Citi just flagged a specific date on the calendar as a near-term trigger for Meta stock, and a prominent analyst is telling clients to get positioned before that window closes.
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Citi analyst Ronald Josey added an “upside 90-day catalyst watch” on Meta (NASDAQ:META | META Price Prediction) while keeping a buy rating and $800 price target heading into the company’s Connect conference next week. The call is a conviction reiteration that puts a spotlight on the September 23 event as the near-term trigger for Meta stock.
For long-term investors, Citi’s reiterated $800 target frames Connect as the checkpoint on whether Meta’s AI spending is starting to translate into visible product wins.
Ticker Company Firm Action Old Rating New Rating Old Target New Target META Meta Platforms Citi Buy reiterated, added to upside 90-day catalyst watch Buy Buy $800 $800 Citi’s Case for a Pre-Connect Catalyst Watch Josey told clients Meta’s product roadmap brings “multiple catalysts ahead,” with Connect expected to deliver clarity on product strategy, including updates for Muse, next-generation models, and Meta glasses. Citi believes these new AI products will drive better engagement and monetization over time.
Management has already teased the event, with CEO Mark Zuckerberg saying Meta would share more about its glasses lineup at Connect and describing the category as one of the fastest-growing consumer electronics products.
Snapshot of the Family of Apps Machine Meta owns Facebook, Instagram, WhatsApp, Messenger, Threads, Meta Quest, and Ray-Ban Meta. In Q2 2026, revenue reached $60.80 billion, up 27.96% year over year, while diluted EPS of $6.18 missed consensus by 14.42% as total costs jumped on legal charges and severance.
Family of Apps daily active people hit 3.60 billion, and AI-powered Advantage Plus solutions reached over $75 billion in annual revenue run rate.
Why This Catalyst Watch Lands Now Meta shares are trading at $681.31, up 11.06% over the past week and 15.51% over the past month, as investors position ahead of Connect. The stock trades at a forward P/E of 20 against a consensus analyst target of $758.28, with 47 Buy and 8 Strong Buy ratings versus 7 Holds.
Options traders are also leaning in: the September 23 expiration showed 4,522 calls traded against 1,726 puts. Meta saw a 60% increase in the number of people interacting with Meta AI each day after it was rebuilt and integrated with Muse Spark, adding weight to Citi’s engagement thesis.
Portfolio Playbook for Retirement-Focused Investors Meta stock offers rare scale: an operating margin of 41.4%, ROE of 30.24%, and a market cap near $1.50 trillion.
Risks are real. FY26 capex was narrowed to $130 to $145 billion, free cash flow collapsed to $784 million in Q2, and management flagged ongoing youth-related legal and regulatory matters with U.S. trials that may result in material losses.
For long-term holders, Citi’s catalyst watch is a reason to review position sizing before Connect. Capex at that scale also flows straight to the power, cooling, and networking suppliers behind the data centers, which we profiled in a free report on seven AI infrastructure names that aren’t chipmakers. The Connect stage on September 23 will tell investors whether Meta’s AI capex is starting to pay for itself.
Contact [email protected] for any questions or corrections.
A German court has ruled that Meta (META.O) is liable for fake advertisements posted by third parties on its Instagram and Facebook platforms, and ordered the U.S. tech giant to remove such content and pay damages, the court said on Thursday.
The lawsuit was brought by the operator of a German financial portal and its founder, whose trademarked logo and image were used without consent in posts recommending investments allegedly with fraudulent intent.
The portal operator reported nearly 260 violations to Meta in August 2024 alone; however, Meta took up to 62 days to remove some content, the court said.
It ruled Meta could not rely on the Digital Services Act's lack-of-knowledge defence, because unlike purely chronological feeds, it exercises control over the content through its algorithms and advertising practices.
The court referred to a precedent set by a June ruling by the European Court of Justice.
"We respectfully disagree with this decision and are considering next steps," a Meta spokesperson said in a statement, adding that the company had taken significant action, including proactive detection measures and removal of reported content.
According to the ruling, dated September 16, Meta must also disclose details of the fake advertisements and revenue generated from them.
The ruling is not yet final and may be challenged by lodging an appeal, the court said.
Image Credits:David Paul Morris/Bloomberg Meta’s camera-equipped smart glasses have proven more successful than other entrants into the market, but they have also deeply disturbed certain consumers who see them as invasive emblems of a dystopian surveillance society run amok. Now, as the company weathers complaints that it’s selling “pervert glasses,” it has reportedly decided to sell a pair that doesn’t come with integrated spy equipment.
The Information reports that Meta is developing a new smart glasses model, dubbed Luna, that, sans cameras, comes equipped with a convenient system to communicate with the company’s AI chatbot and Muse, its AI consumer agent. The glasses include six built-in microphones so users can communicate with the chatbot, as well as a button on the side of the glasses that, when pressed, activates the AI system.
Luna may be unveiled as soon as Meta Connect, Meta’s annual hardware/developer event happening in Menlo Park next week, the outlet notes.
TechCrunch reached out to Meta for more information.
The smart glasses industry has grown over the past few years, with Meta positioned near the front of the pack of providers. However, concerns over usability, cost, and privacy have dogged the business, with many consumers still unsure of how, why, or if they should use the devices. Meta’s Reality Labs, which is responsible for developing its smart glasses line, is still losing a gargantuan amount of money, as its earnings report from April revealed.
Meta shares have added just 2% since the start of the year.
David Paul Morris / Bloomberg / Getty Images
Key Takeaways
Citi analysts said they believe Meta’s developers conference next week could spark some fresh enthusiasm for the stock.The analysts said they believe Meta could give significant updates on its AI strategy at the event.
Meta’s upcoming developers conference could fuel some fresh enthusiasm for the stock, according to one Wall Street bull.
Analysts at Citi said they view the Meta Connect event next week as a near-term catalyst for price gains in a note to clients Wednesday, anticipating the company could give significant updates on its AI strategy.1
CEO Mark Zuckerberg is set to give a keynote address at 7 p.m. ET next Wednesday (which will stream live here), with developer-focused events on Thursday.
The Citi analysts called Meta one of their favorite names to own across the internet sector, citing Meta’s recent model and product releases. They said they were impressed by the early download numbers and new AI use cases created by Meta’s Muse personal AI agent announced last week.
Citi has a “buy” rating and $800 price target for the shares, a bit above the $774 consensus of analysts surveyed by Visible Alpha. The stock, which climbed less than 1% to close at $673 Wednesday, has added just 2% since the start of the year.
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Citi. “Meta’s Ramping Product Roadmap Creates Multiple Catalysts Ahead; What to Watch for at Connect.”
Bloomberg's Ed Ludlow breaks down Mark Zuckerberg's call for AI labs to rely on independent evaluators and advisers to ensure models are safe. Plus, OpenAI is said to be in early talks with investors about a new funding round that could value the ChatGPT maker at more than $1.2 trillion, and Impulse Space CEO Tom Mueller discusses the company's $308 million Series D extension and the future of the space mobility economy.
The policy stance protects development speed while placing safety responsibility--and potential liability--inside each laboratory. Summary
Meta wants independent safeguards without surrendering competitive velocity.
Meta Platforms META, the social-media and AI platform, rejected calls for a coordinated slowdown in advanced AI development, Reuters reported Wednesday. The shares gained approximately 1.5% to $680.41, keeping the stock firmly in positive territory even as investors weighed the increasingly difficult trade-off between AI speed and AI safety.
CEO Mark Zuckerberg argued that competitive pressure and legal liability already push individual AI laboratories to take safety seriously. He pointed to Meta's decision to delay Muse for further security work and said independent model evaluations should become a normal part of the industry. Zuckerberg also noted that most of Meta's computing power remains focused on existing products rather than systems designed to improve themselves, drawing a line between today's commercial AI race and more advanced autonomous models.
That distinction matters because Meta is spending at extraordinary scale. The company invested $31.08 billion in second-quarter capital expenditures, equal to roughly 51.1% of revenue, while free cash flow fell to just $784 million. The valuation picture offers some cushion: the chart shows Meta trading at $680.41 versus a GF Value of $853.42, or about 20.27% below that estimate. Investors are therefore being asked to balance a sizeable valuation discount against the execution risk of pouring tens of billions of dollars into an AI race where one major safety failure could damage both user trust and the returns expected from that infrastructure.
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.
Characteristics and Risks of Standardized Options: https://bit.ly/2v9tH6D. Meta Platforms (META) CEO Mark Zuckerberg joined Nvidia (NVDA) CEO Jensen Huang in calls against slowing down AI development as it ramps up its own AI products.
The Fed has not moved its policy rate in months, yet long-term borrowing costs keep climbing on their own, and one prominent fund manager sees a level not touched since the dot-com era as the next stop, with serious consequences…
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The Federal Reserve has not touched its policy rate since December, yet long-term borrowing costs in the United States have been running their own tightening cycle. The federal funds target upper bound has been pinned at 3.75% since December 11, 2025, sitting 0.75 points below where it was a year ago. Over the same stretch, the 10-year Treasury yield has moved in the opposite direction, climbing from a low of 3.97% on February 27, 2026 to 5.00% on September 15, 2026. That reading sits in the 99.6th percentile of the last year’s range.
Dan Niles, who runs Niles Investment Management, thinks the bond market is not finished. In a September 15 appearance on CNBC’s Squawk on the Street, Niles argued that the next Fed move looks like a hike and that a 6% terminal yield on the 10-year is plausible. He grounds the call in structural fiscal math: deficits running at roughly 6% of GDP, about $40 trillion in federal debt against $33 trillion of GDP, and hyperscalers now competing directly with the Treasury to issue paper.
Bond Market Already Ran Its Own Hiking Cycle Niles’ framing is that the Fed “let the market kind of dictate where rates want to go,” which is why the classic “don’t fight the Fed” rule now cuts against equities even with the Fed standing still. His playbook: don’t fight the Fed, don’t fight the bond market, and don’t fight seasonality. On that last point, he cites a median 10% drawdown from the end of July through November 9 in midterm years, roughly double the non-midterm average, and says he is carrying a lot of shorts into that window.
Jim Cramer echoed the same warning four days earlier. On the September 11 episode of Mad Money, Cramer told viewers that if the Fed tightens, bulls will be fighting the Fed, and he advised being sparing with cash. Two voices, one message: tightening is happening in the long end whether or not the FOMC ratifies it.
What A 6% 10-Year Would Actually Break The yield curve is already flashing the setup. On September 15, the 20-year printed 5.40% and the 30-year 5.36%, with the long end above 5%. A push to 6% on the 10-year would drag 30-year fixed mortgages meaningfully higher, reprice investment-grade and high-yield corporate spreads, and lift the risk-free rate used to discount every equity cash flow. Growth stocks with long-dated earnings streams take the biggest hit to present value when the discount rate jumps.
That is the connective tissue to Meta (NASDAQ:META | META Price Prediction). Meta is arguably the most exposed mega-cap to a rising long rate for two reasons: valuation and financing. The company guided full-year 2026 capex to $130 to $145 billion, up from a $115 to $135 billion range at the Q4 2025 report, and raised long-term debt to $83.66 billion to fund the AI buildout. Q2 2026 capex alone was $30.12 billion, up 82% year over year, and free cash flow collapsed to $784 million from $8.55 billion. Higher yields raise the marginal cost of financing that buildout and compress the multiple the market will pay for it.
Multiples, Not Just Coupons Meta trades at a P/E of 24 with a market cap near $1.497 trillion. Shares are up 15.3% over the past month even as the 10-year has jumped, and up 3.21% year to date. Niles is long Meta at roughly 17 times calendar 2027 earnings, calling out cleared litigation overhangs and monetization gains against 3.60 billion Family DAP. That is a name-specific view inside an otherwise bearish book.
The broader takeaway for investors: the next scheduled FOMC-related release date is September 16, 2026. Whatever the Fed signals, the tightening that matters for mortgages, CD yields, and equity multiples is happening in the long end of the curve. Niles is betting there is another full point to go.
Data Sources Niles: 10-year headed to 6% (CNBC, Sep 15, 2026): used for Niles’ 6% forecast, deficit and debt figures, hyperscaler debt-competition argument, midterm drawdown statistic, and his Meta long thesis. Contact [email protected] for any questions or corrections.
Meta stock rose about 1.5% on Wednesday as broader markets moved higher ahead of a pivotal interest rate decision from the Federal Reserve, while fresh bullish calls from analysts added to the positive sentiment around the social media giant.
The shares have gained about 20% over the past month, extending a recovery that has been supported by new artificial intelligence products, improved monetization prospects and the removal of a major legal overhang.
Rosenblatt reiterated a Buy rating and an $886 price target on Meta following the company’s expansion of its subscription business.
Meta said on Tuesday it was launching its “Meta One” subscription service, offering enhanced AI capabilities and new features across Instagram, Facebook and WhatsApp.
The service has already reached 15 million subscriptions and trials during its phased introduction.
Meta said the offering is designed to provide more than 50 features spanning content creation, audience engagement and business management.
Monthly plans for Meta One will start at $2.99 for single products, while individual bundles will cost $7.99. Creator and business bundles will start at $14.99.
Products such as WhatsApp Plus and Instagram Plus will provide app-specific enhancements, while individual bundles will combine those features with more advanced AI capabilities.
The subscription push gives Meta another potential source of revenue beyond digital advertising at a time when competition for online ad spending remains intense.
Meta averaged 3.60 billion daily active people across its family of apps earlier this year, providing the company with a vast potential customer base for paid products.
The company has said its core app functions and basic Meta AI usage will remain free.
Citi placed Meta on a 90-day upside catalyst watch ahead of the company’s Connect event on September 23, where investors are expected to look for updates on Meta’s artificial intelligence products and broader product strategy.
Analyst Ronald Josey maintained a Buy rating and an $800 price target, implying a 19.4% return from the stock’s last close.
The catalyst watch is scheduled to expire on December 15.
Josey expects Meta to provide updates on Muse, its next-generation AI models and its Meta glasses strategy.
He said Meta’s accelerating product cadence and early adoption of Muse are increasing confidence in the potential returns from its AI investments.
The analyst also highlighted expanding AI use cases across personal, business and enterprise applications.
Citi said improving monetization of Reels, Meta’s enormous user base, engagement growth, advertising innovation and the company’s AI opportunity support its valuation.
At the same time, the bank flagged risks including weaker online advertising spending, intensifying competition, regulatory pressure and difficulties in generating meaningful contributions from Meta’s non-advertising businesses.
Meta’s AI ambitions are also unfolding amid a wider debate over how quickly artificial intelligence companies should develop increasingly powerful models.
Meta CEO Mark Zuckerberg said Tuesday that competition and liability give AI companies sufficient incentives to act individually on safety, appearing to diverge from recent calls by some AI executives for a coordinated slowdown in AI development.
In a post on X, Zuckerberg said every AI lab has both the responsibility and incentive to move at a pace that allows its models to be trained safely, while retaining the ability to take its own measures to ensure that happens.
His comments came three days after Anthropic CEO Dario Amodei urged AI companies to slow the pace at which they improve model capabilities, following warnings from several researchers about existential risks.
OpenAI CEO Sam Altman and xAI CEO Elon Musk publicly endorsed Amodei’s call within hours.
“Trust and alignment are quickly becoming the most important capabilities that will differentiate agents and models,” Zuckerberg said Tuesday.
“Any lab that doesn't focus on alignment will fall behind.”
Zuckerberg also argued that AI labs have a strong incentive to prevent their models from causing harm because they could face “significant” liability.
He pointed to Meta’s decision to delay the release of its Muse AI agent earlier this year to strengthen its security.
“We didn't call for everyone else to do this before we would. We just did it as part of our day-to-day work because it was clearly the right thing for people and for us,” he said.
Meta’s recent share-price recovery accelerated after the company settled a major social-media lawsuit and introduced Muse, an AI agent designed to automate everyday tasks for consumers.
The developments have helped revive the investment case around Meta after repeated rallies over the past year struggled to hold.
The roughly $18 billion (about ₹1.7 trillion) settlement of Meta’s social-media lawsuit has also removed a significant source of uncertainty for investors.
Investors looking for a sustained recovery are now watching whether the combination of legal relief, AI product momentum and subscription expansion can support a longer-lasting uptrend.
“Eliminating a legal overhang and then having a positive product in a hot narrative is certainly enough to get the early stages of a trend change going,” Dan Russo, co-chief investment officer at Potomac Fund Management, which owns Meta shares, said in an earlier Bloomberg report.
“We've seen a number of these counter-trend rallies fizzle out and fade. What's key from here is to build on the momentum and validate the changing trend.”
For Russo, that validation would require Meta stock to break decisively above $700 and remain there.
Don Kaufman (@Theotrade) says the disconnect between Wall Street and Main Street is interesting, making the case for a convergence once the Fed announces its interest rate decision. He believes the State Street Industrial Select Sector SPDR ETF (XLI) is "wildly oversold" into the decision, sees a bearish opportunity in the iShares Bitcoin Trust ETF (IBIT) after a vote on the Clarity Act failed, and expects Meta Platforms (META) to hit strong resistance.
Meta Platforms, Inc. has surged 24% in a month, driven by the launches of the Muse AI agent and Meta One subscription as investors demanded revenue streams outside of the ad business. META's new initiatives target significant standalone revenue streams beyond ads, leveraging its scale and custom AI chips to boost margins and recurring revenue. Forward PE remains attractive at 21.5x, with a $1,000/share price target reflecting 47% upside as the market underappreciates AI-driven revenue potential.
Meta's ad engine is firing on all cylinders and analysts are almost unanimously bullish, yet one earnings gate stands between today's price and a specific target date that changes everything for long-term investors.
Meta Platforms (NASDAQ:META | META Price Prediction) will trade at or above $800 per share by September 12, 2027, a roughly 25% move from the September 11 close of $648.03. The first checkpoint arrives sooner: the October 28, 2026 Q3 earnings report, released after the close. That earnings report is the gate. Clear it, and the runway to $800 opens.
Meta Platforms enters the fall setup off a bruising July: Q2 2026 revenue landed at $60.80 billion, up 27.96% year over year, but diluted EPS of $6.18 missed the $7.22 consensus by 14.42%, snapping a six-quarter beat streak.
The stock has since rebuilt: up 5.07% in the past week and 11.95% over the past month. Three reasons the $800 target resolves in favor.
AI Advertising Is Already Paying The Q2 call quantified the flywheel. Ranking and sequence-learning upgrades drove an 8.3% increase in ad clicks on Facebook and a 15.7% uplift in conversions.
Advantage Plus end-to-end tools reached a $75 billion annual revenue run rate, and nine million small businesses are now using at least one Meta AI ad creative tool. Q2 ad impressions rose 14% while average price per ad rose 12%. Both curves accelerating simultaneously is the setup shorts do not want to see heading into Q3.
Guidance Frames a Beatable Bar Management guided Q3 revenue to $61 to $64 billion and reiterated full-year 2026 operating income above 2025 levels. The Q2 expense shock was concentrated: $2.40 billion in legal charges and $1.18 billion in severance from the May headcount cut.
Strip those out and operating income rose 9% year over year. The Q3 comparison normalizes that base. With forward EPS of $40.09 feeding the model, the forward P/E-based price is $776.90, before any multiple expansion on cleaner comps.
Analyst and Model Alignment The sell side is stacked to one side: 55 buy or strong buy ratings versus 7 holds and zero sells, with a consensus target of $757.31. The base-case one-year projection lands at $810.08 on September 12, 2027, with the bull case at $860.61.
At a current P/E of 24, ROE of 30.24%, and operating margin of 41.44%, Meta is priced well below a company poised to re-rate. That is the opportunity.
What Zuckerberg Said On the Q2 call, CEO Mark Zuckerberg framed the thesis directly: “AI is accelerating our core business today, powering our next generation of products, and opening the door to entirely new enterprise opportunities.
The results are already showing, and I’m optimistic about the potential ahead.” Meta Connect on September 23, 2026 and the Q3 report on October 28 are the near-term proof points.
What Kills the Call The risk is real: 2026 capex of $130 to $145 billion, Q2 free cash flow collapsing to $784 million from $8.55 billion, and youth-related U.S. trials in 2026.
That capex flows straight to the power, cooling, and networking suppliers behind the data-center buildout, seven of which we profiled in a free report: 7 Stocks Powering the AI Boom (That Aren’t Chipmakers).
