Arm Partnership Reveal: Social media buzz intensified as Meta Platforms unveiled a collaboration with Arm Holdings to engineer a new breed of CPUs optimized for data centers and expansive AI operations. Participants emphasized the initiative's potential to fuel Meta's AI ambitions through successive chip generations, marking a bold stride in custom hardware development.
AI Strategy Spotlight: Conversations highlighted how this alliance bolsters Meta's infrastructure for burgeoning AI demands, amid ongoing debates over elevated capital expenditures. While some voices flagged recent stock retreats tied to spending worries and model delays, others praised the core advertising engine's strength and user growth as underpinnings for resilience.
Market Reaction Nuances: Traders noted the partnership as a counterpoint to prior concerns like layoffs and metaverse adjustments, with several describing valuations as appealing relative to revenue acceleration. The dialogue reflects optimism around Meta's positioning in the AI race, tempered by broader market pressures on tech giants.
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 106 times in the past 6 months. Of those trades, 0 have been purchases and 106 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 24 sales selling 144,355 shares for an estimated $92,273,250.
- 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 47 sales selling 22,432 shares for an estimated $14,558,086.
- JENNIFER NEWSTEAD (Chief Legal Officer) has made 0 purchases and 15 sales selling 7,782 shares for an estimated $5,274,946.
- ROBERT M KIMMITT has made 0 purchases and 6 sales selling 3,385 shares for an estimated $2,169,579.
- PEGGY ALFORD has made 0 purchases and 2 sales selling 993 shares for an estimated $657,370.
- AARON ANDERSON (Chief Accounting Officer) sold 726 shares for an estimated $429,501
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, 10 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $META stock by members of Congress over the last 6 months:
- SENATOR ANGUS S. KING JR. sold up to $15,000 on 02/13.
- REPRESENTATIVE JULIA LETLOW purchased up to $15,000 on 02/12.
- REPRESENTATIVE CLEO FIELDS has traded it 2 times. They made 2 purchases worth up to $350,000 on 02/03, 01/20 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.
- 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.
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 10/31.
- 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 2,679 institutional investors add shares of Meta Platforms stock to their portfolio, and 2,029 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
- DA Davidson issued a "Buy" 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
- Mizuho issued a "Outperform" rating on 01/29/2026
- Morgan Stanley issued a "Overweight" 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 32 analysts offer price targets for $META in the last 6 months, with a median target of $850.0.
Here are some recent targets:
- Ivan Feinseth from Tigress Financial set a target price of $945.0 on 03/18/2026
- 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
- Michael Morris from Guggenheim set a target price of $850.0 on 01/29/2026
- Mark Mahaney from Evercore ISI Group set a target price of $900.0 on 01/29/2026
- Youssef Squali from Truist Securities set a target price of $900.0 on 01/29/2026
- Mark Kelley from Stifel set a target price of $820.0 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.
