Q4 Earnings Triumph: Social media erupted with optimism as Meta Platforms reported record Q4 results, beating revenue estimates at $59.89 billion and EPS at $8.88. The stock rocketed nearly 10% in after-hours trading, fueled by strong ad revenue and user growth metrics.
AI Investment Surge: Discussions spotlight Meta's aggressive $135 billion AI spending plans for 2026, viewed as a bold bet on future dominance despite high capex concerns. Many praise the integration boosting ad performance, with impressions up 18% and pricing gains.
Long-term Bullishness: Enthusiasm persists among holders, positioning Meta as undervalued relative to peers and poised for outperformance. Recent pullbacks draw dip-buyers confident in sustained growth amid AI advancements.
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 163 times in the past 6 months. Of those trades, 0 have been purchases and 163 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 74 sales selling 80,272 shares for an estimated $61,944,992.
- SUSAN J LI (Chief Financial Officer) has made 0 purchases and 17 sales selling 32,082 shares for an estimated $23,585,804.
- ANDREW BOSWORTH (Chief Technology Officer) has made 0 purchases and 10 sales selling 33,504 shares for an estimated $23,039,520.
- JAVIER OLIVAN (Chief Operating Officer) has made 0 purchases and 27 sales selling 18,147 shares for an estimated $12,577,192.
- CHRISTOPHER K COX (Chief Product Officer) has made 0 purchases and 7 sales selling 15,000 shares for an estimated $11,517,048.
- JENNIFER NEWSTEAD (Chief Legal Officer) has made 0 purchases and 20 sales selling 10,377 shares for an estimated $7,234,887.
- ROBERT M KIMMITT has made 0 purchases and 6 sales selling 3,155 shares for an estimated $2,149,215.
- 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 15 times in the past 6 months. Of those trades, 9 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 RICK LARSEN purchased up to $15,000 on 01/07.
- SENATOR MARKWAYNE MULLIN purchased up to $100,000 on 12/29.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 10/17 and 1 sale worth up to $15,000 on 12/24.
- 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.
- REPRESENTATIVE CLEO FIELDS has traded it 3 times. They made 3 purchases worth up to $400,000 on 09/17, 09/10, 08/13 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Meta Platforms Hedge Fund Activity
We have seen 2,634 institutional investors add shares of Meta Platforms stock to their portfolio, and 1,838 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 9,331,051 shares (+63.0%) to their portfolio in Q3 2025, for an estimated $6,852,537,233
- CAPITAL RESEARCH GLOBAL INVESTORS removed 8,709,080 shares (-26.8%) from their portfolio in Q3 2025, for an estimated $6,395,774,170
- VANGUARD GROUP INC added 7,269,279 shares (+3.8%) to their portfolio in Q4 2025, for an estimated $4,798,378,375
- FMR LLC removed 5,908,745 shares (-4.3%) from their portfolio in Q3 2025, for an estimated $4,339,264,153
- TIGER GLOBAL MANAGEMENT LLC removed 4,714,524 shares (-62.6%) from their portfolio in Q3 2025, for an estimated $3,462,252,135
- JENNISON ASSOCIATES LLC removed 3,351,198 shares (-28.6%) from their portfolio in Q4 2025, for an estimated $2,212,092,287
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 2,849,436 shares (-37.1%) from their portfolio in Q4 2025, for an estimated $1,880,884,209
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
- B of A Securities issued a "Buy" rating on 01/29/2026
- Mizuho issued a "Outperform" rating on 01/29/2026
- 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
- 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 31 analysts offer price targets for $META in the last 6 months, with a median target of $849.0.
Here are some recent targets:
- Joseph Bonner from Argus Research set a target price of $800.0 on 02/02/2026
- Justin Post from B of A Securities set a target price of $885.0 on 01/29/2026
- Gil Luria from DA Davidson set a target price of $850.0 on 01/29/2026
- Michael Morris from Guggenheim set a target price of $850.0 on 01/29/2026
- Ken Gawrelski from Wells Fargo set a target price of $849.0 on 01/29/2026
- Brad Erickson from RBC Capital set a target price of $810.0 on 01/29/2026
- Justin Patterson from Keybanc set a target price of $855.0 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.