Another EPS miss with no offsetting revenue upside pushes $800 into 2028. Conviction stands: the ad engine, the guidance floor, and analyst positioning line up. September 12, 2027, $800.
Contact [email protected] for any questions or corrections.
Meta Platforms Inc. (NASDAQ:META) stock traded nearly 2% higher Wednesday as investors favored mega-cap growth stocks. The Nasdaq gained 0.70%, while the S&P 500 rose 0.29%.
Rosenblatt’s bullish analyst call added to the positive momentum. The firm maintained its Buy rating on Meta and set an $886 price forecast Wednesday.
Citigroup analyst Ronald Josey also maintained a Buy rating and an $800 price forecast, calling Meta a “top pick” and flagging next week’s Connect event as a near-term catalyst.
Key UpdatesMeta also has fresh product catalysts. The company reportedly plans to launch camera-free smart glasses, code-named Luna, this fall. The Information reported that the glasses will use six microphones for Meta AI interactions, with shipments potentially starting in October.
Separately, Meta began rolling out parental supervision for Threads across Asia Pacific this week. The tools let parents set time limits, manage privacy settings and monitor teen usage through Family Center.
Technical AnalysisThe stock is trading well above several key moving averages. It sits about 13% above its 20-day simple moving average of $602.15 and 9% above its 200-day SMA of $623.90.
However, its longer-term technical setup remains mixed. The 50-day SMA is still below the 200-day SMA after a death cross formed in December 2025.
The relative strength index stands at 73.64. An RSI above 70 typically signals overbought conditions. That could increase the chances of consolidation or profit-taking after the recent rally.
Resistance sits near $686, while support is around $556.50.
Meta remains down 12.66% over the past 12 months. Therefore, the recent advance still looks like a recovery from earlier weakness rather than an uninterrupted long-term uptrend.
Analyst OutlookMeta trades at a price-to-earnings ratio of about 25.2. The stock carries a Buy consensus rating with an average price forecast of $774.58.
Rosenblatt maintained a Buy rating Wednesday with an $886 price forecast. Wedbush maintained a Neutral rating Monday and raised its forecast to $650. JPMorgan upgraded Meta to Overweight on Sept. 10 and raised its price forecast to $820.
Benzinga Edge RankingsThe stock scores strongest on growth and quality in the Benzinga Edge rankings.
Its growth score stands at 79.64, while quality is 72.4. Meta has a value score of 49.74 and a momentum score of 44.31.
The rankings point to stronger growth and quality characteristics, while momentum and value remain more moderate.
Top ETF ExposureThe First Trust Dow Jones Internet Index Fund (NYSE:FDN) has a 9.46% weighting in Meta. The Invesco AI and Next Gen Software ETF (NYSE:IGPT) has an 8.91% weighting, while the Global X Social Media ETF (NASDAQ:SOCL) has an 8.76% weighting.
Those sizable positions can increase Meta’s exposure to fund inflows and outflows.
Price ActionMeta Platforms shares were up 1.71% at $681.70 at the time of publication Wednesday, according to Benzinga Pro data.
Burnham & Co LLC purchased a new stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 963 shares of the social networking company’s stock, valued at approximately $542,000.
A number of other large investors have also recently added to or reduced their stakes in the business. Gambit Capital Management LLC raised its stake in Meta Platforms by 11.4% during the 2nd quarter. Gambit Capital Management LLC now owns 1,112 shares of the social networking company’s stock valued at $626,000 after purchasing an additional 114 shares during the period. C M Bidwell & Associates Ltd. grew its stake in shares of Meta Platforms by 6.5% in the 2nd quarter. C M Bidwell & Associates Ltd. now owns 1,267 shares of the social networking company’s stock valued at $714,000 after buying an additional 77 shares in the last quarter. Keebeck Wealth Management increased its stake in shares of Meta Platforms by 14.3% during the 2nd quarter. Keebeck Wealth Management now owns 9,981 shares of the social networking company’s stock worth $5,623,000 after purchasing an additional 1,246 shares during the last quarter. Keating Financial Advisory Services Inc. increased its position in Meta Platforms by 4.3% during the second quarter. Keating Financial Advisory Services Inc. now owns 4,641 shares of the social networking company’s stock worth $2,614,000 after buying an additional 193 shares during the last quarter. Finally, Alaska Wealth Advisors LLC raised its stake in shares of Meta Platforms by 5.2% in the 2nd quarter. Alaska Wealth Advisors LLC now owns 504 shares of the social networking company’s stock valued at $284,000 after acquiring an additional 25 shares in the last quarter. 79.91% of the stock is currently owned by institutional investors.
Key Headlines Impacting Meta Platforms Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: New Meta One subscriptions could create recurring AI revenue. Meta introduced plans ranging from individual to creator and business tiers, priced from $2.99 to $499 per month, offering expanded access to AI image, video and editing tools across Facebook, Instagram, WhatsApp and Meta AI. The initiative gives investors a clearer path to monetizing AI beyond advertising. Reuters article on Meta One subscriptions Positive Sentiment: AI agents are being integrated into WhatsApp Business. Businesses will be able to use third-party AI agents to set up and manage customer messaging, potentially increasing WhatsApp’s commercial utility and supporting higher business adoption and revenue. TechCrunch article on WhatsApp Business AI agents Positive Sentiment: Analyst sentiment remains broadly favorable. Recent coverage highlights bullish views tied to Meta’s Muse AI platform, improving advertising performance and the company’s valuation relative to growth. One report says 55 analysts covering Meta have no sell ratings, while Goldman Sachs has identified further upside potential. Analyst coverage article Positive Sentiment: Meta reportedly plans camera-free smart glasses. The internally named Luna glasses could broaden Meta’s wearables strategy while addressing privacy concerns associated with cameras, although launch details remain unconfirmed. Reuters article on Meta’s camera-free smart glasses Neutral Sentiment: Meta said it will directly report child-safety cases to India’s cybercrime portal, a move that could improve regulatory cooperation but also underscores continuing scrutiny of its platforms. Article on Meta’s child-safety reporting in India Negative Sentiment: Regulatory and legal risks remain significant. California’s restrictions on certain youth-targeted advertising practices and a lawsuit involving alleged facial-recognition features in Meta’s smart glasses could increase legal costs and limit product functionality. Article on Meta’s regulatory risks Negative Sentiment: Investors continue to debate whether Meta’s aggressive AI infrastructure commitments will generate sufficient returns, particularly if interest rates remain elevated. A recent SEC filing also disclosed an insider sale worth approximately $13 million, which may weigh modestly on sentiment. Analysis of Meta’s AI spending Meta Platforms Stock Up 0.7% NASDAQ:META opened at $670.24 on Wednesday. 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 $1.71 trillion, a price-to-earnings ratio of 25.24, a PEG ratio of 1.15 and a beta of 1.25. The stock has a 50-day moving average price of $603.98 and a two-hundred day moving average price of $609.04. Meta Platforms, Inc. has a 1 year low of $520.26 and a 1 year high of $790.80. Meta Platforms (NASDAQ:META – Get Free Report) last released its quarterly earnings results 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 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 firm’s quarterly revenue was up 28.0% compared to the same quarter last year. During the same quarter last year, the company earned $7.14 EPS. As a group, equities analysts expect that Meta Platforms, Inc. will post 28.17 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 $0.525 dividend. 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 dividend payout ratio (DPR) is 7.91%.
Analysts Set New Price Targets A number of research firms have weighed in on META. Piper Sandler reissued an “overweight” rating and set a $785.00 target price (down from $800.00) on shares of Meta Platforms in a research report on Thursday, July 30th. Wells Fargo & Company lowered their price target on shares of Meta Platforms from $835.00 to $640.00 and set an “overweight” rating on the stock in a report on Thursday, July 30th. DA Davidson dropped their price objective 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. Citizens Jmp reduced their target price 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, Erste Group Bank upgraded shares of Meta Platforms from a “hold” rating to a “buy” rating in a research report on Tuesday, July 7th. Four investment 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. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $788.88.
Get Our Latest Report on Meta Platforms
Insider Transactions at Meta Platforms In related news, CFO Susan J. Li sold 9,196 shares of the firm’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 transaction, the chief financial officer directly owned 13,186 shares of the company’s stock, valued at approximately $7,260,343.46. This trade represents a 41.09% decrease in their ownership of the stock. The transaction 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, insider Curtis J. Mahoney sold 1,559 shares of Meta Platforms stock in a transaction dated Tuesday, August 18th. The stock was sold at an average price of $558.00, for a total value of $869,922.00. Following the transaction, the insider owned 1,957 shares of the company’s stock, valued at $1,092,006. The trade was a 44.34% 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. In the last ninety days, insiders sold 60,183 shares of company stock worth $36,673,495. 13.53% of the stock is owned by insiders.
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.
Further Reading Five stocks we like better than Meta Platforms Running on Empty: 3 Energy Plays for Europe’s Deep Freeze 3 Healthcare Stocks for 3 Stages of Life Curaleaf Tries To Roll Up Aurora In a Hostile Cannabis Bid MarketBeat’s Most Downgraded Stocks in Q3: 2 Look Cheap, 1 Looks Risky
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Sumitomo Life Insurance Co. decreased its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 3.6% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 44,583 shares of the social networking company’s stock after selling 1,652 shares during the period. Meta Platforms accounts for 0.4% of Sumitomo Life Insurance Co.’s portfolio, making the stock its 20th largest position. Sumitomo Life Insurance Co.’s holdings in Meta Platforms were worth $25,113,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other hedge funds and other institutional investors have also added to or reduced their stakes in META. Fairtree Asset Management Pty Ltd boosted its stake in Meta Platforms by 18.6% during the 2nd quarter. Fairtree Asset Management Pty Ltd now owns 18,777 shares of the social networking company’s stock valued at $10,577,000 after purchasing an additional 2,939 shares during the period. Abbot Financial Management Inc. grew its position in Meta Platforms by 53.5% in the 2nd quarter. Abbot Financial Management Inc. now owns 2,845 shares of the social networking company’s stock worth $1,603,000 after purchasing an additional 991 shares during the last quarter. Ashton Thomas Securities LLC increased its stake in shares of Meta Platforms by 17.4% in the first 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 period. WMS Group LLC bought a new stake in shares of Meta Platforms during the fourth quarter valued at approximately $876,000. Finally, Czech National Bank raised its holdings in shares of Meta Platforms by 4.9% during the second 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 during the last quarter. Institutional investors and hedge funds own 79.91% of the company’s stock.
Insider Transactions at Meta Platforms In other news, COO Javier Olivan sold 2,838 shares of Meta Platforms stock in a transaction that occurred on Tuesday, September 8th. The shares were sold at an average price of $616.71, for a total value of $1,750,222.98. Following the transaction, the chief operating officer owned 11,662 shares of the company’s stock, valued at $7,192,072.02. The trade was a 19.57% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Curtis J. Mahoney sold 1,559 shares of the stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $558.00, for a total transaction of $869,922.00. Following the sale, the insider directly owned 1,957 shares of the company’s stock, valued at approximately $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. Insiders sold 60,183 shares of company stock valued at $36,673,495 in the last quarter. 13.53% of the stock is owned by company insiders.
Key Stories Impacting Meta Platforms Here are the key news stories impacting Meta Platforms this week: Positive Sentiment: New Meta One subscriptions could create recurring AI revenue. Meta introduced plans ranging from individual to creator and business tiers, priced from $2.99 to $499 per month, offering expanded access to AI image, video and editing tools across Facebook, Instagram, WhatsApp and Meta AI. The initiative gives investors a clearer path to monetizing AI beyond advertising. Reuters article on Meta One subscriptions Positive Sentiment: AI agents are being integrated into WhatsApp Business. Businesses will be able to use third-party AI agents to set up and manage customer messaging, potentially increasing WhatsApp’s commercial utility and supporting higher business adoption and revenue. TechCrunch article on WhatsApp Business AI agents Positive Sentiment: Analyst sentiment remains broadly favorable. Recent coverage highlights bullish views tied to Meta’s Muse AI platform, improving advertising performance and the company’s valuation relative to growth. One report says 55 analysts covering Meta have no sell ratings, while Goldman Sachs has identified further upside potential. Analyst coverage article Positive Sentiment: Meta reportedly plans camera-free smart glasses. The internally named Luna glasses could broaden Meta’s wearables strategy while addressing privacy concerns associated with cameras, although launch details remain unconfirmed. Reuters article on Meta’s camera-free smart glasses Neutral Sentiment: Meta said it will directly report child-safety cases to India’s cybercrime portal, a move that could improve regulatory cooperation but also underscores continuing scrutiny of its platforms. Article on Meta’s child-safety reporting in India Negative Sentiment: Regulatory and legal risks remain significant. California’s restrictions on certain youth-targeted advertising practices and a lawsuit involving alleged facial-recognition features in Meta’s smart glasses could increase legal costs and limit product functionality. Article on Meta’s regulatory risks Negative Sentiment: Investors continue to debate whether Meta’s aggressive AI infrastructure commitments will generate sufficient returns, particularly if interest rates remain elevated. A recent SEC filing also disclosed an insider sale worth approximately $13 million, which may weigh modestly on sentiment. Analysis of Meta’s AI spending Analyst Ratings Changes Several equities analysts have recently issued reports on META shares. Guggenheim reiterated a “buy” rating and set a $800.00 price objective on shares of Meta Platforms in a research report on Tuesday, July 28th. The Goldman Sachs Group lowered their target price on Meta Platforms from $815.00 to $725.00 and set a “buy” rating on the stock in a research report on Thursday, July 30th. Wolfe Research reaffirmed an “outperform” rating and set a $700.00 target price on shares of Meta Platforms in a research note on Thursday, July 30th. Rosenblatt Securities boosted their price target on Meta Platforms from $883.00 to $886.00 and gave the stock a “buy” rating in a research report on Thursday, August 27th. Finally, Erste Group Bank raised Meta Platforms from a “hold” rating to a “buy” rating in a research note 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 assigned a Hold rating to the company. 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 Report on Meta Platforms
Meta Platforms Stock Performance Shares of NASDAQ META opened at $670.24 on Wednesday. The stock has a fifty day moving average price of $603.98 and a two-hundred day moving average price of $609.04. 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 cap of $1.71 trillion, a P/E ratio of 25.24, a PEG ratio of 1.15 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.
Meta Platforms (NASDAQ:META – Get Free Report) last posted its quarterly earnings data 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 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 firm’s quarterly revenue was up 28.0% on a year-over-year basis. During the same period in the prior year, the firm posted $7.14 EPS. Research analysts forecast that Meta Platforms, Inc. will post 28.17 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 issued a dividend of $0.525 per share. 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 payout ratio 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.
Further Reading Five stocks we like better than Meta Platforms Running on Empty: 3 Energy Plays for Europe’s Deep Freeze 3 Healthcare Stocks for 3 Stages of Life Curaleaf Tries To Roll Up Aurora In a Hostile Cannabis Bid MarketBeat’s Most Downgraded Stocks in Q3: 2 Look Cheap, 1 Looks Risky 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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Ieq Capital LLC reduced its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 9.1% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 856,435 shares of the social networking company’s stock after selling 86,036 shares during the quarter. Meta Platforms accounts for about 2.2% of Ieq Capital LLC’s holdings, making the stock its 7th biggest holding. Ieq Capital LLC’s holdings in Meta Platforms were worth $482,421,000 as of its most recent SEC filing.
Several other large investors have also bought and sold shares of META. RHL Group LLC bought a new position in shares of Meta Platforms in the fourth quarter worth about $28,000. Advantage Trust Co acquired a new stake in shares of Meta Platforms in the 2nd quarter valued at approximately $28,000. Axiom Investment Management LLC bought a new stake in shares of Meta Platforms during the 1st quarter valued at approximately $36,000. Bayban grew its holdings 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 purchasing an additional 35 shares during the last quarter. Finally, Entrust Financial LLC acquired a new position in Meta Platforms during the 4th quarter worth approximately $48,000. 79.91% of the stock is owned by institutional investors and hedge funds.
Wall Street Analysts Forecast Growth Several brokerages recently commented on META. Wells Fargo & Company dropped their price objective on shares of Meta Platforms from $835.00 to $640.00 and set an “overweight” rating for the company in a research note on Thursday, July 30th. Barclays decreased 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. Sanford C. Bernstein reiterated an “outperform” rating and set a $800.00 price target on shares of Meta Platforms in a report on Thursday, July 30th. Raymond James Financial increased 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, Truist Financial cut their price objective on Meta Platforms from $770.00 to $763.00 and set a “buy” rating on the stock in a report on Thursday, August 27th. 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 company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $788.88.
View Our Latest Stock Report on Meta Platforms Insider Activity In other news, CTO Andrew Bosworth sold 7,848 shares of the firm’s stock in a transaction dated Tuesday, August 18th. The stock was sold at an average price of $558.00, for a total transaction of $4,379,184.00. Following the completion of the transaction, the chief technology officer directly owned 828 shares in the company, valued at $462,024. This trade represents a 90.46% decrease in their ownership of the stock. The sale 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 Christopher K. Cox sold 20,000 shares of Meta Platforms 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 completion of the transaction, 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. 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 three months, insiders sold 60,183 shares of company stock worth $36,673,495. 13.53% of the stock is owned by corporate insiders.
Meta Platforms Trading Up 0.7% META opened at $670.24 on Wednesday. Meta Platforms, Inc. has a fifty-two week low of $520.26 and a fifty-two week 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 firm has a market capitalization of $1.71 trillion, a price-to-earnings ratio of 25.24, a PEG ratio of 1.15 and a beta of 1.25. The company’s 50 day moving average price is $603.98 and its two-hundred day moving average price is $609.04.
Meta Platforms (NASDAQ:META – Get Free Report) last announced its quarterly 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 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 company’s revenue was up 28.0% compared to the same quarter last year. During the same quarter last year, the company posted $7.14 earnings per share. As a group, research analysts predict that Meta Platforms, Inc. will post 28.17 earnings per share for the current year.
Meta Platforms Dividend Announcement The business 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 dividend of $0.525 per share. 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 currently 7.91%.
Key Headlines Impacting Meta Platforms Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: New Meta One subscriptions could create recurring AI revenue. Meta introduced plans ranging from individual to creator and business tiers, priced from $2.99 to $499 per month, offering expanded access to AI image, video and editing tools across Facebook, Instagram, WhatsApp and Meta AI. The initiative gives investors a clearer path to monetizing AI beyond advertising. Reuters article on Meta One subscriptions Positive Sentiment: AI agents are being integrated into WhatsApp Business. Businesses will be able to use third-party AI agents to set up and manage customer messaging, potentially increasing WhatsApp’s commercial utility and supporting higher business adoption and revenue. TechCrunch article on WhatsApp Business AI agents Positive Sentiment: Analyst sentiment remains broadly favorable. Recent coverage highlights bullish views tied to Meta’s Muse AI platform, improving advertising performance and the company’s valuation relative to growth. One report says 55 analysts covering Meta have no sell ratings, while Goldman Sachs has identified further upside potential. Analyst coverage article Positive Sentiment: Meta reportedly plans camera-free smart glasses. The internally named Luna glasses could broaden Meta’s wearables strategy while addressing privacy concerns associated with cameras, although launch details remain unconfirmed. Reuters article on Meta’s camera-free smart glasses Neutral Sentiment: Meta said it will directly report child-safety cases to India’s cybercrime portal, a move that could improve regulatory cooperation but also underscores continuing scrutiny of its platforms. Article on Meta’s child-safety reporting in India Negative Sentiment: Regulatory and legal risks remain significant. California’s restrictions on certain youth-targeted advertising practices and a lawsuit involving alleged facial-recognition features in Meta’s smart glasses could increase legal costs and limit product functionality. Article on Meta’s regulatory risks Negative Sentiment: Investors continue to debate whether Meta’s aggressive AI infrastructure commitments will generate sufficient returns, particularly if interest rates remain elevated. A recent SEC filing also disclosed an insider sale worth approximately $13 million, which may weigh modestly on sentiment. Analysis of Meta’s AI spending 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 Running on Empty: 3 Energy Plays for Europe’s Deep Freeze 3 Healthcare Stocks for 3 Stages of Life Curaleaf Tries To Roll Up Aurora In a Hostile Cannabis Bid MarketBeat’s Most Downgraded Stocks in Q3: 2 Look Cheap, 1 Looks Risky
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Encore Global Management LP reduced its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 11.4% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,750 shares of the social networking company’s stock after selling 1,000 shares during the period. Meta Platforms makes up about 4.3% of Encore Global Management LP’s investment portfolio, making the stock its 3rd biggest holding. Encore Global Management LP’s holdings in Meta Platforms were worth $4,365,000 as of its most recent filing with the Securities and Exchange Commission.
