remedy in U.S. payments law. Nothing else comes close. Freeze your credit at all three bureaus. As Howard frames it: “LifeLock is not the same as a credit freeze. LifeLock is an alert service… A credit freeze is more like keeping them out of your house.” Report the ad to the FTC at reportfraud.ftc.gov, the federal fraud reporting portal, and to your state attorney general. Screenshots and the ad’s URL matter. Dispute the charge within 60 days of the statement it appears on. Miss that window and your card issuer’s obligations shrink sharply. Zuckerberg’s argument is that liability makes platforms police themselves. Howard’s inbox is the counterexample. Assume the ad stays up, and protect yourself at the payment step, because that is the only step you actually control.

Contact [email protected] for any questions or corrections.
2026-09-17 22:51 1mo ago
2026-09-17 16:45 1mo ago
Meta Just Launched a New Subscription Business Built Entirely Around AI. Here's Why It Could Be a Game-Changer.
FB Meta Platforms
FMP Stock News
Original source text
Last month, Meta Platforms (META +1.34%) CEO Mark Zuckerberg unveiled a 6,500-word manifesto outlining his vision of free artificial intelligence agents, and global access to AI -- with options for people willing to pay more for extra features or computing power.

Now this week, we're learning a little bit more about what Zuckerberg thinks that should look like.

Meta introduced a new subscription service, Meta One, that provides expanded AI usage and other premium features across Meta's family of apps, including Facebook, Instagram, and WhatsApp.

"Meta One gives subscribers more self-expression features and AI usage, helps creators spend more time creating and less time guessing, and gives businesses new tools designed to help them grow," the company said in an article posted on its website. "The core experience across our apps and Meta AI has always been free, and that's not changing. Subscriptions unlock more specialized capabilities and expanded AI usage that go beyond what a free experience built for billions can offer."

Image source: Getty Images.

The plans build on single-product subscription plans that the company introduced earlier this year, starting at $2.99 per month for WhatsApp Plus and $3.99 per month for Instagram Plus and Facebook Plus. Under the Meta One bundled subscription, individual users can get a core subscription for $7.99 a month or a premium subscription for $19.99 a month.

Businesses and content creators can get plans ranging from $14.99 per month for basic options to $499 per month for the highest-tier features.

Premium Feature

Moneyball Superscore

79/100

Today's Change

(

1.34

%) $

9.00

Current Price

$

682.31

Meta needs another source of revenueSubscription services have long been an ideal way for companies to get a consistent revenue stream. You've seen it with companies as diverse as Costco Wholesale, Netflix, Adobe, and Tesla.

And Meta could definitely use the money. The company spent $31.08 billion in the second quarter on capital expenditures to build out its artificial intelligence infrastructure that powers its Llama large language model, and AI features for its family of apps. Total expenses for the quarter totaled $42.03 billion, up 55% from the same period a year ago.

Meta is projected to spend between $130 billion and $145 billion on capex this year, or about double its spending from a year ago. And that spending is straining the company's finances and cash flow.

META Free Cash Flow (Quarterly) data by YCharts

Fortunately, for Meta, its revenue increased 28% in the last quarter to $60.8 billion, so net income fell only 15% despite the higher spending. But almost all of Meta's revenue comes from advertising, which makes finding another source of income -- such as subscriptions -- even more appealing.

Revenue Source Q2 2026 Q2 2025 Advertising $59.36 billion $46.56 billion Other Revenue $1.00 billion $583 million Realty Labs $431 million $370 million Total $60.80 billion $47.51 billion Source: Meta Platforms

Reality Labs -- the business once charged with building Zuckerberg's vision of the metaverse, where people would purportedly work and play, has utterly failed to be that revenue stream; the business lost $4.62 billion in the second quarter.

The bottom line on Meta stockMeta puts its subscription revenue on the "Other Revenue" line on its income statement, and CFO Susan Li told analysts on the company's earnings call that subscription revenue was behind that segment's 73% year-over-year growth with about 15 million subscriptions and trials. The company is also experimenting with Meta Business Agent on both WhatsApp and Messenger as a freemium offering, allowing businesses to send a limited number of messages for free. It also announced a plan to charge per token for Meta Business Agent messages.

Analysts surveyed by Yahoo! Finance are expecting Meta to generate about $73.66 billion in revenue in the third quarter, up about 23.5% from a year ago, and full-year revenue of $254.1 billion, up 26.4%.

I'll be watching the "Other Revenue" line on Meta's financial sheets carefully in Q3. If the company starts seeing marked growth in its subscription services, indicating it could eventually become a $10 billion business, then I think it has a lot of potential to help Meta's bottom line.

Anything the company can do to offset its AI expansion costs will help its shareholders and, hopefully, lift the stock price out of its year-long funk.
2026-09-17 22:51 1mo ago
2026-09-17 18:45 1mo ago
Why Meta Platforms (META) Outpaced the Stock Market Today
FB Meta Platforms
FMP Stock News
Original source text
In the latest close session, Meta Platforms (META - Free Report) was up +1.34% at $682.31. The stock's performance was ahead of the S&P 500's daily gain of 1.14%. Elsewhere, the Dow gained 0.61%, while the tech-heavy Nasdaq added 1.69%.

Coming into today, shares of the social media company had gained 23.31% in the past month. In that same time, the Computer and Technology sector lost 1.69%, while the S&P 500 lost 2.85%.

The investment community will be paying close attention to the earnings performance of Meta Platforms in its upcoming release. It is anticipated that the company will report an EPS of $6.39, marking a 11.86% fall compared to the same quarter of the previous year. In the meantime, our current consensus estimate forecasts the revenue to be $63.18 billion, indicating a 23.29% growth compared to the corresponding quarter of the prior year.

For the annual period, the Zacks Consensus Estimates anticipate earnings of $31.38 per share and a revenue of $254.02 billion, signifying shifts of +33.59% and +26.4%, respectively, from the last year.

Any recent changes to analyst estimates for Meta Platforms should also be noted by investors. These revisions typically reflect the latest short-term business trends, which can change frequently. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.

Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.

The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 2% decrease. Meta Platforms is holding a Zacks Rank of #3 (Hold) right now.

Valuation is also important, so investors should note that Meta Platforms has a Forward P/E ratio of 21.27 right now. This signifies a premium in comparison to the average Forward P/E of 20.36 for its industry.

One should further note that META currently holds a PEG ratio of 1.04. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. META's industry had an average PEG ratio of 1.14 as of yesterday's close.

The Internet - Software industry is part of the Computer and Technology sector. This industry, currently bearing a Zacks Industry Rank of 87, finds itself in the top 36% echelons of all 250+ industries.

The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.
2026-09-17 20:24 1mo ago
2026-09-17 14:00 1mo ago
Meta Platforms Stock Signal Says More Gains Are Coming
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2026-09-17 20:24 1mo ago
2026-09-17 15:38 1mo ago
Meta's AI chips and Meta One strengthen Bank of America's outlook
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Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) custom AI chip plans and global launch of Meta One reinforced Bank of America’s "buy" rating, with the broker highlighting potential savings and subscription revenue.

Citing Bloomberg, analysts noted Meta plans to deploy MTIA 450, or Arke, in the first half of 2027, followed by MTIA 500, or Astrid, late that year.

Both Broadcom-developed chips are purpose-built for AI inference, with Meta planning to deploy more than 1 GW of custom-chip capacity over the next 12 months.

The report also said Meta cancelled a combined training and inference chip after determining that the design could cost approximately 30% more, limiting its economic viability.

For the planned custom-chip deployment, Bank of America estimated roughly $8.5 billion in potential savings under its 2027 infrastructure scenario, assuming 40% savings versus third-party chips.

Alongside those prospective cost benefits, Meta has already launched Meta One globally, opening a subscription revenue opportunity that Bank of America views positively.

The service bundles advanced AI capabilities, customization features and creator tools, with consumer plans ranging from $2.99 monthly for individual apps to $19.99 for Premium.

Creator and business plans range from $14.99 to $499 monthly, while Meta highlighted 15 million subscribers and trials across existing offerings.

Bank of America viewed that subscriber figure as encouraging and estimated each 1% subscription conversion could generate $4.3 billion annually, assuming approximately 36 million users paying $10 monthly.

The next catalysts are Connect and the Watermelon launch, with the broker saying a frontier-level model could bolster optimism about advertising improvements and potential licensing revenue.

The shares traded at $677.75, up 1%, on Thursday afternoon, September 17.

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2026-09-17 17:58 1mo ago
2026-09-17 12:31 1mo ago
Meta Stays Flat as Europe Prices Child Safety at 6%
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Meta Platforms META , the social-media and AI giant, faced a fresh regulatory squeeze in Europe as the EU proposed putting far more responsibility for children's online safety directly on platforms. Meta shares traded at $672.84 Thursday. The GuruFocus chart also shows the stock 21.21% below its GF Value estimate of $853.92, suggesting investors are already pricing in a meaningful gap between Meta's market valuation and GuruFocus' estimate of fair value.

The proposed EU KIDS Act would block social-media access for children under 13 and require parental controls for users aged 13 to 15. Reuters reported that the proposal would also target profiling algorithms, infinite scrolling, reward-based engagement and unsolicited contact, while AI companions would be switched off by default for younger users. Platforms could face penalties of as much as 6% of worldwide annual sales for non-compliance, although the proposal still needs negotiations with EU member states and the European Parliament before becoming law.

That matters because Meta is pouring huge money into the infrastructure designed to make AI and recommendation systems more powerful. The company spent $31.08 billion on capital expenditures last quarter, equal to roughly 51.1% of revenue. Europe is now targeting some of the engagement mechanics sitting closest to that monetization engine. Meta does not separately disclose revenue generated from users under 18, so the real financial question is not simply how many young users could disappear. It is how much Meta may need to redesign recommendation, advertising and AI products across Europe before investors can quantify the revenue actually at risk.
2026-09-17 15:32 1mo ago
2026-09-17 09:46 1mo ago
Rival AI agents, Instinct and Meta's Muse, both add the ability to make calls
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Text-based AI assistants are a hot market, with Instinct, Wajo, Town, Ollie, and Meta’s Muse agent, which launched last week, vying for users’ attention and tasks. San Francisco-based Instinct is one of the most popular of the lot, attracting huge investor interest at what is reportedly a $10 billion valuation.

