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Meta Platforms Stock (META) Opinions on AI Investment and User Growth Milestones

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Recent chatter on X about Meta Platforms (META) has been buzzing with reactions to the company’s ongoing investments in artificial intelligence, particularly following reports of potential collaborations with Google Cloud to enhance ad capabilities. Many users are intrigued by how these AI initiatives could redefine Meta’s growth trajectory, especially with analyst upgrades like Mizuho’s recent 'Outperform' rating fueling optimism. The discussion often pivots to whether these moves will justify the hefty capital expenditures that have caused some stock volatility.

Additionally, there’s a mix of concern and curiosity surrounding Meta’s stock price fluctuations, with some on X pointing to a recent dip of over 1% as a sign of market hesitancy amid broader economic uncertainties. Others argue that the long-term outlook remains strong, citing Instagram’s milestone of 3 billion monthly active users as a testament to the company’s enduring appeal. This blend of perspectives keeps the conversation lively and dynamic.

Note: This discussion summary was generated from an AI condensation of post data.

Meta Platforms Congressional Stock Trading

Members of Congress have traded $META stock 39 times in the past 6 months. Of those trades, 26 have been purchases and 13 have been sales.

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

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

Meta Platforms Insider Trading Activity

META Insider Trades

Meta Platforms insiders have traded $META stock on the open market 353 times in the past 6 months. Of those trades, 0 have been purchases and 353 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.
  • ANDREW BOSWORTH (Chief Technology Officer) has made 0 purchases and 10 sales selling 44,257 shares for an estimated $30,649,180.
  • SUSAN J LI (Chief Financial Officer) has made 0 purchases and 17 sales selling 32,081 shares for an estimated $23,928,207.
  • JAVIER OLIVAN (Chief Operating Officer) has made 0 purchases and 32 sales selling 18,698 shares for an estimated $12,850,664.
  • JENNIFER NEWSTEAD (Chief Legal Officer) has made 0 purchases and 30 sales selling 15,369 shares for an estimated $10,145,086.
  • ROBERT M KIMMITT has made 0 purchases and 5 sales selling 2,335 shares for an estimated $1,676,743.
  • PEGGY ALFORD has made 0 purchases and 2 sales selling 1,218 shares for an estimated $802,318.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Meta Platforms Hedge Fund Activity

We have seen 2,609 institutional investors add shares of Meta Platforms stock to their portfolio, and 1,749 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

  • KINGSTONE CAPITAL PARTNERS TEXAS, LLC added 59,766,000 shares (+608429.2%) to their portfolio in Q2 2025, for an estimated $44,112,686,940
  • GAMMA INVESTING LLC removed 23,408,174 shares (-99.8%) from their portfolio in Q2 2025, for an estimated $17,277,339,147
  • NUVEEN, LLC added 9,548,268 shares (+181.9%) to their portfolio in Q2 2025, for an estimated $7,047,481,128
  • JPMORGAN CHASE & CO removed 3,476,325 shares (-6.0%) from their portfolio in Q2 2025, for an estimated $2,565,840,719
  • NORGES BANK removed 2,699,981 shares (-7.9%) from their portfolio in Q2 2025, for an estimated $1,992,828,976
  • SG AMERICAS SECURITIES, LLC removed 2,447,490 shares (-64.7%) from their portfolio in Q2 2025, for an estimated $1,806,467,894
  • BANK OF AMERICA CORP /DE/ added 2,378,320 shares (+15.5%) to their portfolio in Q2 2025, for an estimated $1,755,414,208

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 32 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

  • Mizuho issued a "Outperform" rating on 09/30/2025
  • Cantor Fitzgerald issued a "Overweight" rating on 08/13/2025
  • Wells Fargo issued a "Overweight" rating on 07/31/2025
  • Benchmark issued a "Buy" rating on 07/31/2025
  • Rosenblatt issued a "Buy" rating on 07/31/2025
  • B of A Securities issued a "Buy" rating on 07/31/2025
  • Morgan Stanley issued a "Overweight" rating on 07/31/2025

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 39 analysts offer price targets for $META in the last 6 months, with a median target of $850.0.

Here are some recent targets:

  • Lloyd Walmsley from Mizuho set a target price of $925.0 on 09/30/2025
  • Deepak Mathivanan from Cantor Fitzgerald set a target price of $920.0 on 09/17/2025
  • Rob Sanderson from Loop Capital set a target price of $980.0 on 08/05/2025
  • Ross Sandler from Barclays set a target price of $810.0 on 08/01/2025
  • Michael Morris from Guggenheim set a target price of $875.0 on 07/31/2025
  • Stephen Ju from UBS set a target price of $897.0 on 07/31/2025
  • Thomas Champion from Piper Sandler set a target price of $880.0 on 07/31/2025

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.

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