At $593.87, Meta (NASDAQ:META | META Price Prediction) is a Hold heading into its July 29 earnings report. Options markets are pricing in an approximately 8% binary move, or a $49 swing, which makes buying the day before the report a bet on event risk rather than the business.
Meta runs the largest advertising franchise on the internet through Facebook, Instagram, WhatsApp, Threads, and Messenger, alongside Reality Labs. The stock has been range-bound for months as investors weigh a booming ad engine against rapidly escalating AI infrastructure costs. Shares are down 8.05% in the past week and 16.4% over the last year, setting up a report that could break either direction.
Why the Ad Engine Justifies a Bid Q1 2026 was strong. Revenue jumped 33.08% year over year to $56.31 billion, with ad impressions up 19% and price per ad up 12%. Family of Apps daily actives reached 3.56 billion. Operating cash flow of $32.23 billion funds the AI buildout without straining the balance sheet.
Valuation looks reasonable. Meta trades at 21x trailing earnings and 19x forward earnings, well below most mega-cap peers. Polymarket traders assign a 94.7% probability that Meta beats Q2 consensus, and July 31 call open interest is running nearly 2.5x put open interest.
Why the CapEx Bill Could Sink the Stock Meta raised full-year capital expenditure guidance to $125 billion to $145 billion, up from a prior $115 to $135 billion range, citing higher component pricing and more data center capacity. Q1 capex alone rose 46.8% year over year, and total expenses climbed 35%. Reality Labs continues to bleed roughly $4.03 billion per quarter.
The market has already punished a good report. After the Q1 blowout, shares fell from $671.77 at filing to $608.75 the next day. Q3 2025 fell 11.33% on earnings day despite a beat, and Q1 2026 dropped 8.55%. Youth-related litigation trials scheduled for 2026 add another overhang.
Why Patience Beats Conviction Right Now The fundamentals support holding, and the setup argues for patience. Ad revenue is compounding at a 30%-plus clip, but every dollar of upside is being reinvested into GPUs and data centers whose returns are unproven. Reddit sentiment swung from bearish 22 mid-week to bullish 72 by earnings eve, signaling uncertainty.
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The trigger to reassess is the Q2 earnings report itself. Any further capex revision above $145 billion, or Q3 revenue guidance below the current $58 billion to $61 billion Q2 range, likely delivers a dip. A clean beat with steady spending discipline flips the verdict to Buy.
What the Targets Show Meta currently trades at $593.87 against a consensus analyst target of $825.84, implying 28.6% upside if targets are met. Coverage is heavily positive with 8 Strong Buy, 49 Buy, 6 Hold, and 0 Sell ratings.
The stock is off 9.88% year to date while the S&P 500 proxy SPY has moved from $718.66 at Meta’s Q1 filing to roughly $739.09 currently, meaning Meta has meaningfully underperformed the broader market. Shares sit below both the 50-day moving average of $606.07 and the 200-day at $638.07.
Why Waiting Is the Right Call At $593.87, Meta is a Hold. The July 29 earnings report is a binary event with a pre-priced $49 swing. Buyers today absorb the risk that management raises the $125 to $145 billion capex band again. Every quarter over the last year, capex guidance has ratcheted higher, and the Q1 stock reaction of negative 8.55% shows how the market treats those revisions even when earnings crush estimates.
A pullback into the $540 to $560 zone would compress the forward multiple to roughly 17x and restore a margin of safety consistent with prior post-earnings entry points. A capex revision above $150 billion combined with deceleration in ad pricing would materially change the risk profile. Both will be knowable when the earnings report lands.
Patience risks missing a possible 8% gap higher. Impatience risks buying the top of a range that has held for a full year. Waiting one week to see the earnings report and the capex line specifically offers the clearest read on risk versus reward at this price.
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Cathie Wood, the CEO and chief investment officer of Ark Investment Management, has been directing her firm to load up on shares of Meta Platforms (META +0.26%), the parent company of Facebook, Instagram, and WhatsApp. Wood's investment management firm purchased 34,080 shares of the technology company in recent weeks, which, at today's share price of around $584, are worth about $18.4 million.
Ark Invest funds are broadly focused on disruptive technologies like artificial intelligence (AI), robotics and automation, blockchain and fintech, space and defense, and DNA sequencing.
Ark Invest CEO Cathie Wood. Image source: Getty Images.
Meta is one of the so-called "Magnificent Seven" mega-tech stocks that led the broader market higher in recent years. These top tech names, which include Amazon, Alphabet, and Microsoft, have mostly stagnated in 2026 amid investor concerns that the massive borrowing and spending they're undertaking to rapidly build out AI data centers will eventually pay off.
The four major hyperscaler companies are projected to collectively spend $630 billion on AI infrastructure this year alone. Meta's share of that total is about $135 billion, up from $72 billion in 2025.
Meta's share price is down 17% over the past 52 weeks and more than 9% in 2026.
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My educated guess is that Wood is buying the dip in Meta shares because she believes investors may currently be overly pessimistic about the company's future.
Meta will announce its second-quarter financial results on Wednesday, July 29. What Meta management says about its AI-related borrowing and spending, as well as its earnings outlook, will likely move the stock.
Wood has always been intensely bullish on technologies she considers disruptive, including cryptocurrencies. More cautious investors should probably wait to see what Meta reports in late July before investing.
Matthew Benjamin has positions in Alphabet and Microsoft. The Motley Fool has positions in and recommends Alphabet, Amazon, Meta Platforms, and Microsoft. The Motley Fool has a disclosure policy.
Meta is set to report earnings after the market close Wednesday, and traders on prediction market platform Kalshi think the Instagram parent will use its conference call to highlight its Ray-Ban Meta smart glasses and push into the cloud market, while steering clear of social media policy debates.
In a "mentions market" — where speculators on Kalshi are asked to place trades on whether specific words will be used during a call or speech — for the Meta earnings call, traders place 90% odds that the hyperscaler's management will say the word "cloud."
Bloomberg reported earlier this month that Meta was developing a cloud infrastructure business to sell access to raw computing power.
Speculators are only a little less certain that Meta on the call will say "Ray-Ban," its smart glass partner, giving it a 74% chance. Last month, Meta debuted a new smart glasses model at a lower price, developed with Ray-Ban parent EssilorLuxottica.
Traders are think there's a 61% chance Meta will discuss its chips by using the word "silicon."
Odds that Meta mentions "Hyperion," the name of its data center project in rural Louisiana stand at just 27%.
And don't expect Meta to discuss social media policy either.
While the U.K. is the latest country to pursue bans on children using social media, traders think there's only a 15% chance Meta mentions "age verification."
Traders think there's just a 20% chance Meta uses the terms "prediction market" or "Kalshi." Reports in June revealed Meta CEO Mark Zuckerberg directed staff to build a prediction market platform, and NPR reported later the same month that Meta at one point was in talks to acquire Kalshi.
Disclosure: CNBC and Kalshi have a commercial relationship that includes customer acquisition and a minority investment.
Meta Platforms META shares are inching lower heading into the company’s fiscal Q2 results set to be posted after the market close on Wednesday, July 29th.
Consensus is for the tech behemoth to record $60.2 billion in revenue on $7.18 a share of earnings, which would represent roughly no change in bottom-line on a year-over-year basis.
Still, the derivatives market seems to believe Meta stock will recover some of its recent loss after the quarterly print tomorrow.
As of writing, the put-to-call ratio on options contracts expiring July 31st sits at 0.66, indicating a bullish skew, with the upper price set at nearly $636 signaling potential for a 7% rally through the end of this week.
Interestingly, between the current and options-implied price are META’s major moving averages – which means a positive reaction to the Q2 release could receive an additional boost from technical momentum.
Note that META shares have a history of closing July with a nearly 5% gain on average, a seasonal pattern that reinforces the bull case for the near-term.
Investors should note, however, that it will ultimately be Meta Platforms’ updated capex guidance that will determine the near-term trajectory for its stock price.
Management has already raised its full-year outlook for capital expenditures, currently set at $125 billion at least, and Wall Street will be watching closely for any further upward revisions.
Crucially, the multinational isn’t suffering from a lack of monetization – AI-driven targeting tools continue to deliver tangible returns by boosting ad pricing power and user engagement.
However, the broader market narrative has turned relentlessly hostile toward growing infrastructure budgets.
In a tape where investors have repeatedly penalized tech mega-caps for swelling AI outlays, Meta must prove that its aggressive infrastructure investments are expanding margins rather than simply eroding free cash flow.
Any weakness on that front would likely trigger a near-term sell-off in Meta shares.
From a valuation perspective, META stock is one of the more attractive artificial intelligence (AI) beneficiaries, with a forward price-to-earnings (P/E) multiple of about 20x.
That said, executives have predominantly sold shares this year, and while they may have legitimate reasons (diversification and personal financial planning) for selling, the optics of the activity sure are less than ideal for investors.
On the flip side, however, Wall Street hasn’t thrown in the towel on Meta Platforms heading into its Q2 earnings release.
According to The Wall Street Journal, the consensus rating on META remains at “Buy” – with the mean price target of $822 indicating potential for a more than 35% rally over the next 12 months.
A small 0.35% dividend yield makes the hyperscaler even more attractive to own at current levels.
Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) and BlackRock Inc (NYSE:BLK) have formed a joint venture to develop and operate a large-scale artificial intelligence data center campus in El Paso, Texas, as Meta looks to expand the infrastructure supporting its AI ambitions.
The venture will develop and own the data center campus, which is currently under construction and is expected to provide 1 gigawatt of compute capacity when it begins coming online in 2028. The project represents a total development cost of approximately $14 billion, including buildings and long-lived power, cooling and connectivity infrastructure.
Under the agreement, funds managed by BlackRock will own an 80% interest in the venture, while Meta will retain a 20% stake. The companies will fund their respective portions of the development costs, with BlackRock making an initial cash contribution of approximately $4.9 billion and Meta contributing land and construction-in-progress assets valued at about $2.3 billion.
Meta will lease the entire campus from the venture and will remain the sole occupant upon completion. The company will provide construction management, administrative and property management services for the facility.
Meta founder and CEO Mark Zuckerberg wrote that the partnership would allow the company to scale its AI infrastructure efforts more quickly.
“Building the infrastructure for superintelligence is key to making sure the benefits of this technology are distributed to everyone,” Zuckerberg wrote. “Our partnership with Larry and the team at BlackRock allows us to move faster and at greater scale, pairing our deep expertise in designing and operating world-class data centers with one of the world’s leading infrastructure investors.”
The partnership comes as technology companies invest heavily in data center capacity to support the development and deployment of AI models. Meta has spent more than 15 years building and operating data centers and said the venture structure will provide additional flexibility as it expands its infrastructure footprint.
BlackRock CEO Larry Fink wrote that the project would create jobs and support economic activity in the region.
“We’re excited to partner with Mark and the Meta leadership team on the El Paso data center campus, which will create thousands of skilled jobs and help drive economic growth in the local community,” Fink wrote.
The El Paso project is expected to support more than 4,000 construction jobs at peak and approximately 300 operational jobs once complete. Meta said more than 2,300 workers are already onsite.
The company is also supporting workforce development initiatives in the region, including a $500,000 grant to El Paso public schools focused on STEM and skilled trades education.
A portion of BlackRock’s investment will be funded through proceeds from a $12.5 billion debt financing. Meta will receive a one-time distribution of approximately $1 billion as part of the transaction structure to align ownership stakes.
Meta said the transaction is expected to close in the coming days, with the venture targeting the initial deployment of capacity in 2028.
Shares of BlackRock were up 3% at $1,098 on the announcement, while Meta shares were little changed at $597.
HomeIndustriesInternet/Online ServicesEarnings OutlookEarnings OutlookFollowing Alphabet’s earnings last week, investors will be closely scrutinizing Meta’s AI spendingJuly 28, 2026, 8:17 a.m. ET
As Meta Platforms prepares to report second-quarter earnings, the company is confronting a wall of artificial-intelligence pessimism that will be difficult to overcome.
Meta META is set to report earnings Wednesday afternoon, along with Microsoft MSFT, and investors will have an opportunity to judge whether AI momentum outweighs spending fears.
Atika Capital Management LLC bought a new stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 10,000 shares of the social networking company’s stock, valued at approximately $5,721,000.
Other hedge funds and other institutional investors also recently made changes to their positions in the company. First National Bank Sioux Falls lifted its position in shares of Meta Platforms by 0.7% in the 4th quarter. First National Bank Sioux Falls now owns 2,001 shares of the social networking company’s stock worth $1,321,000 after purchasing an additional 14 shares during the period. Levin Capital Strategies L.P. lifted its holdings in Meta Platforms by 1.4% in the fourth quarter. Levin Capital Strategies L.P. now owns 984 shares of the social networking company’s stock valued at $649,000 after buying an additional 14 shares during the period. Vista Capital Partners Inc. grew its holdings in Meta Platforms by 1.3% during the 2nd quarter. Vista Capital Partners Inc. now owns 1,075 shares of the social networking company’s stock worth $794,000 after acquiring an additional 14 shares during the period. Arcataur Capital Management LLC lifted its stake in shares of Meta Platforms by 0.9% in the 4th quarter. Arcataur Capital Management LLC now owns 1,736 shares of the social networking company’s stock valued at $1,146,000 after purchasing an additional 15 shares during the period. Finally, Acorn Creek Capital LLC boosted its position in shares of Meta Platforms by 0.7% during the 4th quarter. Acorn Creek Capital LLC now owns 2,118 shares of the social networking company’s stock valued at $1,398,000 after purchasing an additional 15 shares in the last quarter. 79.91% of the stock is currently owned by institutional investors.
Meta Platforms Trading Down 0.2% Shares of META opened at $593.87 on Tuesday. Meta Platforms, Inc. has a fifty-two week low of $520.26 and a fifty-two week high of $796.25. The business has a 50-day moving average of $604.17 and a 200 day moving average of $625.06. The firm has a market cap of $1.50 trillion, a P/E ratio of 21.59, a price-to-earnings-growth ratio of 1.01 and a beta of 1.25. The company has a debt-to-equity ratio of 0.24, a quick ratio of 2.35 and a current ratio of 2.35.
Meta Platforms (NASDAQ:META – Get Free Report) last announced its quarterly earnings results on Wednesday, April 29th. The social networking company reported $10.44 earnings per share for the quarter, beating the consensus estimate of $6.67 by $3.77. Meta Platforms had a return on equity of 36.93% and a net margin of 32.84%.The firm had revenue of $56.31 billion for the quarter, compared to analysts’ expectations of $55.56 billion. During the same period in the prior year, the business posted $6.43 earnings per share. The company’s revenue was up 33.1% on a year-over-year basis. As a group, research analysts forecast that Meta Platforms, Inc. will post 29.49 EPS for the current year.
Meta Platforms Announces Dividend The firm also recently disclosed a quarterly dividend, which was paid on Thursday, June 25th. Stockholders of record on Monday, June 15th were paid a $0.525 dividend. The ex-dividend date of this dividend was Monday, June 15th. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.4%. Meta Platforms’s dividend payout ratio is 7.63%.
Insider Buying and Selling at Meta Platforms In other Meta Platforms news, insider Curtis J. Mahoney sold 2,079 shares of the firm’s stock in a transaction on Wednesday, May 27th. The shares were sold at an average price of $609.92, for a total value of $1,268,023.68. Following the sale, the insider owned 1,118 shares of the company’s stock, valued at $681,890.56. This trade represents a 65.03% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Andrew Bosworth sold 7,847 shares of the business’s stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $607.83, for a total value of $4,769,642.01. Following the transaction, the chief technology officer owned 414 shares in the company, valued at approximately $251,641.62. This represents a 94.99% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 36,393 shares of company stock worth $22,141,163 in the last quarter. 13.53% of the stock is currently owned by company insiders.
Analyst Upgrades and Downgrades Several equities analysts have recently weighed in on the stock. Stifel Nicolaus dropped their price objective on shares of Meta Platforms from $805.00 to $780.00 and set a “buy” rating on the stock in a report on Friday, May 1st. Erste Group Bank raised Meta Platforms from a “hold” rating to a “buy” rating in a research note on Tuesday, July 7th. Royal Bank Of Canada reissued an “outperform” rating and issued a $810.00 price objective on shares of Meta Platforms in a research note on Monday, June 1st. Rosenblatt Securities reissued a “buy” rating and issued a $1,015.00 price target on shares of Meta Platforms in a research report on Thursday, May 28th. Finally, Raymond James Financial upped their price objective on shares of Meta Platforms from $825.00 to $850.00 and gave the stock a “strong-buy” rating in a report on Tuesday, July 21st. Five investment analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $835.64.
View Our Latest Analysis on Meta Platforms
More Meta Platforms News Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: Analysts and investors see Meta as attractively valued ahead of Wednesday’s earnings, with estimates suggesting its forward earnings multiple is below historical norms and the broader market. Meta’s record of 13 consecutive earnings beats raises the possibility of another upside surprise. Meta Platforms: Time To Be Greedy Positive Sentiment: Revenue growth is expected to benefit from user expansion, higher advertising prices and increased ad volume. Meta is also expanding Meta AI by placing its chatbot in Threads direct messages, potentially increasing engagement and creating additional monetization opportunities over time. Threads users can now chat with Meta AI in their DMs Positive Sentiment: Supporters argue Meta can absorb elevated capital expenditures, including as much as $145 billion in 2026 AI spending, because of its strong cash generation and advertising business. Its AI infrastructure plans could also create opportunities to sell excess computing capacity at premium prices. Meta Can Absorb Capex Trouble Neutral Sentiment: Meta reports results after the market closes Wednesday, and options traders are pricing a sizable post-earnings move. The report, guidance and commentary on AI returns and spending will likely determine the stock’s near-term direction. Meta Reports Earnings Wednesday Negative Sentiment: Concerns about rising costs, heavy capital expenditures and uncertain returns on AI investments are weighing on sentiment. The broader technology sector has recently seen investors sell or fail to reward stocks even after strong earnings, contributing to Meta’s recent decline. Meta Q2 Earnings Loom Negative Sentiment: Meta faces ongoing legal and reputational risks. Tennessee attorneys allege that company leadership ignored internal research about Instagram’s effects on teenagers, while a separate lawsuit alleges failures to prevent abuse on Meta’s platforms. Adverse rulings or regulatory action could increase costs and constrain product practices. Meta disregarded its own research on teen harm Meta Platforms Profile (Free Report)
Meta Platforms, Inc (NASDAQ: META), formerly Facebook, Inc, is a global technology company best known for building social networking services and immersive computing platforms. Founded in 2004 and headquartered in Menlo Park, California, the company operates a family of consumer-facing products and services that connect users, creators and businesses. In October 2021 the company rebranded as Meta to reflect an expanded strategic focus on augmented and virtual reality technologies alongside its social media businesses.
Meta’s core consumer products include Facebook, Instagram, WhatsApp and Messenger, which enable social networking, messaging, content sharing and community building across mobile and desktop devices.
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Cloverfields Capital Group LP reduced its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 17.8% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 10,094 shares of the social networking company’s stock after selling 2,193 shares during the period. Meta Platforms comprises approximately 1.9% of Cloverfields Capital Group LP’s holdings, making the stock its 14th largest position. Cloverfields Capital Group LP’s holdings in Meta Platforms were worth $5,775,000 at the end of the most recent quarter.
Several other institutional investors have also added to or reduced their stakes in the business. RHL Group LLC bought a new position in shares of Meta Platforms in the 4th quarter worth approximately $28,000. Strategic Wealth Advisors LLC bought a new stake in shares of Meta Platforms during the 4th quarter valued at $29,000. Niles Investment Management LLC purchased a new stake in shares of Meta Platforms in the 4th quarter worth $29,000. Bayban increased its stake in shares of Meta Platforms by 100.0% in the 1st quarter. Bayban now owns 70 shares of the social networking company’s stock worth $40,000 after purchasing an additional 35 shares in the last quarter. Finally, Safe Harbor Fiduciary LLC bought a new position in Meta Platforms in the 4th quarter worth $42,000. 79.91% of the stock is currently owned by hedge funds and other institutional investors.
Key Stories Impacting Meta Platforms Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: Analysts and investors see Meta as attractively valued ahead of Wednesday’s earnings, with estimates suggesting its forward earnings multiple is below historical norms and the broader market. Meta’s record of 13 consecutive earnings beats raises the possibility of another upside surprise. Meta Platforms: Time To Be Greedy Positive Sentiment: Revenue growth is expected to benefit from user expansion, higher advertising prices and increased ad volume. Meta is also expanding Meta AI by placing its chatbot in Threads direct messages, potentially increasing engagement and creating additional monetization opportunities over time. Threads users can now chat with Meta AI in their DMs Positive Sentiment: Supporters argue Meta can absorb elevated capital expenditures, including as much as $145 billion in 2026 AI spending, because of its strong cash generation and advertising business. Its AI infrastructure plans could also create opportunities to sell excess computing capacity at premium prices. Meta Can Absorb Capex Trouble Neutral Sentiment: Meta reports results after the market closes Wednesday, and options traders are pricing a sizable post-earnings move. The report, guidance and commentary on AI returns and spending will likely determine the stock’s near-term direction. Meta Reports Earnings Wednesday Negative Sentiment: Concerns about rising costs, heavy capital expenditures and uncertain returns on AI investments are weighing on sentiment. The broader technology sector has recently seen investors sell or fail to reward stocks even after strong earnings, contributing to Meta’s recent decline. Meta Q2 Earnings Loom Negative Sentiment: Meta faces ongoing legal and reputational risks. Tennessee attorneys allege that company leadership ignored internal research about Instagram’s effects on teenagers, while a separate lawsuit alleges failures to prevent abuse on Meta’s platforms. Adverse rulings or regulatory action could increase costs and constrain product practices. Meta disregarded its own research on teen harm Insider Buying and Selling at Meta Platforms In related news, CTO Andrew Bosworth sold 7,847 shares of Meta Platforms stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $607.83, for a total transaction of $4,769,642.01. Following the completion of the transaction, the chief technology officer directly owned 414 shares in the company, valued at approximately $251,641.62. This trade represents a 94.99% decrease in their ownership of the stock. 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Susan J. Li sold 9,195 shares of the business’s stock in a transaction on Monday, May 18th. The shares were sold at an average price of $607.84, for a total transaction of $5,589,088.80. Following the completion of the transaction, the chief financial officer owned 13,186 shares of the company’s stock, valued at approximately $8,014,978.24. This represents a 41.08% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last quarter, insiders sold 36,393 shares of company stock valued at $22,141,163. 13.53% of the stock is owned by corporate insiders.
Analyst Ratings Changes Several brokerages have recently commented on META. Bank of America lowered their price objective on Meta Platforms from $885.00 to $820.00 and set a “buy” rating on the stock in a research report on Monday, April 20th. BNP Paribas Exane assumed coverage on shares of Meta Platforms in a research report on Tuesday, June 2nd. They set an “outperform” rating for the company. KeyCorp reaffirmed an “overweight” rating and set a $760.00 target price on shares of Meta Platforms in a research note on Thursday, April 30th. Rosenblatt Securities reissued a “buy” rating and set a $1,015.00 price objective on shares of Meta Platforms in a report on Thursday, May 28th. Finally, Mizuho decreased their target price on Meta Platforms from $850.00 to $835.00 and set an “outperform” rating on the stock in a research report on Tuesday, May 5th. Five equities research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating, eight have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Meta Platforms currently has an average rating of “Moderate Buy” and an average target price of $835.64.
