Recent discussions on X about Meta Platforms (META) have centered around the company’s latest strategic moves, particularly its investment in AI infrastructure and the introduction of an ad-free subscription model for platforms like Facebook and Instagram. Many users express intrigue over the potential for these initiatives to drive revenue growth, with some highlighting analyst upgrades and reports of surging ad impressions as reasons for optimism. However, there are also murmurs of concern about competitive pressures from emerging AI technologies by other firms, which could challenge Meta’s market position.
Another focal point on X is the stock’s recent price volatility, with some users noting a sharp decline in share value over the past week despite earlier gains tied to positive news. Discussions often pivot to whether Meta’s hefty capital expenditures on AI will yield long-term benefits, with a mix of bullish sentiment on future growth and caution over short-term challenges. The debate remains lively as investors weigh the balance between innovation and immediate financial impact.
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 38 times in the past 6 months. Of those trades, 26 have been purchases and 12 have been sales.
Here’s a breakdown of recent trading of $META stock by members of Congress over the last 6 months:
- 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.
- REPRESENTATIVE VAL T. HOYLE purchased up to $15,000 on 06/06.
- SENATOR JOHN BOOZMAN has traded it 3 times. They made 3 purchases worth up to $45,000 on 05/30, 05/16, 04/15 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 has traded it 5 times. They made 1 purchase worth up to $15,000 on 05/13 and 4 sales worth up to $60,000 on 04/17, 04/16.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 3 times. They made 0 purchases and 3 sales worth up to $550,000 on 05/12, 04/17, 04/07.
- REPRESENTATIVE JONATHAN L. JACKSON has traded it 2 times. They made 1 purchase worth up to $15,000 on 04/23 and 1 sale worth up to $15,000 on 04/16.
- REPRESENTATIVE BRUCE WESTERMAN sold up to $15,000 on 04/21.
- REPRESENTATIVE KELLY MORRISON has traded it 2 times. They made 2 purchases worth up to $65,000 on 04/11 and 0 sales.
- REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 04/09.
- REPRESENTATIVE JULIE JOHNSON sold up to $50,000 on 04/07.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Meta Platforms Insider Trading Activity
Meta Platforms insiders have traded $META stock on the open market 355 times in the past 6 months. Of those trades, 0 have been purchases and 355 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 33 sales selling 19,215 shares for an estimated $13,237,752.
- JENNIFER NEWSTEAD (Chief Legal Officer) has made 0 purchases and 31 sales selling 15,888 shares for an estimated $10,529,924.
- 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 2,614 institutional investors add shares of Meta Platforms stock to their portfolio, and 1,751 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
- 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
- INFINITUM ASSET MANAGEMENT, LLC removed 2,301,440 shares (-99.8%) from their portfolio in Q2 2025, for an estimated $1,698,669,849
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 31 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
- HSBC issued a "Buy" rating on 07/31/2025
- B of A Securities issued a "Buy" rating on 07/31/2025
- Rosenblatt issued a "Buy" rating on 07/31/2025
- Guggenheim issued a "Buy" rating on 07/31/2025
- Keybanc 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 37 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
- Barton Crockett from Rosenblatt set a target price of $1086.0 on 07/31/2025
- Brian Pitz from BMO Capital set a target price of $710.0 on 07/31/2025
- Michael Morris from Guggenheim set a target price of $875.0 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.
