AMD AI Chips Deal: Social media discussions surged after Meta Platforms revealed a landmark multi-year partnership with AMD for 6 gigawatts of AI compute power, valued at over $100 billion. Investors applaud the diversification from Nvidia dominance, viewing it as a bold step toward efficient inference and personal superintelligence. The inclusion of performance-based warrants for AMD shares adds intrigue to the strategic alliance.
Record AI Capex Plans: Chatter emphasizes Meta Platforms' $125 billion capex commitment for 2026, part of hyperscalers' collective $650 billion AI spend. Users highlight the shift toward massive data centers and power bottlenecks, with META positioned centrally in the AI infrastructure race. Strong Q4 earnings, featuring 24% revenue growth, fuel confidence that ad strength will sustain these investments.
Portfolio Favorites: Traders frequently list META among top holdings alongside tech peers, citing AI momentum and recent beats. While noting minor insider sales, the consensus celebrates GPU deals and stablecoin tests as growth catalysts. Discussions portray META as resilient amid market rotations.
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 73 times in the past 6 months. Of those trades, 0 have been purchases and 73 have been sales.
Here’s a breakdown of recent trading of $META stock by insiders over the last 6 months:
- SUSAN J LI (Chief Financial Officer) has made 0 purchases and 5 sales selling 32,082 shares for an estimated $20,508,931.
- ANDREW BOSWORTH (Chief Technology Officer) has made 0 purchases and 11 sales selling 24,842 shares for an estimated $15,127,520.
- JAVIER OLIVAN (Chief Operating Officer) has made 0 purchases and 31 sales selling 18,280 shares for an estimated $12,143,886.
- JENNIFER NEWSTEAD (Chief Legal Officer) has made 0 purchases and 18 sales selling 9,339 shares for an estimated $6,443,168.
- ROBERT M KIMMITT has made 0 purchases and 6 sales selling 3,270 shares for an estimated $2,155,231.
- AARON ANDERSON (Chief Accounting Officer) sold 726 shares for an estimated $429,501
- PEGGY ALFORD sold 601 shares for an estimated $405,314
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Meta Platforms Revenue
Meta Platforms had revenues of $51.2B in Q3 2025. This is an increase of 26.25% from the same period in the prior year.
You can track META financials on Quiver Quantitative's META stock page.
Meta Platforms Congressional Stock Trading
Members of Congress have traded $META stock 17 times in the past 6 months. Of those trades, 11 have been purchases and 6 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 4 times. They made 4 purchases worth up to $500,000 on 02/03, 01/20, 09/17, 09/10 and 0 sales.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 2 purchases worth up to $30,000 on 01/30, 10/17 and 1 sale worth up to $15,000 on 12/24.
- REPRESENTATIVE RICK LARSEN purchased up to $15,000 on 01/07.
- SENATOR MARKWAYNE MULLIN purchased up to $100,000 on 12/29.
- SENATOR SHELLEY MOORE CAPITO purchased up to $15,000 on 11/13.
- REPRESENTATIVE JONATHAN L. JACKSON sold up to $15,000 on 11/11.
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 10/31.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 4 times. They made 1 purchase worth up to $15,000 on 10/30 and 3 sales worth up to $45,000 on 10/31, 10/30, 10/14.
- REPRESENTATIVE VAL T. HOYLE sold up to $50,000 on 09/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Meta Platforms Hedge Fund Activity
We have seen 2,672 institutional investors add shares of Meta Platforms stock to their portfolio, and 2,023 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- J. STERN & CO. LLP added 69,519,638 shares (+53305.2%) to their portfolio in Q4 2025, for an estimated $45,889,217,847
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 35,184,915 shares (-72.9%) from their portfolio in Q4 2025, for an estimated $23,225,210,542
- JPMORGAN CHASE & CO removed 10,859,259 shares (-19.8%) from their portfolio in Q4 2025, for an estimated $7,168,088,273
- FMR LLC removed 7,659,737 shares (-5.9%) from their portfolio in Q4 2025, for an estimated $5,056,115,796
- VANGUARD GROUP INC added 7,269,279 shares (+3.8%) to their portfolio in Q4 2025, for an estimated $4,798,378,375
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 6,101,761 shares (-99.0%) from their portfolio in Q4 2025, for an estimated $4,027,711,418
- CAPITAL RESEARCH GLOBAL INVESTORS removed 5,876,055 shares (-24.7%) from their portfolio in Q4 2025, for an estimated $3,878,725,144
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 22 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Argus Research issued a "Buy" rating on 02/02/2026
- Morgan Stanley issued a "Overweight" rating on 01/29/2026
- DA Davidson issued a "Buy" rating on 01/29/2026
- Mizuho issued a "Outperform" rating on 01/29/2026
- Stifel issued a "Buy" rating on 01/29/2026
- Truist Securities issued a "Buy" rating on 01/29/2026
- B of A Securities issued a "Buy" rating on 01/29/2026
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 $850.0.
Here are some recent targets:
- Ken Gawrelski from Wells Fargo set a target price of $856.0 on 02/23/2026
- Joseph Bonner from Argus Research set a target price of $800.0 on 02/02/2026
- Thomas Champion from Piper Sandler set a target price of $880.0 on 01/29/2026
- Gil Luria from DA Davidson set a target price of $850.0 on 01/29/2026
- Justin Patterson from Keybanc set a target price of $855.0 on 01/29/2026
- Mark Mahaney from Evercore ISI Group set a target price of $900.0 on 01/29/2026
- Deepak Mathivanan from Cantor Fitzgerald set a target price of $860.0 on 01/29/2026
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.
