Meta Platforms (META) Stock Falls on Q1 2026 Earnings

Meta Platforms Inc. (META) reported Q1 2026 results with revenue of $56.3 billion and diluted earnings per share of $10.44.

Revenue: $56.3 billion, up 33.1% year‑over‑year.

Gross profit: $46.1 billion, up 32.7% year‑over‑year.

Operating profit: $22.9 billion, up 30.3% year‑over‑year.

Net income attributable to common shareholders: $26.8 billion, up 60.9% year‑over‑year.

Diluted EPS: $10.44, up 62.4% year‑over‑year.

Key cash‑flow and balance‑sheet highlights:

Cash from operating activities: $36.2 billion, up 50.7% year‑over‑year.

Capital expenditures (purchases of property, plant and equipment): $21.4 billion, up 65.2% year‑over‑year.

Cash and cash equivalents: $23.4 billion, down 18.5% year‑over‑year.

Total liabilities: $151.6 billion, up 59.2% year‑over‑year.

Cost of sales: $10.2 billion, up 34.9% year‑over‑year.

The company’s EPS of $10.44 beat the estimate of $6.89, while revenue of $56.3 billion was slightly below the consensus of $56.6 billion. Shares fell 6.7% after the report.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Meta Platforms Inc. Insider Trading Activity

Meta Platforms Inc. insiders have traded $META stock on the open market 125 times in the past 6 months. Of those trades, 0 have been purchases and 125 have been sales.

Here’s a breakdown of recent trading of $META stock by insiders over the last 6 months:

SUSAN J LI (Chief Financial Officer) has made 0 purchases and 24 sales selling 144,355 shares for an estimated $92,273,250.
JAVIER OLIVAN (Chief Operating Officer) has made 0 purchases and 72 sales selling 27,622 shares for an estimated $17,612,839.
ANDREW BOSWORTH (Chief Technology Officer) has made 0 purchases and 11 sales selling 24,842 shares for an estimated $15,127,520.
JENNIFER NEWSTEAD (Chief Legal Officer) has made 0 purchases and 9 sales selling 4,668 shares for an estimated $2,978,422.
ROBERT M KIMMITT has made 0 purchases and 6 sales selling 3,500 shares for an estimated $2,223,048.
PEGGY ALFORD has made 0 purchases and 2 sales selling 993 shares for an estimated $657,370.
AARON ANDERSON (Chief Accounting Officer) sold 726 shares for an estimated $429,501

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.

Meta Platforms Inc. Hedge Fund Activity

We have seen 2,617 institutional investors add shares of Meta Platforms Inc. stock to their portfolio, and 2,069 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

AUTO-OWNERS INSURANCE CO removed 105,132,784 shares (-99.8%) from their portfolio in Q1 2026, for an estimated $58,898,539,580
J. STERN & CO. LLP added 69,519,638 shares (+53305.2%) to their portfolio in Q4 2025, for an estimated $45,889,217,847
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 35,184,915 shares (-72.9%) from their portfolio in Q4 2025, for an estimated $23,225,210,542
JPMORGAN CHASE & CO removed 10,859,259 shares (-19.8%) from their portfolio in Q4 2025, for an estimated $7,168,088,273
FMR LLC removed 7,659,737 shares (-5.9%) from their portfolio in Q4 2025, for an estimated $5,056,115,796
VANGUARD GROUP INC added 7,269,279 shares (+3.8%) to their portfolio in Q4 2025, for an estimated $4,798,378,375
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 6,101,761 shares (-99.0%) from their portfolio in Q4 2025, for an estimated $4,027,711,418

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

Meta Platforms Inc. Congressional Stock Trading

Members of Congress have traded $META stock 14 times in the past 6 months. Of those trades, 9 have been purchases and 5 have been sales.

Here’s a breakdown of recent trading of $META stock by members of Congress over the last 6 months:

SENATOR ANGUS S. KING JR. sold up to $15,000 on 02/13.
REPRESENTATIVE JULIA LETLOW purchased up to $15,000 on 02/12.
REPRESENTATIVE CLEO FIELDS has traded it 2 times. They made 2 purchases worth up to $350,000 on 02/03, 01/20 and 0 sales.
REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 01/30 and 1 sale worth up to $15,000 on 12/24.
REPRESENTATIVE RICK LARSEN purchased up to $15,000 on 01/07.
SENATOR MARKWAYNE MULLIN purchased up to $100,000 on 12/29.
SENATOR SHELLEY MOORE CAPITO purchased up to $15,000 on 11/13.
REPRESENTATIVE JONATHAN L. JACKSON sold up to $15,000 on 11/11.
SENATOR JOHN BOOZMAN purchased up to $15,000 on 10/31.
REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.

Meta Platforms Inc. Analyst Ratings

Wall Street analysts have issued reports on $META in the last several months. We have seen 13 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Argus Research issued a "Buy" rating on 02/02/2026
B of A Securities issued a "Buy" rating on 01/29/2026
Truist Securities issued a "Buy" rating on 01/29/2026
Stifel issued a "Buy" rating on 01/29/2026
Mizuho issued a "Outperform" rating on 01/29/2026
Morgan Stanley issued a "Overweight" rating on 01/29/2026
DA Davidson issued a "Buy" rating on 01/29/2026

To track analyst ratings and price targets for Meta Platforms Inc., check out Quiver Quantitative's $META forecast page.

Meta Platforms Inc. Price Targets

Multiple analysts have issued price targets for $META recently. We have seen 27 analysts offer price targets for $META in the last 6 months, with a median target of $850.0.

Here are some recent targets:

Michael Morris from Guggenheim set a target price of $850.0 on 04/23/2026
Stephen Ju from UBS set a target price of $908.0 on 04/21/2026
Andrew Boone from Citizens set a target price of $900.0 on 04/21/2026
Justin Post from B of A Securities set a target price of $820.0 on 04/20/2026
John Blackledge from TD Cowen set a target price of $820.0 on 04/16/2026
Mark Kelley from Stifel set a target price of $805.0 on 04/13/2026
Barton Crockett from Rosenblatt set a target price of $1015.0 on 04/09/2026