Read Our Latest Stock Analysis on Meta Platforms
Meta Platforms Stock Down 0.2% NASDAQ:META opened at $593.87 on Tuesday. The company has a debt-to-equity ratio of 0.24, a current ratio of 2.35 and a quick ratio of 2.35. Meta Platforms, Inc. has a 1-year low of $520.26 and a 1-year high of $796.25. The company has a 50-day moving average of $604.17 and a 200 day moving average of $625.06. The firm has a market cap of $1.50 trillion, a PE ratio of 21.59, a price-to-earnings-growth ratio of 1.01 and a beta of 1.25.
Meta Platforms (NASDAQ:META – Get Free Report) last posted its earnings results on Wednesday, April 29th. The social networking company reported $10.44 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.67 by $3.77. The company had revenue of $56.31 billion for the quarter, compared to analyst estimates of $55.56 billion. Meta Platforms had a return on equity of 36.93% and a net margin of 32.84%.The firm’s quarterly revenue was up 33.1% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $6.43 earnings per share. As a group, research analysts anticipate that Meta Platforms, Inc. will post 29.49 EPS for the current fiscal year.
Meta Platforms Dividend Announcement The company also recently announced a quarterly dividend, which was paid on Thursday, June 25th. Investors of record on Monday, June 15th were given a $0.525 dividend. The ex-dividend date was Monday, June 15th. This represents a $2.10 dividend on an annualized basis and a yield of 0.4%. Meta Platforms’s dividend payout ratio is currently 7.63%.
Meta Platforms Company Profile (Free Report)
Meta Platforms, Inc (NASDAQ: META), formerly Facebook, Inc, is a global technology company best known for building social networking services and immersive computing platforms. Founded in 2004 and headquartered in Menlo Park, California, the company operates a family of consumer-facing products and services that connect users, creators and businesses. In October 2021 the company rebranded as Meta to reflect an expanded strategic focus on augmented and virtual reality technologies alongside its social media businesses.
Meta’s core consumer products include Facebook, Instagram, WhatsApp and Messenger, which enable social networking, messaging, content sharing and community building across mobile and desktop devices.
See Also Five stocks we like better than Meta Platforms AirJoule’s Kubota Deal Is a Major Validation—But the Hard Part Comes Next Dividend Stocks May Be the Quiet Rotation Trade Investors Are Missing Now Refiner Stocks Are Near Record Highs—Can Iran-Driven Margins Keep Them There? Verizon May Be an AI Infrastructure Stock Hiding in Plain Sight 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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Davis R M Inc. boosted its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 3.0% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 129,575 shares of the social networking company’s stock after buying an additional 3,728 shares during the period. Meta Platforms makes up about 1.3% of Davis R M Inc.’s investment portfolio, making the stock its 19th largest position. Davis R M Inc.’s holdings in Meta Platforms were worth $74,134,000 at the end of the most recent quarter.
A number of other large investors also recently modified their holdings of the business. First National Bank Sioux Falls increased its position in Meta Platforms by 0.7% during the fourth quarter. First National Bank Sioux Falls now owns 2,001 shares of the social networking company’s stock worth $1,321,000 after acquiring an additional 14 shares during the period. Levin Capital Strategies L.P. raised its stake in Meta Platforms by 1.4% during the 4th quarter. Levin Capital Strategies L.P. now owns 984 shares of the social networking company’s stock valued at $649,000 after purchasing an additional 14 shares during the last quarter. Vista Capital Partners Inc. boosted its holdings in Meta Platforms by 1.3% in the 2nd quarter. Vista Capital Partners Inc. now owns 1,075 shares of the social networking company’s stock valued at $794,000 after purchasing an additional 14 shares during the period. Arcataur Capital Management LLC boosted its holdings in Meta Platforms by 0.9% in the 4th quarter. Arcataur Capital Management LLC now owns 1,736 shares of the social networking company’s stock valued at $1,146,000 after purchasing an additional 15 shares during the period. Finally, Acorn Creek Capital LLC grew its position in Meta Platforms by 0.7% in the 4th quarter. Acorn Creek Capital LLC now owns 2,118 shares of the social networking company’s stock worth $1,398,000 after purchasing an additional 15 shares during the last quarter. 79.91% of the stock is currently owned by institutional investors and hedge funds.
Meta Platforms Price Performance NASDAQ:META opened at $593.87 on Tuesday. The company has a 50-day moving average of $604.17 and a 200-day moving average of $625.06. The company has a market capitalization of $1.50 trillion, a price-to-earnings ratio of 21.59, a PEG ratio of 1.01 and a beta of 1.25. Meta Platforms, Inc. has a 52 week low of $520.26 and a 52 week high of $796.25. The company has a debt-to-equity ratio of 0.24, a quick ratio of 2.35 and a current ratio of 2.35.
Meta Platforms (NASDAQ:META – Get Free Report) last issued its earnings results on Wednesday, April 29th. The social networking company reported $10.44 earnings per share for the quarter, beating the consensus estimate of $6.67 by $3.77. The business had revenue of $56.31 billion for the quarter, compared to analyst estimates of $55.56 billion. Meta Platforms had a net margin of 32.84% and a return on equity of 36.93%. The firm’s revenue was up 33.1% on a year-over-year basis. During the same period in the previous year, the business earned $6.43 EPS. As a group, equities research analysts anticipate that Meta Platforms, Inc. will post 29.49 earnings per share for the current fiscal year.
Meta Platforms Announces Dividend The business also recently disclosed a quarterly dividend, which was paid on Thursday, June 25th. Shareholders of record on Monday, June 15th were issued a dividend of $0.525 per share. This represents a $2.10 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date of this dividend was Monday, June 15th. Meta Platforms’s payout ratio is presently 7.63%.
Key Stories Impacting Meta Platforms Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: Analysts and investors see Meta as attractively valued ahead of Wednesday’s earnings, with estimates suggesting its forward earnings multiple is below historical norms and the broader market. Meta’s record of 13 consecutive earnings beats raises the possibility of another upside surprise. Meta Platforms: Time To Be Greedy Positive Sentiment: Revenue growth is expected to benefit from user expansion, higher advertising prices and increased ad volume. Meta is also expanding Meta AI by placing its chatbot in Threads direct messages, potentially increasing engagement and creating additional monetization opportunities over time. Threads users can now chat with Meta AI in their DMs Positive Sentiment: Supporters argue Meta can absorb elevated capital expenditures, including as much as $145 billion in 2026 AI spending, because of its strong cash generation and advertising business. Its AI infrastructure plans could also create opportunities to sell excess computing capacity at premium prices. Meta Can Absorb Capex Trouble Neutral Sentiment: Meta reports results after the market closes Wednesday, and options traders are pricing a sizable post-earnings move. The report, guidance and commentary on AI returns and spending will likely determine the stock’s near-term direction. Meta Reports Earnings Wednesday Negative Sentiment: Concerns about rising costs, heavy capital expenditures and uncertain returns on AI investments are weighing on sentiment. The broader technology sector has recently seen investors sell or fail to reward stocks even after strong earnings, contributing to Meta’s recent decline. Meta Q2 Earnings Loom Negative Sentiment: Meta faces ongoing legal and reputational risks. Tennessee attorneys allege that company leadership ignored internal research about Instagram’s effects on teenagers, while a separate lawsuit alleges failures to prevent abuse on Meta’s platforms. Adverse rulings or regulatory action could increase costs and constrain product practices. Meta disregarded its own research on teen harm Insider Buying and Selling at Meta Platforms In other news, Director Robert M. Kimmitt sold 500 shares of the company’s stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $607.75, for a total value of $303,875.00. Following the sale, the director directly owned 3,443 shares in the company, valued at approximately $2,092,483.25. This represents a 12.68% decrease in their position. The transaction 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 2,079 shares of the stock in a transaction that occurred on Wednesday, May 27th. The stock was sold at an average price of $609.92, for a total value of $1,268,023.68. Following the completion of the transaction, the insider directly owned 1,118 shares of the company’s stock, valued at approximately $681,890.56. The trade was a 65.03% 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 ninety days, insiders have sold 36,393 shares of company stock valued at $22,141,163. 13.53% of the stock is currently owned by corporate insiders.
Analyst Upgrades and Downgrades Several research firms have recently issued reports on META. KeyCorp restated an “overweight” rating and set a $760.00 price objective on shares of Meta Platforms in a report on Thursday, April 30th. Barclays lifted their target price on Meta Platforms from $800.00 to $830.00 and gave the stock an “overweight” rating in a research report on Thursday, April 30th. Royal Bank Of Canada restated an “outperform” rating and set a $810.00 price target on shares of Meta Platforms in a research note on Monday, June 1st. The Goldman Sachs Group cut Meta Platforms from a “buy” rating to a “sell” rating in a report on Tuesday, June 2nd. Finally, Guggenheim reduced their price objective on Meta Platforms from $850.00 to $800.00 and set a “buy” rating for the company in a research report on Thursday, April 30th. Five research analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $835.64.
Check Out Our Latest Research Report on META
About Meta Platforms (Free Report)
Meta Platforms, Inc (NASDAQ: META), formerly Facebook, Inc, is a global technology company best known for building social networking services and immersive computing platforms. Founded in 2004 and headquartered in Menlo Park, California, the company operates a family of consumer-facing products and services that connect users, creators and businesses. In October 2021 the company rebranded as Meta to reflect an expanded strategic focus on augmented and virtual reality technologies alongside its social media businesses.
Meta’s core consumer products include Facebook, Instagram, WhatsApp and Messenger, which enable social networking, messaging, content sharing and community building across mobile and desktop devices.
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B&D White Capital Company LLC purchased a new position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 1,569 shares of the social networking company’s stock, valued at approximately $898,000.
Several other institutional investors have also recently added to or reduced their stakes in the stock. Brighton Jones LLC boosted its holdings in Meta Platforms by 1.7% in the 4th quarter. Brighton Jones LLC now owns 34,551 shares of the social networking company’s stock valued at $20,230,000 after purchasing an additional 570 shares in the last quarter. Revolve Wealth Partners LLC raised its stake in shares of Meta Platforms by 10.2% during the 4th quarter. Revolve Wealth Partners LLC now owns 9,456 shares of the social networking company’s stock worth $5,537,000 after buying an additional 875 shares in the last quarter. Headwater Capital Co Ltd raised its stake in shares of Meta Platforms by 294.7% during the 1st quarter. Headwater Capital Co Ltd now owns 150,000 shares of the social networking company’s stock worth $86,454,000 after buying an additional 112,000 shares in the last quarter. Dymon Asia Capital Singapore PTE. LTD. purchased a new position in shares of Meta Platforms during the 2nd quarter worth approximately $213,000. Finally, Capital & Planning LLC acquired a new stake in shares of Meta Platforms in the 2nd quarter valued at approximately $322,000. Institutional investors and hedge funds own 79.91% of the company’s stock.
Meta Platforms Stock Performance NASDAQ:META opened at $593.87 on Tuesday. The company has a current ratio of 2.35, a quick ratio of 2.35 and a debt-to-equity ratio of 0.24. The firm has a 50-day moving average price of $604.17 and a two-hundred day moving average price of $625.06. Meta Platforms, Inc. has a twelve month low of $520.26 and a twelve month high of $796.25. The company has a market capitalization of $1.50 trillion, a P/E ratio of 21.59, a price-to-earnings-growth ratio of 1.01 and a beta of 1.25.
Meta Platforms (NASDAQ:META – Get Free Report) last announced its quarterly earnings results on Wednesday, April 29th. The social networking company reported $10.44 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.67 by $3.77. The company had revenue of $56.31 billion for the quarter, compared to the consensus estimate of $55.56 billion. Meta Platforms had a net margin of 32.84% and a return on equity of 36.93%. The company’s revenue for the quarter was up 33.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $6.43 earnings per share. As a group, research analysts expect that Meta Platforms, Inc. will post 29.49 earnings per share for the current fiscal year.
Meta Platforms Announces Dividend The business also recently disclosed a quarterly dividend, which was paid on Thursday, June 25th. Investors of record on Monday, June 15th were given a dividend of $0.525 per share. This represents a $2.10 annualized dividend and a dividend yield of 0.4%. The ex-dividend date was Monday, June 15th. Meta Platforms’s payout ratio is currently 7.63%.
Analyst Upgrades and Downgrades A number of analysts recently weighed in on the company. Bank of America decreased their price target on Meta Platforms from $885.00 to $820.00 and set a “buy” rating on the stock in a research note on Monday, April 20th. Wells Fargo & Company raised their target price on Meta Platforms from $767.00 to $835.00 and gave the company an “overweight” rating in a report on Tuesday, July 21st. Erste Group Bank raised Meta Platforms from a “hold” rating to a “buy” rating in a report on Tuesday, July 7th. TD Cowen decreased their target price on shares of Meta Platforms from $820.00 to $800.00 and set a “buy” rating on the stock in a research report on Thursday, April 30th. Finally, BNP Paribas Exane initiated coverage on shares of Meta Platforms in a research note on Tuesday, June 2nd. They set an “outperform” rating on the stock. Five investment analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $835.64.
Check Out Our Latest Stock Analysis on Meta Platforms
Insider Buying and Selling In related news, CTO Andrew Bosworth sold 7,847 shares of the company’s stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $607.83, for a total value of $4,769,642.01. Following the sale, the chief technology officer owned 414 shares of the company’s stock, valued at approximately $251,641.62. This represents a 94.99% decrease in their position. The transaction was disclosed in a 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Susan J. Li sold 9,195 shares of the stock in a transaction on Monday, May 18th. The shares were sold at an average price of $607.84, for a total value of $5,589,088.80. Following the sale, the chief financial officer owned 13,186 shares in the company, valued at approximately $8,014,978.24. This trade represents a 41.08% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last 90 days, insiders have sold 36,393 shares of company stock valued at $22,141,163. 13.53% of the stock is currently owned by company insiders.
Meta Platforms News Summary Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: Analysts and investors see Meta as attractively valued ahead of Wednesday’s earnings, with estimates suggesting its forward earnings multiple is below historical norms and the broader market. Meta’s record of 13 consecutive earnings beats raises the possibility of another upside surprise. Meta Platforms: Time To Be Greedy Positive Sentiment: Revenue growth is expected to benefit from user expansion, higher advertising prices and increased ad volume. Meta is also expanding Meta AI by placing its chatbot in Threads direct messages, potentially increasing engagement and creating additional monetization opportunities over time. Threads users can now chat with Meta AI in their DMs Positive Sentiment: Supporters argue Meta can absorb elevated capital expenditures, including as much as $145 billion in 2026 AI spending, because of its strong cash generation and advertising business. Its AI infrastructure plans could also create opportunities to sell excess computing capacity at premium prices. Meta Can Absorb Capex Trouble Neutral Sentiment: Meta reports results after the market closes Wednesday, and options traders are pricing a sizable post-earnings move. The report, guidance and commentary on AI returns and spending will likely determine the stock’s near-term direction. Meta Reports Earnings Wednesday Negative Sentiment: Concerns about rising costs, heavy capital expenditures and uncertain returns on AI investments are weighing on sentiment. The broader technology sector has recently seen investors sell or fail to reward stocks even after strong earnings, contributing to Meta’s recent decline. Meta Q2 Earnings Loom Negative Sentiment: Meta faces ongoing legal and reputational risks. Tennessee attorneys allege that company leadership ignored internal research about Instagram’s effects on teenagers, while a separate lawsuit alleges failures to prevent abuse on Meta’s platforms. Adverse rulings or regulatory action could increase costs and constrain product practices. Meta disregarded its own research on teen harm Meta Platforms Company Profile (Free Report)
Meta Platforms, Inc (NASDAQ: META), formerly Facebook, Inc, is a global technology company best known for building social networking services and immersive computing platforms. Founded in 2004 and headquartered in Menlo Park, California, the company operates a family of consumer-facing products and services that connect users, creators and businesses. In October 2021 the company rebranded as Meta to reflect an expanded strategic focus on augmented and virtual reality technologies alongside its social media businesses.
Meta’s core consumer products include Facebook, Instagram, WhatsApp and Messenger, which enable social networking, messaging, content sharing and community building across mobile and desktop devices.
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Meta's data-center project priced a $12.5 billion offering with a higher interest rate than a similar deal last year, as AI companies flood the market with new debt.
SummaryMeta Platforms has underperformed the S&P 500, declining 15% over the past year. The main culprit is Meta's aggressive investments in AI infrastructure.I believe that AI investments are already enhancing META's core advertising business through improved engagement, ad inventory, and monetization. However, my focus in this analysis is on something completely different.I believe the market will continue to turn a blind eye to expected AI-driven improvements in Q2 in the absence of any commentary regarding a direct AI revenue channel.As revealed by Bloomberg, Meta's plan is to sell excess AI computing power to third-party customers. This is the same model followed by SpaceX.Meta Compute reminds me of Amazon's launch of AWS in 2006. While I am not projecting Meta Compute to reach the same heights as AWS, I believe investors should pay close attention today. Kira-Yan/iStock Editorial via Getty Images
Meta Platforms, Inc. (META), a stock that I have dearly held on to through wild market swings since 2018, is under pressure today. META stock is down 15% in the past 12 months. To understand the gravity
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Arrow Capital Management LLC lessened its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 20.7% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 21,245 shares of the social networking company’s stock after selling 5,555 shares during the period. Meta Platforms comprises 8.4% of Arrow Capital Management LLC’s portfolio, making the stock its 3rd biggest holding. Arrow Capital Management LLC’s holdings in Meta Platforms were worth $12,155,000 as of its most recent filing with the SEC.
Other institutional investors have also added to or reduced their stakes in the company. Auto Owners Insurance Co raised its stake in shares of Meta Platforms by 76,587.7% in the fourth quarter. Auto Owners Insurance Co now owns 105,292,277 shares of the social networking company’s stock valued at $69,502,379,000 after purchasing an additional 105,154,977 shares in the last quarter. Norges Bank acquired a new stake in Meta Platforms during the fourth quarter worth $22,152,075,000. Vanguard Group Inc. increased its holdings in Meta Platforms by 3.8% in the 4th quarter. Vanguard Group Inc. now owns 199,995,630 shares of the social networking company’s stock valued at $132,015,115,000 after buying an additional 7,269,279 shares during the period. Corient Private Wealth LLC increased its holdings in Meta Platforms by 488.1% in the 4th quarter. Corient Private Wealth LLC now owns 5,466,595 shares of the social networking company’s stock valued at $3,608,445,000 after buying an additional 4,537,076 shares during the period. Finally, State Street Corp raised its stake in shares of Meta Platforms by 5.1% in the 4th quarter. State Street Corp now owns 90,841,345 shares of the social networking company’s stock valued at $59,963,463,000 after buying an additional 4,395,763 shares in the last quarter. 79.91% of the stock is owned by institutional investors and hedge funds.
Meta Platforms Stock Performance Meta Platforms stock opened at $593.87 on Tuesday. The company has a market cap of $1.50 trillion, a PE ratio of 21.59, a PEG ratio of 1.01 and a beta of 1.25. The company has a current ratio of 2.35, a quick ratio of 2.35 and a debt-to-equity ratio of 0.24. Meta Platforms, Inc. has a 1 year low of $520.26 and a 1 year high of $796.25. The company’s 50-day moving average is $604.17 and its two-hundred day moving average is $625.06.
Meta Platforms (NASDAQ:META – Get Free Report) last issued its quarterly earnings results on Wednesday, April 29th. The social networking company reported $10.44 EPS for the quarter, topping the consensus estimate of $6.67 by $3.77. The company had revenue of $56.31 billion during the quarter, compared to analysts’ expectations of $55.56 billion. Meta Platforms had a net margin of 32.84% and a return on equity of 36.93%. Meta Platforms’s revenue was up 33.1% on a year-over-year basis. During the same quarter in the previous year, the company earned $6.43 EPS. Equities analysts anticipate that Meta Platforms, Inc. will post 29.49 earnings per share for the current year.
Meta Platforms Announces Dividend The business also recently disclosed a quarterly dividend, which was paid on Thursday, June 25th. Investors of record on Monday, June 15th were paid a dividend of $0.525 per share. The ex-dividend date of this dividend was Monday, June 15th. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.4%. Meta Platforms’s payout ratio is 7.63%.
Insider Buying and Selling In related news, Director Robert M. Kimmitt sold 500 shares of the company’s stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $607.75, for a total value of $303,875.00. Following the completion of the sale, the director owned 3,443 shares in the company, valued at approximately $2,092,483.25. This represents a 12.68% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Javier Olivan sold 3,348 shares of the firm’s stock in a transaction dated Monday, July 6th. The stock was sold at an average price of $600.97, for a total value of $2,012,047.56. Following the transaction, the chief operating officer owned 9,498 shares in the company, 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 sold a total of 36,393 shares of company stock valued at $22,141,163 over the last three months. Company insiders own 13.53% of the company’s stock.
Key Headlines Impacting Meta Platforms Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: Analysts and investors see Meta as attractively valued ahead of Wednesday’s earnings, with estimates suggesting its forward earnings multiple is below historical norms and the broader market. Meta’s record of 13 consecutive earnings beats raises the possibility of another upside surprise. Meta Platforms: Time To Be Greedy Positive Sentiment: Revenue growth is expected to benefit from user expansion, higher advertising prices and increased ad volume. Meta is also expanding Meta AI by placing its chatbot in Threads direct messages, potentially increasing engagement and creating additional monetization opportunities over time. Threads users can now chat with Meta AI in their DMs Positive Sentiment: Supporters argue Meta can absorb elevated capital expenditures, including as much as $145 billion in 2026 AI spending, because of its strong cash generation and advertising business. Its AI infrastructure plans could also create opportunities to sell excess computing capacity at premium prices. Meta Can Absorb Capex Trouble Neutral Sentiment: Meta reports results after the market closes Wednesday, and options traders are pricing a sizable post-earnings move. The report, guidance and commentary on AI returns and spending will likely determine the stock’s near-term direction. Meta Reports Earnings Wednesday Negative Sentiment: Concerns about rising costs, heavy capital expenditures and uncertain returns on AI investments are weighing on sentiment. The broader technology sector has recently seen investors sell or fail to reward stocks even after strong earnings, contributing to Meta’s recent decline. Meta Q2 Earnings Loom Negative Sentiment: Meta faces ongoing legal and reputational risks. Tennessee attorneys allege that company leadership ignored internal research about Instagram’s effects on teenagers, while a separate lawsuit alleges failures to prevent abuse on Meta’s platforms. Adverse rulings or regulatory action could increase costs and constrain product practices. Meta disregarded its own research on teen harm Analyst Ratings Changes A number of equities analysts have recently commented on the stock. JPMorgan Chase & Co. reaffirmed a “neutral” rating and set a $725.00 price objective (down from $825.00) on shares of Meta Platforms in a report on Thursday, April 30th. Benchmark started coverage on shares of Meta Platforms in a research note on Tuesday, June 2nd. They issued a “buy” rating on the stock. Wall Street Zen cut shares of Meta Platforms from a “buy” rating to a “hold” rating in a research note on Saturday, May 16th. Mizuho decreased their price objective on Meta Platforms from $850.00 to $835.00 and set an “outperform” rating on the stock in a report on Tuesday, May 5th. Finally, Raymond James Financial upped their price objective 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. Five analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $835.64.