Other hedge funds also recently made changes to their positions in the company. Fairtree Asset Management Pty Ltd grew its holdings in Meta Platforms by 18.6% during 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 in the last quarter. Abbot Financial Management Inc. increased its holdings in shares of Meta Platforms by 53.5% in 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 acquiring an additional 991 shares during the last quarter. Ashton Thomas Securities LLC increased its holdings in shares of 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 valued at $10,299,000 after acquiring an additional 2,670 shares during the last quarter. WMS Group LLC acquired a new position in Meta Platforms in the fourth quarter valued at approximately $876,000. Finally, Czech National Bank boosted its holdings in shares of Meta Platforms by 4.9% during the second quarter. Czech National Bank now owns 625,079 shares of the social networking company’s stock valued at $352,101,000 after acquiring an additional 29,411 shares during the period. Hedge funds and other institutional investors own 79.91% of the company’s stock.
Wall Street Analysts Forecast Growth META has been the topic of several recent analyst reports. DA Davidson dropped their target price on Meta Platforms from $850.00 to $700.00 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. JPMorgan Chase & Co. upgraded shares of Meta Platforms from a “neutral” rating to an “overweight” rating and raised their price objective for the company from $640.00 to $820.00 in a research report on Thursday, September 10th. Benchmark reiterated a “hold” rating on shares of Meta Platforms in a report on Thursday, August 27th. Finally, Susquehanna cut their target price on shares of Meta Platforms from $900.00 to $650.00 and set a “positive” 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 assigned a Buy rating and nine have given a Hold rating to the company. According to MarketBeat.com, Meta Platforms has a consensus rating of “Moderate Buy” and a consensus price target of $788.88.
Check Out Our Latest Stock Report on Meta Platforms Meta Platforms News Roundup Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: New Meta One subscriptions could create recurring AI revenue. Meta introduced plans ranging from individual to creator and business tiers, priced from $2.99 to $499 per month, offering expanded access to AI image, video and editing tools across Facebook, Instagram, WhatsApp and Meta AI. The initiative gives investors a clearer path to monetizing AI beyond advertising. Reuters article on Meta One subscriptions Positive Sentiment: AI agents are being integrated into WhatsApp Business. Businesses will be able to use third-party AI agents to set up and manage customer messaging, potentially increasing WhatsApp’s commercial utility and supporting higher business adoption and revenue. TechCrunch article on WhatsApp Business AI agents Positive Sentiment: Analyst sentiment remains broadly favorable. Recent coverage highlights bullish views tied to Meta’s Muse AI platform, improving advertising performance and the company’s valuation relative to growth. One report says 55 analysts covering Meta have no sell ratings, while Goldman Sachs has identified further upside potential. Analyst coverage article Positive Sentiment: Meta reportedly plans camera-free smart glasses. The internally named Luna glasses could broaden Meta’s wearables strategy while addressing privacy concerns associated with cameras, although launch details remain unconfirmed. Reuters article on Meta’s camera-free smart glasses Neutral Sentiment: Meta said it will directly report child-safety cases to India’s cybercrime portal, a move that could improve regulatory cooperation but also underscores continuing scrutiny of its platforms. Article on Meta’s child-safety reporting in India Negative Sentiment: Regulatory and legal risks remain significant. California’s restrictions on certain youth-targeted advertising practices and a lawsuit involving alleged facial-recognition features in Meta’s smart glasses could increase legal costs and limit product functionality. Article on Meta’s regulatory risks Negative Sentiment: Investors continue to debate whether Meta’s aggressive AI infrastructure commitments will generate sufficient returns, particularly if interest rates remain elevated. A recent SEC filing also disclosed an insider sale worth approximately $13 million, which may weigh modestly on sentiment. Analysis of Meta’s AI spending Insiders Place Their Bets In other news, CFO Susan J. Li sold 9,196 shares of the firm’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 sale, 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 ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Andrew Bosworth sold 7,848 shares of the company’s 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 transaction, the chief technology officer directly owned 828 shares of the company’s stock, valued at $462,024. This represents a 90.46% 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 60,183 shares of company stock worth $36,673,495 in the last three months. 13.53% of the stock is owned by insiders.
Meta Platforms Trading Up 0.7% Shares of META opened at $670.24 on Wednesday. The business’s 50-day moving average price is $603.98 and its 200 day moving average price is $609.04. 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 $1.71 trillion, a P/E ratio of 25.24, a P/E/G ratio of 1.15 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.
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 business 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 business’s quarterly revenue was up 28.0% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $7.14 EPS. Analysts expect that Meta Platforms, Inc. will post 28.17 earnings per share for the current year.
Meta Platforms Dividend Announcement The firm also recently announced 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 annualized dividend and a yield of 0.3%. The ex-dividend date of this dividend is Monday, September 21st. 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 Running on Empty: 3 Energy Plays for Europe’s Deep Freeze 3 Healthcare Stocks for 3 Stages of Life Curaleaf Tries To Roll Up Aurora In a Hostile Cannabis Bid MarketBeat’s Most Downgraded Stocks in Q3: 2 Look Cheap, 1 Looks Risky 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.
Keebeck Wealth Management grew its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 14.3% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 9,981 shares of the social networking company’s stock after buying an additional 1,246 shares during the period. Meta Platforms accounts for approximately 0.5% of Keebeck Wealth Management’s holdings, making the stock its 28th biggest holding. Keebeck Wealth Management’s holdings in Meta Platforms were worth $5,623,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also made changes to their positions in the company. Auto Owners Insurance Co raised its holdings in shares of Meta Platforms by 76,587.7% in the 4th 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 period. Geode Capital Management LLC increased its position in Meta Platforms by 1.7% during the 4th quarter. Geode Capital Management LLC now owns 52,806,712 shares of the social networking company’s stock worth $34,734,628,000 after purchasing an additional 878,396 shares in the last quarter. Norges Bank purchased a new position in Meta Platforms in the fourth quarter valued at approximately $22,152,075,000. Bank of America Corp DE grew its stake in 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 buying an additional 2,673,494 shares during the period. Finally, Invesco Ltd. grew its stake 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 worth $12,013,948,000 after buying an additional 1,046,715 shares during the period. 79.91% of the stock is currently owned by institutional investors and hedge funds.
Insiders Place Their Bets In other Meta Platforms news, CAO Aaron Anderson sold 3,240 shares of the 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 of the company’s stock, valued at approximately $3,875,854.26. This represents a 34.07% decrease in their ownership of the stock. The sale was disclosed in a document filed 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, CFO Susan J. Li sold 9,196 shares of the firm’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 $7,260,343.46. This 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. In the last quarter, insiders have sold 60,183 shares of company stock worth $36,673,495. Company insiders own 13.53% of the company’s stock.
Meta Platforms Stock Performance Meta Platforms stock opened at $670.24 on Wednesday. The stock has a market cap of $1.71 trillion, a P/E ratio of 25.24, a price-to-earnings-growth ratio of 1.15 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. The stock has a 50 day moving average of $603.98 and a 200-day moving average of $609.04. 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 (EPS) 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 return on equity of 33.18% and a net margin of 29.83%.The firm’s quarterly revenue was up 28.0% on a year-over-year basis. During the same quarter last year, the firm posted $7.14 EPS. On average, analysts expect that Meta Platforms, Inc. will post 28.17 EPS for the current fiscal year.
Meta Platforms Announces Dividend 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 given a $0.525 dividend. 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 presently 7.91%.
Analyst Ratings Changes META has been the subject of several recent research reports. The Goldman Sachs Group lowered their price target on Meta Platforms from $815.00 to $725.00 and set a “buy” rating for the company in a report on Thursday, July 30th. JPMorgan Chase & Co. raised Meta Platforms from a “neutral” rating to an “overweight” rating and upped their target price for the stock from $640.00 to $820.00 in a research report on Thursday, September 10th. Citigroup lowered their target price on Meta Platforms from $850.00 to $800.00 and set a “buy” rating for the company in a research note on Thursday, July 30th. Needham & Company LLC reissued a “hold” rating on shares of Meta Platforms in a research report on Thursday, August 27th. Finally, Royal Bank Of Canada reissued an “outperform” rating and set a $810.00 target price on shares of Meta Platforms in a research report on Monday, June 1st. Four 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 stock. Based on data from MarketBeat, Meta Platforms currently has a consensus rating of “Moderate Buy” and a consensus price target of $788.88.
Check Out Our Latest Report on META
Meta Platforms News Summary Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: New Meta One subscriptions could create recurring AI revenue. Meta introduced plans ranging from individual to creator and business tiers, priced from $2.99 to $499 per month, offering expanded access to AI image, video and editing tools across Facebook, Instagram, WhatsApp and Meta AI. The initiative gives investors a clearer path to monetizing AI beyond advertising. Reuters article on Meta One subscriptions Positive Sentiment: AI agents are being integrated into WhatsApp Business. Businesses will be able to use third-party AI agents to set up and manage customer messaging, potentially increasing WhatsApp’s commercial utility and supporting higher business adoption and revenue. TechCrunch article on WhatsApp Business AI agents Positive Sentiment: Analyst sentiment remains broadly favorable. Recent coverage highlights bullish views tied to Meta’s Muse AI platform, improving advertising performance and the company’s valuation relative to growth. One report says 55 analysts covering Meta have no sell ratings, while Goldman Sachs has identified further upside potential. Analyst coverage article Positive Sentiment: Meta reportedly plans camera-free smart glasses. The internally named Luna glasses could broaden Meta’s wearables strategy while addressing privacy concerns associated with cameras, although launch details remain unconfirmed. Reuters article on Meta’s camera-free smart glasses Neutral Sentiment: Meta said it will directly report child-safety cases to India’s cybercrime portal, a move that could improve regulatory cooperation but also underscores continuing scrutiny of its platforms. Article on Meta’s child-safety reporting in India Negative Sentiment: Regulatory and legal risks remain significant. California’s restrictions on certain youth-targeted advertising practices and a lawsuit involving alleged facial-recognition features in Meta’s smart glasses could increase legal costs and limit product functionality. Article on Meta’s regulatory risks Negative Sentiment: Investors continue to debate whether Meta’s aggressive AI infrastructure commitments will generate sufficient returns, particularly if interest rates remain elevated. A recent SEC filing also disclosed an insider sale worth approximately $13 million, which may weigh modestly on sentiment. Analysis of Meta’s AI spending 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 Running on Empty: 3 Energy Plays for Europe’s Deep Freeze 3 Healthcare Stocks for 3 Stages of Life Curaleaf Tries To Roll Up Aurora In a Hostile Cannabis Bid MarketBeat’s Most Downgraded Stocks in Q3: 2 Look Cheap, 1 Looks Risky 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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Korea Investment CORP reduced its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 2.8% in the second quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 1,567,722 shares of the social networking company’s stock after selling 44,376 shares during the quarter. Meta Platforms accounts for about 1.7% of Korea Investment CORP’s investment portfolio, making the stock its 10th biggest holding. Korea Investment CORP owned 0.06% of Meta Platforms worth $883,082,000 at the end of the most recent reporting period.
Several other large investors have also bought and sold shares of the company. EP Wealth Advisors LLC increased its holdings in Meta Platforms by 16.9% in the 2nd quarter. EP Wealth Advisors LLC now owns 262,961 shares of the social networking company’s stock worth $148,123,000 after buying an additional 37,956 shares in the last quarter. Heartland Bank & Trust Co lifted its stake in Meta Platforms by 0.4% during the 2nd quarter. Heartland Bank & Trust Co now owns 7,603 shares of the social networking company’s stock valued at $4,283,000 after acquiring an additional 30 shares during the period. Rakuten Securities Inc. lifted its stake in Meta Platforms by 63.5% during the 2nd quarter. Rakuten Securities Inc. now owns 9,876 shares of the social networking company’s stock valued at $5,563,000 after acquiring an additional 3,836 shares during the period. Bard Associates Inc. boosted its holdings in shares of Meta Platforms by 5.7% during the 2nd quarter. Bard Associates Inc. now owns 482 shares of the social networking company’s stock valued at $272,000 after acquiring an additional 26 shares during the last quarter. Finally, Burnham & Co LLC purchased a new stake in shares of Meta Platforms during the 2nd quarter valued at about $542,000. 79.91% of the stock is owned by hedge funds and other institutional investors.
Analysts Set New Price Targets Several research firms have recently weighed in on META. Wedbush boosted their price objective on shares of Meta Platforms from $595.00 to $650.00 and gave the company a “neutral” rating in a report on Friday. Weiss Ratings cut shares of Meta Platforms from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, June 26th. Evercore restated an “outperform” rating on shares of Meta Platforms in a report on Thursday, July 30th. DA Davidson cut their target price 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. Finally, Rothschild & Co Redburn boosted their target price on shares of Meta Platforms from $900.00 to $1,000.00 and gave the company a “buy” rating in a research note on Tuesday, July 21st. 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’s stock. According to MarketBeat, Meta Platforms currently has a consensus rating of “Moderate Buy” and an average price target of $788.88.
Get Our Latest Report on META Insiders Place Their Bets In other news, COO Javier Olivan sold 2,838 shares of the firm’s stock in a transaction dated Tuesday, September 8th. The stock was sold at an average price of $616.71, for a total value of $1,750,222.98. Following the transaction, the chief operating officer owned 11,662 shares of the company’s stock, valued at $7,192,072.02. This trade represents a 19.57% decrease in their ownership of the stock. 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 Meta Platforms stock in a transaction dated 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 transaction, 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 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 90 days, insiders have sold 60,183 shares of company stock valued at $36,673,495. 13.53% of the stock is currently owned by corporate insiders.
More Meta Platforms News Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: New Meta One subscriptions could create recurring AI revenue. Meta introduced plans ranging from individual to creator and business tiers, priced from $2.99 to $499 per month, offering expanded access to AI image, video and editing tools across Facebook, Instagram, WhatsApp and Meta AI. The initiative gives investors a clearer path to monetizing AI beyond advertising. Reuters article on Meta One subscriptions Positive Sentiment: AI agents are being integrated into WhatsApp Business. Businesses will be able to use third-party AI agents to set up and manage customer messaging, potentially increasing WhatsApp’s commercial utility and supporting higher business adoption and revenue. TechCrunch article on WhatsApp Business AI agents Positive Sentiment: Analyst sentiment remains broadly favorable. Recent coverage highlights bullish views tied to Meta’s Muse AI platform, improving advertising performance and the company’s valuation relative to growth. One report says 55 analysts covering Meta have no sell ratings, while Goldman Sachs has identified further upside potential. Analyst coverage article Positive Sentiment: Meta reportedly plans camera-free smart glasses. The internally named Luna glasses could broaden Meta’s wearables strategy while addressing privacy concerns associated with cameras, although launch details remain unconfirmed. Reuters article on Meta’s camera-free smart glasses Neutral Sentiment: Meta said it will directly report child-safety cases to India’s cybercrime portal, a move that could improve regulatory cooperation but also underscores continuing scrutiny of its platforms. Article on Meta’s child-safety reporting in India Negative Sentiment: Regulatory and legal risks remain significant. California’s restrictions on certain youth-targeted advertising practices and a lawsuit involving alleged facial-recognition features in Meta’s smart glasses could increase legal costs and limit product functionality. Article on Meta’s regulatory risks Negative Sentiment: Investors continue to debate whether Meta’s aggressive AI infrastructure commitments will generate sufficient returns, particularly if interest rates remain elevated. A recent SEC filing also disclosed an insider sale worth approximately $13 million, which may weigh modestly on sentiment. Analysis of Meta’s AI spending Meta Platforms Trading Up 0.7% Shares of Meta Platforms stock opened at $670.24 on Wednesday. The company’s fifty day simple moving average is $603.98 and its 200-day simple moving average is $609.04. The stock has a market capitalization of $1.71 trillion, a PE ratio of 25.24, a P/E/G ratio of 1.15 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.
Meta Platforms (NASDAQ:META – Get Free Report) last posted 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). Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%.The company had revenue of $60.80 billion during the quarter, compared to analysts’ expectations of $60.22 billion. During the same quarter last year, the company earned $7.14 earnings per share. The company’s revenue for the quarter was up 28.0% on a year-over-year basis. As a group, equities analysts anticipate that Meta Platforms, Inc. will post 28.17 earnings per share for the current year.
Meta Platforms Dividend Announcement The business also recently declared 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. 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 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.
Further Reading Five stocks we like better than Meta Platforms Running on Empty: 3 Energy Plays for Europe’s Deep Freeze 3 Healthcare Stocks for 3 Stages of Life Curaleaf Tries To Roll Up Aurora In a Hostile Cannabis Bid MarketBeat’s Most Downgraded Stocks in Q3: 2 Look Cheap, 1 Looks Risky 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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TRB Wealth Management LLC lessened its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 18.0% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,289 shares of the social networking company’s stock after selling 1,815 shares during the period. Meta Platforms comprises about 0.6% of TRB Wealth Management LLC’s portfolio, making the stock its 20th largest holding. TRB Wealth Management LLC’s holdings in Meta Platforms were worth $4,669,000 at the end of the most recent reporting period.
Several other institutional investors also recently modified their holdings of META. Objective Capital Management LLC grew its holdings 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. lifted 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 buying an additional 15 shares during the last quarter. Penney Financial LLC lifted its position 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 valued at $228,000 after buying an additional 15 shares during the last quarter. Barnes Pettey Financial Advisors LLC boosted its stake in shares of Meta Platforms by 1.0% during the 1st quarter. Barnes Pettey Financial Advisors LLC now owns 1,519 shares of the social networking company’s stock worth $869,000 after acquiring an additional 15 shares during the period. Finally, CWS Financial Advisors LLC increased 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 acquiring an additional 16 shares during the last quarter. 79.91% of the stock is currently owned by institutional investors and hedge funds.
Analysts Set New Price Targets A number of equities research analysts recently weighed in on META shares. Monness Crespi & Hardt dropped their price target on Meta Platforms from $890.00 to $730.00 and set a “buy” rating on the stock in a research note on Thursday, July 30th. Citigroup decreased their price objective on shares of Meta Platforms from $850.00 to $800.00 and set a “buy” rating on the stock in a report on Thursday, July 30th. Truist Financial dropped their price objective 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. 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, Susquehanna cut their target price on shares of Meta Platforms from $900.00 to $650.00 and set a “positive” rating for the company in a research note 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’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $788.88.
Read Our Latest Stock Report on Meta Platforms Meta Platforms Stock Performance META opened at $670.24 on Wednesday. The business has a fifty day simple moving average of $603.98 and a 200 day simple moving average of $609.04. The company has a market capitalization of $1.71 trillion, a PE ratio of 25.24, a price-to-earnings-growth ratio of 1.15 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.
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 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 firm had revenue of $60.80 billion during the quarter, compared to analyst estimates of $60.22 billion. During the same period in the prior year, the company earned $7.14 earnings per share. The business’s quarterly revenue was up 28.0% compared to the same quarter last year. Research analysts expect that Meta Platforms, Inc. will post 28.17 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 paid 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%.