Instinct’s popularity may now grow even further, as it’s added a new calling feature that lets your agent place calls and act as a concierge. Meta’s Muse, another serious contender in this battle, has also done the same.

Instinct’s founder Noah Shinn announced on X that the buzzy startup’s new calling feature, Instinct Concierge, can do things like book restaurants that don’t take online reservations, get on your dentist’s cancellation list, or sort out problems with your cable bill. The feature is rolling out in early access to some users, with plans to expand to all users in time, he said.

Your Instinct can now handle phone calls.

Introducing Instinct Concierge – a white glove service meant to handle high-touch cases, such as making phone calls, high-end service booking, and more. You’ll be able to book the restaurant that doesn’t take online reservations, get on… pic.twitter.com/vGVnAJ1MF1

— Noah Shinn (@noahrshinn) September 16, 2026 Though Instinct is shipping fast, Meta’s Muse AI assistant is keeping up. It also just gained the ability to place calls to U.S. businesses. The tech giant said the feature will first roll out to users who ask Muse to make a call. (This essentially serves as a feature request mechanism, and Meta said that whenever Muse launches new features, they’ll be available first to people who ask Muse about them.)

These calling features arrive as a number of rivals had been touting their ability to make calls as an advantage over Instinct; but with Instinct’s Concierge feature rollout, they’re all now in parity with each other on this front.

we just expanded the @Muse beta for outbound calls to US businesses, prioritizing folks who'd asked their Muse to let us know they wanted it first :)

if you're in, give it a shot and tell us what you think. phone calling was one of our top requests and your feedback helped make…

— Ryan Fox (@wailord) September 16, 2026 Last week, Instinct also rolled out email addresses to let Instinct handle account sign-up and management. The company additionally now allows its users’ assistants to contact other people’s assistants for managing certain tasks, by adding those users to a trusted network.

Both Instinct and Muse have seen great traction over the last few weeks. Instinct raised $350 million at a $2.5 billion valuation last month, and it is reportedly in talks to raise $1 billion at a $10 billion valuation, with investors showing heavy interest in text-based assistants that can navigate different surfaces for users.

Analytics firm Sensor Tower noted that Muse outgrew the Meta AI app launch in the first few days. The app garnered over 730,000 downloads in the U.S., compared to the Meta AI app, which was downloaded 707,000 times post-launch in the first five days. The app even reached the No. 2 position in the top charts at one point.

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Ivan covers global consumer tech developments at TechCrunch. He is based out of India and has previously worked at publications including Huffington Post and The Next Web.

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2026-09-17 15:32 1mo ago
2026-09-17 10:46 1mo ago
Are AI bots like Instinct and Meta's Muse going to shop for you? And what happens if they do?
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Are AI bots like Instinct and Meta's Muse going to shop for you? And what happens if they do?

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Chief Correspondent covering media and technology

Getty Images; BI The big news in AI is that some people in AI think AI may destroy the world. And now the topic has broken through to regular people who couldn't tell you what an LLM is.

But another big AI development is that "agentic" bots — bots that can act on their own, on your behalf — are starting to roll out to regular people, too. Instinct, a new service that's generating a ton of interest from the tech set, promises it can do things like buy you groceries or book your flights. And Meta just debuted Muse, which makes the same pitch.

All of which means that the idea of "shopping" may radically change, and it could be at least as big a deal as the move from brick-and-mortar stores to the internet.

Then again: These are still niche ideas, and it's entirely unclear where this goes. Will consumers trust a bot with their credit card? Do consumers want a bot to shop for them? And what about all the existing retail operations — especially Amazon — that expect human buyers to come to their sites and stores, where they can sell them other stuff? Can they slow this idea down or stop it altogether?

I asked Jason Del Rey, a veteran retail journalist who covers this stuff full-time at The Aisle, the newsletter he launched last year, to walk me through where things stand today, and where they might go soon. You can listen to our entire conversation on my Channels podcast; the following is an edited excerpt.

Peter Kafka: Bots that shop and do other transactions for me are something the AI guys have been talking about for years. Why aren't they here yet?

Jason Del Rey: Last year, OpenAI and ChatGPT launched something called Instant Checkout — basically the ability for you to buy something without leaving ChatGPT. A couple of big companies signed on, Walmart being one of them, and then Walmart came out a few months later and said, "The conversion on this was awful." People don't want to buy one item at a time. They want to build a shopping cart. So that's technical.

Another piece of this has been access to pricing and to product data that's really detailed, in real time.

Real time is one of the things AI is particularly bad at, at the moment.

And in some cases, you have retailers who don't want to make it easy to get that data, like Amazon.

The other piece of it is companies have been building stuff without really knowing what problem they're solving.

But now there are new services that say they can do this. There's a startup called Instinct, and Meta just rolled out Muse, which has a similar pitch. Do they actually work?

That is the big question. A lot of sites and retailers have bot-fighting technologies. But theoretically, if you give login information to a site that needs to be logged in, Instinct and Muse are saying, "We can go ahead and do this for you."

I haven't seen any horror stories about Muse yet, but there are some Instinct Screwed Up stories out there, like the guy who says Instinct didn't do a flight refund correctly and cost him hundreds of dollars. Or a guy who lost his Resy account because Instinct was hammering the reservation site for a hot restaurant. When you see those anecdotes, does that make you think this stuff is far from working, or really close to working?

I have two thoughts: One is "wow, [these agents] are getting the attention of all these people at all these companies." But do Muse and Instinct have enough leverage to get those people to the table to actually make this easy?

The other is that I think a lot of these companies are just going to try building this stuff internally and making their sites smarter and be able to do complex things more easily — but not to be agent-friendly, because they're worried about disintermediation

Which brings us to Amazon. It seems super-obvious that if what you're talking about comes to pass, it hurts Amazon. It turns Amazon into a dumb pipe, and they can't do any of the things Amazon is good at, like showing you other stuff you might want to buy. They just become a warehouse, and they're the same as somebody else's warehouse. You may have no idea you bought through Amazon. As a consumer, maybe you're 100% OK with that, but if you're Amazon, you're freaking out.

So Amazon CEO Andy Jassy has been asked about this, I think, on every earnings call the last six quarters. He's been saying, "We will eventually do business with some of the third-party AI companies, but right now the experience they give shoppers for shopping is [bad]." I don't think he's been wrong.

Let's say it gets really good. Isn't the core problem that if it works, it's bad for Amazon?

It would be bad, and that's why they're doing a couple things. They're not letting bots easily crawl their sites. They're not giving up-to-date pricing info. They're suing Perplexity, which is also trying to do that.

And they're doubling down on their own AI use cases within the Amazon ecosystem

Who does a shopping agent work for? In theory, it should work for you, the consumer, right?

That's one of the big questions. I haven't seen the language yet from Instinct, but I would be shocked if part of their messaging, once they start actually talking a lot …

Is "our job is to get you the best price regardless of where it is. We don't have any preferred vendors, we don't owe anyone anything."

Right. But then it's unclear how they will monetize their service. If it's free for the user, the user's the product, is typically what we've seen in the consumer internet. Once you involve advertisers, marketing, then I think that question is even a tougher one to answer.

But Mark Zuckerberg just said that in the future, he can imagine taking a small cut from whoever's getting transactions funneled to them via Muse.

If things like Muse or Instinct take off, what happens to advertising? What's the role of ad and brands if a bot is just finding stuff for you? Does it go away?

There is that possibility, and it would be an incredible story to tell. I am doubtful how much disruption we're gonna see in the next 24 months in that regard.

And I just trust there will be ways for [advertisers and brands] to insert themselves into these conversations. But they are absolutely worrying about it.

I can imagine an argument where brands and advertisers say, "No, we're even more important because we can stand out."

I've heard that argument. I think it's probably true for 1% of them.

It's the same argument that all the publishers make — we'll be fine because our audience values our brand and our work.

I don't think many of those are looking at themselves with a straight face when they say that.

Read next

Peter Kafka You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.

Peter covers media and technology for Business Insider; previously he has worked at Vox, Recode, AllThingsD, and Forbes. He was also the first hire at Silicon Alley Insider, Business Insider's predecessor. 

Amazon Meta Advertising More AI Artificial Intelligence Generative AI Tech
2026-09-17 15:32 1mo ago
2026-09-17 11:09 1mo ago
Meta Platforms: Get In Before September 23
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Meta Platforms is evolving beyond advertising, with AI agents and cloud computing emerging as new growth engines. META's recent launch of Muse, its first paid AI agent, and business AI adoption signal meaningful revenue diversification opportunities. Despite elevated CapEx ($130–$145B guidance), legal overhangs have cleared, and multiple near-term catalysts, including Meta Connect, are on the horizon.
2026-09-17 13:06 1mo ago
2026-09-17 04:30 1mo ago
Elevation Point Wealth Partners LLC Grows Stock Holdings in Meta Platforms, Inc. $META
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Elevation Point Wealth Partners LLC boosted its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 12.4% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 66,600 shares of the social networking company’s stock after purchasing an additional 7,331 shares during the period. Elevation Point Wealth Partners LLC’s holdings in Meta Platforms were worth $37,462,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Foyston Gordon & Payne Inc grew its position in Meta Platforms by 0.6% in the 2nd quarter. Foyston Gordon & Payne Inc now owns 42,441 shares of the social networking company’s stock worth $23,907,000 after purchasing an additional 254 shares during the period. GQG Partners LLC purchased a new stake in Meta Platforms during the 2nd quarter valued at $333,128,000. Strategic Wealth Partners Ltd. lifted its holdings in shares of Meta Platforms by 44.6% during the 2nd quarter. Strategic Wealth Partners Ltd. now owns 45,403 shares of the social networking company’s stock valued at $25,575,000 after buying an additional 13,996 shares during the period. Northwestern Mutual Wealth Management Co. lifted its holdings in shares of Meta Platforms by 9.4% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 757,472 shares of the social networking company’s stock valued at $426,677,000 after buying an additional 64,869 shares during the period. Finally, Gamco Investors INC. ET AL boosted its stake in shares of Meta Platforms by 0.4% in the 2nd quarter. Gamco Investors INC. ET AL now owns 51,291 shares of the social networking company’s stock worth $28,892,000 after buying an additional 205 shares during the last quarter. Hedge funds and other institutional investors own 79.91% of the company’s stock.