Get Our Latest Analysis on Meta Platforms
Meta Platforms Profile (Free Report)
Meta Platforms, Inc (NASDAQ: META), formerly Facebook, Inc, is a global technology company best known for building social networking services and immersive computing platforms. Founded in 2004 and headquartered in Menlo Park, California, the company operates a family of consumer-facing products and services that connect users, creators and businesses. In October 2021 the company rebranded as Meta to reflect an expanded strategic focus on augmented and virtual reality technologies alongside its social media businesses.
Meta’s core consumer products include Facebook, Instagram, WhatsApp and Messenger, which enable social networking, messaging, content sharing and community building across mobile and desktop devices.
Read More Five stocks we like better than Meta Platforms AirJoule’s Kubota Deal Is a Major Validation—But the Hard Part Comes Next Dividend Stocks May Be the Quiet Rotation Trade Investors Are Missing Now Refiner Stocks Are Near Record Highs—Can Iran-Driven Margins Keep Them There? Verizon May Be an AI Infrastructure Stock Hiding in Plain Sight 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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Arrowstreet Capital Limited Partnership grew its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 121.8% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 139,114 shares of the social networking company’s stock after acquiring an additional 76,387 shares during the quarter. Arrowstreet Capital Limited Partnership’s holdings in Meta Platforms were worth $79,591,000 at the end of the most recent reporting period.
Other hedge funds and other institutional investors have also recently made changes to their positions in the company. RHL Group LLC purchased a new position in shares of Meta Platforms in the 4th quarter valued at approximately $28,000. Strategic Wealth Advisors LLC purchased a new position in shares of Meta Platforms in the 4th quarter valued at about $29,000. Safe Harbor Fiduciary LLC purchased a new position in Meta Platforms in the fourth quarter valued at about $42,000. 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 worth $40,000 after purchasing an additional 35 shares during the last quarter. Finally, Key Capital Management INC purchased a new stake in shares of Meta Platforms in the 4th quarter worth about $48,000. Hedge funds and other institutional investors own 79.91% of the company’s stock.
Meta Platforms Trading Down 0.2% NASDAQ META opened at $593.87 on Tuesday. The firm has a market capitalization of $1.50 trillion, a PE ratio of 21.59, a price-to-earnings-growth ratio of 1.01 and a beta of 1.25. The company has a 50-day simple moving average of $604.17 and a 200-day simple moving average of $625.06. Meta Platforms, Inc. has a one year low of $520.26 and a one year high of $796.25. The company has a debt-to-equity ratio of 0.24, a quick ratio of 2.35 and a current ratio of 2.35.
Meta Platforms (NASDAQ:META – Get Free Report) last issued its earnings results on Wednesday, April 29th. The social networking company reported $10.44 earnings per share for the quarter, topping the consensus estimate of $6.67 by $3.77. Meta Platforms had a return on equity of 36.93% and a net margin of 32.84%.The firm had revenue of $56.31 billion for the quarter, compared to analyst estimates of $55.56 billion. During the same period last year, the company earned $6.43 earnings per share. The firm’s revenue for the quarter was up 33.1% on a year-over-year basis. On average, equities analysts forecast that Meta Platforms, Inc. will post 29.49 earnings per share for the current year.
Meta Platforms Dividend Announcement The firm also recently announced a quarterly dividend, which was paid on Thursday, June 25th. Investors of record on Monday, June 15th were issued a dividend of $0.525 per share. This represents a $2.10 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date was Monday, June 15th. Meta Platforms’s dividend payout ratio (DPR) is presently 7.63%.
Analyst Ratings Changes Several equities analysts have weighed in on META shares. Morgan Stanley dropped their price target on Meta Platforms from $825.00 to $775.00 and set an “overweight” rating for the company in a research report on Monday, March 30th. Wolfe Research cut their price target on shares of Meta Platforms from $850.00 to $800.00 and set an “outperform” rating on the stock in a research note on Friday, April 10th. Sanford C. Bernstein cut their price objective on Meta Platforms from $900.00 to $850.00 and set an “outperform” rating on the stock in a report on Thursday, April 30th. Needham & Company LLC restated a “hold” rating on shares of Meta Platforms in a report on Wednesday, July 8th. Finally, Rothschild & Co Redburn increased their price objective on shares of Meta Platforms from $900.00 to $1,000.00 and gave the company a “buy” rating in a research report on Tuesday, July 21st. Five investment analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $835.64.
Get Our Latest Research Report on META
Trending Headlines about Meta Platforms Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: Analysts and investors see Meta as attractively valued ahead of Wednesday’s earnings, with estimates suggesting its forward earnings multiple is below historical norms and the broader market. Meta’s record of 13 consecutive earnings beats raises the possibility of another upside surprise. Meta Platforms: Time To Be Greedy Positive Sentiment: Revenue growth is expected to benefit from user expansion, higher advertising prices and increased ad volume. Meta is also expanding Meta AI by placing its chatbot in Threads direct messages, potentially increasing engagement and creating additional monetization opportunities over time. Threads users can now chat with Meta AI in their DMs Positive Sentiment: Supporters argue Meta can absorb elevated capital expenditures, including as much as $145 billion in 2026 AI spending, because of its strong cash generation and advertising business. Its AI infrastructure plans could also create opportunities to sell excess computing capacity at premium prices. Meta Can Absorb Capex Trouble Neutral Sentiment: Meta reports results after the market closes Wednesday, and options traders are pricing a sizable post-earnings move. The report, guidance and commentary on AI returns and spending will likely determine the stock’s near-term direction. Meta Reports Earnings Wednesday Negative Sentiment: Concerns about rising costs, heavy capital expenditures and uncertain returns on AI investments are weighing on sentiment. The broader technology sector has recently seen investors sell or fail to reward stocks even after strong earnings, contributing to Meta’s recent decline. Meta Q2 Earnings Loom Negative Sentiment: Meta faces ongoing legal and reputational risks. Tennessee attorneys allege that company leadership ignored internal research about Instagram’s effects on teenagers, while a separate lawsuit alleges failures to prevent abuse on Meta’s platforms. Adverse rulings or regulatory action could increase costs and constrain product practices. Meta disregarded its own research on teen harm Insider Transactions at Meta Platforms In other news, Director Robert M. Kimmitt sold 500 shares of the business’s stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $607.75, for a total transaction of $303,875.00. Following the sale, the director owned 3,443 shares in the company, valued at $2,092,483.25. The trade was a 12.68% decrease in their ownership of the stock. The transaction was disclosed in a legal 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 2,079 shares of the stock in a transaction on Wednesday, May 27th. The shares were sold at an average price of $609.92, for a total value of $1,268,023.68. Following the completion of the sale, the insider owned 1,118 shares of the company’s stock, valued at $681,890.56. The trade was a 65.03% 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 36,393 shares of company stock valued at $22,141,163 in the last three months. 13.53% of the stock is currently owned by corporate insiders.
Meta Platforms Company Profile (Free Report)
Meta Platforms, Inc (NASDAQ: META), formerly Facebook, Inc, is a global technology company best known for building social networking services and immersive computing platforms. Founded in 2004 and headquartered in Menlo Park, California, the company operates a family of consumer-facing products and services that connect users, creators and businesses. In October 2021 the company rebranded as Meta to reflect an expanded strategic focus on augmented and virtual reality technologies alongside its social media businesses.
Meta’s core consumer products include Facebook, Instagram, WhatsApp and Messenger, which enable social networking, messaging, content sharing and community building across mobile and desktop devices.
Read More Five stocks we like better than Meta Platforms AirJoule’s Kubota Deal Is a Major Validation—But the Hard Part Comes Next Dividend Stocks May Be the Quiet Rotation Trade Investors Are Missing Now Refiner Stocks Are Near Record Highs—Can Iran-Driven Margins Keep Them There? Verizon May Be an AI Infrastructure Stock Hiding in Plain Sight 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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Caxton Associates LLP grew its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 2,658.6% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 351,993 shares of the social networking company’s stock after purchasing an additional 339,233 shares during the period. Meta Platforms makes up approximately 4.6% of Caxton Associates LLP’s investment portfolio, making the stock its 6th largest holding. Caxton Associates LLP’s holdings in Meta Platforms were worth $201,386,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds also recently modified their holdings of META. RHL Group LLC acquired a new position in shares of Meta Platforms during the 4th quarter worth about $28,000. Strategic Wealth Advisors LLC acquired a new stake in shares of Meta Platforms in the fourth quarter valued at about $29,000. Safe Harbor Fiduciary LLC acquired a new stake in shares of Meta Platforms in the fourth quarter valued at about $42,000. 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 worth $40,000 after acquiring an additional 35 shares in the last quarter. Finally, Key Capital Management INC bought a new stake in Meta Platforms during the fourth quarter worth about $48,000. 79.91% of the stock is owned by institutional investors and hedge funds.
Insider Buying and Selling In related news, Director Robert M. Kimmitt sold 500 shares of the company’s stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $607.75, for a total value of $303,875.00. Following the sale, the director directly owned 3,443 shares in the company, valued at $2,092,483.25. This represents a 12.68% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Curtis J. Mahoney sold 2,079 shares of the stock in a transaction on Wednesday, May 27th. The stock was sold at an average price of $609.92, for a total transaction of $1,268,023.68. Following the sale, the insider owned 1,118 shares of the company’s stock, valued at approximately $681,890.56. This trade represents a 65.03% 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 36,393 shares of company stock worth $22,141,163 in the last ninety days. Company insiders own 13.53% of the company’s stock.
Analyst Ratings Changes A number of equities analysts recently weighed in on META shares. BNP Paribas Exane assumed coverage on shares of Meta Platforms in a report on Tuesday, June 2nd. They set an “outperform” rating on the stock. Barclays increased their price target on shares of Meta Platforms from $800.00 to $830.00 and gave the company an “overweight” rating in a research note on Thursday, April 30th. Piper Sandler assumed coverage on shares of Meta Platforms in a research report on Tuesday, June 2nd. They issued an “overweight” rating for the company. Arete Research set a $735.00 price objective on shares of Meta Platforms and gave the stock a “buy” rating in a research note on Tuesday, June 2nd. Finally, Cantor Fitzgerald dropped their target price on shares of Meta Platforms from $850.00 to $750.00 and set an “overweight” rating on the stock in a report on Thursday, April 30th. Five analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $835.64.
View Our Latest Stock Report on META
Trending Headlines about Meta Platforms Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: Analysts and investors see Meta as attractively valued ahead of Wednesday’s earnings, with estimates suggesting its forward earnings multiple is below historical norms and the broader market. Meta’s record of 13 consecutive earnings beats raises the possibility of another upside surprise. Meta Platforms: Time To Be Greedy Positive Sentiment: Revenue growth is expected to benefit from user expansion, higher advertising prices and increased ad volume. Meta is also expanding Meta AI by placing its chatbot in Threads direct messages, potentially increasing engagement and creating additional monetization opportunities over time. Threads users can now chat with Meta AI in their DMs Positive Sentiment: Supporters argue Meta can absorb elevated capital expenditures, including as much as $145 billion in 2026 AI spending, because of its strong cash generation and advertising business. Its AI infrastructure plans could also create opportunities to sell excess computing capacity at premium prices. Meta Can Absorb Capex Trouble Neutral Sentiment: Meta reports results after the market closes Wednesday, and options traders are pricing a sizable post-earnings move. The report, guidance and commentary on AI returns and spending will likely determine the stock’s near-term direction. Meta Reports Earnings Wednesday Negative Sentiment: Concerns about rising costs, heavy capital expenditures and uncertain returns on AI investments are weighing on sentiment. The broader technology sector has recently seen investors sell or fail to reward stocks even after strong earnings, contributing to Meta’s recent decline. Meta Q2 Earnings Loom Negative Sentiment: Meta faces ongoing legal and reputational risks. Tennessee attorneys allege that company leadership ignored internal research about Instagram’s effects on teenagers, while a separate lawsuit alleges failures to prevent abuse on Meta’s platforms. Adverse rulings or regulatory action could increase costs and constrain product practices. Meta disregarded its own research on teen harm Meta Platforms Trading Down 0.2% Shares of META stock opened at $593.87 on Tuesday. The stock has a market cap of $1.50 trillion, a P/E ratio of 21.59, a price-to-earnings-growth ratio of 1.01 and a beta of 1.25. Meta Platforms, Inc. has a 1 year low of $520.26 and a 1 year high of $796.25. The company has a current ratio of 2.35, a quick ratio of 2.35 and a debt-to-equity ratio of 0.24. The stock has a 50 day simple moving average of $604.17 and a 200 day simple moving average of $625.06.
Meta Platforms (NASDAQ:META – Get Free Report) last announced its quarterly earnings data on Wednesday, April 29th. The social networking company reported $10.44 EPS for the quarter, beating the consensus estimate of $6.67 by $3.77. Meta Platforms had a net margin of 32.84% and a return on equity of 36.93%. The business had revenue of $56.31 billion during the quarter, compared to the consensus estimate of $55.56 billion. During the same period in the previous year, the business earned $6.43 earnings per share. The company’s revenue was up 33.1% on a year-over-year basis. On average, research analysts predict that Meta Platforms, Inc. will post 29.49 earnings per share for the current fiscal year.
Meta Platforms Announces Dividend The firm also recently disclosed a quarterly dividend, which was paid on Thursday, June 25th. Investors of record on Monday, June 15th were issued a $0.525 dividend. This represents a $2.10 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date was Monday, June 15th. Meta Platforms’s dividend payout ratio (DPR) is 7.63%.
Meta Platforms Company Profile (Free Report)
Meta Platforms, Inc (NASDAQ: META), formerly Facebook, Inc, is a global technology company best known for building social networking services and immersive computing platforms. Founded in 2004 and headquartered in Menlo Park, California, the company operates a family of consumer-facing products and services that connect users, creators and businesses. In October 2021 the company rebranded as Meta to reflect an expanded strategic focus on augmented and virtual reality technologies alongside its social media businesses.
Meta’s core consumer products include Facebook, Instagram, WhatsApp and Messenger, which enable social networking, messaging, content sharing and community building across mobile and desktop devices.
Further Reading Five stocks we like better than Meta Platforms AirJoule’s Kubota Deal Is a Major Validation—But the Hard Part Comes Next Dividend Stocks May Be the Quiet Rotation Trade Investors Are Missing Now Refiner Stocks Are Near Record Highs—Can Iran-Driven Margins Keep Them There? Verizon May Be an AI Infrastructure Stock Hiding in Plain Sight 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 (META -0.31%) stock is down 24% from its high amid concerns about how much money the company is spending on artificial intelligence infrastructure. Investors will get more information on that topic when Meta announces second-quarter financial results on Wednesday, July 29.
However, Wall Street sees a buying opportunity ahead of the report. Among 71 analysts, Meta has a median target price of $815 per share. That implies 36% upside from its current share price of $598.
Here's what investors should consider before buying Meta stock.
Image source: The Motley Fool.
Meta is primarily monetizing AI through its advertising business Meta Platforms owns the three most popular social media platforms by monthly active users: Facebook, WhatsApp, and Instagram. The company uses consumer data generated by those platforms to recommend content and target ads, creating a network effect that makes its social media properties more engaging for users (and more valuable for advertisers) over time.
Meta Platforms is investing aggressively in artificial intelligence infrastructure. Earlier this year, the company raised its 2026 capital expenditure (capex) forecast to $135 billion at the midpoint, up from $125 billion. That is nearly double its $72 billion in capex spending in 2025, which itself was nearly double the $39 billion in capex spending in 2024.
Meta is already realizing returns on those investments. In the first quarter, ad impressions delivered across its social media properties increased 19%, and the average price per ad increased 12%. Those changes reflect higher user engagement and greater advertiser demand, driven by proprietary AI models that rank and recommend content.
Nevertheless, Meta stock currently trades 24% below its high, suggesting that investors are worried about whether the company can earn sufficient returns on that invested capital. On that topic, Bloomberg reports that Meta is planning to rent out excess compute capacity to customers, essentially creating a neocloud business similar to CoreWeave.
Meta has not commented on the Bloomberg report, but management could weigh in on the topic when the company reports financial results this week. Meta may also address other AI monetization opportunities, including its personal assistant, Meta AI. The company recently added shopping mode and task automation features to the product, expanding its addressable market.
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Meta stock looks cheap despite the risk of post-earnings volatility Meta Platforms will report second-quarter financial results after the stock market closes on Wednesday, July 29. The Wall Street consensus estimate calls for revenue to increase 26% to $60.1 billion, while earnings grow less than 1% to $7.22 per share. Whether the stock moves up or down after the report depends as much on what management says as it does on the actual financial results.
For example, Meta beat estimates in the first quarter, but the stock still dropped 9% the next day because investors were more concerned about the company raising its capex outlook. The same thing could happen this time. Indeed, Alphabet stock dropped following a strong financial report last week, simply because the company raised its capex forecast.
As of July 27, options pricing information implies a 7% move in Meta stock (either higher or lower) after the company announces its second-quarter financial results. That means the stakes are particularly high for prospective investors, but I think the stock is worth buying at its current price, despite near-term volatility.
Wall Street expects Meta's earnings to increase at 22% annually over the next three years. That makes the current valuation of 21.5 times earnings look cheap. Those metrics give a price-to-earnings-to-growth (PEG) ratio slightly below 1, which is usually interpreted as indicating a stock is undervalued. Meta's PEG ratio is currently at its lowest level in three years. I see that as an attractive entry point for long-term investors.
Meta and BlackRock announce a venture to finance the development and operation of a data center campus in El Paso, Texas
, /PRNewswire/ -- Meta Platforms, Inc. (NASDAQ: META) and BlackRock, Inc. (NYSE: BLK) today announced a venture to develop and own a data center campus in El Paso, Texas.
Meta has spent more than 15 years developing, constructing, and operating data center facilities. Meta Compute's strategy builds on that foundation, pairing Meta's infrastructure expertise with capital partnerships that deliver the speed and flexibility its long-term AI ambitions require.
BlackRock, one of the world's leading investment management firms, together with Global Infrastructure Partners and HPS Investment Partners, both a part of BlackRock, complements this strategy. BlackRock delivers substantial capital at scale, along with deep expertise in infrastructure investment and private financing — enabling the rapid execution of mission-critical data center projects. Meta selected BlackRock as its partner following a highly competitive process, reflecting the company's disciplined approach to diversifying its infrastructure financing as it scales Meta Compute.
"Building the infrastructure for superintelligence is key to making sure the benefits of this technology are distributed to everyone," said Mark Zuckerberg, Meta founder and CEO. "Our partnership with Larry and the team at BlackRock allows us to move faster and at greater scale -- pairing our deep expertise in designing and operating world-class data centers with one of the world's leading infrastructure investors."
"We're excited to partner with Mark and the Meta leadership team on the El Paso data center campus, which will create thousands of skilled jobs and help drive economic growth in the local community," said Larry Fink, Chairman and Chief Executive Officer of BlackRock. "Companies around the world are looking for long-term strategic partners to help develop their most important projects, and BlackRock is built to meet that need. This transaction highlights the strength and scale of our combined capabilities with GIP and HPS, and how we can offer clients compelling investment opportunities at the center of AI infrastructure and energy."
The state-of-the-art data center campus, currently under construction in El Paso, Texas, will have 1 gigawatt of compute capacity and will play an essential role in bringing Meta's AI technologies to life, accelerating progress on AI models and supporting enhancements to the core business. Meta will provide construction management, administrative, and property management services for the campus, and will be the initial sole occupant of the campus upon completion. The transaction is expected to close in the coming days and the venture expects to begin bringing this capacity online in 2028.
Empowering El Paso's Economy
The El Paso data center represents an investment of over $10 billion from Meta — supporting more than 4,000 construction jobs at peak and 300 operational jobs once complete. Over 2,300 workers are already onsite.
The site is part of America's Workforce Academy, a free skilled trades training where participants are guaranteed a job upon graduation with a Meta partner at one of the company's data center sites. Additionally, Meta provided a $500,000 grant to El Paso public schools to support workforce development by connecting students with practical, real-world learning experiences and career pathways in STEM and the skilled trades.
Meta will also continue to partner with local nonprofits to support water restoration projects that boost water supply, enhance water quality, provide safe drinking water and help restore local habitats.
BlackRock is also supporting workforce development in Texas through Future Builders, a national initiative funded by The BlackRock Foundation. Through a nearly $30 million investment, the program is expected to train more than 12,000 electricians over three years, helping strengthen the workforce needed to support Texas' continued growth and rising demand for energy, infrastructure, and data center development.
Project Structure and Financing
Funds managed by BlackRock will own an 80% interest in the venture, while Meta will retain the remaining 20% ownership. The parties have committed to fund their respective pro rata share of the approximately $14 billion in total development costs for the buildings and long-lived power, cooling, and connectivity infrastructure at the campus. At financial close, Meta will contribute the venture land and construction-in-progress assets valued at approximately $2.3 billion, and BlackRock will make a cash contribution of approximately $4.9 billion. Meta will receive a one-time distribution of approximately $1 billion to align ownership stakes in accordance with the 80/20 ownership split. A portion of BlackRock's investment will be funded with proceeds from a $12.5 billion debt financing.
Meta will enter into lease agreements with the venture for use of the entire data center campus. The leases have a four-year initial term with four options to extend, providing Meta with long-term flexibility over a potential 20-year term. Meta also will provide residual value guarantees (RVG) which have an aggregate threshold of approximately $13 billion that decreases over time. If certain conditions are met within the first 16 years of the lease term, Meta's maximum RVG payment would equal any shortfall between the fair value at that time and the RVG threshold for the covered property.
Morgan Stanley & Co. LLC and J.P. Morgan Securities LLC served as financial advisors to Meta in connection with this transaction. Latham & Watkins LLP served as legal counsel to Meta on the transaction and Eversheds Sutherland (US) LLP advised Meta on leasing matters. Arthur D. Little LLC acted as commercial due diligence advisor to Meta. Marsh provided Meta project risk analysis and insurance services. Arup provided technical and environmental independent engineer services to Meta. Kirkland & Ellis LLP served as legal counsel to the BlackRock funds on the transaction. Charles River Associates, Turner & Townsend, and Marsh acted as technical advisors to BlackRock. Milbank LLP served as legal counsel to J.P. Morgan Securities LLC and Morgan Stanley & Co. LLC.
About Meta
Meta is building the future of human connection, powered by artificial intelligence and immersive technologies. When Facebook launched in 2004, it changed the way people connect. Apps like Messenger, Instagram, and WhatsApp further empowered billions around the world. Now, Meta is moving beyond 2D screens toward experiences that foster deeper connections and unlock new possibilities.
About BlackRock
BlackRock's purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable. For additional information on BlackRock, please visit www.blackrock.com/corporate.
Contacts
Meta Investors:
Chad Heaton
[email protected] / investor.atmeta.com
Meta Press:
Matt Tye
[email protected] / meta.com/news
Začal nejrušnější týden výsledkové sezóny, během kterého zveřejní hospodářské výsledky 158 firem z indexu S&P 500. Dnes odstartuje Coca-Cola, nejdůležitější čísla však přijdou ve středu a ve čtvrtek, kdy výsledky za druhé čtvrtletí představí giganti jako Apple, Amazon, Microsoft nebo Meta.
