AI Spending Concerns: Recent discussions on X about Meta Platforms have focused heavily on the company’s increased capital expenditure for AI initiatives. Many users express concern over a reported stock drop of around 6-11% following the Q3 earnings release, citing higher-than-expected spending forecasts. Some worry this could impact short-term profitability despite strong revenue growth.
Long-Term Growth Debate: On the flip side, a segment of X conversations highlights optimism about Meta’s AI investments as a driver for future innovation. Posts note analyst upgrades, with price targets raised due to robust Q3 revenue growth of 26%. The debate continues on whether these investments will yield sustainable returns.
Threads and Market Position: Additionally, the growth of Meta’s Threads platform has sparked interest on X, with users intrigued by its rapid user base expansion. While some see this as a competitive edge in the social media landscape, others question if the momentum can last. The upcoming financial reports are eagerly awaited to gauge the impact.
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 352 times in the past 6 months. Of those trades, 0 have been purchases and 352 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 30 sales selling 18,243 shares for an estimated $13,097,909.
- JENNIFER NEWSTEAD (Chief Legal Officer) has made 0 purchases and 31 sales selling 14,280 shares for an estimated $10,097,565.
- ROBERT M KIMMITT has made 0 purchases and 6 sales selling 2,800 shares for an estimated $2,010,134.
- PEGGY ALFORD sold 518 shares for an estimated $394,094
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Meta Platforms Congressional Stock Trading
Members of Congress have traded $META stock 24 times in the past 6 months. Of those trades, 21 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $META stock by members of Congress over the last 6 months:
- 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.
- SENATOR JOHN BOOZMAN has traded it 2 times. They made 2 purchases worth up to $30,000 on 05/30, 05/16 and 0 sales.
- REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 05/14.
- REPRESENTATIVE ROBERT BRESNAHAN purchased up to $15,000 on 05/13.
- REPRESENTATIVE JEFFERSON SHREVE sold up to $250,000 on 05/12.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Meta Platforms Hedge Fund Activity
We have seen 2,616 institutional investors add shares of Meta Platforms stock to their portfolio, and 1,807 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
- 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
- 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
- INFINITUM ASSET MANAGEMENT, LLC removed 2,301,440 shares (-99.8%) from their portfolio in Q2 2025, for an estimated $1,698,669,849
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 2,261,367 shares (+18.0%) to their portfolio in Q2 2025, for an estimated $1,669,092,369
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:
- TD Cowen issued a "Buy" rating on 10/30/2025
- RBC Capital issued a "Outperform" rating on 10/30/2025
- Truist Securities issued a "Buy" rating on 10/30/2025
- JP Morgan issued a "Overweight" rating on 10/30/2025
- Wells Fargo issued a "Overweight" rating on 10/30/2025
- Citigroup issued a "Buy" rating on 10/30/2025
- Raymond James issued a "Strong 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 32 analysts offer price targets for $META in the last 6 months, with a median target of $845.0.
Here are some recent targets:
- Brad Erickson from RBC Capital set a target price of $810.0 on 10/30/2025
- Justin Post from B of A Securities set a target price of $810.0 on 10/30/2025
- Deepak Mathivanan from Cantor Fitzgerald set a target price of $830.0 on 10/30/2025
- Youssef Squali from Truist Securities set a target price of $875.0 on 10/30/2025
- Justin Patterson from Keybanc set a target price of $875.0 on 10/30/2025
- Ken Gawrelski from Wells Fargo set a target price of $802.0 on 10/30/2025
- Josh Beck from Raymond James set a target price of $825.0 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.