Insider Buying and Selling at Meta Platforms In other news, insider Christopher Cox sold 20,000 shares of Meta Platforms stock in a transaction that occurred on Wednesday, September 9th. The shares were sold at an average price of $650.28, for a total transaction of $13,005,600.00. Following the sale, the insider owned 244,516 shares in the company, valued at $159,003,864.48. This trade represents a 7.56% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Javier Olivan sold 946 shares of the business’s stock in a transaction on Monday, September 14th. The stock was sold at an average price of $657.73, for a total transaction of $622,212.58. Following the completion of the transaction, the chief operating officer directly owned 10,716 shares in the company, valued at $7,048,234.68. This trade represents a 8.11% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 61,758 shares of company stock worth $37,709,420. Insiders own 13.53% of the company’s stock.

Meta Platforms Price Performance Shares of Meta Platforms stock opened at $673.31 on Thursday. The stock’s 50-day simple moving average is $605.39 and its 200-day simple moving average is $609.16. Meta Platforms, Inc. has a 52 week low of $520.26 and a 52 week high of $790.80. The company has a market capitalization of $1.72 trillion, a price-to-earnings ratio of 25.36, a PEG ratio of 1.16 and a beta of 1.25. The company has a quick ratio of 2.23, a current ratio of 2.23 and a debt-to-equity ratio of 0.32. Meta Platforms (NASDAQ:META – Get Free Report) last released its earnings results on Wednesday, July 29th. The social networking company reported $6.18 earnings per share (EPS) for the quarter, missing the consensus estimate of $7.19 by ($1.01). The business had revenue of $60.80 billion for the quarter, compared to analysts’ expectations of $60.22 billion. Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%.The business’s revenue for the quarter was up 28.0% compared to the same quarter last year. During the same quarter in the prior year, the business posted $7.14 EPS. As a group, analysts expect that Meta Platforms, Inc. will post 28.17 earnings per share for the current fiscal year.

Meta Platforms Announces Dividend The firm also recently declared a quarterly dividend, which will be paid on Monday, September 28th. Shareholders of record on Monday, September 21st will be paid a $0.525 dividend. This represents a $2.10 annualized dividend and a yield of 0.3%. The ex-dividend date is Monday, September 21st. Meta Platforms’s dividend payout ratio is presently 7.91%.

Key Stories Impacting Meta Platforms Here are the key news stories impacting Meta Platforms this week:

Positive Sentiment: AI subscriptions create a potential new revenue stream. Meta launched Meta One subscription tiers offering expanded access to AI tools and premium features across Facebook, Instagram and WhatsApp. The company says the program has reached 15 million subscriptions and trials, supporting the case that Meta can generate recurring revenue beyond advertising. Reuters article on Meta One subscriptions Positive Sentiment: Analysts remain bullish. Rosenblatt reaffirmed a Buy rating with an $886 price target, while JPMorgan highlighted improving AI monetization and better advertising performance. Citi also said next week’s developers conference could provide a catalyst if Meta unveils compelling AI and hardware updates. Citi commentary on Meta’s upcoming event Positive Sentiment: New hardware and infrastructure initiatives could broaden Meta’s AI ecosystem. Meta reportedly plans to launch camera-free smart glasses this fall, while expanded use of proprietary AI chips could reduce reliance on Nvidia and potentially lower computing costs. Reuters article on camera-free smart glasses Neutral Sentiment: Management is defending a faster, company-led AI development strategy. CEO Mark Zuckerberg said Meta delayed its Muse AI agent to address safety concerns but opposed broad development slowdowns, favoring independent evaluators and internal safeguards. Negative Sentiment: Regulatory and execution risks remain. BMO identified expanding age-verification requirements as a potential challenge, while new restrictions on youth-oriented advertising practices could increase Meta’s legal and compliance costs. Investors are also watching the company’s large AI infrastructure commitments, which could pressure free cash flow if advertising growth or AI utilization disappoints. Neutral Sentiment: Insider selling adds a limited cautionary signal. COO Javier Olivan sold shares worth roughly $1.0 million under a pre-arranged Rule 10b5-1 trading plan. The transactions reduce his holdings but do not necessarily indicate a change in management’s outlook. Analyst Ratings Changes Several analysts recently commented on the company. Arete Research set a $735.00 price objective on Meta Platforms and gave the stock a “buy” rating in a report on Tuesday, June 2nd. KeyCorp lowered their target price on Meta Platforms from $790.00 to $780.00 and set an “overweight” rating on the stock in a report on Thursday, July 30th. Erste Group Bank raised Meta Platforms from a “hold” rating to a “buy” rating in a research report on Tuesday, July 7th. Raymond James Financial boosted their price target on Meta Platforms from $825.00 to $850.00 and gave the company a “strong-buy” rating in a research note on Tuesday, July 21st. Finally, DA Davidson reduced their price target on shares of Meta Platforms from $850.00 to $700.00 and set a “buy” rating for the company in a research report on Thursday, July 30th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and nine have issued a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $788.88.

Check Out Our Latest Analysis on META

Meta Platforms Company Profile (Free Report)

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

Read More Five stocks we like better than Meta Platforms 3 Luxury Consumer Brands to Watch in a Beaten-Down Sector Jackson’s Record Quarter Powers the Bull Case Holiday Shopping Is Almost Here—And Target May Be Ready to Win Big AI Panic Hit Tech Stocks—But NVIDIA’s Growth Engine Is Intact Want to see what other hedge funds are holding META? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Meta Platforms, Inc. (NASDAQ:META – Free Report).

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2026-09-17 13:06 1mo ago
2026-09-17 04:30 1mo ago
Meta Platforms, Inc. $META is Emerald Investment Advisers LLC’s 10th Largest Position
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Emerald Investment Advisers LLC grew its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 8.1% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 33,124 shares of the social networking company’s stock after buying an additional 2,495 shares during the period. Meta Platforms accounts for 1.2% of Emerald Investment Advisers LLC’s investment portfolio, making the stock its 10th largest holding. Emerald Investment Advisers LLC’s holdings in Meta Platforms were worth $18,658,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently modified their holdings of the stock. Brilliance Asset Management Ltd. acquired a new stake in Meta Platforms during the 2nd quarter worth $23,172,000. Westpac Banking Corp lifted its position in Meta Platforms by 0.8% in the second quarter. Westpac Banking Corp now owns 48,156 shares of the social networking company’s stock valued at $27,126,000 after acquiring an additional 394 shares during the last quarter. Avanda Investment Management Pte. Ltd. boosted its stake in Meta Platforms by 28.1% in the second quarter. Avanda Investment Management Pte. Ltd. now owns 2,920 shares of the social networking company’s stock valued at $1,645,000 after acquiring an additional 640 shares in the last quarter. EP Wealth Advisors LLC boosted its stake in Meta Platforms by 16.9% in the second quarter. EP Wealth Advisors LLC now owns 262,961 shares of the social networking company’s stock valued at $148,123,000 after acquiring an additional 37,956 shares in the last quarter. Finally, Heartland Bank & Trust Co grew its holdings in shares of Meta Platforms by 0.4% during the second quarter. Heartland Bank & Trust Co now owns 7,603 shares of the social networking company’s stock worth $4,283,000 after purchasing an additional 30 shares during the last quarter. 79.91% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In A number of analysts have recently commented on the company. Monness Crespi & Hardt cut their target price on Meta Platforms from $890.00 to $730.00 and set a “buy” rating on the stock in a research report on Thursday, July 30th. Citigroup reissued a “buy” rating and issued a $800.00 target price on shares of Meta Platforms in a research report on Wednesday. Benchmark reaffirmed a “hold” rating on shares of Meta Platforms in a research report on Thursday, August 27th. Robert W. Baird cut their price target on Meta Platforms from $830.00 to $750.00 and set an “outperform” rating on the stock in a research report on Thursday, July 30th. Finally, Truist Financial decreased their price objective on Meta Platforms from $770.00 to $763.00 and set a “buy” rating for the company in a report on Thursday, August 27th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $788.88.

Check Out Our Latest Analysis on META Meta Platforms Stock Performance Shares of META stock opened at $673.31 on Thursday. The company has a current ratio of 2.23, a quick ratio of 2.23 and a debt-to-equity ratio of 0.32. The stock has a 50 day simple moving average of $605.39 and a 200-day simple moving average of $609.16. The company has a market cap of $1.72 trillion, a price-to-earnings ratio of 25.36, a price-to-earnings-growth ratio of 1.16 and a beta of 1.25. Meta Platforms, Inc. has a 12-month low of $520.26 and a 12-month high of $790.80.

Meta Platforms (NASDAQ:META – Get Free Report) last announced its quarterly earnings data on Wednesday, July 29th. The social networking company reported $6.18 earnings per share for the quarter, missing analysts’ consensus estimates of $7.19 by ($1.01). The business had revenue of $60.80 billion for the quarter, compared to analyst estimates of $60.22 billion. Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%.The company’s revenue was up 28.0% on a year-over-year basis. During the same period in the prior year, the company earned $7.14 EPS. On average, equities analysts forecast that Meta Platforms, Inc. will post 28.17 EPS for the current year.