Key Meta Platforms News Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: New Meta One subscriptions could create recurring AI revenue. Meta introduced plans ranging from individual to creator and business tiers, priced from $2.99 to $499 per month, offering expanded access to AI image, video and editing tools across Facebook, Instagram, WhatsApp and Meta AI. The initiative gives investors a clearer path to monetizing AI beyond advertising. Reuters article on Meta One subscriptions Positive Sentiment: AI agents are being integrated into WhatsApp Business. Businesses will be able to use third-party AI agents to set up and manage customer messaging, potentially increasing WhatsApp’s commercial utility and supporting higher business adoption and revenue. TechCrunch article on WhatsApp Business AI agents Positive Sentiment: Analyst sentiment remains broadly favorable. Recent coverage highlights bullish views tied to Meta’s Muse AI platform, improving advertising performance and the company’s valuation relative to growth. One report says 55 analysts covering Meta have no sell ratings, while Goldman Sachs has identified further upside potential. Analyst coverage article Positive Sentiment: Meta reportedly plans camera-free smart glasses. The internally named Luna glasses could broaden Meta’s wearables strategy while addressing privacy concerns associated with cameras, although launch details remain unconfirmed. Reuters article on Meta’s camera-free smart glasses Neutral Sentiment: Meta said it will directly report child-safety cases to India’s cybercrime portal, a move that could improve regulatory cooperation but also underscores continuing scrutiny of its platforms. Article on Meta’s child-safety reporting in India Negative Sentiment: Regulatory and legal risks remain significant. California’s restrictions on certain youth-targeted advertising practices and a lawsuit involving alleged facial-recognition features in Meta’s smart glasses could increase legal costs and limit product functionality. Article on Meta’s regulatory risks Negative Sentiment: Investors continue to debate whether Meta’s aggressive AI infrastructure commitments will generate sufficient returns, particularly if interest rates remain elevated. A recent SEC filing also disclosed an insider sale worth approximately $13 million, which may weigh modestly on sentiment. Analysis of Meta’s AI spending Insider Transactions at Meta Platforms In other news, CFO Susan J. Li sold 9,196 shares of Meta Platforms 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 directly owned 13,186 shares in the company, 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 accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Javier Olivan sold 2,838 shares of Meta Platforms stock in a transaction that occurred on Tuesday, September 8th. The shares were sold at an average price of $616.71, for a total transaction of $1,750,222.98. Following the completion of the sale, the chief operating officer owned 11,662 shares of the company’s stock, valued at approximately $7,192,072.02. The trade was a 19.57% 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 ninety days, insiders have sold 60,183 shares of company stock worth $36,673,495. 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.
Further Reading Five stocks we like better than Meta Platforms Running on Empty: 3 Energy Plays for Europe’s Deep Freeze 3 Healthcare Stocks for 3 Stages of Life Curaleaf Tries To Roll Up Aurora In a Hostile Cannabis Bid MarketBeat’s Most Downgraded Stocks in Q3: 2 Look Cheap, 1 Looks Risky
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.
Rakuten Securities Inc. lifted its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 63.5% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 9,876 shares of the social networking company’s stock after purchasing an additional 3,836 shares during the period. Meta Platforms comprises 1.3% of Rakuten Securities Inc.’s holdings, making the stock its 11th biggest position. Rakuten Securities Inc.’s holdings in Meta Platforms were worth $5,563,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Objective Capital Management LLC increased its holdings in shares of Meta Platforms by 2.8% in the 4th quarter. Objective Capital Management LLC now owns 553 shares of the social networking company’s stock valued at $365,000 after acquiring an additional 15 shares during the period. Watchman Group Inc. lifted its stake in shares of Meta Platforms by 0.3% during the 1st quarter. Watchman Group Inc. now owns 5,091 shares of the social networking company’s stock worth $2,913,000 after purchasing an additional 15 shares during the last quarter. Penney Financial LLC boosted its position in Meta Platforms by 3.9% during the first quarter. Penney Financial LLC now owns 399 shares of the social networking company’s stock valued at $228,000 after purchasing an additional 15 shares in the last quarter. Barnes Pettey Financial Advisors LLC grew its stake in 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 valued at $869,000 after purchasing an additional 15 shares during the last quarter. Finally, CWS Financial Advisors LLC grew its stake in Meta Platforms by 1.7% in the first quarter. CWS Financial Advisors LLC now owns 985 shares of the social networking company’s stock valued at $564,000 after purchasing an additional 16 shares during the last quarter. 79.91% of the stock is currently owned by institutional investors.
Insider Buying and Selling at Meta Platforms In other news, COO Javier Olivan sold 2,838 shares of the company’s stock in a transaction on Tuesday, September 8th. The shares were sold at an average price of $616.71, for a total value of $1,750,222.98. Following the sale, the chief operating officer directly owned 11,662 shares of the company’s stock, valued at $7,192,072.02. This represents a 19.57% decrease in their position. The transaction 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, insider Christopher Cox sold 20,000 shares of the stock in a transaction on 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 completion of the sale, the insider owned 244,516 shares in the company, valued at $159,003,864.48. The trade was a 7.56% 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 sold 60,183 shares of company stock worth $36,673,495. Corporate insiders own 13.53% of the company’s stock.
Wall Street Analyst Weigh In Several analysts have commented on the stock. JPMorgan Chase & Co. raised shares of Meta Platforms from a “neutral” rating to an “overweight” rating and increased their price target for the company from $640.00 to $820.00 in a research report on Thursday, September 10th. Robert W. Baird cut their price objective on shares of Meta Platforms from $830.00 to $750.00 and set an “outperform” rating on the stock in a research report on Thursday, July 30th. Wells Fargo & Company decreased their target price on shares of Meta Platforms from $835.00 to $640.00 and set an “overweight” rating for the company in a research report on Thursday, July 30th. Rosenblatt Securities upped their price target on Meta Platforms from $883.00 to $886.00 and gave the stock a “buy” rating in a research report on Thursday, August 27th. Finally, Mizuho set a $750.00 price objective on 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 issued a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $788.88. Read Our Latest Report on Meta Platforms
Key Meta Platforms News Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: New Meta One subscriptions could create recurring AI revenue. Meta introduced plans ranging from individual to creator and business tiers, priced from $2.99 to $499 per month, offering expanded access to AI image, video and editing tools across Facebook, Instagram, WhatsApp and Meta AI. The initiative gives investors a clearer path to monetizing AI beyond advertising. Reuters article on Meta One subscriptions Positive Sentiment: AI agents are being integrated into WhatsApp Business. Businesses will be able to use third-party AI agents to set up and manage customer messaging, potentially increasing WhatsApp’s commercial utility and supporting higher business adoption and revenue. TechCrunch article on WhatsApp Business AI agents Positive Sentiment: Analyst sentiment remains broadly favorable. Recent coverage highlights bullish views tied to Meta’s Muse AI platform, improving advertising performance and the company’s valuation relative to growth. One report says 55 analysts covering Meta have no sell ratings, while Goldman Sachs has identified further upside potential. Analyst coverage article Positive Sentiment: Meta reportedly plans camera-free smart glasses. The internally named Luna glasses could broaden Meta’s wearables strategy while addressing privacy concerns associated with cameras, although launch details remain unconfirmed. Reuters article on Meta’s camera-free smart glasses Neutral Sentiment: Meta said it will directly report child-safety cases to India’s cybercrime portal, a move that could improve regulatory cooperation but also underscores continuing scrutiny of its platforms. Article on Meta’s child-safety reporting in India Negative Sentiment: Regulatory and legal risks remain significant. California’s restrictions on certain youth-targeted advertising practices and a lawsuit involving alleged facial-recognition features in Meta’s smart glasses could increase legal costs and limit product functionality. Article on Meta’s regulatory risks Negative Sentiment: Investors continue to debate whether Meta’s aggressive AI infrastructure commitments will generate sufficient returns, particularly if interest rates remain elevated. A recent SEC filing also disclosed an insider sale worth approximately $13 million, which may weigh modestly on sentiment. Analysis of Meta’s AI spending Meta Platforms Stock Performance Shares of META opened at $670.24 on Wednesday. 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 50-day moving average of $603.98 and a two-hundred day moving average of $609.04. The stock has a market cap of $1.71 trillion, a P/E ratio of 25.24, a P/E/G ratio of 1.15 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 (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 firm had revenue of $60.80 billion during the quarter, compared to analysts’ expectations of $60.22 billion. During the same quarter in the previous year, the business earned $7.14 earnings per share. The company’s revenue for the quarter was up 28.0% compared to the same quarter last year. As a group, research analysts predict that Meta Platforms, Inc. will post 28.17 EPS for the current 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 paid 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 payout ratio 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 Running on Empty: 3 Energy Plays for Europe’s Deep Freeze 3 Healthcare Stocks for 3 Stages of Life Curaleaf Tries To Roll Up Aurora In a Hostile Cannabis Bid MarketBeat’s Most Downgraded Stocks in Q3: 2 Look Cheap, 1 Looks Risky
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Heron Bay Capital Management lowered its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 7.4% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 57,416 shares of the social networking company’s stock after selling 4,602 shares during the period. Meta Platforms comprises about 2.9% of Heron Bay Capital Management’s investment portfolio, making the stock its 14th biggest holding. Heron Bay Capital Management’s holdings in Meta Platforms were worth $32,342,000 as of its most recent filing with the Securities & Exchange Commission.
Other large investors have also recently bought and sold shares of the company. Gambit Capital Management LLC boosted its stake in Meta Platforms by 11.4% in the second quarter. Gambit Capital Management LLC now owns 1,112 shares of the social networking company’s stock valued at $626,000 after acquiring an additional 114 shares during the period. C M Bidwell & Associates Ltd. lifted its holdings in shares of Meta Platforms by 6.5% in the 2nd quarter. C M Bidwell & Associates Ltd. now owns 1,267 shares of the social networking company’s stock worth $714,000 after purchasing an additional 77 shares during the last quarter. Keebeck Wealth Management boosted its position in Meta Platforms by 14.3% during the 2nd quarter. Keebeck Wealth Management now owns 9,981 shares of the social networking company’s stock valued at $5,623,000 after purchasing an additional 1,246 shares during the period. Keating Financial Advisory Services Inc. boosted its position in Meta Platforms by 4.3% during the 2nd quarter. Keating Financial Advisory Services Inc. now owns 4,641 shares of the social networking company’s stock valued at $2,614,000 after purchasing an additional 193 shares during the period. Finally, Alaska Wealth Advisors LLC grew its stake in Meta Platforms by 5.2% during the 2nd quarter. Alaska Wealth Advisors LLC now owns 504 shares of the social networking company’s stock worth $284,000 after buying an additional 25 shares during the last quarter. Institutional investors own 79.91% of the company’s stock.
Wall Street Analysts Forecast Growth Several equities research analysts have weighed in on the company. Erste Group Bank raised Meta Platforms from a “hold” rating to a “buy” rating in a research report on Tuesday, July 7th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $810.00 price objective on shares of Meta Platforms in a research report on Monday, June 1st. Truist Financial reduced their target price on shares of Meta Platforms from $770.00 to $763.00 and set a “buy” rating for the company in a research note on Thursday, August 27th. Rosenblatt Securities upped their target price on shares of Meta Platforms from $883.00 to $886.00 and gave the stock a “buy” rating in a research report on Thursday, August 27th. Finally, Piper Sandler reaffirmed an “overweight” rating and set a $785.00 price target (down from $800.00) on shares of Meta Platforms in a 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 issued a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $788.88.
Get Our Latest Stock Analysis on Meta Platforms Key Meta Platforms News Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: New Meta One subscriptions could create recurring AI revenue. Meta introduced plans ranging from individual to creator and business tiers, priced from $2.99 to $499 per month, offering expanded access to AI image, video and editing tools across Facebook, Instagram, WhatsApp and Meta AI. The initiative gives investors a clearer path to monetizing AI beyond advertising. Reuters article on Meta One subscriptions Positive Sentiment: AI agents are being integrated into WhatsApp Business. Businesses will be able to use third-party AI agents to set up and manage customer messaging, potentially increasing WhatsApp’s commercial utility and supporting higher business adoption and revenue. TechCrunch article on WhatsApp Business AI agents Positive Sentiment: Analyst sentiment remains broadly favorable. Recent coverage highlights bullish views tied to Meta’s Muse AI platform, improving advertising performance and the company’s valuation relative to growth. One report says 55 analysts covering Meta have no sell ratings, while Goldman Sachs has identified further upside potential. Analyst coverage article Positive Sentiment: Meta reportedly plans camera-free smart glasses. The internally named Luna glasses could broaden Meta’s wearables strategy while addressing privacy concerns associated with cameras, although launch details remain unconfirmed. Reuters article on Meta’s camera-free smart glasses Neutral Sentiment: Meta said it will directly report child-safety cases to India’s cybercrime portal, a move that could improve regulatory cooperation but also underscores continuing scrutiny of its platforms. Article on Meta’s child-safety reporting in India Negative Sentiment: Regulatory and legal risks remain significant. California’s restrictions on certain youth-targeted advertising practices and a lawsuit involving alleged facial-recognition features in Meta’s smart glasses could increase legal costs and limit product functionality. Article on Meta’s regulatory risks Negative Sentiment: Investors continue to debate whether Meta’s aggressive AI infrastructure commitments will generate sufficient returns, particularly if interest rates remain elevated. A recent SEC filing also disclosed an insider sale worth approximately $13 million, which may weigh modestly on sentiment. Analysis of Meta’s AI spending Meta Platforms Price Performance NASDAQ:META opened at $670.24 on Wednesday. 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 business’s 50-day moving average price is $603.98 and its 200 day moving average price is $609.04. Meta Platforms, Inc. has a 52-week low of $520.26 and a 52-week high of $790.80. The firm has a market cap of $1.71 trillion, a P/E ratio of 25.24, a PEG ratio of 1.15 and a beta of 1.25.
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 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 company had revenue of $60.80 billion during the quarter, compared to analyst estimates of $60.22 billion. During the same quarter in the previous year, the firm earned $7.14 earnings per share. The business’s revenue was up 28.0% compared to the same quarter last year. As a group, sell-side analysts predict that Meta Platforms, Inc. will post 28.17 earnings per share 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 dividend of $0.525 per share. This represents a $2.10 annualized dividend and a dividend yield of 0.3%. The ex-dividend date is Monday, September 21st. Meta Platforms’s dividend payout ratio (DPR) is currently 7.91%.
Insider Buying and Selling In other news, insider Christopher Cox sold 20,000 shares of the business’s stock in a transaction 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 transaction, the insider directly owned 244,516 shares in the company, valued at $159,003,864.48. The trade was a 7.56% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Javier Olivan sold 2,838 shares of the business’s stock in a transaction dated Tuesday, September 8th. The shares were sold at an average price of $616.71, for a total value of $1,750,222.98. Following the completion of the transaction, the chief operating officer owned 11,662 shares in the company, valued at $7,192,072.02. This trade represents a 19.57% 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 quarter, insiders have sold 60,183 shares of company stock worth $36,673,495. 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.
See Also Five stocks we like better than Meta Platforms Running on Empty: 3 Energy Plays for Europe’s Deep Freeze 3 Healthcare Stocks for 3 Stages of Life Curaleaf Tries To Roll Up Aurora In a Hostile Cannabis Bid MarketBeat’s Most Downgraded Stocks in Q3: 2 Look Cheap, 1 Looks Risky 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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EP Wealth Advisors LLC boosted its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 16.9% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 262,961 shares of the social networking company’s stock after buying an additional 37,956 shares during the quarter. EP Wealth Advisors LLC’s holdings in Meta Platforms were worth $148,123,000 as of its most recent filing with the SEC.
Other hedge funds and other institutional investors have also bought and sold shares of the company. RHL Group LLC bought a new position in shares of Meta Platforms during the 4th quarter worth approximately $28,000. Advantage Trust Co bought a new stake in shares of Meta Platforms in the second quarter worth $28,000. Axiom Investment Management LLC bought a new stake in shares of Meta Platforms in the first quarter worth $36,000. Bayban lifted 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 worth $40,000 after purchasing an additional 35 shares in the last quarter. Finally, Entrust Financial LLC acquired a new position in Meta Platforms during the fourth quarter worth $48,000. Institutional investors and hedge funds own 79.91% of the company’s stock.
Meta Platforms News Roundup Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: New Meta One subscriptions could create recurring AI revenue. Meta introduced plans ranging from individual to creator and business tiers, priced from $2.99 to $499 per month, offering expanded access to AI image, video and editing tools across Facebook, Instagram, WhatsApp and Meta AI. The initiative gives investors a clearer path to monetizing AI beyond advertising. Reuters article on Meta One subscriptions Positive Sentiment: AI agents are being integrated into WhatsApp Business. Businesses will be able to use third-party AI agents to set up and manage customer messaging, potentially increasing WhatsApp’s commercial utility and supporting higher business adoption and revenue. TechCrunch article on WhatsApp Business AI agents Positive Sentiment: Analyst sentiment remains broadly favorable. Recent coverage highlights bullish views tied to Meta’s Muse AI platform, improving advertising performance and the company’s valuation relative to growth. One report says 55 analysts covering Meta have no sell ratings, while Goldman Sachs has identified further upside potential. Analyst coverage article Positive Sentiment: Meta reportedly plans camera-free smart glasses. The internally named Luna glasses could broaden Meta’s wearables strategy while addressing privacy concerns associated with cameras, although launch details remain unconfirmed. Reuters article on Meta’s camera-free smart glasses Neutral Sentiment: Meta said it will directly report child-safety cases to India’s cybercrime portal, a move that could improve regulatory cooperation but also underscores continuing scrutiny of its platforms. Article on Meta’s child-safety reporting in India Negative Sentiment: Regulatory and legal risks remain significant. California’s restrictions on certain youth-targeted advertising practices and a lawsuit involving alleged facial-recognition features in Meta’s smart glasses could increase legal costs and limit product functionality. Article on Meta’s regulatory risks Negative Sentiment: Investors continue to debate whether Meta’s aggressive AI infrastructure commitments will generate sufficient returns, particularly if interest rates remain elevated. A recent SEC filing also disclosed an insider sale worth approximately $13 million, which may weigh modestly on sentiment. Analysis of Meta’s AI spending Meta Platforms Price Performance NASDAQ:META opened at $670.24 on Wednesday. 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’s 50 day moving average price is $603.98 and its two-hundred day moving average price is $609.04. The firm has a market capitalization of $1.71 trillion, a price-to-earnings ratio of 25.24, a P/E/G ratio of 1.15 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 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). The business 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 business’s revenue was up 28.0% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $7.14 earnings per share. On average, analysts anticipate that Meta Platforms, Inc. will post 28.17 earnings per share for the current year.
Meta Platforms Dividend Announcement 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 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 yield of 0.3%. Meta Platforms’s dividend payout ratio (DPR) is currently 7.91%.
Analysts Set New Price Targets A number of research firms recently weighed in on META. Truist Financial decreased their target price on shares of Meta Platforms from $770.00 to $763.00 and set a “buy” rating for the company in a research report on Thursday, August 27th. Guggenheim reissued a “buy” rating and set a $800.00 price target on shares of Meta Platforms in a research report on Tuesday, July 28th. Piper Sandler restated an “overweight” rating and set a $785.00 price objective (down from $800.00) on shares of Meta Platforms in a research note on Thursday, July 30th. Scotiabank reaffirmed a “sector perform” rating and issued a $600.00 target price on shares of Meta Platforms in a research report on Thursday, July 30th. Finally, BNP Paribas Exane initiated coverage on Meta Platforms in a report on Tuesday, June 2nd. They set an “outperform” rating on the stock. Four 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 company has a consensus rating of “Moderate Buy” and a consensus target price of $788.88.
Read Our Latest Report on Meta Platforms
Insider Buying and Selling at Meta Platforms In other news, CFO Susan J. Li sold 9,196 shares of the stock in a transaction dated 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. This represents a 41.09% decrease in their ownership of the stock. The sale 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, insider Curtis J. Mahoney sold 1,559 shares of the firm’s stock in a transaction dated Tuesday, August 18th. The stock was sold at an average price of $558.00, for a total transaction of $869,922.00. Following the sale, the insider owned 1,957 shares of the company’s stock, valued at approximately $1,092,006. This 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. Over the last ninety days, insiders have sold 60,183 shares of company stock worth $36,673,495. 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.
Further Reading Five stocks we like better than Meta Platforms Running on Empty: 3 Energy Plays for Europe’s Deep Freeze 3 Healthcare Stocks for 3 Stages of Life Curaleaf Tries To Roll Up Aurora In a Hostile Cannabis Bid MarketBeat’s Most Downgraded Stocks in Q3: 2 Look Cheap, 1 Looks Risky
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William Blair Investment Management LLC trimmed its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 6.2% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 950,115 shares of the social networking company’s stock after selling 63,007 shares during the period. Meta Platforms makes up about 1.6% of William Blair Investment Management LLC’s holdings, making the stock its 7th largest holding. William Blair Investment Management LLC’s holdings in Meta Platforms were worth $535,190,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors have also modified their holdings of META. Auto Owners Insurance Co lifted its stake 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 worth $69,502,379,000 after acquiring an additional 105,154,977 shares in the last quarter. Geode Capital Management LLC grew its position in Meta Platforms by 1.7% in the 4th 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 acquiring an additional 878,396 shares in the last quarter. Norges Bank purchased a new stake in Meta Platforms during the fourth quarter worth about $22,152,075,000. Bank of America Corp DE increased its stake in 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 purchasing an additional 2,673,494 shares during the period. Finally, Invesco Ltd. increased its stake 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 worth $12,013,948,000 after purchasing an additional 1,046,715 shares during the period. 79.91% of the stock is currently owned by hedge funds and other institutional investors.
