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Meta Platforms Stock (META) Opinions on AI Investments and Threads Growth

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Recent discussions on X about Meta Platforms (META) have been buzzing with interest following the company's latest strategic moves, particularly its heavy investments in AI infrastructure and the rollout of an ad-free subscription model for platforms like Instagram and Facebook. Many users are captivated by the potential of these initiatives to reshape Meta’s revenue streams, though some express skepticism about the short-term financial impact of such significant spending. The conversation reflects a mix of excitement and caution as investors weigh the long-term benefits against immediate costs.

Additionally, the rapid growth of Meta’s Threads platform, which has reportedly surpassed a major user milestone, has sparked lively debate on X. Some users view this as a strong indicator of Meta’s ability to compete in the crowded social media space, while others question whether this momentum can be sustained amid rising competition. The dialogue continues to evolve as the upcoming earnings report looms, with many eager to see how these developments translate into financial performance.

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 34 times in the past 6 months. Of those trades, 24 have been purchases and 10 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 354 times in the past 6 months. Of those trades, 0 have been purchases and 354 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 19,124 shares for an estimated $13,305,325.
  • JENNIFER NEWSTEAD (Chief Legal Officer) has made 0 purchases and 31 sales selling 15,486 shares for an estimated $10,401,575.
  • 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 2,599 institutional investors add shares of Meta Platforms stock to their portfolio, and 1,771 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 30 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
  • JP Morgan issued a "Overweight" rating on 07/31/2025
  • JMP Securities issued a "Market Outperform" rating on 07/31/2025
  • Raymond James issued a "Strong Buy" rating on 07/31/2025
  • Benchmark issued a "Buy" 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 36 analysts offer price targets for $META in the last 6 months, with a median target of $860.0.

Here are some recent targets:

  • 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
  • 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
  • Andrew Boone from JMP Securities set a target price of $900.0 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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