Meta Platforms Dividend Announcement The business also recently declared a quarterly dividend, which will be paid on Monday, September 28th. Stockholders of record on Monday, September 21st will be paid a dividend of $0.525 per share. The ex-dividend date of this dividend is Monday, September 21st. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. Meta Platforms’s dividend payout ratio is 7.91%.

Key Stories Impacting Meta Platforms Here are the key news stories impacting Meta Platforms this week:

Positive Sentiment: AI subscriptions create a potential new revenue stream. Meta launched Meta One subscription tiers offering expanded access to AI tools and premium features across Facebook, Instagram and WhatsApp. The company says the program has reached 15 million subscriptions and trials, supporting the case that Meta can generate recurring revenue beyond advertising. Reuters article on Meta One subscriptions Positive Sentiment: Analysts remain bullish. Rosenblatt reaffirmed a Buy rating with an $886 price target, while JPMorgan highlighted improving AI monetization and better advertising performance. Citi also said next week’s developers conference could provide a catalyst if Meta unveils compelling AI and hardware updates. Citi commentary on Meta’s upcoming event Positive Sentiment: New hardware and infrastructure initiatives could broaden Meta’s AI ecosystem. Meta reportedly plans to launch camera-free smart glasses this fall, while expanded use of proprietary AI chips could reduce reliance on Nvidia and potentially lower computing costs. Reuters article on camera-free smart glasses Neutral Sentiment: Management is defending a faster, company-led AI development strategy. CEO Mark Zuckerberg said Meta delayed its Muse AI agent to address safety concerns but opposed broad development slowdowns, favoring independent evaluators and internal safeguards. Negative Sentiment: Regulatory and execution risks remain. BMO identified expanding age-verification requirements as a potential challenge, while new restrictions on youth-oriented advertising practices could increase Meta’s legal and compliance costs. Investors are also watching the company’s large AI infrastructure commitments, which could pressure free cash flow if advertising growth or AI utilization disappoints. Neutral Sentiment: Insider selling adds a limited cautionary signal. COO Javier Olivan sold shares worth roughly $1.0 million under a pre-arranged Rule 10b5-1 trading plan. The transactions reduce his holdings but do not necessarily indicate a change in management’s outlook. Insider Buying and Selling at Meta Platforms In related news, CFO Susan J. Li sold 9,196 shares of the business’s stock in a transaction dated Tuesday, August 18th. The shares were sold at an average price of $550.61, for a total transaction of $5,063,409.56. Following the sale, the chief financial officer owned 13,186 shares of the company’s stock, valued at approximately $7,260,343.46. The trade was a 41.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Javier Olivan sold 3,348 shares of the company’s stock in a transaction dated Monday, July 6th. The stock was sold at an average price of $600.97, for a total transaction of $2,012,047.56. Following the transaction, the chief operating officer owned 9,498 shares in the company, valued at $5,708,013.06. The trade was a 26.06% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 61,758 shares of company stock worth $37,709,420. Company insiders own 13.53% of the company’s stock.

Meta Platforms Profile (Free Report)

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

Read More Five stocks we like better than Meta Platforms 3 Luxury Consumer Brands to Watch in a Beaten-Down Sector Jackson’s Record Quarter Powers the Bull Case Holiday Shopping Is Almost Here—And Target May Be Ready to Win Big AI Panic Hit Tech Stocks—But NVIDIA’s Growth Engine Is Intact

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2026-09-17 13:06 1mo ago
2026-09-17 04:31 1mo ago
Brilliance Asset Management Ltd. Buys New Shares in Meta Platforms, Inc. $META
FB Meta Platforms
FMP Stock News
Original source text
Brilliance Asset Management Ltd. acquired a new position in Meta Platforms, Inc. (NASDAQ:META – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 41,137 shares of the social networking company’s stock, valued at approximately $23,172,000. Meta Platforms makes up approximately 6.8% of Brilliance Asset Management Ltd.’s portfolio, making the stock its 4th largest position.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Fairtree Asset Management Pty Ltd increased its stake in shares of Meta Platforms by 18.6% in the second quarter. Fairtree Asset Management Pty Ltd now owns 18,777 shares of the social networking company’s stock worth $10,577,000 after purchasing an additional 2,939 shares in the last quarter. Abbot Financial Management Inc. lifted its stake in shares of Meta Platforms by 53.5% during the 2nd quarter. Abbot Financial Management Inc. now owns 2,845 shares of the social networking company’s stock valued at $1,603,000 after buying an additional 991 shares in the last quarter. Ashton Thomas Securities LLC boosted its holdings in Meta Platforms by 17.4% in the 1st quarter. Ashton Thomas Securities LLC now owns 18,000 shares of the social networking company’s stock worth $10,299,000 after buying an additional 2,670 shares during the period. WMS Group LLC bought a new position in Meta Platforms in the 4th quarter worth approximately $876,000. Finally, Czech National Bank grew its stake in Meta Platforms by 4.9% in the 2nd quarter. Czech National Bank now owns 625,079 shares of the social networking company’s stock valued at $352,101,000 after buying an additional 29,411 shares in the last quarter. 79.91% of the stock is owned by institutional investors and hedge funds.

Meta Platforms Price Performance META opened at $673.31 on Thursday. The company has a current ratio of 2.23, a quick ratio of 2.23 and a debt-to-equity ratio of 0.32. The stock has a market capitalization of $1.72 trillion, a P/E ratio of 25.36, a PEG ratio of 1.16 and a beta of 1.25. The stock has a 50-day moving average price of $605.39 and a 200-day moving average price of $609.16. Meta Platforms, Inc. has a 12-month low of $520.26 and a 12-month high of $790.80.

Meta Platforms (NASDAQ:META – Get Free Report) last issued its earnings results on Wednesday, July 29th. The social networking company reported $6.18 earnings per share (EPS) for the quarter, missing the consensus estimate of $7.19 by ($1.01). The firm had revenue of $60.80 billion during the quarter, compared to analysts’ expectations of $60.22 billion. Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%.The firm’s quarterly revenue was up 28.0% compared to the same quarter last year. During the same period in the prior year, the company earned $7.14 EPS. Equities analysts predict that Meta Platforms, Inc. will post 28.17 earnings per share for the current fiscal year. Meta Platforms Dividend Announcement The business also recently disclosed a quarterly dividend, which will be paid on Monday, September 28th. Stockholders of record on Monday, September 21st will be paid a dividend of $0.525 per share. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date of this dividend is Monday, September 21st. Meta Platforms’s dividend payout ratio is 7.91%.

Insider Transactions at Meta Platforms In related news, CFO Susan Li sold 9,196 shares of Meta Platforms stock in a transaction on Tuesday, August 18th. The shares were sold at an average price of $550.61, for a total value of $5,063,409.56. Following the transaction, the chief financial officer directly owned 13,186 shares of the company’s stock, valued at $7,260,343.46. The trade was a 41.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Javier Olivan sold 3,348 shares of the company’s stock in a transaction on Monday, July 6th. The shares were sold at an average price of $600.97, for a total transaction of $2,012,047.56. Following the sale, the chief operating officer owned 9,498 shares of the company’s stock, valued at $5,708,013.06. This represents a 26.06% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 61,758 shares of company stock valued at $37,709,420. 13.53% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades A number of equities research analysts have issued reports on the stock. Wedbush boosted their target price on shares of Meta Platforms from $595.00 to $650.00 and gave the company a “neutral” rating in a report on Friday, September 11th. UBS Group cut their price target on Meta Platforms from $766.00 to $715.00 and set a “buy” rating for the company in a report on Thursday, July 30th. Citigroup reaffirmed a “buy” rating and set a $800.00 target price on shares of Meta Platforms in a report on Wednesday. Piper Sandler reiterated an “overweight” rating and issued a $785.00 target price (down from $800.00) on shares of Meta Platforms in a research note on Thursday, July 30th. Finally, Evercore reissued an “outperform” rating on shares of Meta Platforms in a report on Thursday, July 30th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat, Meta Platforms presently has a consensus rating of “Moderate Buy” and a consensus price target of $788.88.

Check Out Our Latest Research Report on META

More Meta Platforms News Here are the key news stories impacting Meta Platforms this week:

Positive Sentiment: AI subscriptions create a potential new revenue stream. Meta launched Meta One subscription tiers offering expanded access to AI tools and premium features across Facebook, Instagram and WhatsApp. The company says the program has reached 15 million subscriptions and trials, supporting the case that Meta can generate recurring revenue beyond advertising. Reuters article on Meta One subscriptions Positive Sentiment: Analysts remain bullish. Rosenblatt reaffirmed a Buy rating with an $886 price target, while JPMorgan highlighted improving AI monetization and better advertising performance. Citi also said next week’s developers conference could provide a catalyst if Meta unveils compelling AI and hardware updates. Citi commentary on Meta’s upcoming event Positive Sentiment: New hardware and infrastructure initiatives could broaden Meta’s AI ecosystem. Meta reportedly plans to launch camera-free smart glasses this fall, while expanded use of proprietary AI chips could reduce reliance on Nvidia and potentially lower computing costs. Reuters article on camera-free smart glasses Neutral Sentiment: Management is defending a faster, company-led AI development strategy. CEO Mark Zuckerberg said Meta delayed its Muse AI agent to address safety concerns but opposed broad development slowdowns, favoring independent evaluators and internal safeguards. Negative Sentiment: Regulatory and execution risks remain. BMO identified expanding age-verification requirements as a potential challenge, while new restrictions on youth-oriented advertising practices could increase Meta’s legal and compliance costs. Investors are also watching the company’s large AI infrastructure commitments, which could pressure free cash flow if advertising growth or AI utilization disappoints. Neutral Sentiment: Insider selling adds a limited cautionary signal. COO Javier Olivan sold shares worth roughly $1.0 million under a pre-arranged Rule 10b5-1 trading plan. The transactions reduce his holdings but do not necessarily indicate a change in management’s outlook. Meta Platforms Company Profile (Free Report)

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

See Also Five stocks we like better than Meta Platforms 3 Luxury Consumer Brands to Watch in a Beaten-Down Sector Jackson’s Record Quarter Powers the Bull Case Holiday Shopping Is Almost Here—And Target May Be Ready to Win Big AI Panic Hit Tech Stocks—But NVIDIA’s Growth Engine Is Intact Want to see what other hedge funds are holding META? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Meta Platforms, Inc. (NASDAQ:META – Free Report).

