AI Chip Deal Buzz: Recent chatter on X about Meta Platforms has ignited over reports of a potential multibillion-dollar deal with Google for AI chips. Many users are intrigued by how this could position Meta against competitors in the AI space, driving a noticeable uptick in stock interest. This development has sparked lively debate about long-term growth prospects.
Social Media Harm Allegations: Another hot topic on X involves court filings alleging Meta halted research on social media harm. Discussions reflect concern among some users about regulatory risks and potential impacts on ad revenue, creating a cloud of uncertainty. The tone around this issue varies, with a mix of cautious and critical takes.
AI Spending Concerns: Posts on X also highlight ongoing worries about Meta’s heavy AI spending following recent earnings reports. Some express unease over short-term profitability due to high capital costs, while others see it as a necessary step for future dominance. This divide keeps the conversation dynamic and engaging.
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 347 times in the past 6 months. Of those trades, 0 have been purchases and 347 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 30 sales selling 18,147 shares for an estimated $12,905,027.
- JENNIFER NEWSTEAD (Chief Legal Officer) has made 0 purchases and 24 sales selling 12,449 shares for an estimated $8,934,646.
- 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 26 times in the past 6 months. Of those trades, 21 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 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 LISA C. MCCLAIN has traded it 6 times. They made 3 purchases worth up to $45,000 on 10/30, 07/22, 07/16 and 3 sales worth up to $45,000 on 10/31, 10/30, 10/14.
- 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.
- 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 2,621 institutional investors add shares of Meta Platforms stock to their portfolio, and 1,881 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
- Canaccord Genuity issued a "Buy" rating on 10/30/2025
- RBC Capital issued a "Outperform" rating on 10/30/2025
- Wells Fargo issued a "Overweight" rating on 10/30/2025
- Citigroup issued a "Buy" 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
- Stephen Ju from UBS set a target price of $915.0 on 10/30/2025
- Barton Crockett from Rosenblatt set a target price of $1117.0 on 10/30/2025
- 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
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.
