AI Spending Concerns: Recent chatter on X about Meta Platforms has centered on the company’s hefty investments in AI, with many expressing worry over increased capital expenditures. Some users pointed to a stock drop following the Q3 earnings report, citing higher-than-expected spending forecasts. There’s a palpable concern about short-term profitability despite solid revenue growth.
Long-Term Growth Debate: On the other hand, a segment of X discussions remains optimistic, highlighting Meta’s strong fundamentals like ad revenue growth and user engagement on platforms like Threads. Some argue the current dip in stock price could be a rare opportunity, given the company’s long-term vision for AI integration. The debate continues as investors weigh immediate costs against future potential.
Market Sentiment Shifts: Adding to the mix, recent posts on X note Meta’s stock trading at a relatively low forward P/E compared to other big tech peers, fueling bullish sentiment for some. Others remain cautious, pointing to a six-month low in share price and ongoing market pressures. The conversation reflects a divided but engaged investor base.
Note: This discussion summary was generated from an AI condensation of post data.
Meta Platforms Insider Trading Activity
Meta Platforms insiders have traded $META stock on the open market 349 times in the past 6 months. Of those trades, 0 have been purchases and 349 have been sales.
Here’s a breakdown of recent trading of $META stock by insiders over the last 6 months:
- MARK ZUCKERBERG (COB and CEO) has made 0 purchases and 244 sales selling 284,660 shares for an estimated $211,302,008.
- CHRISTOPHER K COX (Chief Product Officer) has made 0 purchases and 13 sales selling 75,000 shares for an estimated $58,074,139.
- SUSAN J LI (Chief Financial Officer) has made 0 purchases and 17 sales selling 32,082 shares for an estimated $23,585,804.
- ANDREW BOSWORTH (Chief Technology Officer) has made 0 purchases and 10 sales selling 33,504 shares for an estimated $23,039,520.
- JAVIER OLIVAN (Chief Operating Officer) has made 0 purchases and 31 sales selling 18,664 shares for an estimated $13,233,534.
- JENNIFER NEWSTEAD (Chief Legal Officer) has made 0 purchases and 25 sales selling 12,968 shares for an estimated $9,264,424.
- ROBERT M KIMMITT has made 0 purchases and 6 sales selling 2,925 shares for an estimated $2,077,326.
- PEGGY ALFORD has made 0 purchases and 2 sales selling 1,119 shares for an estimated $799,408.
- 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.
Meta Platforms Congressional Stock Trading
Members of Congress have traded $META stock 22 times in the past 6 months. Of those trades, 20 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $META stock by members of Congress over the last 6 months:
- SENATOR JOHN BOOZMAN has traded it 2 times. They made 2 purchases worth up to $30,000 on 10/31, 05/30 and 0 sales.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 10/17.
- REPRESENTATIVE VAL T. HOYLE has traded it 2 times. They made 1 purchase worth up to $15,000 on 06/06 and 1 sale worth up to $50,000 on 09/23.
- REPRESENTATIVE CLEO FIELDS has traded it 11 times. They made 11 purchases worth up to $1,500,000 on 09/17, 09/10, 08/13, 08/01, 07/29, 07/17, 07/16, 06/30 and 0 sales.
- SENATOR SHELLEY MOORE CAPITO purchased up to $15,000 on 07/29.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 2 times. They made 2 purchases worth up to $30,000 on 07/22, 07/16 and 0 sales.
- SENATOR ANGUS S. KING JR. purchased up to $15,000 on 07/21.
- REPRESENTATIVE RITCHIE TORRES sold up to $15,000 on 07/11.
- REPRESENTATIVE JOHN MCGUIRE purchased up to $15,000 on 06/30.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Meta Platforms Hedge Fund Activity
We have seen 2,626 institutional investors add shares of Meta Platforms stock to their portfolio, and 1,879 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 59,764,086 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $43,889,549,476
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 9,331,051 shares (+63.0%) to their portfolio in Q3 2025, for an estimated $6,852,537,233
- CAPITAL RESEARCH GLOBAL INVESTORS removed 8,709,080 shares (-26.8%) from their portfolio in Q3 2025, for an estimated $6,395,774,170
- FMR LLC removed 5,908,745 shares (-4.3%) from their portfolio in Q3 2025, for an estimated $4,339,264,153
- TIGER GLOBAL MANAGEMENT LLC removed 4,714,524 shares (-62.6%) from their portfolio in Q3 2025, for an estimated $3,462,252,135
- NORGES BANK removed 2,699,981 shares (-7.9%) from their portfolio in Q2 2025, for an estimated $1,992,828,976
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 2,408,585 shares (-28.1%) from their portfolio in Q3 2025, for an estimated $1,768,816,652
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Meta Platforms Analyst Ratings
Wall Street analysts have issued reports on $META in the last several months. We have seen 27 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Cantor Fitzgerald issued a "Overweight" rating on 11/19/2025
- Freedom Capital Markets issued a "Buy" rating on 11/10/2025
- UBS issued a "Buy" rating on 10/30/2025
- RBC Capital issued a "Outperform" rating on 10/30/2025
- JP Morgan issued a "Overweight" rating on 10/30/2025
- Truist Securities issued a "Buy" rating on 10/30/2025
- Keybanc issued a "Overweight" rating on 10/30/2025
To track analyst ratings and price targets for Meta Platforms, check out Quiver Quantitative's $META forecast page.
Meta Platforms Price Targets
Multiple analysts have issued price targets for $META recently. We have seen 33 analysts offer price targets for $META in the last 6 months, with a median target of $840.0.
Here are some recent targets:
- Deepak Mathivanan from Cantor Fitzgerald set a target price of $720.0 on 11/19/2025
- Saken Ismailov from Freedom Capital Markets set a target price of $800.0 on 11/10/2025
- Maria Ripps from Canaccord Genuity set a target price of $900.0 on 10/30/2025
- Thomas Champion from Piper Sandler set a target price of $840.0 on 10/30/2025
- Doug Anmuth from JP Morgan set a target price of $800.0 on 10/30/2025
- Brad Erickson from RBC Capital set a target price of $810.0 on 10/30/2025
- Ken Gawrelski from Wells Fargo set a target price of $802.0 on 10/30/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