Receive News & Ratings for Meta Platforms Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Meta Platforms and related companies with MarketBeat.com's FREE daily email newsletter.
2026-09-17 13:06 1mo ago
2026-09-17 05:04 1mo ago
Commerce Bank Cuts Stock Position in Meta Platforms, Inc. $META
FB Meta Platforms
FMP Stock News
Original source text
Commerce Bank lessened its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 5.6% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 390,909 shares of the social networking company’s stock after selling 23,280 shares during the period. Meta Platforms makes up about 1.0% of Commerce Bank’s investment portfolio, making the stock its 19th largest holding. Commerce Bank’s holdings in Meta Platforms were worth $220,195,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also added to or reduced their stakes in META. Fairtree Asset Management Pty Ltd raised its holdings in Meta Platforms by 18.6% in the 2nd quarter. Fairtree Asset Management Pty Ltd now owns 18,777 shares of the social networking company’s stock worth $10,577,000 after acquiring an additional 2,939 shares during the last quarter. Abbot Financial Management Inc. boosted its stake in Meta Platforms by 53.5% during the 2nd quarter. Abbot Financial Management Inc. now owns 2,845 shares of the social networking company’s stock valued at $1,603,000 after purchasing an additional 991 shares during the last quarter. Ashton Thomas Securities LLC boosted its stake in Meta Platforms by 17.4% during the 1st quarter. Ashton Thomas Securities LLC now owns 18,000 shares of the social networking company’s stock valued at $10,299,000 after purchasing an additional 2,670 shares during the last quarter. WMS Group LLC bought a new stake in shares of Meta Platforms in the 4th quarter worth $876,000. Finally, Czech National Bank increased its holdings in shares of Meta Platforms by 4.9% in the 2nd quarter. Czech National Bank now owns 625,079 shares of the social networking company’s stock worth $352,101,000 after purchasing an additional 29,411 shares in the last quarter. Hedge funds and other institutional investors own 79.91% of the company’s stock.

Insider Buying and Selling at Meta Platforms In other news, CFO Susan Li sold 9,196 shares of the company’s stock in a transaction dated Tuesday, August 18th. The shares were sold at an average price of $550.61, for a total transaction of $5,063,409.56. Following the completion of the sale, the chief financial officer owned 13,186 shares of the company’s stock, valued at $7,260,343.46. This represents a 41.09% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Aaron Anderson sold 3,240 shares of the stock in a transaction that occurred on Thursday, September 3rd. The stock was sold at an average price of $618.06, for a total transaction of $2,002,514.40. Following the completion of the transaction, the chief accounting officer owned 6,271 shares in the company, valued at $3,875,854.26. This trade represents a 34.07% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 61,758 shares of company stock worth $37,709,420. 13.53% of the stock is owned by corporate insiders.

More Meta Platforms News Here are the key news stories impacting Meta Platforms this week: Positive Sentiment: AI subscriptions create a potential new revenue stream. Meta launched Meta One subscription tiers offering expanded access to AI tools and premium features across Facebook, Instagram and WhatsApp. The company says the program has reached 15 million subscriptions and trials, supporting the case that Meta can generate recurring revenue beyond advertising. Reuters article on Meta One subscriptions Positive Sentiment: Analysts remain bullish. Rosenblatt reaffirmed a Buy rating with an $886 price target, while JPMorgan highlighted improving AI monetization and better advertising performance. Citi also said next week’s developers conference could provide a catalyst if Meta unveils compelling AI and hardware updates. Citi commentary on Meta’s upcoming event Positive Sentiment: New hardware and infrastructure initiatives could broaden Meta’s AI ecosystem. Meta reportedly plans to launch camera-free smart glasses this fall, while expanded use of proprietary AI chips could reduce reliance on Nvidia and potentially lower computing costs. Reuters article on camera-free smart glasses Neutral Sentiment: Management is defending a faster, company-led AI development strategy. CEO Mark Zuckerberg said Meta delayed its Muse AI agent to address safety concerns but opposed broad development slowdowns, favoring independent evaluators and internal safeguards. Negative Sentiment: Regulatory and execution risks remain. BMO identified expanding age-verification requirements as a potential challenge, while new restrictions on youth-oriented advertising practices could increase Meta’s legal and compliance costs. Investors are also watching the company’s large AI infrastructure commitments, which could pressure free cash flow if advertising growth or AI utilization disappoints. Neutral Sentiment: Insider selling adds a limited cautionary signal. COO Javier Olivan sold shares worth roughly $1.0 million under a pre-arranged Rule 10b5-1 trading plan. The transactions reduce his holdings but do not necessarily indicate a change in management’s outlook. Meta Platforms Price Performance NASDAQ META opened at $673.31 on Thursday. The stock has a market capitalization of $1.72 trillion, a price-to-earnings ratio of 25.36, a PEG ratio of 1.16 and a beta of 1.25. Meta Platforms, Inc. has a 1-year low of $520.26 and a 1-year high of $790.80. The company has a debt-to-equity ratio of 0.32, a current ratio of 2.23 and a quick ratio of 2.23. The business’s fifty day moving average price is $605.39 and its 200-day moving average price is $609.16.

Meta Platforms (NASDAQ:META – Get Free Report) last issued its quarterly earnings data on Wednesday, July 29th. The social networking company reported $6.18 EPS for the quarter, missing the consensus estimate of $7.19 by ($1.01). The firm had revenue of $60.80 billion during the quarter, compared to the consensus estimate of $60.22 billion. Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%.The business’s revenue was up 28.0% on a year-over-year basis. During the same period in the previous year, the firm earned $7.14 EPS. On average, equities analysts predict that Meta Platforms, Inc. will post 28.17 earnings per share for the current year.

Meta Platforms Dividend Announcement The company also recently declared a quarterly dividend, which will be paid on Monday, September 28th. Shareholders of record on Monday, September 21st will be paid a dividend of $0.525 per share. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date is Monday, September 21st. Meta Platforms’s payout ratio is currently 7.91%.

Analyst Ratings Changes A number of research analysts have recently issued reports on the company. KeyCorp lowered their price target on Meta Platforms from $790.00 to $780.00 and set an “overweight” rating on the stock in a report on Thursday, July 30th. Robert W. Baird dropped their price objective on Meta Platforms from $830.00 to $750.00 and set an “outperform” rating on the stock in a research report on Thursday, July 30th. Bank of America reduced their price objective on Meta Platforms from $835.00 to $810.00 and set a “buy” rating for the company in a report on Thursday, July 30th. Evercore reissued an “outperform” rating on shares of Meta Platforms in a research report on Thursday, July 30th. Finally, JPMorgan Chase & Co. upgraded shares of Meta Platforms from a “neutral” rating to an “overweight” rating and upped their target price for the company from $640.00 to $820.00 in a research note on Thursday, September 10th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and nine have given a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $788.88.

Check Out Our Latest Research Report on META

Meta Platforms Profile (Free Report)

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

See Also Five stocks we like better than Meta Platforms 3 Luxury Consumer Brands to Watch in a Beaten-Down Sector Jackson’s Record Quarter Powers the Bull Case Holiday Shopping Is Almost Here—And Target May Be Ready to Win Big AI Panic Hit Tech Stocks—But NVIDIA’s Growth Engine Is Intact Want to see what other hedge funds are holding META? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Meta Platforms, Inc. (NASDAQ:META – Free Report).

Receive News & Ratings for Meta Platforms Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Meta Platforms and related companies with MarketBeat.com's FREE daily email newsletter.
2026-09-17 13:06 1mo ago
2026-09-17 05:39 1mo ago
Meta Platforms, Inc. $META Position Increased by Madison Wealth Partners Inc
FB Meta Platforms
FMP Stock News
Original source text
Madison Wealth Partners Inc increased its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 33.6% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,031 shares of the social networking company’s stock after buying an additional 763 shares during the quarter. Madison Wealth Partners Inc’s holdings in Meta Platforms were worth $1,707,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the stock. George Kaiser Family Foundation boosted its position in Meta Platforms by 432.5% during the 2nd quarter. George Kaiser Family Foundation now owns 3,653 shares of the social networking company’s stock worth $2,058,000 after acquiring an additional 2,967 shares during the period. Emerald Investment Advisers LLC increased its holdings in shares of Meta Platforms by 8.1% during the second quarter. Emerald Investment Advisers LLC now owns 33,124 shares of the social networking company’s stock valued at $18,658,000 after purchasing an additional 2,495 shares during the period. Brilliance Asset Management Ltd. bought a new stake in shares of Meta Platforms during the second quarter valued at about $23,172,000. Westpac Banking Corp raised its stake in shares of Meta Platforms by 0.8% during the second quarter. Westpac Banking Corp now owns 48,156 shares of the social networking company’s stock valued at $27,126,000 after purchasing an additional 394 shares in the last quarter. Finally, Avanda Investment Management Pte. Ltd. raised its stake in shares of Meta Platforms by 28.1% during the second quarter. Avanda Investment Management Pte. Ltd. now owns 2,920 shares of the social networking company’s stock valued at $1,645,000 after purchasing an additional 640 shares in the last quarter. 79.91% of the stock is owned by institutional investors and hedge funds.

Meta Platforms Price Performance Shares of Meta Platforms stock opened at $673.31 on Thursday. Meta Platforms, Inc. has a 52 week low of $520.26 and a 52 week high of $790.80. The company has a current ratio of 2.23, a quick ratio of 2.23 and a debt-to-equity ratio of 0.32. The stock has a market cap of $1.72 trillion, a PE ratio of 25.36, a price-to-earnings-growth ratio of 1.16 and a beta of 1.25. The company’s 50-day moving average price is $605.39 and its two-hundred day moving average price is $609.16.