Insider Buying and Selling at Meta Platforms In other news, COO Javier Olivan sold 3,348 shares of the firm’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 sale, the chief operating officer owned 9,498 shares of the company’s stock, valued at approximately $5,708,013.06. This trade represents a 26.06% 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, CTO Andrew Bosworth sold 7,848 shares of the business’s stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $558.00, for a total value of $4,379,184.00. Following the sale, the chief technology officer owned 828 shares of the company’s stock, valued at approximately $462,024. The trade was a 90.46% 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 sold 60,183 shares of company stock worth $36,673,495. Corporate insiders own 13.53% of the company’s stock.
Analysts Set New Price Targets Several research firms have recently commented on META. Mizuho set a $750.00 price objective on shares of Meta Platforms in a research note on Thursday, July 30th. Benchmark reaffirmed a “hold” rating on shares of Meta Platforms in a research note on Thursday, August 27th. Wedbush increased their target price on shares of Meta Platforms from $595.00 to $650.00 and gave the stock a “neutral” rating in a report on Friday. Wolfe Research reissued an “outperform” rating and issued a $700.00 price target on shares of Meta Platforms in a research report on Thursday, July 30th. Finally, Truist Financial decreased their price target on shares of Meta Platforms from $770.00 to $763.00 and set a “buy” rating for the company in a research report on Thursday, August 27th. 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 stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $788.88. View Our Latest Research Report on META
Meta Platforms Price Performance Shares of META opened at $670.24 on Wednesday. The firm has a market capitalization of $1.71 trillion, a price-to-earnings ratio of 25.24, a PEG ratio of 1.15 and a beta of 1.25. The firm’s fifty day simple moving average is $603.98 and its 200-day simple moving average is $609.04. Meta Platforms, Inc. has a twelve month low of $520.26 and a twelve 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.
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 analysts’ consensus estimates 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%.The business’s revenue for the quarter was up 28.0% on a year-over-year basis. During the same quarter in the previous year, the firm posted $7.14 EPS. Equities 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. Stockholders 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 dividend yield of 0.3%. The ex-dividend date of this dividend is Monday, September 21st. Meta Platforms’s dividend payout ratio is currently 7.91%.
Meta Platforms News Summary Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: New Meta One subscriptions could create recurring AI revenue. Meta introduced plans ranging from individual to creator and business tiers, priced from $2.99 to $499 per month, offering expanded access to AI image, video and editing tools across Facebook, Instagram, WhatsApp and Meta AI. The initiative gives investors a clearer path to monetizing AI beyond advertising. Reuters article on Meta One subscriptions Positive Sentiment: AI agents are being integrated into WhatsApp Business. Businesses will be able to use third-party AI agents to set up and manage customer messaging, potentially increasing WhatsApp’s commercial utility and supporting higher business adoption and revenue. TechCrunch article on WhatsApp Business AI agents Positive Sentiment: Analyst sentiment remains broadly favorable. Recent coverage highlights bullish views tied to Meta’s Muse AI platform, improving advertising performance and the company’s valuation relative to growth. One report says 55 analysts covering Meta have no sell ratings, while Goldman Sachs has identified further upside potential. Analyst coverage article Positive Sentiment: Meta reportedly plans camera-free smart glasses. The internally named Luna glasses could broaden Meta’s wearables strategy while addressing privacy concerns associated with cameras, although launch details remain unconfirmed. Reuters article on Meta’s camera-free smart glasses Neutral Sentiment: Meta said it will directly report child-safety cases to India’s cybercrime portal, a move that could improve regulatory cooperation but also underscores continuing scrutiny of its platforms. Article on Meta’s child-safety reporting in India Negative Sentiment: Regulatory and legal risks remain significant. California’s restrictions on certain youth-targeted advertising practices and a lawsuit involving alleged facial-recognition features in Meta’s smart glasses could increase legal costs and limit product functionality. Article on Meta’s regulatory risks Negative Sentiment: Investors continue to debate whether Meta’s aggressive AI infrastructure commitments will generate sufficient returns, particularly if interest rates remain elevated. A recent SEC filing also disclosed an insider sale worth approximately $13 million, which may weigh modestly on sentiment. Analysis of Meta’s AI spending 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 Running on Empty: 3 Energy Plays for Europe’s Deep Freeze 3 Healthcare Stocks for 3 Stages of Life Curaleaf Tries To Roll Up Aurora In a Hostile Cannabis Bid MarketBeat’s Most Downgraded Stocks in Q3: 2 Look Cheap, 1 Looks Risky 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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Meta Platforms Inc. Chief Executive Officer Mark Zuckerberg said artificial intelligence labs should rely on independent evaluators and advisers to ensure that models are safe. Earlier, Nvidia Corp. Chief Executive Officer Jensen Huang made similar remarks, saying safety should be a regular part of the development process, and companies can decide not to release things that are harmful.
Meta Platforms CEO Mark Zuckerberg said on Tuesday that competition and liability give AI companies enough reason to act individually on safety, appearing to break from calls by leaders of top AI firms for a coordinated slowdown in AI development.
Alongside news of its new AI-focused subscription plans, Meta announced on Tuesday that it will now allow AI agents of your choosing to set up and manage WhatsApp Business messaging, the service that allows companies to connect with customers through WhatsApp conversations.
As Meta explains, this process was previously a bit more cumbersome, as it required developers to move between different tools and services, including the Developer Console, Meta’s Business Manager, the API reference, and their editor. Now, they can instead ask their preferred AI agent to set up WhatsApp Business messaging by chatting with it and describing what needs to be done.
This is made possible by the new WhatsApp Business Tools MCP, an MCP (Model Context Protocol) server that directly connects an AI coding agent like Claude, Cursor, Codex, or ChatGPT to the WhatsApp Business Platform.
The move sees Meta expanding its existing lineup of MCP servers beyond those for managing ads and monitoring app configurations, and other social technologies to one specifically designed to help onboard businesses to WhatsApp. Many other tech companies also offer MCP servers that allow AI agents to securely interact with their services, including PayPal, Stripe, GitHub, Notion, Slack, Salesforce, Atlassian, X, Google, Microsoft, and others.
In Meta’s case, the AI agent will handle much of the busywork involved in the WhatsApp Business setup process, like creating the company’s WhatsApp Business account, adding and verifying its phone number, registering it for access to the Cloud API, checking the business’ Terms of Service, and more.
Businesses will also be able to use the AI agent for other tasks, like describing a messaging template they want the AI to create or having the agent edit an existing template. Plus, they can test messages and webhooks and monitor things that may previously have quietly failed, like the Terms of Service, payment method, and Business Verification.
During setup and configuration, Meta’s other MCP server, Meta Social Technologies MCP, can also be used to discover API endpoints, search documentation, and help troubleshoot errors, the company noted.
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Meta on Tuesday introduced a new subscription service called Meta One, offering expanded AI usage and other premium features across Facebook, Instagram, and WhatsApp. The new plans let users access a number of AI tools, like those for creating and editing images and generating videos, as well as in-app tools like the AI-powered Restyle editing tool on Instagram.
The plans are meant to help Meta monetize its Muse AI models, following the tech giant’s 2025 $14.3 billion investment in Scale AI, which brought the startup’s CEO, Alexandr Wang, to the company to lead its AI efforts.
It also comes in the wake of Meta’s more recent addition of subscription tiers to its top social apps in March, which allow consumers to access extra features like profile customizations, super reactions, story insights, and more, for just a few dollars per month.
Image Credits:Meta Those plans, which include Instagram Plus ($3.99/mo), Facebook Plus ($3.99/mo), and WhatsApp Plus ($2.99/mo), are already paying off for Meta, new data shows. Market intelligence provider Appfigures shows that Instagram’s daily worldwide revenue now averages $1.2 million as of the week of September 9, while Facebook’s daily revenue now reaches $528,000. These numbers represent increases of 475% and 143%, respectively, from the week prior, the firm said.
Image Credits:Meta Meta is now broadening its ambitions with a new set of subscription plans, including those aimed at AI power users and others for businesses and creators.
In the first set, there are the $7.99/month Core and $19.99/month Premium plans, both of which include the Facebook Plus, Instagram Plus, and WhatsApp Plus features. The primary selling point of these plans is expanded AI usage, with Premium offering more usage than Core, as its pricing indicates.
Reached for comment, Meta declined to share the exact usage limits for the two plans, as they could vary by “country, surface and system conditions.”
The plans let subscribers use tools like Muse Image and Muse Video to generate pictures and videos, edit Instagram Stories with the AI-powered Restyle feature, and use voice effects and creative tools more often.
Image Credits:Meta Meanwhile, businesses and creators can choose from several different plans: Essential ($14.99/month and up), Advanced (starting at $49.99/month), Expert (starting at $149/month), and Max (starting at $499/month). Meta noted that the plan benefits, pricing, and availability may vary by region, app, and account.
Essential offers tools to manage the creator’s or business’s presence; expanded access to the Meta Business Agent to respond to customers; a verified badge and channel on the WhatsApp Business App; and impersonation detection.
Advanced offers more features, like the ability to schedule stories up to 30 days in advance; support for links in organic posts and reels; exportable analytics; deeper audience insights; support for team member access to the account; more linked devices; more business broadcast credits; and more Meta Business Agent responses.
Image Credits:Meta Both Essential and Advanced plans introduce new features, too, including an enhanced profile that showcases the creator’s or business’ website, locations, and reviews. They also get a bold Follow button on reels, and follow invitations that are automatically sent to people who engage with their content.
Image Credits:Meta Meta plans to later add more features and agent skills to help with things like end-to-end marketing, business operations, content creation, and optimization. It will also soon introduce Edits Plus to Meta One, a plan for its content-creation app Edits. This will provide more cloud storage for syncing projects across devices and additional usage of the Edits AI assistant.
The Expert and Max plans offer the highest levels of feature access and Meta Business Agent capacity.
Image Credits:Meta The addition of the new plans, though somewhat confusing given all the various tiers, could serve to boost Meta’s top line and help recoup some of its AI investments.
As Appfigures noted, U.S. users accounted for 32% of Instagram’s and 39% of Facebook’s revenue after the plans gained traction on September 9, which was roughly 10% above each app’s historical U.S. baseline. The plans also point to estimates suggesting further growth ahead. BNP Paribas forecasts Meta’s subscription push will add $13.5 billion in revenue by 2028, and Truist estimates the company could add $20 billion in revenue by 2030.
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Buy Meta Platforms (META). Thesis: AI monetization is now real for Meta (enterprise APIs, AI agents, open-model deployments) and it’s cheaper than peers (about 17x projected earnings vs mid-to-high 20s for mega-caps). In a higher-rate world, you want the stock with the clearest path to incremental revenue, not the most expensive multiple. Expect the midterm seasonal drawdown to create a better entry while fundamentals keep improving.
Key Risk: 10-year yields keep rising and the market de-rates high-growth ad/AI stocks faster than Meta can prove monetization, pushing META below its valuation support.
Short long-duration tech
Sell/short a long-duration tech proxy like Nasdaq-100 (QQQ) or the long-duration mega-cap basket (e.g., short Invesco QQQ vs long cash). Thesis: Niles’ core call is “don’t fight the bond market” with 10-year Treasury potentially near 6% and midterm seasonality dragging stocks ~10%. Higher yields hit long-duration earnings hardest, and tech multiples are the transmission mechanism.
Key Risk: Yields peak sooner than expected (or inflation falls quickly), and risk-on returns lift long-duration tech multiples, forcing shorts to cover at a loss.
Niles Investment Management founder Dan Niles says investors should prepare for stickier, higher interest rates, noting that the 10-year Treasury yield could realistically climb to as much as 6%.
Pointing to unprecedented peacetime deficit spending, huge national debt expansion, and intense corporate debt issuance from tech giants competing against the US government, Niles believes rate pressures are far from over.
Despite anticipating a 10% correction leading into the upcoming midterms, however, he remains strongly conviction-long on Meta Platforms META, citing unlocked AI monetization channels and an attractive valuation relative to broader technology peers.
Facing a potential surge in 10-year yields, Dan Niles emphasizes three primary tactical rules: avoid fighting the Federal Reserve, do not fight the bond market, and respect what he called the historical market seasonality.
With the federal deficit hovering around 6% of GDP and national debt standing against the gross domestic product, structural pressures prevent monetary authorities from artificially suppressing long-term rates as aggressively as in previous cycles.
Plus, seasonal drawdown trends surrounding midterm elections historically drag stocks down by 10% between late July and early November – double the pullbacks seen in non-midterm years.
With the market continually pitching risky volatility against elevated valuations, Niles advised disciplined investors in a CNBC interview that they are under no obligation to swing at every pitch.
While holding significant short positions across the broader market, Niles maintains an outright bullish stance on Meta Platforms.
Unlike mega-cap peers like Microsoft, Amazon, or Google, META previously faced skepticism regarding its ability to monetize massive AI capex without a traditional cloud infrastructure or API platform.
However, recent breakthroughs – including cost-effective open model deployments, expanded enterprise API integrations, and new AI agent rollouts across its 3.6 billion daily active users – have fundamentally altered that narrative.
Trading at about 17x projected earnings, Meta stock presents a valuation lower than the broader S&P 500 index and significantly cheaper than mega-cap competitors trading in the mid-to-high 20s.
Note that Wall Street analysts currently have a consensus Buy rating on Meta Platforms Inc.
Looking ahead, Dan Niles cautions against ignoring broader market technicals, drawing parallels to previous market "AI speed bumps" where overextended equities underwent rapid, sharp drawdowns within weeks.
Although enterprise execution at companies like Meta offers compelling individual upside, macroeconomic headwinds – ranging from aggressive sovereign borrowing to persistent inflation pressures – continue to increase systemic risk across stocks.
Investors navigating this environment must weigh strong fundamental catalysts against a tightening macroeconomic backdrop.
Rather than chasing market momentum, the seasoned market strategist suggests maintaining cash reserves and tactical hedges until seasonal corrections clear the path for more favorable risk-reward entry points.
California just banned the design patterns that power Meta's ad engine for millions of young users, and the real question for shareholders is what happens when other states follow.
California just told Meta (NASDAQ:META | META Price Prediction) that its most profitable design pattern is off-limits for a large slice of its youngest users. The state’s new package bars social platforms from serving behaviorally addictive features like infinite scroll and algorithmic autoplay to users under sixteen unless the platform offers a compliant, less addictive experience.
The package also tightens rules on AI companion chatbots and creates potentially severe liability for large platforms found negligent in cases involving harm to children.
One state Meta can absorb. A national patchwork built on the same template is a different problem, and that is where shareholders should focus.
What the Law Actually Forbids The rules target the mechanics you already recognize from Instagram and Facebook: never-ending feeds, autoplaying Reels, and recommendation loops tuned to hold attention. For under-sixteen users in California, those defaults must change, or the platform must offer a compliant alternative experience.
Meta’s engagement engine runs on exactly that machinery. On the Q2 2026 call, CFO Susan Li said ad impressions rose 14% year over year, and average price per ad rose 12%, with Instagram time spent growing double digits on ranking improvements.
Reuters has reported that Meta warned broadly written restrictions could damage personalization, while supporters counter that these features were deliberately built to maximize compulsive engagement. Both readings can be true. The more persuasive one, given how the products are optimized, is the supporters’.
Susan Li described Meta’s roadmap as more personalization, faster response to interests, and fresher content, telling investors, “we certainly see further headroom to continue improving recommendations over the rest of the year and into 2027.” That headroom is what California is narrowing for minors.
Why Copycat States Are the Real Exposure If a handful of states adopt California’s framework, Meta cannot maintain a single carve-out. It would have to redesign the youth experience across Instagram, Facebook, Threads, and Messenger, which touches time spent, ad inventory, targeting precision, age-assurance costs, and litigation risk all at once.
The company has already flagged this. Its Q2 2026 outlook cited “ongoing youth-related legal and regulatory matters, including several U.S. trials scheduled for the year that may result in material losses,” and prior filings named EU headwinds tied to Less Personalized Ads.
Compliance is already showing up in the P&L. Q2 2026 carried $2.40 billion in legal charges, and full-year 2026 total expenses were raised to $165 billion to $169 billion. Analysts have followed with cuts: the 2026 EPS estimate slipped to $31.4292 from $32.9407 ninety days ago, with 45 downward revisions against 4 upward in the last thirty days.
Legal challenges could delay implementation, and Meta may preserve engagement through safer defaults. That is real comfort, but limited, because state legislation is moving in one direction.
Is META Stock a Buy? At $648.03 with a P/E of 24x and an analyst target of $757.31, Meta trades at a valuation that assumes steady ad-model compounding. The ad model still compounds, and 55 Buy ratings against 7 Hold reflect that.
The setup: shares look reasonably valued for the ad model’s compounding, though a multi-state copy of California’s rules would force a genuine product redesign for minors rather than a simple compliance line item. Even then, the core business isn’t threatened right now. I wouldn’t rate META stock a buy because the broader market faces risks from rising Treasury yields and oil prices, but I wouldn’t sell the stock either, as there isn’t any genuine weakness yet.
Contact [email protected] for any questions or corrections.
Meta unveiled its Meta One subscription program, according to a Tuesday (Sept. 15) announcement, as the tech giant moves to monetize its artificial intelligence efforts.
Meta has committed to more than a gigawatt of the chips over twelve months Summary
Meta is building inference silicon with Broadcom and TSMC to cut its dependence on Nvidia processors.
Meta Platforms Inc. META was unchanged as it detailed plans to deploy two in-house AI chips during 2027. The MTIA 450, called Arke, is the third generation of the line and goes into data centers in the first half of the year. The MTIA 500, or Astrid, finishes design work in about a month and arrives at the end of 2027, with wider use expected. Broadcom Inc. AVGO works on the designs and Taiwan Semiconductor Manufacturing Co. TSM on manufacturing, in a project aimed at reducing Meta's reliance on Nvidia Corp. NVDA processors.
Meta cancelled a chip code-named Olympus that would have handled both training and inference, due in 2028 or 2029, because a dual-purpose part would have cost potentially 30% more. "When you start to build up gigawatts and gigawatts of capacity, you really care about cost," said Yee Jiun Song, the vice president of engineering who runs the custom silicon program. All four generations lean on high-bandwidth memory and none targets ultrafast inference.
Twelve of the new chips reached Meta from TSMC on September 1 and performed within 2% to 3% of simulations, running Meta's own models plus ones from DeepSeek and Alibaba on the first day. Meta has committed to more than a gigawatt's worth over a twelve-month period, with acceleration expected after that.
Disclosures I am/we currently own positions in the stocks mentioned, and have NO plans to sell some or all of the positions in the stocks mentioned over the next 72 hours.
Meta Platforms said on Tuesday it is launching "Meta One" subscription service for better AI capabilities and new features across its social media apps, including Instagram, Facebook and WhatsApp.
Advisors Capital Management LLC lifted its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 6.0% in the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 80,008 shares of the social networking company’s stock after purchasing an additional 4,502 shares during the period. Advisors Capital Management LLC’s holdings in Meta Platforms were worth $45,068,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors also recently bought and sold shares of the company. Cannon Wealth Management Services LLC boosted its position in Meta Platforms by 20.1% during the second quarter. Cannon Wealth Management Services LLC now owns 966 shares of the social networking company’s stock valued at $544,000 after purchasing an additional 162 shares in the last quarter. Altman Advisors Inc. boosted its holdings in shares of Meta Platforms by 14.3% in the 2nd quarter. Altman Advisors Inc. now owns 8,256 shares of the social networking company’s stock valued at $4,651,000 after buying an additional 1,031 shares in the last quarter. Vise Technologies Inc. grew its position in shares of Meta Platforms by 46.5% in the 2nd quarter. Vise Technologies Inc. now owns 108,485 shares of the social networking company’s stock worth $61,108,000 after buying an additional 34,453 shares during the last quarter. Pasadena Private Wealth LLC grew its position in shares of Meta Platforms by 7.9% in the 2nd quarter. Pasadena Private Wealth LLC now owns 1,698 shares of the social networking company’s stock worth $956,000 after buying an additional 124 shares during the last quarter. Finally, Asahi Life Asset Management CO. LTD. raised its stake in shares of Meta Platforms by 16.6% during the 2nd quarter. Asahi Life Asset Management CO. LTD. now owns 4,220 shares of the social networking company’s stock worth $2,377,000 after acquiring an additional 602 shares in the last quarter. Institutional investors own 79.91% of the company’s stock.
