Metaverse Budget Cuts: Recent posts on X have been abuzz with news of Meta Platforms planning significant cuts to its metaverse initiatives, with some reports suggesting reductions of up to 30%. This shift, seen as a pivot toward AI investments, has sparked a surge in stock price, with gains noted around 5-6%. The discussion reflects a long-awaited market approval for refocusing resources.
AI and Growth Focus: Conversations on X also highlight excitement over Meta’s strategic moves into AI, with many seeing it as a driver for future growth. Some express optimism about ad revenue potential despite heavy capital expenditure. The chatter suggests a belief in long-term gains amidst short-term spending concerns.
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 346 times in the past 6 months. Of those trades, 0 have been purchases and 346 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 241 sales selling 283,198 shares for an estimated $210,276,955.
- 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 $13,211,422.
- JENNIFER NEWSTEAD (Chief Legal Officer) has made 0 purchases and 25 sales selling 12,968 shares for an estimated $9,243,638.
- 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 Revenue
Meta Platforms had revenues of $51.2B in Q3 2025. This is an increase of 26.25% from the same period in the prior year.
You can track META financials on Quiver Quantitative's META stock page.
Meta Platforms Congressional Stock Trading
Members of Congress have traded $META stock 25 times in the past 6 months. Of those trades, 20 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 SHELLEY MOORE CAPITO has traded it 2 times. They made 2 purchases worth up to $30,000 on 11/13, 07/29 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.
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 10/31.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 10/17.
- REPRESENTATIVE VAL T. HOYLE sold 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 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 2,625 institutional investors add shares of Meta Platforms stock to their portfolio, and 1,884 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:
- Rosenblatt issued a "Buy" rating on 12/05/2025
- Cantor Fitzgerald issued a "Overweight" rating on 11/19/2025
- Freedom Capital Markets issued a "Buy" rating on 11/10/2025
- TD Cowen issued a "Buy" rating on 10/30/2025
- 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
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:
- Barton Crockett from Rosenblatt set a target price of $1117.0 on 12/05/2025
- 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
- Doug Anmuth from JP Morgan set a target price of $800.0 on 10/30/2025
- Justin Patterson from Keybanc set a target price of $875.0 on 10/30/2025
- Ronald Josey from Citigroup set a target price of $850.0 on 10/30/2025
- Maria Ripps from Canaccord Genuity set a target price of $900.0 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.