Meta Platforms (NASDAQ:META – Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The social networking company reported $6.18 earnings per share for the quarter, missing the consensus estimate of $7.19 by ($1.01). The business had revenue of $60.80 billion for the quarter, compared to the consensus estimate of $60.22 billion. Meta Platforms had a net margin of 29.83% and a return on equity of 33.18%. The business’s revenue for the quarter was up 28.0% on a year-over-year basis. During the same quarter last year, the business posted $7.14 EPS. As a group, sell-side analysts anticipate that Meta Platforms, Inc. will post 28.17 EPS for the current fiscal year. Meta Platforms Announces Dividend The firm also recently declared a quarterly dividend, which will be paid on Monday, September 28th. Shareholders of record on Monday, September 21st will be given a $0.525 dividend. The ex-dividend date is Monday, September 21st. This represents a $2.10 annualized dividend and a yield of 0.3%. Meta Platforms’s payout ratio is 7.91%.

Insider Transactions at Meta Platforms In related news, CFO Susan J. Li sold 9,196 shares of Meta Platforms stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $550.61, for a total value of $5,063,409.56. Following the transaction, the chief financial officer directly owned 13,186 shares in the company, valued at $7,260,343.46. The trade was a 41.09% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Aaron Anderson sold 3,240 shares of the business’s stock in a transaction on Thursday, September 3rd. The stock was sold at an average price of $618.06, for a total value of $2,002,514.40. Following the sale, the chief accounting officer directly owned 6,271 shares in the company, valued at $3,875,854.26. This trade represents a 34.07% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 61,758 shares of company stock valued at $37,709,420 in the last 90 days. 13.53% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In META has been the subject of a number of recent analyst reports. Wedbush increased their target price on shares of Meta Platforms from $595.00 to $650.00 and gave the company a “neutral” rating in a research report on Friday, September 11th. Phillip Securities raised shares of Meta Platforms to a “strong-buy” rating in a research note on Monday, August 3rd. Robert W. Baird decreased their price objective on shares of Meta Platforms from $830.00 to $750.00 and set an “outperform” rating for the company in a report on Thursday, July 30th. Arete Research set a $735.00 price objective on shares of Meta Platforms and gave the company a “buy” rating in a research note on Tuesday, June 2nd. Finally, Royal Bank Of Canada reissued an “outperform” rating and set a $810.00 target price on shares of Meta Platforms in a report on Monday, June 1st. Four research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and nine have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $788.88.

View Our Latest Research Report on Meta Platforms

Key Meta Platforms News Here are the key news stories impacting Meta Platforms this week:

Positive Sentiment: AI subscriptions create a potential new revenue stream. Meta launched Meta One subscription tiers offering expanded access to AI tools and premium features across Facebook, Instagram and WhatsApp. The company says the program has reached 15 million subscriptions and trials, supporting the case that Meta can generate recurring revenue beyond advertising. Reuters article on Meta One subscriptions Positive Sentiment: Analysts remain bullish. Rosenblatt reaffirmed a Buy rating with an $886 price target, while JPMorgan highlighted improving AI monetization and better advertising performance. Citi also said next week’s developers conference could provide a catalyst if Meta unveils compelling AI and hardware updates. Citi commentary on Meta’s upcoming event Positive Sentiment: New hardware and infrastructure initiatives could broaden Meta’s AI ecosystem. Meta reportedly plans to launch camera-free smart glasses this fall, while expanded use of proprietary AI chips could reduce reliance on Nvidia and potentially lower computing costs. Reuters article on camera-free smart glasses Neutral Sentiment: Management is defending a faster, company-led AI development strategy. CEO Mark Zuckerberg said Meta delayed its Muse AI agent to address safety concerns but opposed broad development slowdowns, favoring independent evaluators and internal safeguards. Negative Sentiment: Regulatory and execution risks remain. BMO identified expanding age-verification requirements as a potential challenge, while new restrictions on youth-oriented advertising practices could increase Meta’s legal and compliance costs. Investors are also watching the company’s large AI infrastructure commitments, which could pressure free cash flow if advertising growth or AI utilization disappoints. Neutral Sentiment: Insider selling adds a limited cautionary signal. COO Javier Olivan sold shares worth roughly $1.0 million under a pre-arranged Rule 10b5-1 trading plan. The transactions reduce his holdings but do not necessarily indicate a change in management’s outlook. About Meta Platforms (Free Report)

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

Featured Articles Five stocks we like better than Meta Platforms 3 Luxury Consumer Brands to Watch in a Beaten-Down Sector Jackson’s Record Quarter Powers the Bull Case Holiday Shopping Is Almost Here—And Target May Be Ready to Win Big AI Panic Hit Tech Stocks—But NVIDIA’s Growth Engine Is Intact Want to see what other hedge funds are holding META? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Meta Platforms, Inc. (NASDAQ:META – Free Report).

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2026-09-17 13:06 1mo ago
2026-09-17 05:39 1mo ago
Varma Mutual Pension Insurance Co Reduces Holdings in Meta Platforms, Inc. $META
FB Meta Platforms
FMP Stock News
Original source text
Varma Mutual Pension Insurance Co trimmed its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 1.8% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 374,094 shares of the social networking company’s stock after selling 6,800 shares during the quarter. Meta Platforms makes up approximately 1.1% of Varma Mutual Pension Insurance Co’s holdings, making the stock its 13th largest position. Varma Mutual Pension Insurance Co’s holdings in Meta Platforms were worth $210,723,000 at the end of the most recent reporting period.

Other hedge funds have also recently modified their holdings of the company. RHL Group LLC bought a new stake in shares of Meta Platforms in the 4th quarter worth approximately $28,000. Advantage Trust Co purchased a new stake in shares of Meta Platforms during the second quarter valued at approximately $28,000. Axiom Investment Management LLC purchased a new stake in shares of Meta Platforms during the first quarter valued at approximately $36,000. Bayban increased its holdings in shares of Meta Platforms by 100.0% in the 1st quarter. Bayban now owns 70 shares of the social networking company’s stock worth $40,000 after purchasing an additional 35 shares in the last quarter. Finally, Entrust Financial LLC bought a new stake in Meta Platforms in the 4th quarter worth about $48,000. Institutional investors own 79.91% of the company’s stock.

Insiders Place Their Bets In other news, insider Christopher K. Cox sold 20,000 shares of the stock in a transaction that occurred on Wednesday, September 9th. The stock was sold at an average price of $650.28, for a total value of $13,005,600.00. Following the sale, the insider directly owned 244,516 shares in the company, valued at approximately $159,003,864.48. This represents a 7.56% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Susan J. Li sold 9,196 shares of the firm’s stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $550.61, for a total value of $5,063,409.56. Following the sale, the chief financial officer directly owned 13,186 shares of the company’s stock, valued at $7,260,343.46. This represents a 41.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 61,758 shares of company stock valued at $37,709,420 over the last quarter. Corporate insiders own 13.53% of the company’s stock.

Analysts Set New Price Targets A number of equities research analysts have commented on META shares. Guggenheim reaffirmed a “buy” rating and issued a $800.00 target price on shares of Meta Platforms in a research report on Tuesday, July 28th. Phillip Securities raised shares of Meta Platforms to a “strong-buy” rating in a report on Monday, August 3rd. Mizuho set a $750.00 price target on Meta Platforms in a research note on Thursday, July 30th. Citizens Jmp decreased their price target on Meta Platforms from $800.00 to $770.00 and set a “market outperform” rating on the stock in a report on Thursday, July 30th. Finally, Scotiabank reissued a “sector perform” rating and issued a $600.00 target price on shares of Meta Platforms in a report on Thursday, July 30th. Four research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and nine have issued a Hold rating to the company. Based on data from MarketBeat.com, Meta Platforms has a consensus rating of “Moderate Buy” and an average price target of $788.88. Get Our Latest Report on Meta Platforms

Meta Platforms News Summary Here are the key news stories impacting Meta Platforms this week:

Positive Sentiment: AI subscriptions create a potential new revenue stream. Meta launched Meta One subscription tiers offering expanded access to AI tools and premium features across Facebook, Instagram and WhatsApp. The company says the program has reached 15 million subscriptions and trials, supporting the case that Meta can generate recurring revenue beyond advertising. Reuters article on Meta One subscriptions Positive Sentiment: Analysts remain bullish. Rosenblatt reaffirmed a Buy rating with an $886 price target, while JPMorgan highlighted improving AI monetization and better advertising performance. Citi also said next week’s developers conference could provide a catalyst if Meta unveils compelling AI and hardware updates. Citi commentary on Meta’s upcoming event Positive Sentiment: New hardware and infrastructure initiatives could broaden Meta’s AI ecosystem. Meta reportedly plans to launch camera-free smart glasses this fall, while expanded use of proprietary AI chips could reduce reliance on Nvidia and potentially lower computing costs. Reuters article on camera-free smart glasses Neutral Sentiment: Management is defending a faster, company-led AI development strategy. CEO Mark Zuckerberg said Meta delayed its Muse AI agent to address safety concerns but opposed broad development slowdowns, favoring independent evaluators and internal safeguards. Negative Sentiment: Regulatory and execution risks remain. BMO identified expanding age-verification requirements as a potential challenge, while new restrictions on youth-oriented advertising practices could increase Meta’s legal and compliance costs. Investors are also watching the company’s large AI infrastructure commitments, which could pressure free cash flow if advertising growth or AI utilization disappoints. Neutral Sentiment: Insider selling adds a limited cautionary signal. COO Javier Olivan sold shares worth roughly $1.0 million under a pre-arranged Rule 10b5-1 trading plan. The transactions reduce his holdings but do not necessarily indicate a change in management’s outlook. Meta Platforms Stock Up 0.5% NASDAQ META opened at $673.31 on Thursday. Meta Platforms, Inc. has a 52 week low of $520.26 and a 52 week high of $790.80. The firm has a market capitalization of $1.72 trillion, a price-to-earnings ratio of 25.36, a PEG ratio of 1.16 and a beta of 1.25. The company has a quick ratio of 2.23, a current ratio of 2.23 and a debt-to-equity ratio of 0.32. The company has a fifty day moving average of $605.39 and a two-hundred day moving average of $609.16.