Dnes před začátkem obchodování by měla podle odhadů analytiků oslovených agenturou Bloomberg Coca-Cola vykázat zisk na akcii 0,93 dolaru a organický růst tržeb kolem 3,6 %. Hlavním tématem výsledků bude kybernetický útok, který dočasně narušil výrobu mlékárenské divize Fairlife, a jeho dopady na provoz společnosti.
Kromě Coca-Coly zveřejní v úterý před otevřením trhu výsledky také Boeing a PayPal. Od Boeingu se očekává ztráta na akcii ve výši 0,28 dolaru a záporné volné cash flow ve výši 331 milionů dolarů.
Po uzavření středečního obchodování se pozornost investorů přesune k velkým technologickým firmám, které navážou na výsledky Alphabetu z minulého týdne. Mateřská společnost Googlu sice vykázala silný růst zisku podpořený investicemi do společností jako SpaceX a Anthropic, zároveň však reportovala záporné volné cash flow a další navýšení CAPEXu, což část investorů znervóznilo (více zde).
Lze proto očekávat, že právě vývoj CAPEXu a cash flow bude jedním z hlavních témat také u Microsoftu, Mety a Amazonu. Od Microsoftu se očekává zisk na akcii 4,25 dolaru a meziroční růst tržeb o více než 13 % na 87,7 miliardy dolarů. CAPEX by podle odhadů měl dosáhnout 42 miliard dolarů a upravené volné cash flow 14,7 miliardy dolarů. Analytik Morgan Stanley Adam Wood očekává, že výsledky podpoří další růst cloudové platformy Azure i monetizace nástrojů Copilot.
V případě Meta Platforms analytici předpokládají růst tržeb o 25 % a zisk na akcii 7,14 dolaru. Klíčové bude sledovat, jak se firmě daří monetizovat AI produkty napříč její rozsáhlou uživatelskou základnou. Současně se očekává další navýšení letošního výhledu CAPEXu, které odráží rostoucí náklady na AI infrastrukturu. Jen za druhé čtvrtletí by investice měly dosáhnout přibližně 33 miliard dolarů, což odpovídá více než polovině očekávaných tržeb. Analytici zároveň očekávají záporné volné cash flow ve výši 1,2 miliardy dolarů.
Čtvrteční večer pak přinese výsledky Amazonu a Applu. U Amazonu investoři očekávají další silný růst cloudové divize AWS, jejíž tržby by měly vzrůst o více než 30 %. Optimismus panuje také v oblasti reklamy a e-commerce. Celkové tržby by měly dosáhnout přibližně 197 miliard dolarů a růst nejrychlejším tempem za posledních pět let. Zisk na akcii se očekává kolem 1,82 dolaru. V centru pozornosti bude opět CAPEX, který by měl přesáhnout 48 miliard dolarů.
Přestože se Apple AI investičního závodu neúčastní tak agresivně jako ostatní technologičtí giganti, i zde se očekává zvýšení investic. Pro rok 2027 by měly dosáhnout přibližně 18 miliard dolarů, což je však stále výrazně méně než u výše zmíněných společností. Celkově se od Applu očekává silný kvartál. Výsledky by měla podpořit vysoká poptávka po iPhonech a stabilní růst segmentu služeb, jehož tržby by měly dosáhnout přibližně 31 miliard dolarů. Celkové tržby za uplynulé čtvrtletí by měly činit téměř 109 miliard dolarů a zisk na akcii se očekává kolem 1,88 dolaru. Negativním faktorem zůstává růst cen pamětí, který zvyšuje výrobní náklady i konečné ceny produktů společnosti.
SummaryMeta Platforms, Inc. is attractively valued ahead of Q2 earnings, trading at 17–18x forward earnings versus historical norms above 20x.META has a robust track record of beating earnings expectations, with 13 consecutive quarters of outperformance and potential for another beat this quarter.Revenue growth is driven by user expansion, ad pricing power, and increased ad volume, while capital expenditures—primarily for AI—are not seen as a financial threat.A post-earnings META share price dip due to higher capital spending could present an even more compelling entry point for long-term investors.Looking for a helping hand in the market? Members of Cash Flow Club get exclusive ideas and guidance to navigate any climate. Learn More » DNY59/E+ via Getty Images
Article Thesis Meta Platforms, Inc. (META) will report its Q2 earnings results later this week, on June 29th, and looks very attractively priced going into the earnings report. While some investors feel some concern
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Attorneys for the state of Tennessee told a jury in Nashville on Monday that Meta Platforms' leadership disregarded internal research about its Instagram platform's impact on teenagers as the company sought to maximize profit from young users.
Meta is trying every angle it has to make its artificial intelligence (AI) bet pay off. It has spent more than $100 billion building the infrastructure. It has restructured its research division around what CEO Mark Zuckerberg calls “personal superintelligence.” It has pushed AI into ad targeting, into WhatsApp business tools, into Ray-Ban smart glasses. This month, it pushed AI into something it had not fully attempted before: the workday.
Meta AI’s latest upgrade, powered by a new model called Muse Spark 1.1, lets the assistant connect to a user’s email and calendar, conduct web research, generate presentation slides and complete multi-step tasks with less repeated prompting, Meta said in a Friday (July 24) announcement. “Meta AI is starting to take action on your behalf,” the company wrote, describing a shift from a chatbot that answers questions to an assistant that follows through on requests over time. The features are rolling out in select markets through the Meta AI app and meta.ai, with WhatsApp integration expected in the coming weeks.
Connecting Email and Calendar Puts Meta AI in Enterprise Territory The specific capabilities Meta highlighted—connecting to email and calendar, producing slide decks, running multi-step research and automating recurring tasks—are the core feature set of enterprise productivity software, the exact category Microsoft has built Copilot around and Google has built into Workspace with Gemini. Meta built its base with lifestyle use cases: a mood board assembled from Facebook Marketplace listings for a kitchen renovation, or a week-by-week half-marathon training schedule, absolutegeeks.com reported. But connecting email and calendar access, producing presentations and running structured research are the identical building blocks of a workplace copilot, wrapped in a consumer interface Meta already has installed on billions of phones.
That distribution is both Meta’s real advantage and its real challenge. Meta AI already reaches users across Facebook, Instagram, WhatsApp and Messenger, giving it a scale no enterprise AI vendor can match on day one. But reaching a user casually is different from being trusted with a work email inbox.
ChatGPT converts 83.1% of paid subscribers who have workplace access to their AI platform of choice, according to Recon Analytics data on the U.S. enterprise AI market. Microsoft Copilot converts only 35.8%, and its market share among paid AI subscribers fell from 18.8% in July 2025 to 11.5% in January, a 39% contraction, even with Copilot bundled directly into Windows and Microsoft 365.
Investors Want Proof the AI Spending Is Paying Off Meta is set to report second-quarter results on Wednesday (July 29), and the pattern from recent quarters has been consistent: heavier spending, bigger promises and a request for more patience. In its first-quarter report, Meta raised its full-year capital expenditure guidance to $125 billion to $145 billion, up from a prior range of $115 billion to $135 billion, citing higher memory prices and additional data center capacity, PYMNTS reported. The company said at the time it has consistently underestimated its own compute needs
Muse Spark 1.1 gives Meta a new answer heading into that call: evidence the spending is producing capability beyond better ad targeting. An assistant that manages calendars, drafts presentations and completes multi-step work is a second growth story, one that could eventually generate revenue the way Microsoft charges for Copilot seats rather than one that only shows up as an efficiency gain inside the existing ad business.
Meta Platforms is slated to post its quarterly earnings after markets close Wednesday, with traders pricing in a sizable move from the social media giant's stock.
It’s shaping up to be an interesting earnings season for the big tech stocks. Alphabet set the tone on July 22 with a solid second-quarter earnings report that saw revenue jump 24% from a year ago to $119.76 billion. Growth in Google Cloud was even better at 82%.
One might think that investors would celebrate Alphabet’s commitment to grow out its all-important artificial intelligence infrastructure, but you’d be wrong. Alphabet raised its capex guidance from $185 billion to $200 billion, and the stock promptly dropped 6%, taking several other major tech stocks with it, as investors are getting spooked by the amount of money being poured into AI right now.
It’s against this backdrop that fellow Magnificent Seven member Meta Platforms (META +0.18%) prepares to report its quarterly earnings after the closing bell on July 29. Meta, like Alphabet, has been spending heavily on data centers. But unlike Alphabet, it doesn’t have a cloud computing division of its own to sell AI computing capacity as a revenue stream.
Is that about to change? We may get some answers when Meta steps up to the earnings podium.
Image source: Meta Platforms.
Meta Platforms is easily one of the best-known companies in the world -- after all, it’s not every company whose origins are dramatized on the silver screen, but Meta (then known as Facebook) got that treatment via 2010’s The Social Network, with Hollywood stars Jesse Eisenberg, Andrew Garfield, and Justin Timberlake in leading roles. CEO Mark Zuckerberg is ranked on the Bloomberg Billionaires Index as the sixth-wealthiest person in the world, with a net worth of $212 billion.
Today, the company operates a series of popular social media sites, including Facebook, Instagram, Messenger, WhatsApp, and Threads. The family of apps, as the company calls them, are used by 3.56 billion people per day, giving Meta Platforms enormous reach.
Meta Platforms has grown to a market cap of $1.5 trillion, but 2026 hasn’t been kind. Meta Platforms stock is down nearly 10% so far this year and is nearly 25% off its all-time high. That drop has the stock somewhat discounted, with a forward price-to-earnings ratio of 18.7, below its five-year P/E mean of 24.8.
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Meta appears to be shifting gearsMeta appears to be a company in transition as it goes into earnings. It has continued to monetize its social media platforms, using AI tools to improve user experience and make advertising more targeted and relevant.
It also appears to be backing off its commitment to the metaverse -- the alternate reality that Zuckerberg had hoped would evolve into a digital world where people would both work and socialize. Meta Platforms even changed its name from Facebook in 2021 to emphasize the company’s new direction, and Meta has spent $80 billion so far on the effort. But Meta began cutting spending for its Reality Labs division this year as it puts more money into AI.
Part of its new direction involves what Meta is calling personal superintelligence. Meta’s vision of personal superintelligence is powerful AI assistants that can understand context, daily habits, and the user’s surroundings to aid them in everyday and long-term tasks. The AI assistant would be active nearly continuously, accessible primarily through wearable hardware.
There are also media reports that indicate that Meta, which is projected to spend $135 billion on capital expenditures and AI infrastructure this year, is considering building a cloud business of its own. Bloomberg reported that the company is building a “Meta Compute” division that would allow it to sell excess cloud computing capacity. Zuckerberg has already publicly suggested that Meta could sell excess capacity, but the Bloomberg report was the first to indicate that the company is moving forward with the plan.
In addition, The New York Times has reported that Meta is in talks with Anthropic, the AI start-up behind Claude, to lease as much as $10 billion in computing capacity to Claude in the next two years.
What should investors be looking for from Meta’s earnings report?The first thing that most people look for from Meta is the “daily average people” number -- how many people are using Meta’s apps? And people will want to know if Meta’s advertising revenue is increasing or decreasing. If those numbers drop, it could spell trouble for the stock.
But in today’s AI-hyped environment, the biggest things to watch on July 29 are forward-looking. Alphabet raised its projected capex, and I am fully expecting Microsoft, Amazon, and Meta to do the same this week.
And I expect Zuckerberg to face a lot of questions about Meta’s potential cloud computing business, and how much revenue the company could make should it compete with neocloud companies or become a hyperscaler like Google or Amazon.
Is Meta a buy before earnings? Probably not, because I fully expect the stock to dip following the earnings report. But if you have a long-term horizon and believe in Meta’s vision, August could be an appealing time to start adding shares.
Image Credits:Matthias Balk/picture alliance (opens in a new window) / Getty Images Meta on Monday said it is rolling out its Meta AI chatbot within Threads’ DMs, giving users a way to chat with the AI assistant.
Although Threads users in select markets could already interact with Meta AI in public posts, like people can with Grok on X, this new integration lets users talk with the AI assistant privately.
By giving users an easier way to talk to an AI chatbot, Meta is looking to keep users within its ecosystem, with an eye toward discouraging them from using third-party assistants like OpenAI’s ChatGPT or Google Gemini.
Meta AI is already available within DMs on Meta’s other platforms, including Facebook, Instagram, and WhatsApp.
Image Credits:Meta The new integration lets users share Threads posts, images, links, and videos directly with Meta AI. You can ask follow-up questions and dive deeper into topics, too.
The update will be rolled out globally starting Monday, the company says.
Meta noted it’s continuing to test Meta AI in Threads’ public feeds in a handful of global markets and is considering feedback before expanding availability more broadly. Users who want to see fewer Meta AI replies in their feed can mute @meta.ai, use the “Not interested” option on any Meta AI post, or hide Meta AI replies that appear on their post.
By further integrating Meta AI into Threads, Meta is positioning its X rival as a place where you can get information and recommendations without having to leave the app.
First Trust Advisors LP cut its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 12.4% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,883,184 shares of the social networking company’s stock after selling 265,601 shares during the period. Meta Platforms makes up about 0.8% of First Trust Advisors LP’s holdings, making the stock its 7th largest holding. First Trust Advisors LP owned approximately 0.07% of Meta Platforms worth $1,077,426,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other hedge funds and other institutional investors have also recently made changes to their positions in the stock. First National Bank Sioux Falls grew its holdings in Meta Platforms by 0.7% in the 4th quarter. First National Bank Sioux Falls now owns 2,001 shares of the social networking company’s stock valued at $1,321,000 after buying an additional 14 shares in the last quarter. Levin Capital Strategies L.P. raised its holdings in shares of Meta Platforms by 1.4% during the 4th quarter. Levin Capital Strategies L.P. now owns 984 shares of the social networking company’s stock worth $649,000 after acquiring an additional 14 shares during the period. Vista Capital Partners Inc. raised its holdings in shares of Meta Platforms by 1.3% during the 2nd quarter. Vista Capital Partners Inc. now owns 1,075 shares of the social networking company’s stock worth $794,000 after acquiring an additional 14 shares during the period. Arcataur Capital Management LLC grew its stake in shares of Meta Platforms by 0.9% in the 4th quarter. Arcataur Capital Management LLC now owns 1,736 shares of the social networking company’s stock valued at $1,146,000 after buying an additional 15 shares during the period. Finally, Acorn Creek Capital LLC increased its holdings in shares of Meta Platforms by 0.7% during the 4th quarter. Acorn Creek Capital LLC now owns 2,118 shares of the social networking company’s stock worth $1,398,000 after buying an additional 15 shares during the last quarter. Institutional investors and hedge funds own 79.91% of the company’s stock.
More Meta Platforms News Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: A new free verification badge system for Facebook users, which may improve trust and platform quality. Fast Company article Positive Sentiment: A dedicated Marketplace seller app with tools for merchants, aimed at making Facebook commerce more useful and organized. Reuters article Positive Sentiment: Wall Street commentary remained constructive, with articles highlighting Meta as a strong momentum stock and a potentially attractive AI-era value name. Positive Sentiment: Analyst sentiment stayed favorable, including a report that Wells Fargo raised its price target on Meta to $835.00. Wall Street Analyst Weigh In Several analysts have recently commented on META shares. Truist Financial reduced their price target on shares of Meta Platforms from $900.00 to $840.00 and set a “buy” rating on the stock in a research report on Thursday, April 30th. JPMorgan Chase & Co. reissued a “neutral” rating and set a $725.00 target price (down from $825.00) on shares of Meta Platforms in a research note on Thursday, April 30th. TD Cowen cut their target price on Meta Platforms from $820.00 to $800.00 and set a “buy” rating for the company in a research note on Thursday, April 30th. Benchmark started coverage on Meta Platforms in a research report on Tuesday, June 2nd. They issued a “buy” rating on the stock. Finally, BNP Paribas Exane assumed coverage on Meta Platforms in a research note on Tuesday, June 2nd. They issued an “outperform” rating on the stock. Five analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating, eight have given a Hold rating and one has assigned a Sell 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 $835.64.
Get Our Latest Research Report on Meta Platforms
Insider Activity In other Meta Platforms news, CTO Andrew Bosworth sold 7,847 shares of the stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $607.83, for a total value of $4,769,642.01. Following the sale, the chief technology officer directly owned 414 shares of the company’s stock, valued at approximately $251,641.62. This represents a 94.99% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Curtis J. Mahoney sold 2,079 shares of the firm’s stock in a transaction on Wednesday, May 27th. The shares were sold at an average price of $609.92, for a total transaction of $1,268,023.68. Following the completion of the sale, the insider owned 1,118 shares in the company, valued at $681,890.56. The trade was a 65.03% 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 quarter, insiders have sold 36,393 shares of company stock worth $22,141,163. Insiders own 13.53% of the company’s stock.
Meta Platforms Stock Performance NASDAQ:META opened at $595.19 on Monday. Meta Platforms, Inc. has a 12-month low of $520.26 and a 12-month high of $796.25. The firm has a market cap of $1.51 trillion, a PE ratio of 21.64, a price-to-earnings-growth ratio of 1.01 and a beta of 1.25. The company has a current ratio of 2.35, a quick ratio of 2.35 and a debt-to-equity ratio of 0.24. The stock has a fifty day moving average price of $604.51 and a 200 day moving average price of $625.53.
Meta Platforms (NASDAQ:META – Get Free Report) last posted its quarterly earnings results on Wednesday, April 29th. The social networking company reported $10.44 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.67 by $3.77. Meta Platforms had a return on equity of 36.93% and a net margin of 32.84%.The company had revenue of $56.31 billion for the quarter, compared to analyst estimates of $55.56 billion. During the same quarter last year, the company earned $6.43 EPS. Meta Platforms’s revenue for the quarter was up 33.1% compared to the same quarter last year. Sell-side analysts anticipate that Meta Platforms, Inc. will post 29.49 earnings per share for the current fiscal year.
Meta Platforms Dividend Announcement The company also recently declared a quarterly dividend, which was paid on Thursday, June 25th. Investors of record on Monday, June 15th were paid a $0.525 dividend. The ex-dividend date was Monday, June 15th. This represents a $2.10 dividend on an annualized basis and a yield of 0.4%. Meta Platforms’s payout ratio is currently 7.63%.
About Meta Platforms (Free Report)
Meta Platforms, Inc (NASDAQ: META), formerly Facebook, Inc, is a global technology company best known for building social networking services and immersive computing platforms. Founded in 2004 and headquartered in Menlo Park, California, the company operates a family of consumer-facing products and services that connect users, creators and businesses. In October 2021 the company rebranded as Meta to reflect an expanded strategic focus on augmented and virtual reality technologies alongside its social media businesses.
Meta’s core consumer products include Facebook, Instagram, WhatsApp and Messenger, which enable social networking, messaging, content sharing and community building across mobile and desktop devices.
Further Reading Five stocks we like better than Meta Platforms RTX and Lockheed Earnings: Can Strong Guidance Reset the Defense Trade? These 4 Earnings Reports Expose the Market’s Growing Economic Divide Broadcom May Be the Biggest Winner From Alphabet’s Earnings Volatility Is Back and These 3 Market Tollbooths Are Best Positioned to Profit
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Aureus Asset Management LLC increased its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 4.9% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 75,751 shares of the social networking company’s stock after acquiring an additional 3,520 shares during the period. Meta Platforms makes up about 2.9% of Aureus Asset Management LLC’s portfolio, making the stock its 13th biggest holding. Aureus Asset Management LLC’s holdings in Meta Platforms were worth $43,339,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds also recently added to or reduced their stakes in META. Levin Capital Strategies L.P. increased its stake in shares of Meta Platforms by 569.6% in the 1st quarter. Levin Capital Strategies L.P. now owns 6,589 shares of the social networking company’s stock valued at $3,770,000 after purchasing an additional 5,605 shares in the last quarter. Clearwater Capital Advisors LLC lifted its holdings in Meta Platforms by 3.9% in the 1st quarter. Clearwater Capital Advisors LLC now owns 1,526 shares of the social networking company’s stock valued at $873,000 after purchasing an additional 57 shares in the last quarter. Militia Capital Management LLC acquired a new position in Meta Platforms during the first quarter worth about $428,000. Wiregrass Investment Management LLC boosted its holdings in shares of Meta Platforms by 7.6% during the 1st quarter. Wiregrass Investment Management LLC now owns 3,159 shares of the social networking company’s stock worth $1,808,000 after purchasing an additional 222 shares during the last quarter. Finally, Alpha Financial Partners LLC lifted its position in Meta Platforms by 5.9% during the first quarter. Alpha Financial Partners LLC now owns 703 shares of the social networking company’s stock worth $402,000 after buying an additional 39 shares in the last quarter. Institutional investors and hedge funds own 79.91% of the company’s stock.
Meta Platforms Stock Performance Shares of Meta Platforms stock opened at $595.19 on Monday. The firm has a market cap of $1.51 trillion, a PE ratio of 21.64, a price-to-earnings-growth ratio of 1.01 and a beta of 1.25. The company has a quick ratio of 2.35, a current ratio of 2.35 and a debt-to-equity ratio of 0.24. Meta Platforms, Inc. has a 52 week low of $520.26 and a 52 week high of $796.25. The business’s fifty day simple moving average is $604.51 and its 200-day simple moving average is $625.53.
Meta Platforms (NASDAQ:META – Get Free Report) last issued its quarterly earnings data on Wednesday, April 29th. The social networking company reported $10.44 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.67 by $3.77. The firm had revenue of $56.31 billion for the quarter, compared to analyst estimates of $55.56 billion. Meta Platforms had a net margin of 32.84% and a return on equity of 36.93%. Meta Platforms’s revenue was up 33.1% on a year-over-year basis. During the same period in the previous year, the firm earned $6.43 EPS. Equities analysts forecast that Meta Platforms, Inc. will post 29.49 earnings per share for the current year.
Meta Platforms Announces Dividend The business also recently disclosed a quarterly dividend, which was paid on Thursday, June 25th. Investors of record on Monday, June 15th were given a dividend of $0.525 per share. The ex-dividend date of this dividend was Monday, June 15th. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.4%. Meta Platforms’s dividend payout ratio (DPR) is presently 7.63%.
Wall Street Analyst Weigh In META has been the subject of several analyst reports. The Goldman Sachs Group cut Meta Platforms from a “buy” rating to a “sell” rating in a report on Tuesday, June 2nd. Truist Financial reduced their price target on Meta Platforms from $900.00 to $840.00 and set a “buy” rating on the stock in a report on Thursday, April 30th. Cantor Fitzgerald dropped their price objective on shares of Meta Platforms from $850.00 to $750.00 and set an “overweight” rating for the company in a report on Thursday, April 30th. KeyCorp restated an “overweight” rating and set a $760.00 price objective on shares of Meta Platforms in a research report on Thursday, April 30th. Finally, Citizens Jmp reduced their target price on shares of Meta Platforms from $825.00 to $800.00 and set an “outperform” rating on the stock in a research note on Friday, July 10th. Five analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $835.64.