Insider Activity at Meta Platforms In other Meta Platforms news, CTO Andrew Bosworth sold 7,848 shares of the stock in a transaction on 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 transaction, the chief technology officer directly owned 828 shares of the company’s stock, valued at $462,024. This trade represents a 90.46% decrease in their ownership of the stock. 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, 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 of the company’s stock, valued at approximately $5,708,013.06. This trade 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 have sold a total of 60,183 shares of company stock valued at $36,673,495 in the last ninety days. 13.53% of the stock is currently owned by company insiders.
Meta Platforms Trading Up 2.7% Meta Platforms stock opened at $665.60 on Tuesday. The firm has a market cap of $1.70 trillion, a PE ratio of 25.07, a P/E/G ratio of 1.12 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. The stock’s 50 day simple moving average is $602.89 and its two-hundred day simple moving average is $608.92. 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 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). 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 during the quarter, compared to analyst estimates of $60.22 billion. During the same quarter last year, the company posted $7.14 EPS. The company’s revenue was up 28.0% on a year-over-year basis. Analysts anticipate that Meta Platforms, Inc. will post 28.17 earnings per share for the current 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 issued a $0.525 dividend. 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 presently 7.91%.
Key Headlines Impacting Meta Platforms Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: AI strategy is boosting investor confidence. Goldman Sachs reiterated its bullish view, citing the rollout of Meta’s Muse AI agent and a recent legal settlement as potential catalysts. Analysts also argue that Meta’s valuation remains attractive relative to its growth, with one estimate assigning an $817 price target. Why is Meta stock gaining in premarket today Positive Sentiment: Advertising momentum supports earnings expectations. A bullish analysis highlighted second-quarter ad impressions growth of 14% and a 12% increase in average ad prices. Meta’s forward PEG ratio was also described as below both the sector median and its five-year average, suggesting investors may still view the stock as reasonably valued despite its recent rally. Meta Platforms: AI Spending Is Starting To Pay Off Positive Sentiment: Meta is benefiting from a shift in AI sentiment. Shares of Meta and Alphabet gained while AI-chip stocks weakened after several AI executives called for a slower approach to developing frontier models. Investors may be favoring Meta because its large user base and advertising business provide diversified ways to monetize AI. Why Google and Meta Stocks Are the Big Winners From the Latest AI Concerns Neutral Sentiment: AI investment is creating both opportunity and financial risk. AI-related debt issuance has surged, and Meta is viewed as better positioned than highly leveraged infrastructure providers because of its stronger cash generation. Nevertheless, the scale of data-center spending could pressure free cash flow and increase execution risk. AI-Related Debt Sales Are Near $500 Billion Negative Sentiment: Meta faces a proposed class-action lawsuit over smart-glasses privacy. Parents and children in California and Illinois allege that the company’s unreleased “NameTag” facial-recognition feature improperly used Facebook and Instagram data. The case could create legal costs, regulatory scrutiny and reputational damage if the allegations gain traction. Meta Faces Lawsuit Over Smart Glasses Facial Recognition Negative Sentiment: Content-moderation and insider-selling headlines add caution. Meta’s Oversight Board urged it not to replace professional fact-checking with Community Notes, while a reported insider stock sale worth about $13 million may weigh modestly on sentiment. These developments raise governance and reputational concerns, although neither necessarily changes Meta’s underlying operating outlook. Oversight Board asks Meta not to replace fact-checking with Community Notes Wall Street Analysts Forecast Growth A number of research firms recently commented on META. Barclays decreased their target price on shares of Meta Platforms from $830.00 to $780.00 and set an “overweight” rating for the company in a research report on Thursday, July 30th. Guggenheim reaffirmed a “buy” rating and issued a $800.00 price target on shares of Meta Platforms in a report on Tuesday, July 28th. Benchmark reissued a “hold” rating on shares of Meta Platforms in a research report on Thursday, August 27th. Arete Research set a $735.00 price target on shares of Meta Platforms and gave the company a “buy” rating in a research note on Tuesday, June 2nd. Finally, Monness Crespi & Hardt decreased their price target on shares of Meta Platforms from $890.00 to $730.00 and set a “buy” rating for the company in a report on Thursday, July 30th. Four investment 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’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $788.88.
View Our Latest Stock Analysis on Meta Platforms
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.
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Ceredex Value Advisors LLC lifted its position in shares of Meta Platforms, Inc. (NASDAQ: META) by 11.9% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 31,576 shares of the social networking company's stock after acquiring an additional 3,355 shares
Mystic Asset Management Inc. cut its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 9.2% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 16,014 shares of the social networking company’s stock after selling 1,623 shares during the period. Meta Platforms accounts for approximately 1.9% of Mystic Asset Management Inc.’s investment portfolio, making the stock its 11th largest holding. Mystic Asset Management Inc.’s holdings in Meta Platforms were worth $9,021,000 at the end of the most recent reporting period.
Other hedge funds also recently added to or reduced their stakes in the company. Auto Owners Insurance Co lifted its position in Meta Platforms by 76,587.7% in 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 purchasing an additional 105,154,977 shares during the last quarter. Geode Capital Management LLC boosted its stake in Meta Platforms by 1.7% during the 4th 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 purchasing an additional 878,396 shares during the period. Norges Bank bought a new position in Meta Platforms in the 4th quarter worth about $22,152,075,000. Bank of America Corp DE grew its position in Meta Platforms by 14.6% in the 1st 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 purchasing an additional 2,673,494 shares during the last quarter. Finally, Invesco Ltd. increased its stake in shares of Meta Platforms by 6.1% in 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 period. 79.91% of the stock is currently owned by institutional investors.
Analyst Upgrades and Downgrades META has been the topic of a number of recent analyst reports. JPMorgan Chase & Co. raised Meta Platforms from a “neutral” rating to an “overweight” rating and lifted their price target for the company from $640.00 to $820.00 in a report on Thursday, September 10th. The Goldman Sachs Group decreased their price objective on Meta Platforms from $815.00 to $725.00 and set a “buy” rating for the company in a report on Thursday, July 30th. Wedbush raised their target price on Meta Platforms from $595.00 to $650.00 and gave the company a “neutral” rating in a research report on Friday. Sanford C. Bernstein reaffirmed an “outperform” rating and set a $800.00 target price on shares of Meta Platforms in a research note on Thursday, July 30th. Finally, KeyCorp reduced their price target on Meta Platforms from $790.00 to $780.00 and set an “overweight” rating for the company in a research 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 given a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $788.88.
Get Our Latest Stock Analysis on META Meta Platforms Price Performance NASDAQ META opened at $665.60 on Tuesday. 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 PE ratio of 25.07, a P/E/G ratio of 1.12 and a beta of 1.25. The company’s 50 day simple moving average is $602.89 and its 200 day simple moving average is $608.92. 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 issued its quarterly earnings results 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). 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 for the quarter, compared to the consensus estimate of $60.22 billion. During the same period in the previous year, the business posted $7.14 earnings per share. The business’s revenue for the quarter was up 28.0% compared to the same quarter last year. As a group, equities research analysts forecast that Meta Platforms, Inc. will post 28.17 EPS for the current fiscal year.
Meta Platforms Dividend Announcement 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%.
Meta Platforms News Roundup Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: AI strategy is boosting investor confidence. Goldman Sachs reiterated its bullish view, citing the rollout of Meta’s Muse AI agent and a recent legal settlement as potential catalysts. Analysts also argue that Meta’s valuation remains attractive relative to its growth, with one estimate assigning an $817 price target. Why is Meta stock gaining in premarket today Positive Sentiment: Advertising momentum supports earnings expectations. A bullish analysis highlighted second-quarter ad impressions growth of 14% and a 12% increase in average ad prices. Meta’s forward PEG ratio was also described as below both the sector median and its five-year average, suggesting investors may still view the stock as reasonably valued despite its recent rally. Meta Platforms: AI Spending Is Starting To Pay Off Positive Sentiment: Meta is benefiting from a shift in AI sentiment. Shares of Meta and Alphabet gained while AI-chip stocks weakened after several AI executives called for a slower approach to developing frontier models. Investors may be favoring Meta because its large user base and advertising business provide diversified ways to monetize AI. Why Google and Meta Stocks Are the Big Winners From the Latest AI Concerns Neutral Sentiment: AI investment is creating both opportunity and financial risk. AI-related debt issuance has surged, and Meta is viewed as better positioned than highly leveraged infrastructure providers because of its stronger cash generation. Nevertheless, the scale of data-center spending could pressure free cash flow and increase execution risk. AI-Related Debt Sales Are Near $500 Billion Negative Sentiment: Meta faces a proposed class-action lawsuit over smart-glasses privacy. Parents and children in California and Illinois allege that the company’s unreleased “NameTag” facial-recognition feature improperly used Facebook and Instagram data. The case could create legal costs, regulatory scrutiny and reputational damage if the allegations gain traction. Meta Faces Lawsuit Over Smart Glasses Facial Recognition Negative Sentiment: Content-moderation and insider-selling headlines add caution. Meta’s Oversight Board urged it not to replace professional fact-checking with Community Notes, while a reported insider stock sale worth about $13 million may weigh modestly on sentiment. These developments raise governance and reputational concerns, although neither necessarily changes Meta’s underlying operating outlook. Oversight Board asks Meta not to replace fact-checking with Community Notes Insider Transactions at Meta Platforms In other Meta Platforms news, insider Curtis Mahoney sold 1,559 shares of the company’s stock in a transaction dated Tuesday, August 18th. The shares were sold at an average price of $558.00, for a total value of $869,922.00. Following the completion of the sale, the insider directly owned 1,957 shares of the company’s stock, valued at approximately $1,092,006. This represents a 44.34% 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 2,838 shares of the firm’s stock in a transaction dated Tuesday, September 8th. The shares were sold at an average price of $616.71, for a total transaction of $1,750,222.98. Following the transaction, the chief operating officer owned 11,662 shares of the company’s stock, valued at approximately $7,192,072.02. This trade represents a 19.57% 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 60,183 shares of company stock valued at $36,673,495 in the last quarter. 13.53% of the stock is owned by company insiders.
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 Analysts Are Punting Their Calls Into the Next Quarter After Adobe’s Mixed Earnings Institutional Money Is Pouring Into These 2 Altcoin ETFs The End of Big Tech Buybacks? Only One Hyperscaler Is Still Repurchasing Shares 3 Dividend Kings to Buy While They’re Still Beaten Down
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Sycale Advisors NY LLC purchased a new stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 21,026 shares of the social networking company’s stock, valued at approximately $11,844,000. Meta Platforms accounts for 3.6% of Sycale Advisors NY LLC’s portfolio, making the stock its 6th largest position.
Other hedge funds have also added to or reduced their stakes in the company. Auto Owners Insurance Co boosted its holdings in shares of 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 worth $69,502,379,000 after buying an additional 105,154,977 shares during the period. Geode Capital Management LLC raised its holdings in Meta Platforms by 1.7% in the 4th 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 acquiring an additional 878,396 shares during the period. Norges Bank bought a new position in Meta Platforms in the 4th quarter valued at about $22,152,075,000. Bank of America Corp DE lifted its position in 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. 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 worth $12,013,948,000 after acquiring an additional 1,046,715 shares during the last quarter. Institutional investors and hedge funds own 79.91% of the company’s stock.
Meta Platforms News Roundup Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: AI strategy is boosting investor confidence. Goldman Sachs reiterated its bullish view, citing the rollout of Meta’s Muse AI agent and a recent legal settlement as potential catalysts. Analysts also argue that Meta’s valuation remains attractive relative to its growth, with one estimate assigning an $817 price target. Why is Meta stock gaining in premarket today Positive Sentiment: Advertising momentum supports earnings expectations. A bullish analysis highlighted second-quarter ad impressions growth of 14% and a 12% increase in average ad prices. Meta’s forward PEG ratio was also described as below both the sector median and its five-year average, suggesting investors may still view the stock as reasonably valued despite its recent rally. Meta Platforms: AI Spending Is Starting To Pay Off Positive Sentiment: Meta is benefiting from a shift in AI sentiment. Shares of Meta and Alphabet gained while AI-chip stocks weakened after several AI executives called for a slower approach to developing frontier models. Investors may be favoring Meta because its large user base and advertising business provide diversified ways to monetize AI. Why Google and Meta Stocks Are the Big Winners From the Latest AI Concerns Neutral Sentiment: AI investment is creating both opportunity and financial risk. AI-related debt issuance has surged, and Meta is viewed as better positioned than highly leveraged infrastructure providers because of its stronger cash generation. Nevertheless, the scale of data-center spending could pressure free cash flow and increase execution risk. AI-Related Debt Sales Are Near $500 Billion Negative Sentiment: Meta faces a proposed class-action lawsuit over smart-glasses privacy. Parents and children in California and Illinois allege that the company’s unreleased “NameTag” facial-recognition feature improperly used Facebook and Instagram data. The case could create legal costs, regulatory scrutiny and reputational damage if the allegations gain traction. Meta Faces Lawsuit Over Smart Glasses Facial Recognition Negative Sentiment: Content-moderation and insider-selling headlines add caution. Meta’s Oversight Board urged it not to replace professional fact-checking with Community Notes, while a reported insider stock sale worth about $13 million may weigh modestly on sentiment. These developments raise governance and reputational concerns, although neither necessarily changes Meta’s underlying operating outlook. Oversight Board asks Meta not to replace fact-checking with Community Notes Analyst Upgrades and Downgrades Several equities analysts have recently commented on META shares. Wolfe Research reaffirmed an “outperform” rating and issued a $700.00 target price on shares of Meta Platforms in a research report on Thursday, July 30th. Citigroup dropped their price target on Meta Platforms from $850.00 to $800.00 and set a “buy” rating for the company in a report on Thursday, July 30th. Weiss Ratings downgraded Meta Platforms from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, June 26th. KeyCorp decreased their price objective on Meta Platforms from $790.00 to $780.00 and set an “overweight” rating on the stock in a report on Thursday, July 30th. Finally, BNP Paribas Exane assumed coverage on Meta Platforms in a research report on Tuesday, June 2nd. They set an “outperform” rating on the stock. 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, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $788.88. View Our Latest Research Report on META
Meta Platforms Stock Up 2.7% NASDAQ META opened at $665.60 on Tuesday. 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 1-year low of $520.26 and a 1-year high of $790.80. The company has a 50 day moving average of $602.89 and a 200-day moving average of $608.92. The company has a market cap of $1.70 trillion, a price-to-earnings ratio of 25.07, a PEG ratio of 1.12 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 (EPS) for the quarter, missing the consensus estimate 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 company’s quarterly revenue was up 28.0% on a year-over-year basis. During the same quarter last year, the firm posted $7.14 earnings per share. On average, equities research analysts expect that Meta Platforms, Inc. will post 28.17 earnings per share for the current fiscal year.
Meta Platforms Announces Dividend 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 given 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 dividend payout ratio is presently 7.91%.
Insider Activity In other news, insider Curtis Mahoney sold 1,559 shares of the 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 sale, the insider directly owned 1,957 shares of the company’s stock, valued at approximately $1,092,006. This represents a 44.34% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Susan Li sold 9,196 shares of the firm’s 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 completion of the transaction, the chief financial officer owned 13,186 shares in the company, valued at $7,260,343.46. The trade was a 41.09% 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. In the last quarter, insiders sold 60,183 shares of company stock worth $36,673,495. 13.53% of the stock is owned by 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.
See Also Five stocks we like better than Meta Platforms Analysts Are Punting Their Calls Into the Next Quarter After Adobe’s Mixed Earnings Institutional Money Is Pouring Into These 2 Altcoin ETFs The End of Big Tech Buybacks? Only One Hyperscaler Is Still Repurchasing Shares 3 Dividend Kings to Buy While They’re Still Beaten Down 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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Silvant Capital Management LLC boosted its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 1.7% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 186,856 shares of the social networking company’s stock after acquiring an additional 3,121 shares during the period. Meta Platforms accounts for about 3.1% of Silvant Capital Management LLC’s investment portfolio, making the stock its 9th largest position. Silvant Capital Management LLC’s holdings in Meta Platforms were worth $105,254,000 at the end of the most recent reporting period.
A number of other hedge funds have also modified their holdings of META. RHL Group LLC purchased a new position in shares of Meta Platforms during the 4th quarter valued at $28,000. Strategic Wealth Advisors LLC purchased a new stake in Meta Platforms in the 4th quarter worth $29,000. Advantage Trust Co purchased a new stake in Meta Platforms in the 2nd quarter worth $28,000. Axiom Investment Management LLC bought a new stake in Meta Platforms during the first quarter valued at about $36,000. Finally, Bayban raised its holdings in Meta Platforms by 100.0% during 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 period. 79.91% of the stock is currently owned by institutional investors.
Insider Activity 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 value 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 ownership of the stock. The transaction was disclosed in a legal filing 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 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 value of $2,002,514.40. Following the sale, the chief accounting officer 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. 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 three months, insiders sold 60,183 shares of company stock worth $36,673,495. 13.53% of the stock is owned by insiders.
Meta Platforms Stock Up 2.7% NASDAQ META opened at $665.60 on Tuesday. The stock has a 50 day moving average price of $602.89 and a 200-day moving average price of $608.92. Meta Platforms, Inc. has a one year low of $520.26 and a one year high of $790.80. 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 company has a market capitalization of $1.70 trillion, a P/E ratio of 25.07, a P/E/G ratio of 1.12 and a beta of 1.25. Meta Platforms (NASDAQ:META – Get Free Report) last released its quarterly earnings results 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). 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 analysts’ expectations of $60.22 billion. During the same period in the previous year, the company earned $7.14 EPS. Meta Platforms’s revenue for the quarter was up 28.0% compared to the same quarter last year. As a group, equities analysts predict that Meta Platforms, Inc. will post 28.17 EPS for the current fiscal year.
Meta Platforms Announces Dividend The firm also recently announced a quarterly dividend, which will be paid on Monday, September 28th. Stockholders 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 dividend yield of 0.3%. The ex-dividend date is Monday, September 21st. Meta Platforms’s dividend payout ratio is currently 7.91%.