Meta Platforms (NASDAQ:META – Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The social networking company reported $6.18 EPS for the quarter, missing analysts’ consensus estimates of $7.19 by ($1.01). Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%.The firm had revenue of $60.80 billion for the quarter, compared to analysts’ expectations of $60.22 billion. During the same period in the prior year, the firm posted $7.14 earnings per share. Meta Platforms’s revenue for the quarter was up 28.0% on a year-over-year basis. On average, analysts predict that Meta Platforms, Inc. will post 28.17 earnings per share for the current year.

Meta Platforms Announces Dividend The company also recently disclosed a quarterly dividend, which will be paid on Monday, September 28th. Shareholders of record on Monday, September 21st will be paid a $0.525 dividend. The ex-dividend date of this dividend is Monday, September 21st. This represents a $2.10 annualized dividend and a yield of 0.3%. Meta Platforms’s dividend payout ratio (DPR) is presently 7.91%.

Meta Platforms Profile (Free Report)

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

Featured Articles Five stocks we like better than Meta Platforms 3 Luxury Consumer Brands to Watch in a Beaten-Down Sector Jackson’s Record Quarter Powers the Bull Case Holiday Shopping Is Almost Here—And Target May Be Ready to Win Big AI Panic Hit Tech Stocks—But NVIDIA’s Growth Engine Is Intact Want to see what other hedge funds are holding META? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Meta Platforms, Inc. (NASDAQ:META – Free Report).

Receive News & Ratings for Meta Platforms Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Meta Platforms and related companies with MarketBeat.com's FREE daily email newsletter.
2026-09-17 13:06 1mo ago
2026-09-17 05:39 1mo ago
X Square Capital LLC Has $6.25 Million Stock Position in Meta Platforms, Inc. $META
FB Meta Platforms
FMP Stock News
Original source text
X Square Capital LLC trimmed its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 23.9% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 11,098 shares of the social networking company’s stock after selling 3,494 shares during the period. Meta Platforms comprises about 1.6% of X Square Capital LLC’s investment portfolio, making the stock its 9th biggest position. X Square Capital LLC’s holdings in Meta Platforms were worth $6,251,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently made changes to their positions in META. Objective Capital Management LLC grew its position in Meta Platforms by 2.8% during the fourth quarter. Objective Capital Management LLC now owns 553 shares of the social networking company’s stock worth $365,000 after buying an additional 15 shares in the last quarter. Watchman Group Inc. increased its stake in Meta Platforms by 0.3% during the first quarter. Watchman Group Inc. now owns 5,091 shares of the social networking company’s stock valued at $2,913,000 after acquiring an additional 15 shares during the period. Penney Financial LLC raised its holdings in Meta Platforms by 3.9% in the 1st quarter. Penney Financial LLC now owns 399 shares of the social networking company’s stock valued at $228,000 after acquiring an additional 15 shares in the last quarter. Barnes Pettey Financial Advisors LLC raised its holdings in Meta Platforms by 1.0% in the 1st quarter. Barnes Pettey Financial Advisors LLC now owns 1,519 shares of the social networking company’s stock valued at $869,000 after acquiring an additional 15 shares in the last quarter. Finally, CWS Financial Advisors LLC lifted its position in shares of Meta Platforms by 1.7% in the 1st quarter. CWS Financial Advisors LLC now owns 985 shares of the social networking company’s stock worth $564,000 after acquiring an additional 16 shares during the period. Institutional investors own 79.91% of the company’s stock.

Key Meta Platforms News Here are the key news stories impacting Meta Platforms this week:

Positive Sentiment: AI subscriptions create a potential new revenue stream. Meta launched Meta One subscription tiers offering expanded access to AI tools and premium features across Facebook, Instagram and WhatsApp. The company says the program has reached 15 million subscriptions and trials, supporting the case that Meta can generate recurring revenue beyond advertising. Reuters article on Meta One subscriptions Positive Sentiment: Analysts remain bullish. Rosenblatt reaffirmed a Buy rating with an $886 price target, while JPMorgan highlighted improving AI monetization and better advertising performance. Citi also said next week’s developers conference could provide a catalyst if Meta unveils compelling AI and hardware updates. Citi commentary on Meta’s upcoming event Positive Sentiment: New hardware and infrastructure initiatives could broaden Meta’s AI ecosystem. Meta reportedly plans to launch camera-free smart glasses this fall, while expanded use of proprietary AI chips could reduce reliance on Nvidia and potentially lower computing costs. Reuters article on camera-free smart glasses Neutral Sentiment: Management is defending a faster, company-led AI development strategy. CEO Mark Zuckerberg said Meta delayed its Muse AI agent to address safety concerns but opposed broad development slowdowns, favoring independent evaluators and internal safeguards. Negative Sentiment: Regulatory and execution risks remain. BMO identified expanding age-verification requirements as a potential challenge, while new restrictions on youth-oriented advertising practices could increase Meta’s legal and compliance costs. Investors are also watching the company’s large AI infrastructure commitments, which could pressure free cash flow if advertising growth or AI utilization disappoints. Neutral Sentiment: Insider selling adds a limited cautionary signal. COO Javier Olivan sold shares worth roughly $1.0 million under a pre-arranged Rule 10b5-1 trading plan. The transactions reduce his holdings but do not necessarily indicate a change in management’s outlook. Analyst Upgrades and Downgrades META has been the topic of several recent research reports. UBS Group decreased their price objective on Meta Platforms from $766.00 to $715.00 and set a “buy” rating on the stock in a report on Thursday, July 30th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $810.00 target price on shares of Meta Platforms in a research report on Monday, June 1st. Wells Fargo & Company decreased their price target on shares of Meta Platforms from $835.00 to $640.00 and set an “overweight” rating on the stock in a research note on Thursday, July 30th. Cantor Fitzgerald reissued a “neutral” rating on shares of Meta Platforms in a report on Friday, September 11th. Finally, The Goldman Sachs Group dropped their price objective on shares of Meta Platforms from $815.00 to $725.00 and set a “buy” rating for the company in a research note on Thursday, July 30th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and nine have given a Hold rating to the company. According to MarketBeat, Meta Platforms currently has a consensus rating of “Moderate Buy” and a consensus price target of $788.88. Check Out Our Latest Research Report on META

Meta Platforms Price Performance Meta Platforms stock opened at $673.31 on Thursday. The business has a 50 day simple moving average of $605.39 and a 200 day simple moving average of $609.16. The company has a debt-to-equity ratio of 0.32, a current ratio of 2.23 and a quick ratio of 2.23. The company has a market capitalization of $1.72 trillion, a PE ratio of 25.36, a price-to-earnings-growth ratio of 1.16 and a beta of 1.25. Meta Platforms, Inc. has a one year low of $520.26 and a one year high of $790.80.

Meta Platforms (NASDAQ:META – Get Free Report) last issued its earnings results on Wednesday, July 29th. The social networking company reported $6.18 EPS for the quarter, missing the consensus estimate of $7.19 by ($1.01). Meta Platforms had a net margin of 29.83% and a return on equity of 33.18%. The firm had revenue of $60.80 billion during the quarter, compared to analyst estimates of $60.22 billion. During the same quarter in the prior year, the firm posted $7.14 EPS. The firm’s revenue for the quarter was up 28.0% on a year-over-year basis. On average, sell-side analysts forecast that Meta Platforms, Inc. will post 28.17 EPS for the current fiscal year.

Meta Platforms Dividend Announcement The firm also recently disclosed a quarterly dividend, which will be paid on Monday, September 28th. Shareholders of record on Monday, September 21st will be given a $0.525 dividend. The ex-dividend date is Monday, September 21st. This represents a $2.10 annualized dividend and a yield of 0.3%. Meta Platforms’s payout ratio is presently 7.91%.

Insider Buying and Selling at Meta Platforms In other Meta Platforms news, CTO Andrew Bosworth sold 7,848 shares of the stock in a transaction dated Tuesday, August 18th. The shares were sold at an average price of $558.00, for a total transaction of $4,379,184.00. Following the sale, the chief technology officer owned 828 shares of the company’s stock, valued at $462,024. This represents a 90.46% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Javier Olivan sold 3,348 shares of the stock in a transaction that occurred on Monday, July 6th. The shares were sold at an average price of $600.97, for a total transaction of $2,012,047.56. Following the sale, the chief operating officer directly owned 9,498 shares in the company, valued at $5,708,013.06. This trade represents a 26.06% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 61,758 shares of company stock worth $37,709,420 over the last quarter. Corporate insiders own 13.53% of the company’s stock.