Check Out Our Latest Analysis on META
Meta Platforms News Roundup Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: A new free verification badge system for Facebook users, which may improve trust and platform quality. Fast Company article Positive Sentiment: A dedicated Marketplace seller app with tools for merchants, aimed at making Facebook commerce more useful and organized. Reuters article Positive Sentiment: Wall Street commentary remained constructive, with articles highlighting Meta as a strong momentum stock and a potentially attractive AI-era value name. Positive Sentiment: Analyst sentiment stayed favorable, including a report that Wells Fargo raised its price target on Meta to $835.00. Insider Buying and Selling at Meta Platforms In other Meta Platforms news, Director Robert M. Kimmitt sold 500 shares of the company’s stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $607.75, for a total transaction of $303,875.00. Following the transaction, the director directly owned 3,443 shares in the company, valued at $2,092,483.25. This represents a 12.68% decrease in their ownership of the stock. The transaction 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, COO Javier Olivan sold 3,348 shares of Meta Platforms stock in a transaction on Monday, July 6th. The shares were sold at an average price of $600.97, for a total value of $2,012,047.56. Following the completion of the sale, the chief operating officer directly owned 9,498 shares of the company’s stock, valued at $5,708,013.06. The trade was a 26.06% decrease in their ownership of the stock. The 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 36,393 shares of company stock valued at $22,141,163 over the last quarter. 13.53% of the stock is owned by company insiders.
About Meta Platforms (Free Report)
Meta Platforms, Inc (NASDAQ: META), formerly Facebook, Inc, is a global technology company best known for building social networking services and immersive computing platforms. Founded in 2004 and headquartered in Menlo Park, California, the company operates a family of consumer-facing products and services that connect users, creators and businesses. In October 2021 the company rebranded as Meta to reflect an expanded strategic focus on augmented and virtual reality technologies alongside its social media businesses.
Meta’s core consumer products include Facebook, Instagram, WhatsApp and Messenger, which enable social networking, messaging, content sharing and community building across mobile and desktop devices.
See Also Five stocks we like better than Meta Platforms RTX and Lockheed Earnings: Can Strong Guidance Reset the Defense Trade? These 4 Earnings Reports Expose the Market’s Growing Economic Divide Broadcom May Be the Biggest Winner From Alphabet’s Earnings Volatility Is Back and These 3 Market Tollbooths Are Best Positioned to Profit 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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CI Investments Inc. lowered its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 10.0% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 883,029 shares of the social networking company’s stock after selling 98,510 shares during the quarter. Meta Platforms comprises about 2.4% of CI Investments Inc.’s portfolio, making the stock its 8th biggest holding. CI Investments Inc.’s holdings in Meta Platforms were worth $505,207,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other large investors also recently added to or reduced their stakes in META. Keybank National Association OH lifted its holdings in Meta Platforms by 15.7% during the 4th quarter. Keybank National Association OH now owns 133,798 shares of the social networking company’s stock worth $88,319,000 after buying an additional 18,169 shares during the last quarter. WMS Group LLC acquired a new stake in shares of Meta Platforms in the fourth quarter valued at approximately $876,000. Consolidated Investment Group LLC boosted its stake in Meta Platforms by 61.2% during the 4th quarter. Consolidated Investment Group LLC now owns 7,900 shares of the social networking company’s stock worth $5,215,000 after purchasing an additional 3,000 shares during the period. Vanguard Group Inc. boosted its stake in shares of Meta Platforms by 3.8% during the fourth quarter. Vanguard Group Inc. now owns 199,995,630 shares of the social networking company’s stock worth $132,015,115,000 after buying an additional 7,269,279 shares during the period. Finally, Third View Private Wealth LLC purchased a new position in shares of Meta Platforms in the 4th quarter valued at approximately $27,789,000. 79.91% of the stock is currently owned by institutional investors and hedge funds.
Insider Activity at Meta Platforms In other Meta Platforms news, COO Javier Olivan sold 3,348 shares of Meta Platforms stock in a transaction on Monday, July 6th. The stock was sold at an average price of $600.97, for a total transaction of $2,012,047.56. Following the sale, the chief operating officer owned 9,498 shares of the company’s stock, valued at $5,708,013.06. The trade was a 26.06% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Robert M. Kimmitt sold 500 shares of Meta Platforms stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $607.75, for a total transaction of $303,875.00. Following the sale, the director owned 3,443 shares in the company, valued at approximately $2,092,483.25. This represents a 12.68% 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 36,393 shares of company stock worth $22,141,163 in the last three months. 13.53% of the stock is owned by company insiders.
Wall Street Analyst Weigh In Several brokerages have recently weighed in on META. Piper Sandler initiated coverage on shares of Meta Platforms in a report on Tuesday, June 2nd. They issued an “overweight” rating on the stock. JPMorgan Chase & Co. reissued a “neutral” rating and issued a $725.00 target price (down from $825.00) on shares of Meta Platforms in a report on Thursday, April 30th. Cantor Fitzgerald dropped their price objective on shares of Meta Platforms from $850.00 to $750.00 and set an “overweight” rating for the company in a research note on Thursday, April 30th. Arete Research set a $735.00 price objective on Meta Platforms and gave the stock a “buy” rating in a research report on Tuesday, June 2nd. Finally, Wedbush initiated coverage on Meta Platforms in a research report on Thursday, July 16th. They set a “neutral” rating and a $671.00 price target on the stock. Five equities research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $835.64.
Get Our Latest Research Report on META
Key Stories Impacting Meta Platforms Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: A new free verification badge system for Facebook users, which may improve trust and platform quality. Fast Company article Positive Sentiment: A dedicated Marketplace seller app with tools for merchants, aimed at making Facebook commerce more useful and organized. Reuters article Positive Sentiment: Wall Street commentary remained constructive, with articles highlighting Meta as a strong momentum stock and a potentially attractive AI-era value name. Positive Sentiment: Analyst sentiment stayed favorable, including a report that Wells Fargo raised its price target on Meta to $835.00. Meta Platforms Stock Performance NASDAQ META opened at $595.19 on Monday. The firm has a market capitalization of $1.51 trillion, a PE ratio of 21.64, a price-to-earnings-growth ratio of 1.01 and a beta of 1.25. The company has a 50-day simple moving average of $604.51 and a 200-day simple moving average of $625.53. Meta Platforms, Inc. has a one year low of $520.26 and a one year high of $796.25. The company has a debt-to-equity ratio of 0.24, a quick ratio of 2.35 and a current ratio of 2.35.
Meta Platforms (NASDAQ:META – Get Free Report) last announced its quarterly earnings results on Wednesday, April 29th. The social networking company reported $10.44 earnings per share for the quarter, topping analysts’ consensus estimates of $6.67 by $3.77. Meta Platforms had a return on equity of 36.93% and a net margin of 32.84%.The business had revenue of $56.31 billion for the quarter, compared to analysts’ expectations of $55.56 billion. During the same period in the prior year, the firm earned $6.43 EPS. The business’s quarterly revenue was up 33.1% on a year-over-year basis. On average, equities analysts forecast that Meta Platforms, Inc. will post 29.49 earnings per share for the current year.
Meta Platforms Announces Dividend The company also recently declared a quarterly dividend, which was paid on Thursday, June 25th. Shareholders of record on Monday, June 15th were paid a $0.525 dividend. The ex-dividend date was Monday, June 15th. This represents a $2.10 annualized dividend and a dividend yield of 0.4%. Meta Platforms’s dividend payout ratio (DPR) is presently 7.63%.
Meta Platforms Profile (Free Report)
Meta Platforms, Inc (NASDAQ: META), formerly Facebook, Inc, is a global technology company best known for building social networking services and immersive computing platforms. Founded in 2004 and headquartered in Menlo Park, California, the company operates a family of consumer-facing products and services that connect users, creators and businesses. In October 2021 the company rebranded as Meta to reflect an expanded strategic focus on augmented and virtual reality technologies alongside its social media businesses.
Meta’s core consumer products include Facebook, Instagram, WhatsApp and Messenger, which enable social networking, messaging, content sharing and community building across mobile and desktop devices.
See Also Five stocks we like better than Meta Platforms RTX and Lockheed Earnings: Can Strong Guidance Reset the Defense Trade? These 4 Earnings Reports Expose the Market’s Growing Economic Divide Broadcom May Be the Biggest Winner From Alphabet’s Earnings Volatility Is Back and These 3 Market Tollbooths Are Best Positioned to Profit 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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First Citizens Bank & Trust Co. grew its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 3.1% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 72,291 shares of the social networking company’s stock after purchasing an additional 2,205 shares during the period. Meta Platforms comprises approximately 0.7% of First Citizens Bank & Trust Co.’s holdings, making the stock its 21st largest holding. First Citizens Bank & Trust Co.’s holdings in Meta Platforms were worth $41,360,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors also recently bought and sold shares of META. RHL Group LLC purchased a new position in shares of Meta Platforms during the fourth quarter valued at $28,000. Strategic Wealth Advisors LLC bought a new position in shares of Meta Platforms during the 4th quarter worth approximately $29,000. Niles Investment Management LLC purchased a new stake in shares of Meta Platforms during the 4th quarter valued at $29,000. Bayban grew its position 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 buying an additional 35 shares during the period. Finally, Safe Harbor Fiduciary LLC acquired a new position in Meta Platforms in the 4th quarter worth about $42,000. Institutional investors own 79.91% of the company’s stock.
Analyst Upgrades and Downgrades A number of research firms have weighed in on META. Rosenblatt Securities restated a “buy” rating and set a $1,015.00 price objective on shares of Meta Platforms in a research report on Thursday, May 28th. UBS Group decreased their target price on Meta Platforms from $865.00 to $766.00 and set a “buy” rating for the company in a research report on Monday, July 13th. Wall Street Zen downgraded shares of Meta Platforms from a “buy” rating to a “hold” rating in a research report on Saturday, May 16th. The Goldman Sachs Group lowered shares of Meta Platforms from a “buy” rating to a “sell” rating in a research report on Tuesday, June 2nd. Finally, TD Cowen cut their target price on shares of Meta Platforms from $820.00 to $800.00 and set a “buy” rating for the company in a research note on Thursday, April 30th. Five investment analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Meta Platforms presently has an average rating of “Moderate Buy” and a consensus target price of $835.64.
Read Our Latest Analysis on Meta Platforms
Meta Platforms Price Performance Shares of NASDAQ:META opened at $595.19 on Monday. The company’s fifty day moving average is $604.51 and its two-hundred day moving average is $625.53. The company has a market cap of $1.51 trillion, a P/E ratio of 21.64, a price-to-earnings-growth ratio of 1.01 and a beta of 1.25. The company has a quick ratio of 2.35, a current ratio of 2.35 and a debt-to-equity ratio of 0.24. Meta Platforms, Inc. has a 12-month low of $520.26 and a 12-month high of $796.25.
Meta Platforms (NASDAQ:META – Get Free Report) last released its earnings results on Wednesday, April 29th. The social networking company reported $10.44 earnings per share for the quarter, beating the consensus estimate of $6.67 by $3.77. Meta Platforms had a return on equity of 36.93% and a net margin of 32.84%.The company had revenue of $56.31 billion for the quarter, compared to analysts’ expectations of $55.56 billion. During the same quarter in the previous year, the business posted $6.43 EPS. The business’s revenue for the quarter was up 33.1% on a year-over-year basis. Equities analysts expect that Meta Platforms, Inc. will post 29.49 earnings per share for the current fiscal year.
Meta Platforms Dividend Announcement The business also recently declared a quarterly dividend, which was paid on Thursday, June 25th. Shareholders of record on Monday, June 15th were given a $0.525 dividend. This represents a $2.10 annualized dividend and a yield of 0.4%. The ex-dividend date was Monday, June 15th. Meta Platforms’s dividend payout ratio (DPR) is currently 7.63%.
Meta Platforms News Roundup Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: A new free verification badge system for Facebook users, which may improve trust and platform quality. Fast Company article Positive Sentiment: A dedicated Marketplace seller app with tools for merchants, aimed at making Facebook commerce more useful and organized. Reuters article Positive Sentiment: Wall Street commentary remained constructive, with articles highlighting Meta as a strong momentum stock and a potentially attractive AI-era value name. Positive Sentiment: Analyst sentiment stayed favorable, including a report that Wells Fargo raised its price target on Meta to $835.00. Insider Transactions at Meta Platforms In related news, CFO Susan J. Li sold 9,195 shares of the business’s stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $607.84, for a total transaction of $5,589,088.80. Following the transaction, the chief financial officer directly owned 13,186 shares in the company, valued at $8,014,978.24. The trade was a 41.08% decrease in their ownership of the stock. The sale 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CTO Andrew Bosworth sold 7,847 shares of the business’s stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $607.83, for a total value of $4,769,642.01. Following the sale, the chief technology officer owned 414 shares in the company, valued at approximately $251,641.62. This represents a 94.99% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last three months, insiders have sold 36,393 shares of company stock valued at $22,141,163. 13.53% of the stock is currently owned by insiders.
Meta Platforms Company Profile (Free Report)
Meta Platforms, Inc (NASDAQ: META), formerly Facebook, Inc, is a global technology company best known for building social networking services and immersive computing platforms. Founded in 2004 and headquartered in Menlo Park, California, the company operates a family of consumer-facing products and services that connect users, creators and businesses. In October 2021 the company rebranded as Meta to reflect an expanded strategic focus on augmented and virtual reality technologies alongside its social media businesses.
Meta’s core consumer products include Facebook, Instagram, WhatsApp and Messenger, which enable social networking, messaging, content sharing and community building across mobile and desktop devices.
Further Reading Five stocks we like better than Meta Platforms RTX and Lockheed Earnings: Can Strong Guidance Reset the Defense Trade? These 4 Earnings Reports Expose the Market’s Growing Economic Divide Broadcom May Be the Biggest Winner From Alphabet’s Earnings Volatility Is Back and These 3 Market Tollbooths Are Best Positioned to Profit
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Coronation Fund Managers Ltd. raised its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 34.6% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 112,414 shares of the social networking company’s stock after acquiring an additional 28,925 shares during the period. Meta Platforms makes up about 2.9% of Coronation Fund Managers Ltd.’s portfolio, making the stock its 8th biggest holding. Coronation Fund Managers Ltd.’s holdings in Meta Platforms were worth $64,315,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other institutional investors have also recently modified their holdings of the company. Auto Owners Insurance Co raised its stake in Meta Platforms by 76,587.7% in the fourth quarter. Auto Owners Insurance Co now owns 105,292,277 shares of the social networking company’s stock valued at $69,502,379,000 after purchasing an additional 105,154,977 shares in the last quarter. Norges Bank acquired a new stake in Meta Platforms during the fourth quarter worth about $22,152,075,000. Vanguard Group Inc. increased its holdings in Meta Platforms by 3.8% in the 4th quarter. Vanguard Group Inc. now owns 199,995,630 shares of the social networking company’s stock valued at $132,015,115,000 after buying an additional 7,269,279 shares during the period. Corient Private Wealth LLC increased its holdings in Meta Platforms by 488.1% in the 4th quarter. Corient Private Wealth LLC now owns 5,466,595 shares of the social networking company’s stock valued at $3,608,445,000 after buying an additional 4,537,076 shares during the period. Finally, State Street Corp raised its position in shares of Meta Platforms by 5.1% in the 4th quarter. State Street Corp now owns 90,841,345 shares of the social networking company’s stock valued at $59,963,463,000 after buying an additional 4,395,763 shares in the last quarter. 79.91% of the stock is currently owned by institutional investors.
More Meta Platforms News Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: A new free verification badge system for Facebook users, which may improve trust and platform quality. Fast Company article Positive Sentiment: A dedicated Marketplace seller app with tools for merchants, aimed at making Facebook commerce more useful and organized. Reuters article Positive Sentiment: Wall Street commentary remained constructive, with articles highlighting Meta as a strong momentum stock and a potentially attractive AI-era value name. Positive Sentiment: Analyst sentiment stayed favorable, including a report that Wells Fargo raised its price target on Meta to $835.00. Insiders Place Their Bets In other news, insider Curtis J. Mahoney sold 2,079 shares of the company’s stock in a transaction on Wednesday, May 27th. The shares were sold at an average price of $609.92, for a total transaction of $1,268,023.68. Following the completion of the transaction, the insider directly owned 1,118 shares in the company, valued at approximately $681,890.56. This represents a 65.03% decrease in their ownership of the stock. The sale was disclosed in a 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, COO Javier Olivan sold 3,348 shares of the stock in a transaction on Monday, July 6th. The shares were sold at an average price of $600.97, for a total value of $2,012,047.56. Following the completion of the transaction, the chief operating officer owned 9,498 shares of the company’s stock, valued at $5,708,013.06. The trade was a 26.06% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 36,393 shares of company stock valued at $22,141,163. 13.53% of the stock is currently owned by insiders.
Wall Street Analyst Weigh In A number of brokerages have recently weighed in on META. Sanford C. Bernstein cut their price target on shares of Meta Platforms from $900.00 to $850.00 and set an “outperform” rating for the company in a report on Thursday, April 30th. Barclays lifted their price objective on shares of Meta Platforms from $800.00 to $830.00 and gave the company an “overweight” rating in a research note on Thursday, April 30th. Wedbush initiated coverage on shares of Meta Platforms in a research report on Thursday, July 16th. They set a “neutral” rating and a $671.00 price objective for the company. Wall Street Zen cut Meta Platforms from a “buy” rating to a “hold” rating in a research note on Saturday, May 16th. Finally, BNP Paribas Exane assumed coverage on Meta Platforms in a report on Tuesday, June 2nd. They issued an “outperform” rating on the stock. Five equities research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $835.64.
View Our Latest Stock Analysis on META
Meta Platforms Stock Performance META opened at $595.19 on Monday. The company’s 50 day moving average is $604.51 and its 200-day moving average is $625.53. Meta Platforms, Inc. has a 1-year low of $520.26 and a 1-year high of $796.25. The company has a current ratio of 2.35, a quick ratio of 2.35 and a debt-to-equity ratio of 0.24. The company has a market cap of $1.51 trillion, a P/E ratio of 21.64, a PEG ratio of 1.01 and a beta of 1.25.
Meta Platforms (NASDAQ:META – Get Free Report) last announced its quarterly earnings results on Wednesday, April 29th. The social networking company reported $10.44 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.67 by $3.77. The company had revenue of $56.31 billion for the quarter, compared to analyst estimates of $55.56 billion. Meta Platforms had a net margin of 32.84% and a return on equity of 36.93%. The firm’s revenue was up 33.1% on a year-over-year basis. During the same period in the previous year, the firm posted $6.43 EPS. Equities research analysts predict that Meta Platforms, Inc. will post 29.49 earnings per share for the current fiscal year.
Meta Platforms Dividend Announcement The business also recently announced a quarterly dividend, which was paid on Thursday, June 25th. Shareholders of record on Monday, June 15th were paid a dividend of $0.525 per share. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date of this dividend was Monday, June 15th. Meta Platforms’s payout ratio is presently 7.63%.
Meta Platforms Company Profile (Free Report)
Meta Platforms, Inc (NASDAQ: META), formerly Facebook, Inc, is a global technology company best known for building social networking services and immersive computing platforms. Founded in 2004 and headquartered in Menlo Park, California, the company operates a family of consumer-facing products and services that connect users, creators and businesses. In October 2021 the company rebranded as Meta to reflect an expanded strategic focus on augmented and virtual reality technologies alongside its social media businesses.
Meta’s core consumer products include Facebook, Instagram, WhatsApp and Messenger, which enable social networking, messaging, content sharing and community building across mobile and desktop devices.
Recommended Stories Five stocks we like better than Meta Platforms RTX and Lockheed Earnings: Can Strong Guidance Reset the Defense Trade? These 4 Earnings Reports Expose the Market’s Growing Economic Divide Broadcom May Be the Biggest Winner From Alphabet’s Earnings Volatility Is Back and These 3 Market Tollbooths Are Best Positioned to Profit
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Arvest Bank Trust Division trimmed its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 3.3% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 29,877 shares of the social networking company’s stock after selling 1,007 shares during the period. Meta Platforms comprises approximately 0.9% of Arvest Bank Trust Division’s investment portfolio, making the stock its 26th largest holding. Arvest Bank Trust Division’s holdings in Meta Platforms were worth $17,094,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Keybank National Association OH grew its holdings in Meta Platforms by 15.7% during the 4th quarter. Keybank National Association OH now owns 133,798 shares of the social networking company’s stock valued at $88,319,000 after buying an additional 18,169 shares in the last quarter. WMS Group LLC purchased a new stake in shares of Meta Platforms in the fourth quarter worth about $876,000. Consolidated Investment Group LLC boosted its position in shares of Meta Platforms by 61.2% in the fourth quarter. Consolidated Investment Group LLC now owns 7,900 shares of the social networking company’s stock valued at $5,215,000 after acquiring an additional 3,000 shares during the period. Vanguard Group Inc. boosted its position in shares of Meta Platforms by 3.8% in the fourth quarter. Vanguard Group Inc. now owns 199,995,630 shares of the social networking company’s stock valued at $132,015,115,000 after acquiring an additional 7,269,279 shares during the period. Finally, Third View Private Wealth LLC bought a new position in shares of Meta Platforms in the fourth quarter valued at approximately $27,789,000. 79.91% of the stock is owned by hedge funds and other institutional investors.
Insider Transactions at Meta Platforms In related news, COO Javier Olivan sold 3,348 shares of Meta Platforms stock in a transaction on Monday, July 6th. The shares were sold at an average price of $600.97, for a total value of $2,012,047.56. Following the transaction, the chief operating officer owned 9,498 shares in the company, valued at $5,708,013.06. This trade represents a 26.06% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Robert M. Kimmitt sold 500 shares of the business’s stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $607.75, for a total transaction of $303,875.00. Following the completion of the sale, the director directly owned 3,443 shares of the company’s stock, valued at $2,092,483.25. This represents a 12.68% 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 ninety days, insiders sold 36,393 shares of company stock worth $22,141,163. 13.53% of the stock is currently owned by insiders.
Meta Platforms Stock Performance Shares of NASDAQ META opened at $595.19 on Monday. The stock has a market cap of $1.51 trillion, a price-to-earnings ratio of 21.64, a P/E/G ratio of 1.01 and a beta of 1.25. The company has a current ratio of 2.35, a quick ratio of 2.35 and a debt-to-equity ratio of 0.24. Meta Platforms, Inc. has a 1-year low of $520.26 and a 1-year high of $796.25. The stock’s 50-day moving average is $604.51 and its 200 day moving average is $625.53.
Meta Platforms (NASDAQ:META – Get Free Report) last released its earnings results on Wednesday, April 29th. The social networking company reported $10.44 earnings per share for the quarter, topping analysts’ consensus estimates of $6.67 by $3.77. The company had revenue of $56.31 billion during the quarter, compared to the consensus estimate of $55.56 billion. Meta Platforms had a return on equity of 36.93% and a net margin of 32.84%.Meta Platforms’s quarterly revenue was up 33.1% compared to the same quarter last year. During the same quarter in the previous year, the company posted $6.43 EPS. On average, sell-side analysts anticipate that Meta Platforms, Inc. will post 29.49 EPS for the current fiscal year.
Meta Platforms Announces Dividend The firm also recently disclosed a quarterly dividend, which was paid on Thursday, June 25th. Stockholders of record on Monday, June 15th were issued a $0.525 dividend. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date was Monday, June 15th. Meta Platforms’s payout ratio is presently 7.63%.