Meta Platforms News Roundup Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: AI strategy is boosting investor confidence. Goldman Sachs reiterated its bullish view, citing the rollout of Meta’s Muse AI agent and a recent legal settlement as potential catalysts. Analysts also argue that Meta’s valuation remains attractive relative to its growth, with one estimate assigning an $817 price target. Why is Meta stock gaining in premarket today Positive Sentiment: Advertising momentum supports earnings expectations. A bullish analysis highlighted second-quarter ad impressions growth of 14% and a 12% increase in average ad prices. Meta’s forward PEG ratio was also described as below both the sector median and its five-year average, suggesting investors may still view the stock as reasonably valued despite its recent rally. Meta Platforms: AI Spending Is Starting To Pay Off Positive Sentiment: Meta is benefiting from a shift in AI sentiment. Shares of Meta and Alphabet gained while AI-chip stocks weakened after several AI executives called for a slower approach to developing frontier models. Investors may be favoring Meta because its large user base and advertising business provide diversified ways to monetize AI. Why Google and Meta Stocks Are the Big Winners From the Latest AI Concerns Neutral Sentiment: AI investment is creating both opportunity and financial risk. AI-related debt issuance has surged, and Meta is viewed as better positioned than highly leveraged infrastructure providers because of its stronger cash generation. Nevertheless, the scale of data-center spending could pressure free cash flow and increase execution risk. AI-Related Debt Sales Are Near $500 Billion Negative Sentiment: Meta faces a proposed class-action lawsuit over smart-glasses privacy. Parents and children in California and Illinois allege that the company’s unreleased “NameTag” facial-recognition feature improperly used Facebook and Instagram data. The case could create legal costs, regulatory scrutiny and reputational damage if the allegations gain traction. Meta Faces Lawsuit Over Smart Glasses Facial Recognition Negative Sentiment: Content-moderation and insider-selling headlines add caution. Meta’s Oversight Board urged it not to replace professional fact-checking with Community Notes, while a reported insider stock sale worth about $13 million may weigh modestly on sentiment. These developments raise governance and reputational concerns, although neither necessarily changes Meta’s underlying operating outlook. Oversight Board asks Meta not to replace fact-checking with Community Notes Analyst Ratings Changes A number of research firms have recently weighed in on META. Wells Fargo & Company dropped their price objective on Meta Platforms from $835.00 to $640.00 and set an “overweight” rating for the company in a research note on Thursday, July 30th. Wedbush lifted their target price on Meta Platforms from $595.00 to $650.00 and gave the company a “neutral” rating in a research note on Friday. Piper Sandler reissued an “overweight” rating and issued a $785.00 price target (down from $800.00) on shares of Meta Platforms in a report on Thursday, July 30th. Robert W. Baird dropped their price target on Meta Platforms from $830.00 to $750.00 and set an “outperform” rating for the company in a research note on Thursday, July 30th. Finally, Weiss Ratings lowered shares of Meta Platforms from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, June 26th. Four 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’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $788.88.
Get Our Latest Research Report on META
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.
Further Reading Five stocks we like better than Meta Platforms Analysts Are Punting Their Calls Into the Next Quarter After Adobe’s Mixed Earnings Institutional Money Is Pouring Into These 2 Altcoin ETFs The End of Big Tech Buybacks? Only One Hyperscaler Is Still Repurchasing Shares 3 Dividend Kings to Buy While They’re Still Beaten Down 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.
Vise Technologies Inc. raised its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 46.5% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 108,485 shares of the social networking company’s stock after acquiring an additional 34,453 shares during the period. Meta Platforms comprises approximately 0.7% of Vise Technologies Inc.’s portfolio, making the stock its 20th biggest holding. Vise Technologies Inc.’s holdings in Meta Platforms were worth $61,108,000 at the end of the most recent quarter.
Several other large investors have also recently made changes to their positions in META. Objective Capital Management LLC grew its holdings in shares of Meta Platforms by 2.8% during the 4th quarter. Objective Capital Management LLC now owns 553 shares of the social networking company’s stock valued at $365,000 after purchasing an additional 15 shares during the last quarter. Watchman Group Inc. lifted its stake in Meta Platforms by 0.3% in the first quarter. Watchman Group Inc. now owns 5,091 shares of the social networking company’s stock worth $2,913,000 after purchasing an additional 15 shares during the last quarter. Penney Financial LLC lifted its stake in 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 purchasing an additional 15 shares during the last quarter. Barnes Pettey Financial Advisors LLC boosted its position in Meta Platforms by 1.0% during the first quarter. Barnes Pettey Financial Advisors LLC now owns 1,519 shares of the social networking company’s stock valued at $869,000 after buying an additional 15 shares during the period. Finally, CWS Financial Advisors LLC boosted its position in Meta Platforms by 1.7% during the first quarter. CWS Financial Advisors LLC now owns 985 shares of the social networking company’s stock valued at $564,000 after buying an additional 16 shares during the period. 79.91% of the stock is owned by hedge funds and other institutional investors.
Meta Platforms Price Performance META stock opened at $665.60 on Tuesday. The stock has a market capitalization of $1.70 trillion, a price-to-earnings ratio of 25.07, a PEG ratio of 1.12 and a beta of 1.25. The firm’s 50-day moving average price is $602.89 and its two-hundred day moving average price is $608.92. 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.
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 firm 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% on a year-over-year basis. During the same quarter in the prior year, the company posted $7.14 earnings per share. As a group, equities analysts predict that Meta Platforms, Inc. will post 28.17 earnings per share for the current 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 paid a $0.525 dividend. 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 (DPR) is presently 7.91%.
Wall Street Analyst Weigh In META has been the topic of several analyst reports. Monness Crespi & Hardt decreased their price objective on Meta Platforms from $890.00 to $730.00 and set a “buy” rating on the stock in a report on Thursday, July 30th. Guggenheim restated a “buy” rating and set a $800.00 target price on shares of Meta Platforms in a report on Tuesday, July 28th. Weiss Ratings lowered Meta Platforms from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, June 26th. Bank of America reduced their price target on Meta Platforms from $835.00 to $810.00 and set a “buy” rating on the stock in a research report on Thursday, July 30th. Finally, Needham & Company LLC reiterated a “hold” rating on shares of Meta Platforms in a research report on Thursday, August 27th. Four investment 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 data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $788.88.
Check Out Our Latest Stock Analysis on META
Insiders Place Their Bets In other Meta Platforms news, 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 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. The sale was disclosed in a document filed 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, insider Christopher Cox sold 20,000 shares of the company’s stock in a transaction on 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 completion of the transaction, the insider owned 244,516 shares of the company’s stock, 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. Insiders have sold a total of 60,183 shares of company stock valued at $36,673,495 over the last quarter. 13.53% of the stock is owned by company insiders.
Trending Headlines about Meta Platforms Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: AI strategy is boosting investor confidence. Goldman Sachs reiterated its bullish view, citing the rollout of Meta’s Muse AI agent and a recent legal settlement as potential catalysts. Analysts also argue that Meta’s valuation remains attractive relative to its growth, with one estimate assigning an $817 price target. Why is Meta stock gaining in premarket today Positive Sentiment: Advertising momentum supports earnings expectations. A bullish analysis highlighted second-quarter ad impressions growth of 14% and a 12% increase in average ad prices. Meta’s forward PEG ratio was also described as below both the sector median and its five-year average, suggesting investors may still view the stock as reasonably valued despite its recent rally. Meta Platforms: AI Spending Is Starting To Pay Off Positive Sentiment: Meta is benefiting from a shift in AI sentiment. Shares of Meta and Alphabet gained while AI-chip stocks weakened after several AI executives called for a slower approach to developing frontier models. Investors may be favoring Meta because its large user base and advertising business provide diversified ways to monetize AI. Why Google and Meta Stocks Are the Big Winners From the Latest AI Concerns Neutral Sentiment: AI investment is creating both opportunity and financial risk. AI-related debt issuance has surged, and Meta is viewed as better positioned than highly leveraged infrastructure providers because of its stronger cash generation. Nevertheless, the scale of data-center spending could pressure free cash flow and increase execution risk. AI-Related Debt Sales Are Near $500 Billion Negative Sentiment: Meta faces a proposed class-action lawsuit over smart-glasses privacy. Parents and children in California and Illinois allege that the company’s unreleased “NameTag” facial-recognition feature improperly used Facebook and Instagram data. The case could create legal costs, regulatory scrutiny and reputational damage if the allegations gain traction. Meta Faces Lawsuit Over Smart Glasses Facial Recognition Negative Sentiment: Content-moderation and insider-selling headlines add caution. Meta’s Oversight Board urged it not to replace professional fact-checking with Community Notes, while a reported insider stock sale worth about $13 million may weigh modestly on sentiment. These developments raise governance and reputational concerns, although neither necessarily changes Meta’s underlying operating outlook. Oversight Board asks Meta not to replace fact-checking with Community Notes 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 Analysts Are Punting Their Calls Into the Next Quarter After Adobe’s Mixed Earnings Institutional Money Is Pouring Into These 2 Altcoin ETFs The End of Big Tech Buybacks? Only One Hyperscaler Is Still Repurchasing Shares 3 Dividend Kings to Buy While They’re Still Beaten Down 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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Fairtree Asset Management Pty Ltd increased its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 18.6% in the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 18,777 shares of the social networking company’s stock after acquiring an additional 2,939 shares during the period. Meta Platforms makes up about 4.1% of Fairtree Asset Management Pty Ltd’s holdings, making the stock its 6th largest holding. Fairtree Asset Management Pty Ltd’s holdings in Meta Platforms were worth $10,577,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Auto Owners Insurance Co grew its holdings in shares of 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 worth $69,502,379,000 after purchasing an additional 105,154,977 shares during the period. Geode Capital Management LLC raised its holdings in Meta Platforms by 1.7% in the 4th 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 period. Norges Bank purchased a new stake in Meta Platforms in the 4th quarter valued at about $22,152,075,000. Bank of America Corp DE lifted its position 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 buying an additional 2,673,494 shares during the last quarter. Finally, Invesco Ltd. lifted its position in Meta Platforms by 6.1% in 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 buying an additional 1,046,715 shares during the last quarter. Institutional investors and hedge funds own 79.91% of the company’s stock.
Meta Platforms Stock Up 2.7% Shares of NASDAQ:META opened at $665.60 on Tuesday. The firm has a market capitalization of $1.70 trillion, a PE ratio of 25.07, a price-to-earnings-growth ratio of 1.12 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 firm’s 50-day moving average is $602.89 and its two-hundred day moving average is $608.92.
Meta Platforms (NASDAQ:META – Get Free Report) last posted 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). 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 during the quarter, compared to analysts’ expectations of $60.22 billion. During the same period in the previous year, the business posted $7.14 EPS. The company’s revenue for the quarter was up 28.0% compared to the same quarter last year. Analysts predict that Meta Platforms, Inc. will post 28.17 EPS for the current year. Meta Platforms Announces Dividend 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 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 dividend yield of 0.3%. Meta Platforms’s dividend payout ratio is currently 7.91%.
Insider Buying and Selling at Meta Platforms In related news, insider Christopher Cox sold 20,000 shares of Meta Platforms stock in a transaction 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 completion of the transaction, the insider directly owned 244,516 shares in the company, valued at approximately $159,003,864.48. This trade represents a 7.56% decrease in their ownership of the stock. 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 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 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 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 ninety days, insiders have sold 60,183 shares of company stock valued at $36,673,495. Insiders own 13.53% of the company’s stock.
Wall Street Analyst Weigh In META has been the subject of a number of recent analyst reports. Cantor Fitzgerald reiterated a “neutral” rating on shares of Meta Platforms in a research report on Friday. UBS Group decreased their price objective on shares of Meta Platforms from $766.00 to $715.00 and set a “buy” rating on the stock in a report on Thursday, July 30th. Phillip Securities raised shares of Meta Platforms to a “strong-buy” rating in a research report on Monday, August 3rd. Barclays dropped their target price on shares of Meta Platforms from $830.00 to $780.00 and set an “overweight” rating for the company in a report on Thursday, July 30th. Finally, Truist Financial cut their target price on Meta Platforms from $770.00 to $763.00 and set a “buy” rating on the stock in a research report on Thursday, August 27th. 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’s stock. According to data from MarketBeat.com, Meta Platforms currently has an average rating of “Moderate Buy” and an average price target of $788.88.
Read Our Latest Report on Meta Platforms
More Meta Platforms News Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: AI strategy is boosting investor confidence. Goldman Sachs reiterated its bullish view, citing the rollout of Meta’s Muse AI agent and a recent legal settlement as potential catalysts. Analysts also argue that Meta’s valuation remains attractive relative to its growth, with one estimate assigning an $817 price target. Why is Meta stock gaining in premarket today Positive Sentiment: Advertising momentum supports earnings expectations. A bullish analysis highlighted second-quarter ad impressions growth of 14% and a 12% increase in average ad prices. Meta’s forward PEG ratio was also described as below both the sector median and its five-year average, suggesting investors may still view the stock as reasonably valued despite its recent rally. Meta Platforms: AI Spending Is Starting To Pay Off Positive Sentiment: Meta is benefiting from a shift in AI sentiment. Shares of Meta and Alphabet gained while AI-chip stocks weakened after several AI executives called for a slower approach to developing frontier models. Investors may be favoring Meta because its large user base and advertising business provide diversified ways to monetize AI. Why Google and Meta Stocks Are the Big Winners From the Latest AI Concerns Neutral Sentiment: AI investment is creating both opportunity and financial risk. AI-related debt issuance has surged, and Meta is viewed as better positioned than highly leveraged infrastructure providers because of its stronger cash generation. Nevertheless, the scale of data-center spending could pressure free cash flow and increase execution risk. AI-Related Debt Sales Are Near $500 Billion Negative Sentiment: Meta faces a proposed class-action lawsuit over smart-glasses privacy. Parents and children in California and Illinois allege that the company’s unreleased “NameTag” facial-recognition feature improperly used Facebook and Instagram data. The case could create legal costs, regulatory scrutiny and reputational damage if the allegations gain traction. Meta Faces Lawsuit Over Smart Glasses Facial Recognition Negative Sentiment: Content-moderation and insider-selling headlines add caution. Meta’s Oversight Board urged it not to replace professional fact-checking with Community Notes, while a reported insider stock sale worth about $13 million may weigh modestly on sentiment. These developments raise governance and reputational concerns, although neither necessarily changes Meta’s underlying operating outlook. Oversight Board asks Meta not to replace fact-checking with Community Notes 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 Analysts Are Punting Their Calls Into the Next Quarter After Adobe’s Mixed Earnings Institutional Money Is Pouring Into These 2 Altcoin ETFs The End of Big Tech Buybacks? Only One Hyperscaler Is Still Repurchasing Shares 3 Dividend Kings to Buy While They’re Still Beaten Down
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Portfolio Design Labs LLC cut its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 25.0% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 17,042 shares of the social networking company’s stock after selling 5,691 shares during the quarter. Meta Platforms makes up approximately 1.6% of Portfolio Design Labs LLC’s portfolio, making the stock its 12th largest holding. Portfolio Design Labs LLC’s holdings in Meta Platforms were worth $9,600,000 as of its most recent SEC filing.
A number of other hedge funds have also modified their holdings of META. Auto Owners Insurance Co grew 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 buying an additional 105,154,977 shares during the last quarter. Geode Capital Management LLC increased its position in Meta Platforms by 1.7% during 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 acquired a new position in shares of Meta Platforms in the fourth quarter worth $22,152,075,000. Bank of America Corp DE raised its holdings in shares of 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 worth $12,036,491,000 after acquiring an additional 2,673,494 shares during the last quarter. Finally, Invesco Ltd. lifted its position in shares of Meta Platforms by 6.1% in 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. 79.91% of the stock is owned by hedge funds and other institutional investors.
More Meta Platforms News Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: AI strategy is boosting investor confidence. Goldman Sachs reiterated its bullish view, citing the rollout of Meta’s Muse AI agent and a recent legal settlement as potential catalysts. Analysts also argue that Meta’s valuation remains attractive relative to its growth, with one estimate assigning an $817 price target. Why is Meta stock gaining in premarket today Positive Sentiment: Advertising momentum supports earnings expectations. A bullish analysis highlighted second-quarter ad impressions growth of 14% and a 12% increase in average ad prices. Meta’s forward PEG ratio was also described as below both the sector median and its five-year average, suggesting investors may still view the stock as reasonably valued despite its recent rally. Meta Platforms: AI Spending Is Starting To Pay Off Positive Sentiment: Meta is benefiting from a shift in AI sentiment. Shares of Meta and Alphabet gained while AI-chip stocks weakened after several AI executives called for a slower approach to developing frontier models. Investors may be favoring Meta because its large user base and advertising business provide diversified ways to monetize AI. Why Google and Meta Stocks Are the Big Winners From the Latest AI Concerns Neutral Sentiment: AI investment is creating both opportunity and financial risk. AI-related debt issuance has surged, and Meta is viewed as better positioned than highly leveraged infrastructure providers because of its stronger cash generation. Nevertheless, the scale of data-center spending could pressure free cash flow and increase execution risk. AI-Related Debt Sales Are Near $500 Billion Negative Sentiment: Meta faces a proposed class-action lawsuit over smart-glasses privacy. Parents and children in California and Illinois allege that the company’s unreleased “NameTag” facial-recognition feature improperly used Facebook and Instagram data. The case could create legal costs, regulatory scrutiny and reputational damage if the allegations gain traction. Meta Faces Lawsuit Over Smart Glasses Facial Recognition Negative Sentiment: Content-moderation and insider-selling headlines add caution. Meta’s Oversight Board urged it not to replace professional fact-checking with Community Notes, while a reported insider stock sale worth about $13 million may weigh modestly on sentiment. These developments raise governance and reputational concerns, although neither necessarily changes Meta’s underlying operating outlook. Oversight Board asks Meta not to replace fact-checking with Community Notes 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 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 sale 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 K. Cox sold 20,000 shares of the company’s stock in a transaction 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 owned 244,516 shares of the company’s stock, valued at approximately $159,003,864.48. The trade was a 7.56% 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 a total of 60,183 shares of company stock valued at $36,673,495 in the last ninety days. 13.53% of the stock is owned by company insiders. Meta Platforms Stock Performance NASDAQ META opened at $665.60 on Tuesday. The business’s 50-day moving average price is $602.89 and its 200 day moving average price is $608.92. Meta Platforms, Inc. has a twelve month low of $520.26 and a twelve month high of $790.80. The company has a market capitalization of $1.70 trillion, a PE ratio of 25.07, a price-to-earnings-growth ratio of 1.12 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 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). 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 during the quarter, compared to analysts’ expectations of $60.22 billion. During the same quarter last year, the firm earned $7.14 EPS. The firm’s quarterly revenue was up 28.0% compared to the same quarter last year. On average, research analysts predict that Meta Platforms, Inc. will post 28.17 earnings per share for the current year.
Meta Platforms Dividend Announcement The business also recently announced 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 yield of 0.3%. The ex-dividend date is Monday, September 21st. Meta Platforms’s payout ratio is presently 7.91%.
Wall Street Analysts Forecast Growth A number of analysts recently commented on META shares. 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 research note on Thursday, July 30th. Barclays cut their target price on shares of Meta Platforms from $830.00 to $780.00 and set an “overweight” rating for the company in a research note on Thursday, July 30th. Monness Crespi & Hardt decreased 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. Bank of America lowered their price target 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. Finally, Wells Fargo & Company cut their price objective on shares of Meta Platforms from $835.00 to $640.00 and set an “overweight” 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 given a Buy rating and nine have given a Hold rating to the stock. Based on 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 Analysis on Meta Platforms
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 Analysts Are Punting Their Calls Into the Next Quarter After Adobe’s Mixed Earnings Institutional Money Is Pouring Into These 2 Altcoin ETFs The End of Big Tech Buybacks? Only One Hyperscaler Is Still Repurchasing Shares 3 Dividend Kings to Buy While They’re Still Beaten Down 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.
TrinityBridge Ltd lowered its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 6.1% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 70,835 shares of the social networking company’s stock after selling 4,603 shares during the period. Meta Platforms accounts for 1.1% of TrinityBridge Ltd’s investment portfolio, making the stock its 25th largest holding. TrinityBridge Ltd’s holdings in Meta Platforms were worth $39,879,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors also recently bought and sold shares of the business. Silvant Capital Management LLC increased its stake in Meta Platforms by 1.7% in the second quarter. Silvant Capital Management LLC now owns 186,856 shares of the social networking company’s stock valued at $105,254,000 after purchasing an additional 3,121 shares during the period. LaSalle St. Investment Advisors LLC boosted its stake in shares of Meta Platforms by 1.5% during the second quarter. LaSalle St. Investment Advisors LLC now owns 2,511 shares of the social networking company’s stock worth $1,415,000 after buying an additional 36 shares during the period. Ceredex Value Advisors LLC boosted its stake in shares of Meta Platforms by 11.9% during the second quarter. Ceredex Value Advisors LLC now owns 31,576 shares of the social networking company’s stock worth $17,786,000 after buying an additional 3,355 shares during the period. Fairtree Asset Management Pty Ltd grew its holdings in shares of Meta Platforms by 18.6% during 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 buying an additional 2,939 shares during the last quarter. Finally, Kilter Group LLC increased its position in Meta Platforms by 64.2% in the 2nd quarter. Kilter Group LLC now owns 1,512 shares of the social networking company’s stock valued at $851,000 after acquiring an additional 591 shares during the period. 79.91% of the stock is owned by hedge funds and other institutional investors.
