Earnings Anticipation Peaks: Social media buzz intensifies ahead of Meta Platforms' earnings release next Wednesday, alongside reports from Microsoft, Alphabet, and Amazon. Investors speculate on robust ad revenue growth fueled by AI enhancements in user engagement. Many view the event as a pivotal moment for gauging the company's AI strategy effectiveness.
Analyst Optimism Prevails: Prominent voices reiterate outperform ratings with price targets reaching $900, emphasizing structural AI cycles and undervalued growth potential. Discussions acknowledge solid quarterly revenue surpassing $60 billion but flag elevated capital expenditures. Sentiment leans bullish on long-term prospects despite monetization uncertainties.
Layoff Discussions Emerge: Chatter around recent workforce cuts of up to 10% sparks debate on cost efficiencies versus operational headwinds. Some praise the moves as streamlining for profitability, while others question impacts on innovation. Focus quickly shifts back to earnings as the key catalyst.
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 127 times in the past 6 months. Of those trades, 0 have been purchases and 127 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.
- JAVIER OLIVAN (Chief Operating Officer) has made 0 purchases and 73 sales selling 28,139 shares for an estimated $18,000,367.
- ANDREW BOSWORTH (Chief Technology Officer) has made 0 purchases and 11 sales selling 24,842 shares for an estimated $15,127,520.
- JENNIFER NEWSTEAD (Chief Legal Officer) has made 0 purchases and 10 sales selling 5,187 shares for an estimated $3,369,229.
- ROBERT M KIMMITT has made 0 purchases and 6 sales selling 3,500 shares for an estimated $2,223,048.
- 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. You can access data on insider stock transactions through the Quiver Quantitative API.
Meta Platforms Revenue
Meta Platforms had revenues of $59.9B in Q4 2025. This is an increase of 23.78% 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 14 times in the past 6 months. Of those trades, 9 have been purchases and 5 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 2 times. They made 1 purchase worth up to $15,000 on 01/30 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 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.
Meta Platforms Hedge Fund Activity
We have seen 2,614 institutional investors add shares of Meta Platforms stock to their portfolio, and 2,030 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- AUTO-OWNERS INSURANCE CO removed 105,132,784 shares (-99.8%) from their portfolio in Q1 2026, for an estimated $58,898,539,580
- 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
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
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
- Morgan Stanley issued a "Overweight" 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 32 analysts offer price targets for $META in the last 6 months, with a median target of $837.5.
Here are some recent targets:
- Michael Morris from Guggenheim set a target price of $850.0 on 04/23/2026
- Stephen Ju from UBS set a target price of $908.0 on 04/21/2026
- Andrew Boone from Citizens set a target price of $900.0 on 04/21/2026
- Justin Post from B of A Securities set a target price of $820.0 on 04/20/2026
- John Blackledge from TD Cowen set a target price of $820.0 on 04/16/2026
- Mark Kelley from Stifel set a target price of $805.0 on 04/13/2026
- Barton Crockett from Rosenblatt set a target price of $1015.0 on 04/09/2026
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.