Meta Platforms News Summary Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: A new free verification badge system for Facebook users, which may improve trust and platform quality. Fast Company article Positive Sentiment: A dedicated Marketplace seller app with tools for merchants, aimed at making Facebook commerce more useful and organized. Reuters article Positive Sentiment: Wall Street commentary remained constructive, with articles highlighting Meta as a strong momentum stock and a potentially attractive AI-era value name. Positive Sentiment: Analyst sentiment stayed favorable, including a report that Wells Fargo raised its price target on Meta to $835.00. Wall Street Analysts Forecast Growth A number of analysts recently weighed in on the stock. Wall Street Zen lowered shares of Meta Platforms from a “buy” rating to a “hold” rating in a report on Saturday, May 16th. BNP Paribas Exane began coverage on shares of Meta Platforms in a report on Tuesday, June 2nd. They issued an “outperform” rating for the company. Guggenheim reduced their price target on shares of Meta Platforms from $850.00 to $800.00 and set a “buy” rating for the company in a research report on Thursday, April 30th. Truist Financial decreased their price target on shares of Meta Platforms from $900.00 to $840.00 and set a “buy” rating on the stock in a report on Thursday, April 30th. Finally, Arete Research set a $735.00 price objective on Meta Platforms and gave the stock a “buy” rating in a research report on Tuesday, June 2nd. Five research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $835.64.
Check Out Our Latest Analysis on META
About Meta Platforms (Free Report)
Meta Platforms, Inc (NASDAQ: META), formerly Facebook, Inc, is a global technology company best known for building social networking services and immersive computing platforms. Founded in 2004 and headquartered in Menlo Park, California, the company operates a family of consumer-facing products and services that connect users, creators and businesses. In October 2021 the company rebranded as Meta to reflect an expanded strategic focus on augmented and virtual reality technologies alongside its social media businesses.
Meta’s core consumer products include Facebook, Instagram, WhatsApp and Messenger, which enable social networking, messaging, content sharing and community building across mobile and desktop devices.
Recommended Stories Five stocks we like better than Meta Platforms RTX and Lockheed Earnings: Can Strong Guidance Reset the Defense Trade? These 4 Earnings Reports Expose the Market’s Growing Economic Divide Broadcom May Be the Biggest Winner From Alphabet’s Earnings Volatility Is Back and These 3 Market Tollbooths Are Best Positioned to Profit
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I keep hitting the buy button on Meta Platforms (NASDAQ:META | META Price Prediction), and the “AI fatigue” selloff that pushed the stock down 8.79% in the past week just made me do it again. This piece is my confession, with the receipts to back it up.
What pulls me back is simple. The market is treating every dollar of Big Tech AI spend as speculative cash burn, and Meta’s AI capex is already an operational cash engine. That disconnect is why I want more shares before Q2 earnings on July 29.
The Ad Engine Is Still Compounding In Q1 2026, Meta produced $56.31 billion in revenue with ad impressions up 19% year over year and average price per ad up 12%. Family daily active people reached 3.56 billion. Roughly a third of humanity opens a Meta app every day, and the price advertisers pay to reach them keeps rising. EPS landed at $10.44 against a $6.66 consensus, the fifth straight beat.
The Balance Sheet Is a Fortress Operating margin sits at 41.44%, return on equity at 30.24%, and gross margin at 82%. Debt to equity is 0.39 with interest coverage of 71.48x. Even after raising 2026 capex guidance to $125 billion to $145 billion, Meta generated $12.39 billion in free cash flow in Q1 and returned $26.25 billion to shareholders through buybacks in 2025. Meta is funding the AI buildout out of pocket.
Why Not Alphabet The obvious alternative is Alphabet (NASDAQ:GOOGL), and Google Cloud growing 82% year over year is a real business. But last week Alphabet reported Q2 2026 capex of $44.92 billion, negative $5.86 billion in free cash flow, and a suspended buyback program. Long-term debt climbed from $46.5 billion to $98.2 billion, and interest expense rose nearly fivefold. Alphabet is borrowing to build compute for other people. Meta is spending its own cash to sharpen an ad model it already owns end to end. Both stocks sold off, and only one still has a running buyback and a positive free cash flow number.
The Risk I Will Not Wave Off Reality Labs lost $4.03 billion in Q1 2026 on top of a $19.2 billion FY2025 loss. Youth-related litigation heads to trial this year, and EU regulatory pressure on ad products is not going away. If the ad market softens while capex runs at this pace, free cash flow compresses quickly. What keeps me buying anyway is the ratio: Family of Apps produced $55.9 billion of Q1 revenue against $402 million for Reality Labs. The cash engine is roughly 140 times the size of the money pit it is funding.
Why the Buy Button Stays Hot At $606.10, I am paying 22 times earnings for a business compounding at a 30% ROE, and prediction markets put the probability of a July 29 beat at 96.3%. Whether the quarter delivers a sixth straight beat or not, I am adding into the AI-fatigue selloff because the cash flows are already here, the ad engine is still compounding, and the balance sheet can carry the AI buildout without borrowing a dollar. That is the confession, and the buy button stays hot.
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I hit the buy button on Meta Platforms (NASDAQ:META | META Price Prediction) again last week, and I will hit it again this week if the capex conversation around Wednesday’s earnings knocks the stock down further. That is the confession. The company keeps handing me evidence that its core engine is stronger than the headline noise around AI spending, and I keep responding by adding shares.
What pulls me back is simple. Meta owns the largest connected audience in human history and monetizes it at margins most industrial companies only dream about. In Q1 2026, family daily active people reached 3.56B. That is the audience. Ad impressions grew 19% year over year and the average price per ad grew 12%. Both dials turning at once is the reason my thesis stays intact.
Three Pillars Under the Buy Button First, the ad engine. Q1 2026 revenue came in at $56.31B, up 33.1% YoY, with EPS of $10.44 beating the $6.66 estimate for the fifth straight beat. Operating income grew to $22.87B and the operating margin held at 41.4%. Advertising revenue of $55.02B is doing the heavy lifting while Reality Labs’ $4.03B quarterly loss barely dents the P&L.
Second, the balance sheet. Debt/equity sits at 0.386. Interest coverage is 71.5x. Cash on hand: $23.43B against $395.25B in assets. ROE is 30.24%, ROIC 20.69%. When a company tells me it plans to spend $125B to $145B on capex in a single year, I want to see it can absorb execution stumbles without financial strain. Meta can.
Third, capital return. FY2025 buybacks totaled $26.25B and the quarterly dividend of $0.53 runs roughly $1.34B per quarter. An FCF yield of 3.53% keeps real cash flowing back to owners while the AI buildout runs.
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Why Meta and Not the Obvious Alternatives I already own Alphabet (NASDAQ:GOOGL) and passed on adding more because Meta’s operating margin of 41.4% and ROE of 30.24% deliver a cleaner return-on-capital profile than any other ad-supported name I hold. I looked at Snap (NYSE:SNAP) and could not build a case that competes with Meta’s 3.56B daily active people scale advantage. On the AI valuation debate, Polymarket’s crowd assigns 82% odds that Meta finishes 2026 with a higher valuation than OpenAI. The market already believes the incumbent wins this stretch of the race.
The Real Risk The risk is capex, plainly stated. Full-year 2026 capex was raised to $125B to $145B from $115B to $135B, citing higher component pricing and data center costs. After the Q4 2025 report, shares dropped 8.55% on earnings day when the initial capex bomb landed. The one-week move of -7.87% into this week’s Q2 report shows the market rehearsing that trade again. I take the risk seriously. What keeps me buying is that Q1 2026 free cash flow still grew 11.7% to $12.39B while capex jumped 46.8%. Meta is spending from a position of operational strength.
What Keeps the Buy Button Active This remains a compounder trading at a P/E of 22, with a 3.56B-person audience, a 41.4% operating margin, and a balance sheet that can absorb every dollar of AI spend without touching the dividend or the buyback. I will keep buying until one of those numbers breaks.
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Meta Platform’s NASDAQ: META Q2 2026 financial results are quickly approaching, with the company set to release earnings on July 29 after the market close. Despite being down more than 8% year to date, the Magnificent Seven giant has recently seen its share price surge. The stock has rebounded around 10% from its 2026 low and now trades near $600.
This recovery is largely attributable to excitement around Meta’s reported cloud computing push and its Muse Spark 1.1 AI model. However, at this point, these potential growth drivers represent just that: potential. The company is reportedly in “very preliminary talks” to enter a $10 billion cloud computing deal with Anthropic, while it released Muse Spark 1.1 only around two weeks ago. In turn, these factors are unlikely to impact Meta’s results in Q2.
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The focus for Q2 will continue to be on Meta’s massive advertising business. These are the key headline figures and underlying metrics to watch, along with the commentary that could be important during the call.
Forecasts Point to Growth Deceleration; Spending Guidance Is KeyIn Q1, Meta put up impressive metrics, particularly when it comes to growth. Revenue rose by 33% year-over-year (YOY), the company’s fastest growth rate since 2021. Meta also blew past expectations on adjusted earnings per share (EPS), although an unusual tax benefit caused the majority of its $3.77 beat.
In Q2, analysts expect the company to generate sales of $60.21 billion, or a growth rate of just under 27% YOY. Notably, this sales expectation is on the high end of Meta’s $58 billion to $61 billion Q2 guidance. Adjusted EPS expectations sit at $7.20, or growth of only around 1% YOY. Analysts currently forecast sales of $63.2 billion for Q3, and markets will look for Meta to provide midpoint guidance above this figure.
The key underlying metrics to watch are Meta’s ad impressions delivered, growth and price paid per ad growth. These figures demonstrate Meta’s ability to show users more ads and charge advertisers more for each, ultimately increasing ad revenue. The former grew by 19% YOY in Q1, while the latter grew by 12% YOY. Both were Meta’s highest growth rates in over a year. Given that revenue growth is forecast to fall, it would be reasonable to see a slight to moderate drop in these figures.
Besides the headline figures and underlying data, investors will pay close attention to any updates in Meta’s full-year capital expenditure (CapEx) guidance. In Q1, the company raised its CapEx range to between $125 billion and $145 billion, an 8% increase at the midpoint. This was one of the primary reasons that Meta shares dropped over 8% after its Q1 report. Thus, another increase could lead to the same fate, but investors will also weigh this against growth and future opportunities.
Cloud and Muse Spark 1.1: Will Meta Provide Any Insight?While Meta's cloud segment and Muse Spark 1.1 may not impact its Q2 financial results, management could still provide important forward-looking commentary. For the cloud, it would first be notable for the company to explicitly confirm that it is moving into this business line. Given the significant amount of reporting around this topic in recent weeks, it's hard to imagine that Meta will not address it.
Overall MarketRank™99th Percentile
Analyst RatingModerate Buy
Upside/Downside40.4% Upside
Short Interest LevelHealthy
Dividend StrengthWeak
News Sentiment0.92 Insider TradingSelling Shares
Proj. Earnings Growth19.19%
See Full Analysis
Going a step further would involve outlining in detail what its cloud approach would be. The different options may include simply selling raw access to computing power or doing so while also layering services on top. If Meta announced any actual customers, that would be huge news, and given the market’s past reaction to third-party reports alone, it could boost the stock. However, it may be too early to expect any such announcement.
Although Muse Spark 1.1 is still very new, Meta may choose to disclose some preliminary numbers. One possibility is that Meta provides early token consumption metrics, a commonly used proxy for AI model demand. A large figure would indicate strong interest. For reference, Alphabet NASDAQ: GOOGL said its first-party models were processing 22 billion tokens per minute in Q2. Nonetheless, it could still be too early for Meta to provide tangible figures on Muse Spark 1.1.
Any insight into demand for Meta’s recent subscription offerings or on reports that it may issue equity to raise AI investment capital would also be notable.
Meta’s Valuation Below 3-Year Average as Analysts Point to Strong UpsideOverall, Q2 provides Meta with an opportunity to show that its AI investments are paying off, primarily through growth in its advertising business. Making significant statements around its more forward-looking initiatives would help indicate that it can expand AI growth beyond advertising alone.
Just days ahead of its report, Meta trades at a forward price-to-earnings ratio near 20.1x. This is moderately below its 23x average during the past three years. Meanwhile, Wall Street analysts continue to express bullishness. The MarketBeat consensus price target on Meta sits near $836, implying upside of over 30%.
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Meta's logo at the company's offices in Menlo Park, California, U.S. (Photo: Justin Sullivan)
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Technology giant Meta - the parent company of Facebook, Instagram and WhatsApp - has exited from a clean energy pact it had been a signatory to for over a decade, following a natural gas-powered push for its hyperscale data centers.
The company’s exit from the RE100 - a corporate renewable energy initiative - was revealed late last week by Recharge News. The initiative was floated by non-profit outfit The Climate Group founded by former U.K. prime minister Tony Blair.
Despite Meta’s exit, its other big tech rivals Apple, Google and Microsoft remain among the initiative’s 400-plus signatories. Another rival Amazon is not RE100 member. While confirming the "amicable" move, a Meta spokesperson declined further comment.
Renewables Can’t Keep PaceThe company needs reliable power sources for data centers at the heart of its artificial intelligence development and expansion plans.
While Meta’s renewable energy partnerships for wind and solar energy continue, it is also turning to natural gas-fired power sources in the U.S. as renewables simply cannot keep pace with its near-term demand projections.
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And the tech giant is not alone in turning to natural gas. Both Google and Microsoft have also invested in power sourced from fossil fuels. However, Meta’s moves dwarf its rivals in wattage terms.
As AI development morphs into a multibillion dollar industry, deployments accelerate, and the hyperscale data centers needed for the activity continue to grow exponentially, the tension between 'Big Tech’ headline growth and clean energy commitments continues to grow too.
End Of Decade ScenariosMany tech firms have inked long-term power purchase agreements with utilities and suppliers. These contracts are underpinned by renewable energy sources such as wind and solar power.
But with power demand for data centers tipped to grow between 10% and 15% per year between now and 2030, if not more, as noted by S&P Global Commodity Insights, additional power sourced from natural gas-fired plants is increasingly coming into view both within the U.S. and elsewhere.
Meta’s predicament and response offer a true case in point. In the company’s 2025 sustainability report, Meta said it will continue matching 100% of its annual electricity use with clean and renewable energy.
Till date, Meta-supported wind and solar projects total up to nearly 30GW in the U.S. and global markets it operates in. Yet, with the AI sphere witnessing a bit of a super-cycle of sorts, and all of us living in a world where a a single ChatGPT query requires 2.9Wh of electricity, compared with 0.3Wh for a routine Google search (nearly ten times as much) - Meta and its competitors are reactively doing what they need to as energy hungry businesses.
And its not just natural gas, even coal could be a beneficiary, according to the International Energy Agency. The Paris, France-based think-tank recently forecast that demand from data centres remains a significant near-term driver of growth for natural gas-fired and coal-fired generation, through both higher utilization of existing assets and new power plants.
Natural gas and coal together are expected to meet over 40% of the additional electricity demand from data centres until 2030, it added. In such a scenario that is appearing highly likely, many clean energy pacts and pledges may well be broken by major tech brands out of necessity.
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Discord is a popular messaging platform. Samuel Boivin/NurPhoto via Getty Images A woman alleges child abuse rings found her on Discord and Instagram as a teen, then blackmailed her into sending them nude and self-harm photos that they shared across the internet—leaving her with mental and physical scars.
Now she's suing both tech companies in a case her lawyers hope will be a "watershed moment" for holding social media sites accountable, as the FBI warns parents about a rising network of online extortion groups targeting kids.
The anonymous plaintiff made the allegations in a previously unreported lawsuit filed in San Francisco Superior Court in April.
The suit names three groups — CVLT, 764, and Greggy's Cult — that the FBI says groom children online and blackmail them. Multiple members of each group have been arrested by law enforcement.
Discord and Meta have faced scrutiny over their impact on children's mental health and safety. The case could also test whether these social media companies could be liable for criminal activity on their apps and whether Section 230 — the federal law shielding social media companies from user behavior — applies to such cases.
Discord and Meta declined to comment on this specific case. A Discord spokesperson said that disrupting the 764 network is one of its top priorities and that it has been cracking down on the group since 2021, when it first became aware of it. Discord says it works closely with law enforcement, has removed thousands of servers, and has banned hundreds of thousands of users associated with 764 and its affiliates.
The bulk of the plaintiff's claims are against Discord, "due to the stronger causal link between Discord's conduct and her injuries," her lawyers wrote in a filing. She also sued Meta because, she alleges, a CVLT member first contacted and groomed her on Instagram, which Meta owns.
The anonymous plaintiff's case is ongoing. In legal filings, Meta moved to have the case bundled with social media addiction cases. Discord wants the case dismissed entirely, arguing that federal law shields it from liability for content posted by its users.
A Meta spokesperson said CVLT is banned from its platforms and that it has strict policies to prevent child exploitation, suicide, and self-harm.
Meta also says it has specialized teams — including former law enforcement and prosecutors — working with the FBI on the issue, plus a 24/7 incident response team for imminent cases.
The lawsuit describes a 'cycle of fear'According to her complaint, the plaintiff's ordeal began at age 15, when a member of Greggy's Cult contacted her through a public Discord server. The New Mexico man, Zachary Dosch, allegedly persuaded her to send a video of herself masturbating and livestreamed it to other group members.
Dosch pleaded guilty to federal charges of distributing child-sexual-abuse material in 2023. He, along with four other Greggy's Cult members, was charged again in 2025, on allegations of extorting children, and he pleaded not guilty. A lawyer for Dosch didn't respond to a request for comment.
At 17, after the plaintiff began posting on Instagram about her mental health struggles, another man contacted her on Instagram, the suit alleges. The lawsuit says he turned out to be Collin John Thomas Walker, a member of CVLT, a child exploitation group described as "Neo-Nazi" by the FBI. The lawsuit claims Walker spent months "love bombing" her before finding out her home address and threatening her.
Walker allegedly coerced the plaintiff into obtaining her sexually explicit photos, which he then sent around CVLT's Discord server. He also allegedly coerced her to carve his username into her body, burn herself with candle wax, and starve herself to stay attractive — all while his account remained active on Instagram. Walker was later arrested and pleaded guilty to child exploitation charges in October 2025; a lawyer for Walker didn't respond to a request for comment.
The plaintiff's parents confiscated her phone and returned it when she turned 18 — at which point another online child abuse group called 764 recruited her on Discord, the suit said. She finally escaped by faking her own death, and by the end of May 2022, she "escaped the online hell she had been living in," the lawsuit states.
US law enforcement has arrested and charged multiple 764 members. The FBI said in a warning letter to parents in February that it's investigating more than 350 people tied to 764 and its affiliates.
The lawsuit alleges Discord and Meta's "permissive environments provided these predators with unfettered access, anonymity, and the ability to disseminate images and messages that deepened Plaintiff's trauma," resulting in a "cycle of fear, shame, and emotional despair."
The plaintiff suffers from post-traumatic stress disorder, permanent scars, and poor grades, her complaint says.
Discord and Meta face scrutiny in other statesJulie Erickson, one of the lawyers representing the plaintiff, told Business Insider she hopes the lawsuit will pave the way for tech companies to be held accountable for child exploitation rings operating on their platforms.
"We are hopeful that this is sort of a watershed moment," she said.
The suit follows other legal action against Discord over child predators allegedly operating on its platform. The states of Texas, Arkansas, New Jersey, and Nevada have each separately sued Discord since last year for allegedly failing to protect children online. The lawsuits are all ongoing.
Earlier this year, the parents of 13-year-old Jay Taylor — a Washington teen who died by suicide in 2022 after a 764 member allegedly pushed him toward it in a group chat — filed a wrongful death suit against Discord, alleging the company "abetted one of the most depraved and dangerous child abuse cults in modern history." Discord seeks to move the case to private arbitration, citing its terms of service. A Discord spokesperson said the company doesn't comment on legal matters.
Meta was previously found liable in a child exploitation case, a ruling it strongly disputes. In March, a New Mexico judge ordered Meta to pay $375 million for, in part, exposing children to sexual predators. New Mexico's attorney general says Meta plans to appeal.
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Charles Rollet is BI's tech correspondent in San Francisco. Prior to joining BI, Charles worked at TechCrunch covering startups and VC. Charles is based in the Bay Area, where he enjoys hiking with his dogs. You can contact Charles securely on Signal at charlesrollet.12 or +1-628-282-2811.
A Times examination details how the Silicon Valley giant used private talks with local officials to start a project big enough to cover nearly six square miles.
Nový týden nabídne celou řadu kvartálních výsledků. Ze společností obchodujících se na pražské burze bude reportovat Komerční banka, Erste a CTP. Ze zahraničních titulů bude pozornost upřena především na technologické giganty Microsoft, Metu, Amazon a Apple.
Přehled vybraných společností reportujících své výsledky v tomto týdnu (zdroj: síť X - Earnings Whispers)
Pondělí (27. 7.) Německo (před trhem): Hochtief
Eurozóna (po trhu): LVMH
Úterý (28. 7.) USA (před trhem): Coca-Cola, Boeing, UPS, Sherwin-Williams, American Tower Corp, PayPal
USA (po trhu): Mondelez International, Visa
Eurozóna (před trhem): Safran, Air Liquide, EssilorLuxottica
Německo (před trhem): Mercedes-Benz, TeamViewer
Středa (29. 7.) USA (před trhem): Procter&Gamble, SoFi
USA (po trhu): Meta Platforms, Microsoft, Qualcomm, Starbucks, Lam Research, General Dynamics
Something interesting is happening with Meta Platforms (META -1.80%) and two companies with which it has relationships -- CoreWeave (CRWV -11.58%) and Nebius Group (NBIS -15.02%).
On the one hand, Meta recently signed a $21 billion expanded deal for artificial intelligence (AI) infrastructure, giving Meta increased capacity to develop AI programs. Factoring in a previous $14 billion deal, Meta now has $35 billion in commitments to CoreWeave.
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And similar things are happening with Nebius. Meta signed a long-term deal for AI infrastructure with the neocloud provider in March, valued at up to $27 billion over five years.
But now Meta seems to be shifting gears -- Bloomberg reports that it is now building a cloud business of its own to sell excess AI computing capacity. The report comes after CEO Mark Zuckerberg indicated Meta might consider selling overbuilt computing capacity to other companies at a premium.
Image source: The Motley Fool.
And The New York Times reports that Meta is currently in talks with Anthropic, the start-up behind the Claude large language model, to lease as much as $10 billion in computing power to Anthropic over two years.
So is Meta Platforms a valued customer or a potential competitor to CoreWeave and Nebius? That's the question that should be keeping investors up at night.
While Meta Platforms is a prominent name in the stock market -- the operator of Facebook, Instagram, and other social media platforms -- CoreWeave and Nebius may not be. Both companies are considered "neocloud" companies, which means they build high-performance data centers powered by Nvidia graphics processing units and then rent the computing power to customers who build, train, and operate AI-powered programs.
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CoreWeave is the bigger of the two, operating 43 data centers at the end of March with 850 megawatts of active power and 3.1 gigawatts of contracted power. CoreWeave reported $2.07 billion in revenue in the first quarter, up from $982 million a year ago, with a net loss of $740 million.
Nebius is smaller, with 11 data centers, and only five of them are currently operational. But the company reports contracted capacity exceeding 3.5 GW, and its revenue increased from $50.9 million in the first quarter of 2025 to $399 million in Q1 2026. It posted a net loss for the quarter of $100.3 million.
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Meta's shifting strategy Meta Platforms and its CEO, Mark Zuckerberg, will certainly face a lot of questions about Meta's strategy when it reports quarterly earnings on July 29. But the company has shown a willingness to take big risks.