About Meta Platforms (Free Report)

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

Featured Articles Five stocks we like better than Meta Platforms 3 Luxury Consumer Brands to Watch in a Beaten-Down Sector Jackson’s Record Quarter Powers the Bull Case Holiday Shopping Is Almost Here—And Target May Be Ready to Win Big AI Panic Hit Tech Stocks—But NVIDIA’s Growth Engine Is Intact

Receive News & Ratings for Meta Platforms Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Meta Platforms and related companies with MarketBeat.com's FREE daily email newsletter.
2026-09-17 13:06 1mo ago
2026-09-17 05:39 1mo ago
Farringdon Capital Ltd. Acquires 1,424 Shares of Meta Platforms, Inc. $META
FB Meta Platforms
FMP Stock News
Original source text
Farringdon Capital Ltd. lifted its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 36.0% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,377 shares of the social networking company’s stock after purchasing an additional 1,424 shares during the period. Meta Platforms accounts for approximately 1.5% of Farringdon Capital Ltd.’s holdings, making the stock its 22nd largest position. Farringdon Capital Ltd.’s holdings in Meta Platforms were worth $3,029,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of META. RHL Group LLC purchased a new stake in Meta Platforms in the fourth quarter worth about $28,000. Advantage Trust Co purchased a new position in shares of Meta Platforms during the 2nd quarter valued at about $28,000. Axiom Investment Management LLC purchased a new position in shares of Meta Platforms during the 1st quarter valued at about $36,000. Bayban grew its stake in shares of Meta Platforms by 100.0% during the 1st quarter. Bayban now owns 70 shares of the social networking company’s stock valued at $40,000 after acquiring an additional 35 shares during the period. Finally, Entrust Financial LLC bought a new position in shares of Meta Platforms during the 4th quarter valued at approximately $48,000. 79.91% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades Several equities research analysts recently issued reports on META shares. Bank of America reduced their target price on shares of Meta Platforms from $835.00 to $810.00 and set a “buy” rating for the company in a report on Thursday, July 30th. TD Cowen dropped their price target on shares of Meta Platforms from $800.00 to $750.00 and set a “buy” rating for the company in a research report on Thursday, July 30th. Rosenblatt Securities reiterated a “buy” rating and issued a $886.00 price target on shares of Meta Platforms in a research report on Wednesday. Monness Crespi & Hardt reduced their price objective on shares of Meta Platforms from $890.00 to $730.00 and set a “buy” rating for the company in a research note on Thursday, July 30th. Finally, DA Davidson decreased their price objective on shares of Meta Platforms from $850.00 to $700.00 and set a “buy” rating on the stock in a research report on Thursday, July 30th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $788.88.

Check Out Our Latest Research Report on Meta Platforms Insider Buying and Selling In other news, COO Javier Olivan sold 946 shares of the company’s stock in a transaction dated Monday, September 14th. The shares were sold at an average price of $657.73, for a total transaction of $622,212.58. Following the sale, the chief operating officer directly owned 10,716 shares in the company, valued at approximately $7,048,234.68. This represents a 8.11% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Aaron Anderson sold 3,240 shares of the stock in a transaction dated Thursday, September 3rd. The shares were sold at an average price of $618.06, for a total transaction of $2,002,514.40. Following the completion of the transaction, the chief accounting officer directly owned 6,271 shares of the company’s stock, valued at approximately $3,875,854.26. The trade was a 34.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 61,758 shares of company stock valued at $37,709,420 in the last three months. Corporate insiders own 13.53% of the company’s stock.

Key Meta Platforms News Here are the key news stories impacting Meta Platforms this week:

Positive Sentiment: AI subscriptions create a potential new revenue stream. Meta launched Meta One subscription tiers offering expanded access to AI tools and premium features across Facebook, Instagram and WhatsApp. The company says the program has reached 15 million subscriptions and trials, supporting the case that Meta can generate recurring revenue beyond advertising. Reuters article on Meta One subscriptions Positive Sentiment: Analysts remain bullish. Rosenblatt reaffirmed a Buy rating with an $886 price target, while JPMorgan highlighted improving AI monetization and better advertising performance. Citi also said next week’s developers conference could provide a catalyst if Meta unveils compelling AI and hardware updates. Citi commentary on Meta’s upcoming event Positive Sentiment: New hardware and infrastructure initiatives could broaden Meta’s AI ecosystem. Meta reportedly plans to launch camera-free smart glasses this fall, while expanded use of proprietary AI chips could reduce reliance on Nvidia and potentially lower computing costs. Reuters article on camera-free smart glasses Neutral Sentiment: Management is defending a faster, company-led AI development strategy. CEO Mark Zuckerberg said Meta delayed its Muse AI agent to address safety concerns but opposed broad development slowdowns, favoring independent evaluators and internal safeguards. Negative Sentiment: Regulatory and execution risks remain. BMO identified expanding age-verification requirements as a potential challenge, while new restrictions on youth-oriented advertising practices could increase Meta’s legal and compliance costs. Investors are also watching the company’s large AI infrastructure commitments, which could pressure free cash flow if advertising growth or AI utilization disappoints. Neutral Sentiment: Insider selling adds a limited cautionary signal. COO Javier Olivan sold shares worth roughly $1.0 million under a pre-arranged Rule 10b5-1 trading plan. The transactions reduce his holdings but do not necessarily indicate a change in management’s outlook. Meta Platforms Price Performance Shares of Meta Platforms stock opened at $673.31 on Thursday. The stock has a 50 day moving average of $605.39 and a 200 day moving average of $609.16. Meta Platforms, Inc. has a 12 month low of $520.26 and a 12 month high of $790.80. The firm has a market cap of $1.72 trillion, a PE ratio of 25.36, a PEG ratio of 1.16 and a beta of 1.25. The company has a current ratio of 2.23, a quick ratio of 2.23 and a debt-to-equity ratio of 0.32.

Meta Platforms (NASDAQ:META – Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The social networking company reported $6.18 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $7.19 by ($1.01). The firm had revenue of $60.80 billion during the quarter, compared to the consensus estimate of $60.22 billion. Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%.The business’s revenue was up 28.0% compared to the same quarter last year. During the same period in the previous year, the firm earned $7.14 EPS. On average, research analysts expect that Meta Platforms, Inc. will post 28.17 EPS for the current fiscal year.

Meta Platforms Announces Dividend The firm also recently declared a quarterly dividend, which will be paid on Monday, September 28th. Investors of record on Monday, September 21st will be given a $0.525 dividend. This represents a $2.10 annualized dividend and a yield of 0.3%. The ex-dividend date is Monday, September 21st. Meta Platforms’s payout ratio is currently 7.91%.

Meta Platforms Profile (Free Report)

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

Featured Articles Five stocks we like better than Meta Platforms 3 Luxury Consumer Brands to Watch in a Beaten-Down Sector Jackson’s Record Quarter Powers the Bull Case Holiday Shopping Is Almost Here—And Target May Be Ready to Win Big AI Panic Hit Tech Stocks—But NVIDIA’s Growth Engine Is Intact Want to see what other hedge funds are holding META? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Meta Platforms, Inc. (NASDAQ:META – Free Report).

Receive News & Ratings for Meta Platforms Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Meta Platforms and related companies with MarketBeat.com's FREE daily email newsletter.
2026-09-17 13:06 1mo ago
2026-09-17 07:24 1mo ago
Meta Muse May Be Biggest AI Launch Since ChatGPT. It's Just One of Many Catalysts for Meta Stock.
FB Meta Platforms
FMP Stock News
Original source text
Meta stock is on pace to close higher for a fifth consecutive trading session as Muse builds momentum with customers.
2026-09-17 13:05 1mo ago
2026-09-17 08:05 1mo ago
Most Arguments In Favor of Buying Meta Now Miss One Powerful Catalyst
FB Meta Platforms
FMP Stock News
Original source text
Most Meta bulls are building their case on the wrong foundation, and Zuckerberg's own words from the latest earnings call point to a business line that has never appeared on an income statement yet.

I keep hitting the buy button on Meta (NASDAQ:META | META Price Prediction) because the loudest bull cases I read still frame it as an ad-tech story with an AI garnish. That gets the catalyst backwards. What keeps pulling me back is Meta Superintelligence Labs and the compute buildout behind it, because I think the highest-margin business inside this company has not shown up on the income statement yet.

Catalyst Hiding Inside the Capex Line Every argument I see for Meta leads with 3.6 billion daily users and better ad targeting. Fair enough. But listen to what Mark Zuckerberg actually said on the July call: Meta has received “a large number of offers” for compute at “a meaningful premium over what we paid for the compute”, and the company believes “there will continue to be a significantly higher margin on selling intelligence rather than selling compute directly.” That is a hyperscaler business forming in plain sight, on top of an ad engine that already funds it.

The scaffolding is real. Meta announced a one gigawatt data center in El Paso, Texas with BlackRock, and management said the company is demand constrained on compute. All of that has to be powered, cooled, and networked by somebody, and we rounded up seven of the suppliers behind the buildout in a free AI infrastructure report. On the product side, more than 1 million businesses already use Meta Business Agents weekly on WhatsApp and Messenger, and Advantage Plus is at a $75 billion annual revenue run rate. None of that is priced like a cloud business.

Receipts Behind the Conviction Start with the engine funding all this. Q2 2026 revenue came in at $60.80B, up 27.96% YoY, with ad impressions up 14% and average price per ad up 12%. Volume and price rising together is the signature of a business gaining share.

Then the quality. Gross margin sits at 82.00%, return on equity at 30.24%, return on invested capital at 20.69%, and interest coverage at 71.48x against a debt-to-equity of just 0.39. This is a fortress balance sheet financing an infrastructure bet.

Finally the price. I am paying a P/E of 25 for a business compounding revenue near 28% with 30%-plus ROE. The 2027 consensus revenue estimate sits at $305.93 billion across 58 analysts. That is not a demanding multiple for that growth profile.

Why Not the Obvious Alternative Readers will ask about Alphabet (NASDAQ:GOOGL). I own some. But Alphabet’s AI story is defensive, protecting Search from disruption. Meta’s is offensive, layering agents, APIs and compute rental onto a social graph that is already growing daily users 3% YoY to 3.60 billion. When Zuckerberg says WhatsApp is “the leading surface where people engage with Meta AI”, he is describing a distribution advantage no rival can rent. That is where my next dollar goes.

Risk I Am Not Waving Away Free cash flow collapsed to $784M in Q2 from $8.55B a year earlier because capex nearly doubled, and the 2026 capex guide is $130 to $145 billion. If AI hardware depreciates faster than the intelligence layer monetizes, this thesis takes damage. What holds me steady is the customer offering premiums for compute Meta already owns, and operating cash flow of $31.86 billion in a single quarter covering the bill.

Why the Buy Button Stays Live Shares are down 13.29% over the past year while the intelligence business inside Meta got measurably bigger. I keep buying because the market is charging me for an ad company and handing me an AI infrastructure business for free.

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