Meta Platforms Stock Up 2.7% META opened at $665.60 on Tuesday. 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, Inc. has a 12 month low of $520.26 and a 12 month high of $790.80. The stock has a market capitalization of $1.70 trillion, a P/E ratio of 25.07, a P/E/G ratio of 1.12 and a beta of 1.25. The business has a 50 day simple moving average of $602.89 and a 200-day simple moving average of $608.92.
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 anticipate that Meta Platforms, Inc. will post 28.17 earnings per share 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 $0.525 dividend. 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 (DPR) is 7.91%.
Meta Platforms News Roundup Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: AI strategy is boosting investor confidence. Goldman Sachs reiterated its bullish view, citing the rollout of Meta’s Muse AI agent and a recent legal settlement as potential catalysts. Analysts also argue that Meta’s valuation remains attractive relative to its growth, with one estimate assigning an $817 price target. Why is Meta stock gaining in premarket today Positive Sentiment: Advertising momentum supports earnings expectations. A bullish analysis highlighted second-quarter ad impressions growth of 14% and a 12% increase in average ad prices. Meta’s forward PEG ratio was also described as below both the sector median and its five-year average, suggesting investors may still view the stock as reasonably valued despite its recent rally. Meta Platforms: AI Spending Is Starting To Pay Off Positive Sentiment: Meta is benefiting from a shift in AI sentiment. Shares of Meta and Alphabet gained while AI-chip stocks weakened after several AI executives called for a slower approach to developing frontier models. Investors may be favoring Meta because its large user base and advertising business provide diversified ways to monetize AI. Why Google and Meta Stocks Are the Big Winners From the Latest AI Concerns Neutral Sentiment: AI investment is creating both opportunity and financial risk. AI-related debt issuance has surged, and Meta is viewed as better positioned than highly leveraged infrastructure providers because of its stronger cash generation. Nevertheless, the scale of data-center spending could pressure free cash flow and increase execution risk. AI-Related Debt Sales Are Near $500 Billion Negative Sentiment: Meta faces a proposed class-action lawsuit over smart-glasses privacy. Parents and children in California and Illinois allege that the company’s unreleased “NameTag” facial-recognition feature improperly used Facebook and Instagram data. The case could create legal costs, regulatory scrutiny and reputational damage if the allegations gain traction. Meta Faces Lawsuit Over Smart Glasses Facial Recognition Negative Sentiment: Content-moderation and insider-selling headlines add caution. Meta’s Oversight Board urged it not to replace professional fact-checking with Community Notes, while a reported insider stock sale worth about $13 million may weigh modestly on sentiment. These developments raise governance and reputational concerns, although neither necessarily changes Meta’s underlying operating outlook. Oversight Board asks Meta not to replace fact-checking with Community Notes Insider Buying and Selling In other news, CFO Susan J. Li sold 9,196 shares of the firm’s 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 completion of the transaction, the chief financial officer owned 13,186 shares in the company, valued at $7,260,343.46. This trade represents a 41.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Christopher K. Cox sold 20,000 shares of Meta Platforms stock in a transaction 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 transaction, the insider directly owned 244,516 shares of the company’s stock, valued at $159,003,864.48. This trade represents a 7.56% 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 60,183 shares of company stock valued at $36,673,495 in the last 90 days. 13.53% of the stock is owned by corporate insiders.
Analyst Ratings Changes Several analysts have commented on META shares. Citizens Jmp reduced their price objective on Meta Platforms from $800.00 to $770.00 and set a “market outperform” rating for the company in a research note on Thursday, July 30th. Truist Financial lowered their target price on Meta Platforms from $770.00 to $763.00 and set a “buy” rating on the stock in a research note on Thursday, August 27th. Erste Group Bank raised Meta Platforms from a “hold” rating to a “buy” rating in a report on Tuesday, July 7th. Wedbush upped their price target on Meta Platforms from $595.00 to $650.00 and gave the stock a “neutral” rating in a research note on Friday. Finally, Needham & Company LLC reiterated a “hold” rating on shares of Meta Platforms in a research report on Thursday, August 27th. 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’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $788.88.
Read Our Latest Stock Analysis on META
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.
Further Reading Five stocks we like better than Meta Platforms Analysts Are Punting Their Calls Into the Next Quarter After Adobe’s Mixed Earnings Institutional Money Is Pouring Into These 2 Altcoin ETFs The End of Big Tech Buybacks? Only One Hyperscaler Is Still Repurchasing Shares 3 Dividend Kings to Buy While They’re Still Beaten Down
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.
Oriental Harbor Investment Master Fund decreased its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 99.8% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 241 shares of the social networking company’s stock after selling 136,531 shares during the period. Meta Platforms accounts for approximately 0.0% of Oriental Harbor Investment Master Fund’s holdings, making the stock its 13th biggest holding. Oriental Harbor Investment Master Fund’s holdings in Meta Platforms were worth $136,000 as of its most recent SEC filing.
A number of other hedge funds have also recently added to or reduced their stakes in META. RHL Group LLC acquired a new position in shares of Meta Platforms during the fourth quarter worth approximately $28,000. Advantage Trust Co bought a new stake in shares of Meta Platforms during the second quarter valued at approximately $28,000. Strategic Wealth Advisors LLC acquired a new stake in shares of Meta Platforms in the fourth quarter valued at approximately $29,000. Niles Investment Management LLC acquired a new stake in shares of Meta Platforms in the fourth quarter valued at approximately $29,000. Finally, Axiom Investment Management LLC bought a new position in Meta Platforms in the 1st quarter worth approximately $36,000. Institutional investors own 79.91% of the company’s stock.
Analyst Ratings Changes Several research firms have issued reports on META. Scotiabank reaffirmed a “sector perform” rating and set a $600.00 price objective on shares of Meta Platforms in a report on Thursday, July 30th. Evercore reissued an “outperform” rating on shares of Meta Platforms in a research note on Thursday, July 30th. KeyCorp dropped their target price on Meta Platforms from $790.00 to $780.00 and set an “overweight” rating for the company in a research report on Thursday, July 30th. Weiss Ratings lowered Meta Platforms from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, June 26th. Finally, Sanford C. Bernstein reiterated an “outperform” rating and issued a $800.00 price target 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 issued a Buy rating and nine have issued a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $788.88.
Check Out Our Latest Research Report on Meta Platforms More Meta Platforms News Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: AI strategy is boosting investor confidence. Goldman Sachs reiterated its bullish view, citing the rollout of Meta’s Muse AI agent and a recent legal settlement as potential catalysts. Analysts also argue that Meta’s valuation remains attractive relative to its growth, with one estimate assigning an $817 price target. Why is Meta stock gaining in premarket today Positive Sentiment: Advertising momentum supports earnings expectations. A bullish analysis highlighted second-quarter ad impressions growth of 14% and a 12% increase in average ad prices. Meta’s forward PEG ratio was also described as below both the sector median and its five-year average, suggesting investors may still view the stock as reasonably valued despite its recent rally. Meta Platforms: AI Spending Is Starting To Pay Off Positive Sentiment: Meta is benefiting from a shift in AI sentiment. Shares of Meta and Alphabet gained while AI-chip stocks weakened after several AI executives called for a slower approach to developing frontier models. Investors may be favoring Meta because its large user base and advertising business provide diversified ways to monetize AI. Why Google and Meta Stocks Are the Big Winners From the Latest AI Concerns Neutral Sentiment: AI investment is creating both opportunity and financial risk. AI-related debt issuance has surged, and Meta is viewed as better positioned than highly leveraged infrastructure providers because of its stronger cash generation. Nevertheless, the scale of data-center spending could pressure free cash flow and increase execution risk. AI-Related Debt Sales Are Near $500 Billion Negative Sentiment: Meta faces a proposed class-action lawsuit over smart-glasses privacy. Parents and children in California and Illinois allege that the company’s unreleased “NameTag” facial-recognition feature improperly used Facebook and Instagram data. The case could create legal costs, regulatory scrutiny and reputational damage if the allegations gain traction. Meta Faces Lawsuit Over Smart Glasses Facial Recognition Negative Sentiment: Content-moderation and insider-selling headlines add caution. Meta’s Oversight Board urged it not to replace professional fact-checking with Community Notes, while a reported insider stock sale worth about $13 million may weigh modestly on sentiment. These developments raise governance and reputational concerns, although neither necessarily changes Meta’s underlying operating outlook. Oversight Board asks Meta not to replace fact-checking with Community Notes Meta Platforms Price Performance Shares of META stock opened at $665.60 on Tuesday. 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 $1.70 trillion, a PE ratio of 25.07, a PEG ratio of 1.12 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 50 day moving average price is $602.89 and its two-hundred day moving average price is $608.92.
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). 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 was up 28.0% on a year-over-year basis. During the same quarter in the previous year, the firm posted $7.14 EPS. As a group, analysts forecast that Meta Platforms, Inc. will post 28.17 EPS for the current year.
Meta Platforms Announces Dividend The business also recently disclosed 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 yield of 0.3%. The ex-dividend date is Monday, September 21st. Meta Platforms’s dividend payout ratio is currently 7.91%.
Insiders Place Their Bets In other Meta Platforms news, 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 value of $2,002,514.40. Following the transaction, the chief accounting officer owned 6,271 shares of the company’s stock, valued at approximately $3,875,854.26. This represents a 34.07% decrease in their ownership of the stock. The transaction 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 Li sold 9,196 shares of the firm’s stock in a transaction dated 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 owned 13,186 shares in the company, valued at approximately $7,260,343.46. This trade represents a 41.09% 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 have sold a total of 60,183 shares of company stock valued at $36,673,495 in the last ninety days. 13.53% of the stock is currently owned by insiders.
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.
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Meta Platforms (META) is undervalued, with a DCF-based fair value estimate exceeding $1,000 per share despite near-term negative FCF (net SBC). Robust advertising revenue growth, resilient user engagement, and early AI-driven improvements underpin META's long-term investment case. Current capex surge is strategic and reversible, with future FCF margins modeled to rebound as infrastructure buildout normalizes.
Meta Platforms’ stock META has been caught between enthusiasm over its artificial intelligence ambitions and concerns about the enormous cost of funding those efforts.
The latest rebound is giving bulls fresh reason to believe the company could finally be approaching a sustained breakout, Bloomberg reported, although analysts remain divided over whether the rally can last.
Meta shares have risen 22% from their August low and are on track for their strongest monthly gain since May 2025.
The recovery accelerated after the company settled a major social-media lawsuit and introduced Muse, an AI agent designed to automate everyday tasks for consumers.
The developments have helped revive the investment case for Meta after a year of repeated rallies that ultimately failed to hold.
Meta stock has already experienced four trough-to-peak gains of at least 20% in 2026.
Each rally subsequently faded, with the stock recording lower highs along the way.
That has left the shares essentially flat for the year, compared with a roughly 15% gain for the Nasdaq 100.
Meta was up about 1.4% today, touching $675.
Investors betting on a sustained recovery believe the latest combination of legal relief and AI product momentum could be different.
"Eliminating a legal overhang and then having a positive product in a hot narrative is certainly enough to get the early stages of a trend change going," Dan Russo, co-chief investment officer at Potomac Fund Management, which owns Meta shares, said in the Bloomberg report.
"We've seen a number of these counter-trend rallies fizzle out and fade. What's key from here is to build on the momentum and validate the changing trend."
For Russo, that validation would require Meta stock to break decisively above $700 and remain there.
The $18 billion settlement of Meta's social-media lawsuit has also removed a significant source of uncertainty.
The company had previously calculated that an adverse trial outcome could have exposed it to penalties of as much as $1.4 trillion.
Meta shares have fallen in only four of the 12 trading sessions since the settlement was announced on Aug. 26.
The legal resolution has arrived alongside renewed optimism about Meta’s AI ambitions.
Morgan Stanley analyst Brian Nowak compared Meta’s current setup with Alphabet’s position in late 2025, when the Google parent received a favourable ruling in a long-running antitrust case and subsequently launched a series of AI products.
Alphabet shares have since gained more than 50%, becoming the best-performing Magnificent Seven stock over that period.
Nowak believes Meta could similarly benefit as it continues to roll out AI products.
Meta is in position to keep releasing new products, "which in aggregate could add $10+ to EPS," Nowak wrote in an Aug. 30 note.
"We don't believe these are priced in Meta right now," he added, arguing that the stock is trading below its valuation peak in 2025, when investors viewed Meta as an "AI winner" and GPU investments were helping drive faster growth.
JPMorgan has also become more positive, upgrading Meta to overweight last week.
Analyst Doug Anmuth cited "strong early traction" for Muse and said the product demonstrated why Meta could have an advantage in bringing consumer-focused AI products to its enormous user base.
"Meta is well-positioned to deliver consumer-driven AI products to its base of about 4B users," Anmuth said.
"There's still meaningful upside potential as Meta is in the early stages of releasing frontier models and AI-driven products beyond advertising," he added.
Meta’s valuation could provide another reason for investors to consider the stock after its recent weakness.
The company trades at roughly 18 times estimated earnings for the next 12 months, below its 10-year average of about 20 times and more than 30% below its 2025 peak.
At the same time, analysts expect revenue to grow by more than 25% this year, while earnings are forecast to increase by more than 30%.
But the stock’s relatively inexpensive valuation also reflects concerns about the enormous investment required to compete in AI.
Meta's capital expenditure is expected to nearly double to about $140 billion this year and rise to almost $200 billion in 2027.
That spending is expected to put substantial pressure on free cash flow.
After previously generating significant cash flows, Meta is projected to post negative free cash flow of about $6.3 billion this year, with the deficit potentially widening to almost $30 billion in 2027.
Investors remain divided over the rallyThose spending requirements are keeping some investors from fully embracing Meta’s recovery.
Cyrus Amini, chief investment officer at Hyphen Wealth Management, said the stock’s valuation and near-term catalysts were attractive, but questioned whether those factors were enough to support a longer-term rally.
"The valuation is attractive, and it could have more short-term catalysts than megacaps, but for anything beyond that, all bets are off. It could easily fade again," he said in the Bloomberg report.
"Things are changing so fast it's hard to safely say any name is a long-term winner."
Index Dow Jones -0,59 % na 52110,41 b. S&P 500 -0,17 % na 7607,35 b. Nasdaq Composite -0,23 % na 26126,56 b.
Nejsledovanější americké indexy se v úvodu seance obchodují v záporu.
Trhy oslabují kvůli obavám z růstu výnosů amerických státních dluhopisů. Výnos desetiletých dluhopisů překročil 5 % poprvé za téměř tři roky.
Z korporátních zpráv oznámila společnost Meta (+1,92 %), že v první polovině příštího roku plánuje začít ve svých datových centrech nasazovat nový čip vlastní konstrukce pro umělou inteligenci. Podle firmy má při provozu modelů AI snížit náklady i spotřebu energie.
Index S&P 500 -0,17 % na 7607,35 b. Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Energie +1,3 % Nezbytná spotřeba -0,9 % Informační technologie +0,2 % Reality -0,7 % Základní materiály -0,2 % Zdravotní péče -0,7 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna Skyworks Solutions (SWKS) +11 % Axon Enterprise (AXON) -8,7 % Dell Technologies (DELL) +5,4 % Coinbase Global (COIN) -6,2 % QUALCOMM (QCOM) +5,2 % Chipotle Mexican Grill (CMG) -4,6 % Revvity (RVTY) +4,7 % Robinhood Markets (HOOD) -4,0 % Advanced Micro Devices (AMD) +3,9 % Seagate Technology Holdings (STX) -3,7 % Zdroj: Bloomberg
Jan Prokeš
Fio banka, a.s.
Prohlášení
Související odkazy Zámořské indexy vzdorují prodejním tlakům Wall Street otevírá obchodování v záporném teritoriu Meta představila spotřebitelského AI agenta Muse (+pohledy analytiků) Wall Street v úvodu čtvrtečního obchodování roste, Broadcom reportoval výsledky Meta zaplatí až 16,68 mld. USD za urovnání žaloby kvůli závislosti na sociálních sítích
Wall Street's analyst community has reached a verdict on Meta that almost never happens with a mega-cap stock, and the numbers behind that consensus point to a price target that may surprise even longtime bulls.
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Wall Street’s coverage of Meta (NASDAQ: META | META Price Prediction) has rarely looked this one-sided. Across the analyst community, 55 Buy ratings sit next to 7 Hold calls and zero Sell ratings. That unanimity is doing real work in our valuation model, and it lands the 24/7 Wall St. price target well above where shares trade today.
Meta closed Friday near $660.71, and our 24/7 Wall St. price target for the stock is $805.90, implying 24.36% upside over the next 12 months. My recommendation is a buy with a 90% confidence rating.
24/7 Wall St. Price Target Summary Metric Value Current Price $660.71 24/7 Wall St. Price Target $805.90 Upside 24.36% Recommendation BUY Confidence Level 90% A Rebound Off the August Lows Meta has quietly staged a comeback. Shares are up 7.12% over the past week and 14.14% over the past month, though the stock is still down 11.73% year-over-year and hugging breakeven at +0.27% YTD. The 52-week range runs from $519.78 to $788.22.
The Q2 2026 report on July 29 was the pivot point. Revenue reached $60.80 billion, up 27.96%, but diluted EPS of 6.18 came in 14.42% below consensus, ending a six-quarter beat streak.
The miss reflected $2.40 billion in legal charges and $1.18 billion in severance tied to a roughly 8,000-person headcount reduction. More recently, MarketWatch reported that Meta’s rollout of its Muse personal AI agent reignited investor enthusiasm around monetization.
Bull Case Points to $860 and Higher Bulls have real ammunition. On the Q2 call, CEO Mark Zuckerberg said “our ads business is reporting faster year over year revenue growth than any other company’s reported ad business.” Ad impressions grew 14% and price per ad grew 12%.
Advantage Plus is at a $75 billion annual revenue run rate, and business agents on WhatsApp already serve 1 million businesses weekly. Our model’s bull scenario puts META at $860.14 in 12 months.
What Could Go Wrong The bear case starts with capex. FY2026 capital spending is guided to $130 to $145 billion, and Q2 free cash flow collapsed to $784 million, down 91.31%. Operating margin compressed from 43% to 31%.
Youth-related U.S. litigation with trials scheduled for 2026 could also produce material losses. Bulls would counter that excluding legal and severance charges, Q2 operating income would have grown 9% year over year. Our model’s bear case still lands at $704.47, above today’s price.
How Meta Compares to Alphabet and Pinterest Alphabet (NASDAQ: GOOGL) is the natural digital-ad comparison. Alphabet trades at a P/E of 15, materially cheaper than Meta’s trailing P/E of 24, and Google Cloud grew 82% in Q2 2026. Meta’s advertising still grew faster (27%) than Alphabet’s overall business (24.23%), which supports the premium multiple.
Pinterest (NYSE: PINS) is the smaller social-ad comp. Pinterest posted Q2 revenue of $1.18 billion, up 18.2%, with 640 million monthly active users. Meta’s 3.60 billion daily active people and full-quarter revenue five times PINS’s annual base show why Meta commands a valuation gap. Against this peer set, our $805.90 target looks reasonable.
Company Forward P/E Q2 Revenue Growth Meta 19 27.96% Alphabet 15 24.23% Pinterest n/a 18.17% Meta Price Prediction 2026-2030 My 24/7 Wall St. price target is $805.90 with a buy recommendation and 90% confidence. The tipping factor is the analyst consensus: 55 Buys against zero Sells is rare in mega-cap tech, and it reflects genuine confidence in the AI-plus-ads flywheel.
I’d be a buyer here if capex discipline holds and Q3 revenue lands in the guided $61 to $64 billion range. I’d stay on the sidelines if operating margin drops below 30% again next quarter.
Year 24/7 Wall St. Price Target 2026 $805.90 2027 $897 2028 $998 2029 $1,110 2030 $1,235 These projections assume Meta continues executing on its AI monetization roadmap and holds ad pricing power. Significant upside or downside could come from enterprise agent adoption or an adverse youth-litigation verdict.
Contact [email protected] for any questions or corrections.
Meta Platforms earns a Buy rating at $648, with a 2029 valuation target of $920 based on normalized EPS of $46 and a 20x multiple. AI-driven advertising improvements have delivered measurable gains, but the investment thesis now hinges on capital efficiency and free cash flow normalization post-2028. META's aggressive infrastructure build has shifted from discretionary to long-term commitments, increasing fixed costs and downside risk if utilization or ad revenue falters.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in META over 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.
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