Remember, this is the company that in 2021 changed its name from Facebook to Meta Platforms to emphasize its shift to building out the metaverse -- a virtual reality where people would presumably work, have meetings, and socialize. But that bet failed, and after investing $80 billion, Meta has started laying off some employees in its Reality Labs division.
Whether it's positioning itself to compete with CoreWeave and Nebius or considering taking on big cloud computing companies such as Alphabet, Microsoft, and Amazon, Meta is determined to be a player in AI. As it shifts its attention away from the metaverse, Meta will have plenty of resources and willingness to spend aggressively.
Meta Platforms (META -1.80%) closed Friday at $595.19, back under $600 and about 25% below its 52-week high of $796.25. At that price, the social media company trades at about 22 times earnings -- a lower multiple than the S&P 500's (^GSPC +0.05%) roughly 28.5. Meta reports second-quarter results after the close on Wednesday, July 29.
What the market is marking down, however, isn't the advertising business.
First-quarter revenue rose 33% year over year to $56.31 billion -- an acceleration from the 22% growth Meta posted for all of 2025. Ad impressions across its apps climbed 19%, average price per ad rose 12%, and family daily active people averaged 3.56 billion, up 4%.
A business losing ground does not put up numbers like that.
Image source: Getty Images.
The markdown is about the spending. Meta raised its 2026 capital expenditure range to $125 billion to $145 billion in April, and it spent $19.84 billion in the first quarter alone, up from an initial range of $115 billion to $135 billion. Investors have watched that range move up once already, and they appear to be pricing in the chance of it moving again.
Affording the bill is easier to establish than earning a return on it. Even after the first-quarter outlay, Meta generated $12.39 billion of free cash flow in the period and finished with $81.18 billion in cash and marketable securities. Its full-year total expense outlook of $162 billion to $169 billion was left unchanged, which suggests the spending increase is landing on the balance sheet instead of the income statement for now.
Wednesday should settle two things.
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Management guided second-quarter revenue to $58 billion to $61 billion. Against $47.52 billion in the same quarter last year, that range implies growth of 22% to 28%. That is a step down from the first quarter's 33%, though a deceleration already sitting in guidance is less dangerous than one that arrives as a surprise.
Revenue near the top of that range would suggest the advertising engine is still taking share of a growing market while the multiple sits below the index. A capital spending range that moves higher again would tell investors the payback period keeps stretching, which is the specific worry this drawdown has been about since April.
The average price per ad tends to move first. It rose 12% in the first quarter, and better targeting usually shows up there before it reaches the revenue total.
Ultimately, a business compounding revenue north of 20% at about 22 times earnings isn't priced for optimism. It's priced for the possibility that the money going into AI (artificial intelligence) infrastructure may not come back on any schedule investors can underwrite. That possibility is worth something. But the advertising numbers so far argue that a 25% discount may be overdone.
DJE Kapital AG reduced its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 71.3% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 64,708 shares of the social networking company’s stock after selling 160,464 shares during the quarter. DJE Kapital AG’s holdings in Meta Platforms were worth $36,130,000 at the end of the most recent quarter.
Several other hedge funds have also recently added to or reduced their stakes in the business. Keybank National Association OH lifted its stake in Meta Platforms by 15.7% during the fourth quarter. Keybank National Association OH now owns 133,798 shares of the social networking company’s stock valued at $88,319,000 after buying an additional 18,169 shares in the last quarter. WMS Group LLC purchased a new position in shares of Meta Platforms in the fourth quarter worth approximately $876,000. Consolidated Investment Group LLC increased its position in shares of Meta Platforms by 61.2% in the fourth quarter. Consolidated Investment Group LLC now owns 7,900 shares of the social networking company’s stock worth $5,215,000 after acquiring an additional 3,000 shares in the last quarter. Vanguard Group Inc. increased its position in shares of Meta Platforms by 3.8% in the fourth quarter. Vanguard Group Inc. now owns 199,995,630 shares of the social networking company’s stock worth $132,015,115,000 after acquiring an additional 7,269,279 shares in the last quarter. Finally, Third View Private Wealth LLC acquired a new stake in shares of Meta Platforms during the fourth quarter valued at approximately $27,789,000. Institutional investors own 79.91% of the company’s stock.
More Meta Platforms News Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: A new free verification badge system for Facebook users, which may improve trust and platform quality. Fast Company article Positive Sentiment: A dedicated Marketplace seller app with tools for merchants, aimed at making Facebook commerce more useful and organized. Reuters article Positive Sentiment: Wall Street commentary remained constructive, with articles highlighting Meta as a strong momentum stock and a potentially attractive AI-era value name. Positive Sentiment: Analyst sentiment stayed favorable, including a report that Wells Fargo raised its price target on Meta to $835.00. Insider Buying and Selling In related news, Director Robert M. Kimmitt sold 500 shares of Meta Platforms stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $607.75, for a total transaction of $303,875.00. Following the completion of the sale, the director owned 3,443 shares of the company’s stock, valued at approximately $2,092,483.25. This trade represents a 12.68% decrease in their ownership of the stock. The transaction was disclosed in a document filed 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, COO Javier Olivan sold 3,348 shares of Meta Platforms stock in a transaction on Monday, July 6th. The shares were sold at an average price of $600.97, for a total value of $2,012,047.56. Following the sale, the chief operating officer directly owned 9,498 shares of the company’s stock, valued at approximately $5,708,013.06. The trade was a 26.06% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 37,948 shares of company stock worth $23,184,319. Corporate insiders own 13.53% of the company’s stock.
Analyst Upgrades and Downgrades Several brokerages recently commented on META. Benchmark began coverage on shares of Meta Platforms in a research report on Tuesday, June 2nd. They issued a “buy” rating for the company. Weiss Ratings downgraded shares of Meta Platforms from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, June 26th. The Goldman Sachs Group lowered Meta Platforms from a “buy” rating to a “sell” rating in a report on Tuesday, June 2nd. Mizuho decreased their target price on Meta Platforms from $850.00 to $835.00 and set an “outperform” rating for the company in a research report on Tuesday, May 5th. Finally, Erste Group Bank upgraded Meta Platforms from a “hold” rating to a “buy” rating in a report on Tuesday, July 7th. Five equities research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Meta Platforms presently has a consensus rating of “Moderate Buy” and a consensus price target of $835.64.
Get Our Latest Report on Meta Platforms
Meta Platforms Stock Performance Shares of META opened at $595.19 on Friday. The company has a market capitalization of $1.51 trillion, a PE ratio of 21.64, a PEG ratio of 1.01 and a beta of 1.25. The company has a debt-to-equity ratio of 0.24, a quick ratio of 2.35 and a current ratio of 2.35. The company’s 50 day moving average price is $604.51 and its 200 day moving average price is $625.76. Meta Platforms, Inc. has a 52 week low of $520.26 and a 52 week high of $796.25.
Meta Platforms (NASDAQ:META – Get Free Report) last released its earnings results on Wednesday, April 29th. The social networking company reported $10.44 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $6.67 by $3.77. The company had revenue of $56.31 billion during the quarter, compared to the consensus estimate of $55.56 billion. Meta Platforms had a net margin of 32.84% and a return on equity of 36.93%. The company’s revenue was up 33.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $6.43 EPS. Research analysts expect that Meta Platforms, Inc. will post 29.49 EPS for the current fiscal year.
Meta Platforms Announces Dividend The business also recently declared a quarterly dividend, which was paid on Thursday, June 25th. Stockholders of record on Monday, June 15th were paid a $0.525 dividend. The ex-dividend date of this dividend was Monday, June 15th. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.4%. Meta Platforms’s dividend payout ratio is 7.63%.
About Meta Platforms (Free Report)
Meta Platforms, Inc (NASDAQ: META), formerly Facebook, Inc, is a global technology company best known for building social networking services and immersive computing platforms. Founded in 2004 and headquartered in Menlo Park, California, the company operates a family of consumer-facing products and services that connect users, creators and businesses. In October 2021 the company rebranded as Meta to reflect an expanded strategic focus on augmented and virtual reality technologies alongside its social media businesses.
Meta’s core consumer products include Facebook, Instagram, WhatsApp and Messenger, which enable social networking, messaging, content sharing and community building across mobile and desktop devices.
Featured Articles Five stocks we like better than Meta Platforms Telecom Earnings Reveal a Sector That Finally Looks Healthier Defense Earnings Show Readiness Now and Modernization Ahead Why Palantir Investors Aren’t Panicking While the Rest of AI Sells Off MarketBeat Week in Review – 07/20- 07/24 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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Danica Pension Livsforsikringsaktieselskab reduced its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 10.5% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 264,241 shares of the social networking company’s stock after selling 31,057 shares during the quarter. Meta Platforms comprises 2.9% of Danica Pension Livsforsikringsaktieselskab’s investment portfolio, making the stock its 6th biggest position. Danica Pension Livsforsikringsaktieselskab’s holdings in Meta Platforms were worth $151,180,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds also recently bought and sold shares of META. Brighton Jones LLC lifted its position in shares of Meta Platforms by 1.7% during the fourth quarter. Brighton Jones LLC now owns 34,551 shares of the social networking company’s stock worth $20,230,000 after acquiring an additional 570 shares in the last quarter. Revolve Wealth Partners LLC grew its position in shares of Meta Platforms by 10.2% in the fourth quarter. Revolve Wealth Partners LLC now owns 9,456 shares of the social networking company’s stock valued at $5,537,000 after purchasing an additional 875 shares in the last quarter. Headwater Capital Co Ltd grew its position in shares of Meta Platforms by 294.7% in the first quarter. Headwater Capital Co Ltd now owns 150,000 shares of the social networking company’s stock valued at $86,454,000 after purchasing an additional 112,000 shares in the last quarter. Dymon Asia Capital Singapore PTE. LTD. bought a new stake in shares of Meta Platforms during the 2nd quarter valued at $213,000. Finally, Capital & Planning LLC bought a new stake in shares of Meta Platforms during the 2nd quarter valued at $322,000. 79.91% of the stock is owned by institutional investors.
More Meta Platforms News Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: A new free verification badge system for Facebook users, which may improve trust and platform quality. Fast Company article Positive Sentiment: A dedicated Marketplace seller app with tools for merchants, aimed at making Facebook commerce more useful and organized. Reuters article Positive Sentiment: Wall Street commentary remained constructive, with articles highlighting Meta as a strong momentum stock and a potentially attractive AI-era value name. Positive Sentiment: Analyst sentiment stayed favorable, including a report that Wells Fargo raised its price target on Meta to $835.00. Insider Buying and Selling at Meta Platforms In other Meta Platforms news, COO Javier Olivan sold 3,348 shares of the business’s stock in a transaction that occurred on Monday, July 6th. The shares were sold at an average price of $600.97, for a total value of $2,012,047.56. Following the completion of the transaction, the chief operating officer owned 9,498 shares of the company’s stock, valued at $5,708,013.06. The trade was a 26.06% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Robert M. Kimmitt sold 500 shares of the stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $607.75, for a total transaction of $303,875.00. Following the completion of the transaction, the director directly owned 3,443 shares in the company, valued at $2,092,483.25. The trade was a 12.68% 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 a total of 37,948 shares of company stock worth $23,184,319 over the last three months. 13.53% of the stock is owned by insiders.
Meta Platforms Stock Performance NASDAQ:META opened at $595.19 on Friday. The stock has a market cap of $1.51 trillion, a P/E ratio of 21.64, a PEG ratio of 1.01 and a beta of 1.25. The company has a quick ratio of 2.35, a current ratio of 2.35 and a debt-to-equity ratio of 0.24. The business’s 50-day moving average price is $604.51 and its two-hundred day moving average price is $625.76. Meta Platforms, Inc. has a twelve month low of $520.26 and a twelve month high of $796.25.
Meta Platforms (NASDAQ:META – Get Free Report) last issued its quarterly earnings data on Wednesday, April 29th. The social networking company reported $10.44 EPS for the quarter, topping the consensus estimate of $6.67 by $3.77. The company had revenue of $56.31 billion during the quarter, compared to analyst estimates of $55.56 billion. Meta Platforms had a return on equity of 36.93% and a net margin of 32.84%.Meta Platforms’s revenue was up 33.1% on a year-over-year basis. During the same quarter in the previous year, the firm earned $6.43 earnings per share. As a group, equities analysts predict that Meta Platforms, Inc. will post 29.49 EPS for the current fiscal year.
Meta Platforms Announces Dividend The business also recently announced a quarterly dividend, which was paid on Thursday, June 25th. Shareholders of record on Monday, June 15th were given a dividend of $0.525 per share. The ex-dividend date was Monday, June 15th. This represents a $2.10 annualized dividend and a yield of 0.4%. Meta Platforms’s payout ratio is presently 7.63%.
Wall Street Analysts Forecast Growth META has been the subject of several analyst reports. The Goldman Sachs Group downgraded Meta Platforms from a “buy” rating to a “sell” rating in a research note on Tuesday, June 2nd. Erste Group Bank upgraded shares of Meta Platforms from a “hold” rating to a “buy” rating in a research report on Tuesday, July 7th. Wedbush assumed coverage on shares of Meta Platforms in a research note on Thursday, July 16th. They set a “neutral” rating and a $671.00 price objective for the company. BNP Paribas Exane assumed coverage on shares of Meta Platforms in a report on Tuesday, June 2nd. They set an “outperform” rating on the stock. Finally, Wall Street Zen cut shares of Meta Platforms from a “buy” rating to a “hold” rating in a research note on Saturday, May 16th. Five analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $835.64.
Read Our Latest Report on META
Meta Platforms Company Profile (Free Report)
Meta Platforms, Inc (NASDAQ: META), formerly Facebook, Inc, is a global technology company best known for building social networking services and immersive computing platforms. Founded in 2004 and headquartered in Menlo Park, California, the company operates a family of consumer-facing products and services that connect users, creators and businesses. In October 2021 the company rebranded as Meta to reflect an expanded strategic focus on augmented and virtual reality technologies alongside its social media businesses.
Meta’s core consumer products include Facebook, Instagram, WhatsApp and Messenger, which enable social networking, messaging, content sharing and community building across mobile and desktop devices.
Featured Articles Five stocks we like better than Meta Platforms Telecom Earnings Reveal a Sector That Finally Looks Healthier Defense Earnings Show Readiness Now and Modernization Ahead Why Palantir Investors Aren’t Panicking While the Rest of AI Sells Off MarketBeat Week in Review – 07/20- 07/24 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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Chase Investment Counsel Corp cut its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 90.7% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 744 shares of the social networking company’s stock after selling 7,216 shares during the period. Chase Investment Counsel Corp’s holdings in Meta Platforms were worth $425,000 as of its most recent SEC filing.
Other large investors also recently bought and sold shares of the company. Keybank National Association OH boosted its stake in Meta Platforms by 15.7% during the 4th quarter. Keybank National Association OH now owns 133,798 shares of the social networking company’s stock worth $88,319,000 after purchasing an additional 18,169 shares during the period. WMS Group LLC purchased a new position in Meta Platforms during the 4th quarter worth $876,000. Consolidated Investment Group LLC increased its stake in Meta Platforms by 61.2% in the fourth quarter. Consolidated Investment Group LLC now owns 7,900 shares of the social networking company’s stock valued at $5,215,000 after purchasing an additional 3,000 shares during the period. Vanguard Group Inc. increased its stake in Meta Platforms by 3.8% in the fourth quarter. Vanguard Group Inc. now owns 199,995,630 shares of the social networking company’s stock valued at $132,015,115,000 after purchasing an additional 7,269,279 shares during the period. Finally, Third View Private Wealth LLC purchased a new stake in shares of Meta Platforms in the fourth quarter valued at about $27,789,000. Institutional investors and hedge funds own 79.91% of the company’s stock.
Wall Street Analysts Forecast Growth META has been the subject of several recent research reports. Morgan Stanley decreased their target price on shares of Meta Platforms from $825.00 to $775.00 and set an “overweight” rating for the company in a research note on Monday, March 30th. Wedbush started coverage on Meta Platforms in a research report on Thursday, July 16th. They issued a “neutral” rating and a $671.00 price target on the stock. UBS Group reduced their price objective on Meta Platforms from $865.00 to $766.00 and set a “buy” rating for the company in a research note on Monday, July 13th. Needham & Company LLC reaffirmed a “hold” rating on shares of Meta Platforms in a research report on Wednesday, July 8th. Finally, Citigroup reiterated a “strong-buy” rating on shares of Meta Platforms in a research note on Tuesday. Five research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $835.64.
Read Our Latest Research Report on META
Insiders Place Their Bets In related news, COO Javier Olivan sold 3,348 shares of Meta Platforms stock in a transaction that occurred on Monday, July 6th. The stock was sold at an average price of $600.97, for a total value of $2,012,047.56. Following the sale, the chief operating officer directly owned 9,498 shares in the company, valued at $5,708,013.06. The trade was a 26.06% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Curtis J. Mahoney sold 2,079 shares of the company’s stock in a transaction on Wednesday, May 27th. The stock was sold at an average price of $609.92, for a total value of $1,268,023.68. Following the transaction, the insider directly owned 1,118 shares in the company, valued at $681,890.56. This represents a 65.03% 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 37,948 shares of company stock valued at $23,184,319. Corporate insiders own 13.53% of the company’s stock.
Trending Headlines about Meta Platforms Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: A new free verification badge system for Facebook users, which may improve trust and platform quality. Fast Company article Positive Sentiment: A dedicated Marketplace seller app with tools for merchants, aimed at making Facebook commerce more useful and organized. Reuters article Positive Sentiment: Wall Street commentary remained constructive, with articles highlighting Meta as a strong momentum stock and a potentially attractive AI-era value name. Positive Sentiment: Analyst sentiment stayed favorable, including a report that Wells Fargo raised its price target on Meta to $835.00. Meta Platforms Stock Down 1.8% Shares of NASDAQ:META opened at $595.19 on Friday. Meta Platforms, Inc. has a fifty-two week low of $520.26 and a fifty-two week high of $796.25. The company has a quick ratio of 2.35, a current ratio of 2.35 and a debt-to-equity ratio of 0.24. The firm’s 50-day simple moving average is $604.51 and its 200-day simple moving average is $625.76. The company has a market cap of $1.51 trillion, a price-to-earnings ratio of 21.64, a PEG ratio of 1.01 and a beta of 1.25.
Meta Platforms (NASDAQ:META – Get Free Report) last posted its quarterly earnings results on Wednesday, April 29th. The social networking company reported $10.44 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.67 by $3.77. The firm had revenue of $56.31 billion during the quarter, compared to analysts’ expectations of $55.56 billion. Meta Platforms had a net margin of 32.84% and a return on equity of 36.93%. The firm’s revenue for the quarter was up 33.1% on a year-over-year basis. During the same period in the prior year, the company posted $6.43 earnings per share. As a group, equities research analysts predict that Meta Platforms, Inc. will post 29.49 earnings per share for the current year.
Meta Platforms Dividend Announcement The firm also recently announced a quarterly dividend, which was paid on Thursday, June 25th. Shareholders of record on Monday, June 15th were given a dividend of $0.525 per share. The ex-dividend date was Monday, June 15th. This represents a $2.10 annualized dividend and a yield of 0.4%. Meta Platforms’s payout ratio is presently 7.63%.
Meta Platforms Profile (Free Report)
Meta Platforms, Inc (NASDAQ: META), formerly Facebook, Inc, is a global technology company best known for building social networking services and immersive computing platforms. Founded in 2004 and headquartered in Menlo Park, California, the company operates a family of consumer-facing products and services that connect users, creators and businesses. In October 2021 the company rebranded as Meta to reflect an expanded strategic focus on augmented and virtual reality technologies alongside its social media businesses.
Meta’s core consumer products include Facebook, Instagram, WhatsApp and Messenger, which enable social networking, messaging, content sharing and community building across mobile and desktop devices.
Featured Articles Five stocks we like better than Meta Platforms Telecom Earnings Reveal a Sector That Finally Looks Healthier Defense Earnings Show Readiness Now and Modernization Ahead Why Palantir Investors Aren’t Panicking While the Rest of AI Sells Off MarketBeat Week in Review – 07/20- 07/24 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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Burling Wealth Partners LLC raised its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 12.1% during the 1st quarter, according to its most recent filing with the SEC. The firm owned 21,336 shares of the social networking company’s stock after acquiring an additional 2,306 shares during the period. Meta Platforms makes up approximately 2.0% of Burling Wealth Partners LLC’s holdings, making the stock its 12th biggest position. Burling Wealth Partners LLC’s holdings in Meta Platforms were worth $12,207,000 as of its most recent SEC filing.
A number of other institutional investors have also recently made changes to their positions in the stock. Vista Capital Partners Inc. lifted its position in shares of Meta Platforms by 1.3% in the second quarter. Vista Capital Partners Inc. now owns 1,075 shares of the social networking company’s stock valued at $794,000 after acquiring an additional 14 shares in the last quarter. First National Bank Sioux Falls grew its position in shares of Meta Platforms by 0.7% during the fourth quarter. First National Bank Sioux Falls now owns 2,001 shares of the social networking company’s stock worth $1,321,000 after purchasing an additional 14 shares in the last quarter. Levin Capital Strategies L.P. raised its stake in Meta Platforms by 1.4% during the 4th quarter. Levin Capital Strategies L.P. now owns 984 shares of the social networking company’s stock valued at $649,000 after purchasing an additional 14 shares during the period. Arcataur Capital Management LLC raised its stake in Meta Platforms by 0.9% during the 4th quarter. Arcataur Capital Management LLC now owns 1,736 shares of the social networking company’s stock valued at $1,146,000 after purchasing an additional 15 shares during the period. Finally, Acorn Creek Capital LLC lifted its holdings in Meta Platforms by 0.7% in the 4th quarter. Acorn Creek Capital LLC now owns 2,118 shares of the social networking company’s stock worth $1,398,000 after purchasing an additional 15 shares in the last quarter. Hedge funds and other institutional investors own 79.91% of the company’s stock.
Wall Street Analyst Weigh In Several research analysts have weighed in on META shares. Bank of America dropped their price target on Meta Platforms from $885.00 to $820.00 and set a “buy” rating for the company in a research note on Monday, April 20th. Piper Sandler started coverage on shares of Meta Platforms in a research report on Tuesday, June 2nd. They set an “overweight” rating on the stock. Barclays boosted their target price on shares of Meta Platforms from $800.00 to $830.00 and gave the stock an “overweight” rating in a report on Thursday, April 30th. Wolfe Research dropped their target price on shares of Meta Platforms from $850.00 to $800.00 and set an “outperform” rating for the company in a research report on Friday, April 10th. Finally, KeyCorp reaffirmed an “overweight” rating and set a $760.00 target price on shares of Meta Platforms in a research note on Thursday, April 30th. Five analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Meta Platforms has a consensus rating of “Moderate Buy” and an average price target of $835.64.
Check Out Our Latest Stock Report on Meta Platforms
Insider Buying and Selling In other Meta Platforms news, COO Javier Olivan sold 3,348 shares of Meta Platforms stock in a transaction on Monday, July 6th. The shares were sold at an average price of $600.97, for a total value of $2,012,047.56. Following the completion of the transaction, the chief operating officer directly owned 9,498 shares of the company’s stock, valued at $5,708,013.06. This trade represents a 26.06% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Curtis J. Mahoney sold 2,079 shares of the business’s stock in a transaction dated Wednesday, May 27th. The stock was sold at an average price of $609.92, for a total transaction of $1,268,023.68. Following the completion of the sale, the insider owned 1,118 shares in the company, valued at approximately $681,890.56. This trade represents a 65.03% 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 37,948 shares of company stock worth $23,184,319. Insiders own 13.53% of the company’s stock.
