AI Investments Spark Debate: Recent chatter on X about Meta Platforms has centered on the company's aggressive push into AI infrastructure. Many are intrigued by the potential for long-term growth, especially after a reported 26% revenue increase in Q3. However, concerns linger over the hefty capital expenditures forecasted for next year, with some questioning the immediate returns.
Threads Growth in Focus: The rapid rise of Meta’s Threads platform has also fueled discussions on X, with users debating its staying power in a competitive social media landscape. Some see it as a promising sign of Meta’s innovation, while others doubt its ability to maintain momentum. This mix of optimism and skepticism keeps the conversation dynamic as earnings reports approach.
Stock Volatility Concerns: Posts on X highlight Meta’s stock volatility, especially after a premarket drop linked to higher capex forecasts and a significant bond sale announcement. Analysts on the platform remain divided, with some pointing to raised price targets and strong Q3 performance as reasons for confidence. The tension between short-term pressures and long-term potential continues to drive heated exchanges.
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 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 31 sales selling 18,851 shares for an estimated $13,457,845.
- JENNIFER NEWSTEAD (Chief Legal Officer) has made 0 purchases and 30 sales selling 13,761 shares for an estimated $9,706,758.
- ROBERT M KIMMITT has made 0 purchases and 6 sales selling 2,800 shares for an estimated $2,010,134.
- 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 Congressional Stock Trading
Members of Congress have traded $META stock 25 times in the past 6 months. Of those trades, 22 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 has traded it 2 times. They made 2 purchases worth up to $30,000 on 05/14, 05/05 and 0 sales.
- 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 2,620 institutional investors add shares of Meta Platforms stock to their portfolio, and 1,797 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 25 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 10/16/2025
- Mizuho issued a "Outperform" rating on 09/30/2025
- Guggenheim issued a "Buy" rating on 07/31/2025
- Citigroup issued a "Buy" rating on 07/31/2025
- DA Davidson issued a "Buy" rating on 07/31/2025
- RBC Capital issued a "Outperform" rating on 07/31/2025
- HSBC issued a "Buy" 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 31 analysts offer price targets for $META in the last 6 months, with a median target of $875.0.
Here are some recent targets:
- Justin Post from B of A Securities set a target price of $810.0 on 10/30/2025
- Brent Thill from Jefferies set a target price of $910.0 on 10/30/2025
- Barton Crockett from Rosenblatt set a target price of $1117.0 on 10/30/2025
- Jason Helfstein from Oppenheimer set a target price of $825.0 on 10/20/2025
- Deepak Mathivanan from Cantor Fitzgerald set a target price of $920.0 on 10/16/2025
- Stephen Ju from UBS set a target price of $900.0 on 10/09/2025
- Ken Gawrelski from Wells Fargo set a target price of $837.0 on 10/07/2025
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.