Meta Platforms Stock Performance NASDAQ META opened at $595.19 on Friday. The company has a debt-to-equity ratio of 0.24, a current ratio of 2.35 and a quick ratio of 2.35. Meta Platforms, Inc. has a 1-year low of $520.26 and a 1-year high of $796.25. The business has a 50 day simple moving average of $604.51 and a two-hundred day simple moving average of $625.76. The stock has a market capitalization of $1.51 trillion, a PE ratio of 21.64, a P/E/G ratio of 1.01 and a beta of 1.25.
Meta Platforms (NASDAQ:META – Get Free Report) last issued its quarterly earnings data on Wednesday, April 29th. The social networking company reported $10.44 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.67 by $3.77. The business had revenue of $56.31 billion for the quarter, compared to analysts’ expectations of $55.56 billion. Meta Platforms had a return on equity of 36.93% and a net margin of 32.84%.The company’s revenue for the quarter was up 33.1% on a year-over-year basis. During the same period in the prior year, the firm earned $6.43 EPS. On average, research analysts predict that Meta Platforms, Inc. will post 29.49 EPS for the current fiscal year.
Meta Platforms Announces Dividend The firm also recently declared a quarterly dividend, which was paid on Thursday, June 25th. Investors of record on Monday, June 15th were given a $0.525 dividend. This represents a $2.10 annualized dividend and a yield of 0.4%. The ex-dividend date was Monday, June 15th. Meta Platforms’s payout ratio is currently 7.63%.
Meta Platforms News Roundup Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: A new free verification badge system for Facebook users, which may improve trust and platform quality. Fast Company article Positive Sentiment: A dedicated Marketplace seller app with tools for merchants, aimed at making Facebook commerce more useful and organized. Reuters article Positive Sentiment: Wall Street commentary remained constructive, with articles highlighting Meta as a strong momentum stock and a potentially attractive AI-era value name. Positive Sentiment: Analyst sentiment stayed favorable, including a report that Wells Fargo raised its price target on Meta to $835.00. Meta Platforms Company Profile (Free Report)
Meta Platforms, Inc (NASDAQ: META), formerly Facebook, Inc, is a global technology company best known for building social networking services and immersive computing platforms. Founded in 2004 and headquartered in Menlo Park, California, the company operates a family of consumer-facing products and services that connect users, creators and businesses. In October 2021 the company rebranded as Meta to reflect an expanded strategic focus on augmented and virtual reality technologies alongside its social media businesses.
Meta’s core consumer products include Facebook, Instagram, WhatsApp and Messenger, which enable social networking, messaging, content sharing and community building across mobile and desktop devices.
Recommended Stories Five stocks we like better than Meta Platforms Telecom Earnings Reveal a Sector That Finally Looks Healthier Defense Earnings Show Readiness Now and Modernization Ahead Why Palantir Investors Aren’t Panicking While the Rest of AI Sells Off MarketBeat Week in Review – 07/20- 07/24
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DUTCH ASSET Corp boosted its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 67.9% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,988 shares of the social networking company’s stock after buying an additional 2,422 shares during the period. Meta Platforms accounts for approximately 2.3% of DUTCH ASSET Corp’s portfolio, making the stock its 13th biggest holding. DUTCH ASSET Corp’s holdings in Meta Platforms were worth $3,426,000 at the end of the most recent quarter.
Other hedge funds have also modified their holdings of the company. Brighton Jones LLC boosted its stake in Meta Platforms by 1.7% during the 4th quarter. Brighton Jones LLC now owns 34,551 shares of the social networking company’s stock worth $20,230,000 after purchasing an additional 570 shares during the period. Revolve Wealth Partners LLC grew its position in Meta Platforms by 10.2% during the 4th quarter. Revolve Wealth Partners LLC now owns 9,456 shares of the social networking company’s stock worth $5,537,000 after purchasing an additional 875 shares during the last quarter. Headwater Capital Co Ltd increased its stake in Meta Platforms by 294.7% in the first quarter. Headwater Capital Co Ltd now owns 150,000 shares of the social networking company’s stock valued at $86,454,000 after purchasing an additional 112,000 shares during the period. Dymon Asia Capital Singapore PTE. LTD. acquired a new position in Meta Platforms in the second quarter valued at $213,000. Finally, Capital & Planning LLC purchased a new stake in shares of Meta Platforms in the second quarter valued at about $322,000. 79.91% of the stock is currently owned by hedge funds and other institutional investors.
Meta Platforms Price Performance Shares of META opened at $595.19 on Friday. The company has a current ratio of 2.35, a quick ratio of 2.35 and a debt-to-equity ratio of 0.24. The stock’s 50 day moving average is $604.51 and its two-hundred day moving average is $625.76. Meta Platforms, Inc. has a twelve month low of $520.26 and a twelve month high of $796.25. The firm has a market capitalization of $1.51 trillion, a PE ratio of 21.64, a P/E/G ratio of 1.01 and a beta of 1.25.
Meta Platforms (NASDAQ:META – Get Free Report) last issued its earnings results on Wednesday, April 29th. The social networking company reported $10.44 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $6.67 by $3.77. The business had revenue of $56.31 billion during the quarter, compared to the consensus estimate of $55.56 billion. Meta Platforms had a return on equity of 36.93% and a net margin of 32.84%.The company’s revenue for the quarter was up 33.1% on a year-over-year basis. During the same period in the prior year, the business posted $6.43 EPS. Research analysts anticipate that Meta Platforms, Inc. will post 29.49 earnings per share for the current year.
Meta Platforms Announces Dividend The firm also recently disclosed a quarterly dividend, which was paid on Thursday, June 25th. Investors of record on Monday, June 15th were issued a dividend of $0.525 per share. This represents a $2.10 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date of this dividend was Monday, June 15th. Meta Platforms’s dividend payout ratio is currently 7.63%.
Meta Platforms News Summary Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: A new free verification badge system for Facebook users, which may improve trust and platform quality. Fast Company article Positive Sentiment: A dedicated Marketplace seller app with tools for merchants, aimed at making Facebook commerce more useful and organized. Reuters article Positive Sentiment: Wall Street commentary remained constructive, with articles highlighting Meta as a strong momentum stock and a potentially attractive AI-era value name. Positive Sentiment: Analyst sentiment stayed favorable, including a report that Wells Fargo raised its price target on Meta to $835.00. Insiders Place Their Bets In other news, COO Javier Olivan sold 3,348 shares of the company’s stock in a transaction on Monday, July 6th. The shares were sold at an average price of $600.97, for a total transaction of $2,012,047.56. Following the transaction, the chief operating officer directly owned 9,498 shares of the company’s stock, valued at $5,708,013.06. This represents a 26.06% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Curtis J. Mahoney sold 2,079 shares of the company’s stock in a transaction on Wednesday, May 27th. The stock was sold at an average price of $609.92, for a total transaction of $1,268,023.68. Following the transaction, the insider directly owned 1,118 shares in the company, valued at approximately $681,890.56. This trade represents a 65.03% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 37,948 shares of company stock worth $23,184,319. 13.53% of the stock is owned by insiders.
Analysts Set New Price Targets META has been the subject of several recent research reports. Raymond James Financial increased their target price on shares of Meta Platforms from $825.00 to $850.00 and gave the stock a “strong-buy” rating in a research note on Tuesday. Mizuho dropped their price target on Meta Platforms from $850.00 to $835.00 and set an “outperform” rating on the stock in a research report on Tuesday, May 5th. Roth Capital reaffirmed a “buy” rating on shares of Meta Platforms in a research note on Thursday, April 30th. Benchmark assumed coverage on Meta Platforms in a research report on Tuesday, June 2nd. They set a “buy” rating for the company. Finally, TD Cowen lowered their target price on Meta Platforms from $820.00 to $800.00 and set a “buy” rating on the stock in a research note on Thursday, April 30th. Five analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, Meta Platforms currently has an average rating of “Moderate Buy” and a consensus target price of $835.64.
View Our Latest Stock Report on Meta Platforms
Meta Platforms Company Profile (Free Report)
Meta Platforms, Inc (NASDAQ: META), formerly Facebook, Inc, is a global technology company best known for building social networking services and immersive computing platforms. Founded in 2004 and headquartered in Menlo Park, California, the company operates a family of consumer-facing products and services that connect users, creators and businesses. In October 2021 the company rebranded as Meta to reflect an expanded strategic focus on augmented and virtual reality technologies alongside its social media businesses.
Meta’s core consumer products include Facebook, Instagram, WhatsApp and Messenger, which enable social networking, messaging, content sharing and community building across mobile and desktop devices.
Further Reading Five stocks we like better than Meta Platforms Telecom Earnings Reveal a Sector That Finally Looks Healthier Defense Earnings Show Readiness Now and Modernization Ahead Why Palantir Investors Aren’t Panicking While the Rest of AI Sells Off MarketBeat Week in Review – 07/20- 07/24
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.
Fortis Capital Management LLC increased its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 11.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 24,226 shares of the social networking company’s stock after acquiring an additional 2,428 shares during the period. Meta Platforms comprises 1.4% of Fortis Capital Management LLC’s holdings, making the stock its 9th largest holding. Fortis Capital Management LLC’s holdings in Meta Platforms were worth $13,861,000 at the end of the most recent reporting period.
Several other institutional investors have also added to or reduced their stakes in META. RHL Group LLC bought a new position in shares of Meta Platforms in the 4th quarter valued at $28,000. Strategic Wealth Advisors LLC bought a new stake in shares of Meta Platforms during the 4th quarter worth $29,000. Niles Investment Management LLC bought a new stake in shares of Meta Platforms during the 4th quarter worth $29,000. Bayban boosted its stake in Meta Platforms by 100.0% in the first quarter. Bayban now owns 70 shares of the social networking company’s stock valued at $40,000 after buying an additional 35 shares in the last quarter. Finally, Safe Harbor Fiduciary LLC bought a new position in Meta Platforms in the fourth quarter valued at about $42,000. 79.91% of the stock is currently owned by institutional investors and hedge funds.
Insider Buying and Selling at Meta Platforms In other news, CTO Andrew Bosworth sold 7,847 shares of the firm’s stock in a transaction on Monday, May 18th. The shares were sold at an average price of $607.83, for a total transaction of $4,769,642.01. Following the completion of the transaction, the chief technology officer owned 414 shares of the company’s stock, valued at approximately $251,641.62. This trade represents a 94.99% decrease in their ownership of the stock. 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Susan J. Li sold 9,195 shares of Meta Platforms stock in a transaction on Monday, May 18th. The stock was sold at an average price of $607.84, for a total transaction of $5,589,088.80. Following the transaction, the chief financial officer owned 13,186 shares in the company, valued at approximately $8,014,978.24. This trade represents a 41.08% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last quarter, insiders have sold 37,948 shares of company stock valued at $23,184,319. Insiders own 13.53% of the company’s stock.
Meta Platforms Stock Performance NASDAQ:META opened at $595.19 on Friday. The stock has a market cap of $1.51 trillion, a P/E ratio of 21.64, a price-to-earnings-growth ratio of 1.01 and a beta of 1.25. The company has a current ratio of 2.35, a quick ratio of 2.35 and a debt-to-equity ratio of 0.24. The stock’s 50-day moving average is $604.51 and its 200-day moving average is $625.76. Meta Platforms, Inc. has a 1-year low of $520.26 and a 1-year high of $796.25.
Meta Platforms (NASDAQ:META – Get Free Report) last released its quarterly earnings data on Wednesday, April 29th. The social networking company reported $10.44 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.67 by $3.77. The company had revenue of $56.31 billion during the quarter, compared to the consensus estimate of $55.56 billion. Meta Platforms had a return on equity of 36.93% and a net margin of 32.84%.The firm’s revenue was up 33.1% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $6.43 earnings per share. Equities research analysts anticipate that Meta Platforms, Inc. will post 29.49 earnings per share for the current year.
Meta Platforms Dividend Announcement The firm also recently declared a quarterly dividend, which was paid on Thursday, June 25th. Shareholders of record on Monday, June 15th were given a $0.525 dividend. This represents a $2.10 annualized dividend and a yield of 0.4%. The ex-dividend date was Monday, June 15th. Meta Platforms’s dividend payout ratio is 7.63%.
Wall Street Analyst Weigh In A number of research analysts have recently commented on the stock. Rothschild & Co Redburn increased their target price on shares of Meta Platforms from $900.00 to $1,000.00 and gave the stock a “buy” rating in a report on Tuesday, July 21st. Raymond James Financial upped their price objective on shares of Meta Platforms from $825.00 to $850.00 and gave the stock a “strong-buy” rating in a research report on Tuesday. UBS Group dropped their price objective on shares of Meta Platforms from $865.00 to $766.00 and set a “buy” rating for the company in a research note on Monday, July 13th. Wall Street Zen lowered shares of Meta Platforms from a “buy” rating to a “hold” rating in a research report on Saturday, May 16th. Finally, Citigroup reaffirmed a “strong-buy” rating on shares of Meta Platforms in a research note on Tuesday. Five equities research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $835.64.
Read Our Latest Research Report on META
Trending Headlines about Meta Platforms Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: A new free verification badge system for Facebook users, which may improve trust and platform quality. Fast Company article Positive Sentiment: A dedicated Marketplace seller app with tools for merchants, aimed at making Facebook commerce more useful and organized. Reuters article Positive Sentiment: Wall Street commentary remained constructive, with articles highlighting Meta as a strong momentum stock and a potentially attractive AI-era value name. Positive Sentiment: Analyst sentiment stayed favorable, including a report that Wells Fargo raised its price target on Meta to $835.00. Meta Platforms Company Profile (Free Report)
Meta Platforms, Inc (NASDAQ: META), formerly Facebook, Inc, is a global technology company best known for building social networking services and immersive computing platforms. Founded in 2004 and headquartered in Menlo Park, California, the company operates a family of consumer-facing products and services that connect users, creators and businesses. In October 2021 the company rebranded as Meta to reflect an expanded strategic focus on augmented and virtual reality technologies alongside its social media businesses.
Meta’s core consumer products include Facebook, Instagram, WhatsApp and Messenger, which enable social networking, messaging, content sharing and community building across mobile and desktop devices.
Featured Articles Five stocks we like better than Meta Platforms Telecom Earnings Reveal a Sector That Finally Looks Healthier Defense Earnings Show Readiness Now and Modernization Ahead Why Palantir Investors Aren’t Panicking While the Rest of AI Sells Off MarketBeat Week in Review – 07/20- 07/24 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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Clal Insurance Enterprises Holdings Ltd lifted its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 18.9% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 315,152 shares of the social networking company’s stock after buying an additional 49,997 shares during the period. Meta Platforms comprises 1.1% of Clal Insurance Enterprises Holdings Ltd’s investment portfolio, making the stock its 18th biggest holding. Clal Insurance Enterprises Holdings Ltd’s holdings in Meta Platforms were worth $180,308,000 as of its most recent SEC filing.
Other hedge funds have also modified their holdings of the company. Vista Capital Partners Inc. boosted its stake in shares of Meta Platforms by 1.3% during the 2nd quarter. Vista Capital Partners Inc. now owns 1,075 shares of the social networking company’s stock worth $794,000 after purchasing an additional 14 shares during the last quarter. First National Bank Sioux Falls raised its position in shares of Meta Platforms by 0.7% in the fourth quarter. First National Bank Sioux Falls now owns 2,001 shares of the social networking company’s stock valued at $1,321,000 after buying an additional 14 shares during the last quarter. Levin Capital Strategies L.P. lifted its stake in shares of Meta Platforms by 1.4% during the fourth quarter. Levin Capital Strategies L.P. now owns 984 shares of the social networking company’s stock valued at $649,000 after buying an additional 14 shares during the period. Arcataur Capital Management LLC lifted its stake in shares of Meta Platforms by 0.9% during the fourth quarter. Arcataur Capital Management LLC now owns 1,736 shares of the social networking company’s stock valued at $1,146,000 after buying an additional 15 shares during the period. Finally, Acorn Creek Capital LLC boosted its position in Meta Platforms by 0.7% during the fourth quarter. Acorn Creek Capital LLC now owns 2,118 shares of the social networking company’s stock worth $1,398,000 after acquiring an additional 15 shares during the last quarter. 79.91% of the stock is owned by institutional investors and hedge funds.
Meta Platforms News Roundup Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: A new free verification badge system for Facebook users, which may improve trust and platform quality. Fast Company article Positive Sentiment: A dedicated Marketplace seller app with tools for merchants, aimed at making Facebook commerce more useful and organized. Reuters article Positive Sentiment: Wall Street commentary remained constructive, with articles highlighting Meta as a strong momentum stock and a potentially attractive AI-era value name. Positive Sentiment: Analyst sentiment stayed favorable, including a report that Wells Fargo raised its price target on Meta to $835.00. Insider Transactions at Meta Platforms In other news, insider Curtis J. Mahoney sold 2,079 shares of Meta Platforms stock in a transaction dated Wednesday, May 27th. The stock was sold at an average price of $609.92, for a total value of $1,268,023.68. Following the transaction, the insider directly owned 1,118 shares of the company’s stock, valued at $681,890.56. The trade was a 65.03% decrease in their position. The transaction was disclosed in a document filed 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 3,348 shares of the business’s stock in a transaction dated Monday, July 6th. The stock was sold at an average price of $600.97, for a total value of $2,012,047.56. Following the sale, the chief operating officer owned 9,498 shares of the company’s stock, valued at $5,708,013.06. The trade was a 26.06% 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 90 days, insiders have sold 37,948 shares of company stock valued at $23,184,319. 13.53% of the stock is owned by company insiders.
Meta Platforms Stock Down 1.8% Shares of NASDAQ META opened at $595.19 on Friday. The stock has a market capitalization of $1.51 trillion, a PE ratio of 21.64, a P/E/G ratio of 1.01 and a beta of 1.25. The company has a quick ratio of 2.35, a current ratio of 2.35 and a debt-to-equity ratio of 0.24. The firm has a fifty day moving average of $604.51 and a 200-day moving average of $625.76. Meta Platforms, Inc. has a 52-week low of $520.26 and a 52-week high of $796.25.
Meta Platforms (NASDAQ:META – Get Free Report) last issued its earnings results on Wednesday, April 29th. The social networking company reported $10.44 earnings per share for the quarter, topping the consensus estimate of $6.67 by $3.77. Meta Platforms had a return on equity of 36.93% and a net margin of 32.84%.The business had revenue of $56.31 billion for the quarter, compared to analyst estimates of $55.56 billion. During the same period last year, the company posted $6.43 EPS. The business’s quarterly revenue was up 33.1% on a year-over-year basis. On average, analysts anticipate that Meta Platforms, Inc. will post 29.49 EPS for the current year.
Meta Platforms Dividend Announcement The company also recently declared a quarterly dividend, which was paid on Thursday, June 25th. Shareholders of record on Monday, June 15th were paid a dividend of $0.525 per share. The ex-dividend date was Monday, June 15th. This represents a $2.10 annualized dividend and a yield of 0.4%. Meta Platforms’s dividend payout ratio is currently 7.63%.
Wall Street Analyst Weigh In Several analysts have commented on the stock. 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. Benchmark started coverage on Meta Platforms in a report on Tuesday, June 2nd. They set a “buy” rating on the stock. Arete Research set a $735.00 price objective on Meta Platforms and gave the company a “buy” rating in a research report on Tuesday, June 2nd. JPMorgan Chase & Co. reiterated a “neutral” rating and set a $725.00 target price (down from $825.00) on shares of Meta Platforms in a research report on Thursday, April 30th. Finally, UBS Group decreased their price target on Meta Platforms from $865.00 to $766.00 and set a “buy” rating on the stock in a research note on Monday, July 13th. Five equities research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $835.64.
Read Our Latest Stock Report on META
Meta Platforms Company Profile (Free Report)
Meta Platforms, Inc (NASDAQ: META), formerly Facebook, Inc, is a global technology company best known for building social networking services and immersive computing platforms. Founded in 2004 and headquartered in Menlo Park, California, the company operates a family of consumer-facing products and services that connect users, creators and businesses. In October 2021 the company rebranded as Meta to reflect an expanded strategic focus on augmented and virtual reality technologies alongside its social media businesses.
Meta’s core consumer products include Facebook, Instagram, WhatsApp and Messenger, which enable social networking, messaging, content sharing and community building across mobile and desktop devices.
Featured Articles Five stocks we like better than Meta Platforms Telecom Earnings Reveal a Sector That Finally Looks Healthier Defense Earnings Show Readiness Now and Modernization Ahead Why Palantir Investors Aren’t Panicking While the Rest of AI Sells Off MarketBeat Week in Review – 07/20- 07/24 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.
Shares of CoreWeave (CRWV -11.58%) have been in free-fall mode lately, losing 35% of their value over the past three months, as investors have been concerned about the neocloud infrastructure provider's aggressive spending to build dedicated artificial intelligence (AI) infrastructure.
CoreWeave stock received another jolt earlier this month after reports emerged that Meta Platforms (META -1.80%), one of its key customers, plans to sell its excess AI data center capacity. It was easy to see why that was the case, but I think that investors are underestimating the AI infrastructure specialist's long-term prospects.
Here's why.
Image source: The Motley Fool.
Meta constitutes a significant chunk of CoreWeave's backlog, but it can grow at a solid pace without the tech giant CoreWeave announced in April that it has expanded its AI infrastructure agreement with Meta Platforms in a deal worth $21 billion. What's worth noting is that this deal builds upon the original $14.2 billion agreement signed between the two companies in September 2025. These contracts run through December 2032, and the total value is just over $35 billion.
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So, reports of Meta deciding to compete with CoreWeave by offering to sell excess AI compute capacity have further added to the latter's misery. Of course, CoreWeave's $35 billion long-term contract with Meta explains why this news has caused panic among investors, especially considering that it accounts for a significant chunk of the neocloud provider's $99.4 billion revenue backlog.
However, even if Meta takes away its business from CoreWeave owing to the excess cloud computing capacity that it may be sitting on, and starts competing with the latter, it may not dent the neocloud company's long-term growth. That's because there is a shortage of dedicated AI data centers. According to Bank of America, data center power demand could exceed capacity additions by 100 gigawatts (GW) by 2030.
So, if Meta decides against buying AI compute capacity from CoreWeave, it can easily find another customer to fill the vacuum. Also, there is sufficient space for additional dedicated AI data center providers to operate in this market, given the supply gap noted above. All this explains why analysts continue to remain bullish about CoreWeave's growth prospects.
Data by YCharts
The stock could become a multibagger CoreWeave's revenue is anticipated to jump 147% in 2026 to $12.66 billion. The chart given above makes it clear that the neocloud specialist will sustain impressive growth levels in the long run. This is what makes CoreWeave a top AI stock to buy right now, as it trades at an attractive 5.8 times sales. The tech-laden Nasdaq Composite index, for comparison, has a price-to-sales ratio of 5.1.
Even if CoreWeave trades at just 5 times sales after three years and its revenue reaches $40 billion, the company's market cap could jump by almost 5x to $200 billion.
So, savvy investors can consider using the recent pullback in CoreWeave stock to buy its shares, as it could skyrocket impressively due to the enormous demand for AI data center capacity.
