China AI Deal Scrutiny: Recent discussions on social media about Meta Platforms have centered on a pullback in stock price due to China’s review of a potential AI acquisition. Many users express concern over the geopolitical risks impacting investor confidence. This has sparked debates on whether the dip presents a strategic opportunity.
Analyst Upgrades and AI Momentum: There’s also buzz around analyst upgrades, with some price targets raised due to optimism over Meta’s advertising momentum and AI leadership in 2026. Posts highlight a belief among some that the company’s long-term growth in monetization could outweigh current capex concerns. The tone here is more hopeful despite recent setbacks.
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 232 times in the past 6 months. Of those trades, 0 have been purchases and 232 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 131 sales selling 143,660 shares for an estimated $110,598,327.
- CHRISTOPHER K COX (Chief Product Officer) has made 0 purchases and 13 sales selling 75,000 shares for an estimated $58,074,139.
- 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 28 sales selling 18,664 shares for an estimated $13,080,140.
- JENNIFER NEWSTEAD (Chief Legal Officer) has made 0 purchases and 24 sales selling 12,449 shares for an estimated $8,755,264.
- ROBERT M KIMMITT has made 0 purchases and 6 sales selling 3,040 shares for an estimated $2,126,845.
- PEGGY ALFORD has made 0 purchases and 2 sales selling 1,119 shares for an estimated $799,408.
- 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 24 times in the past 6 months. Of those trades, 18 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:
- SENATOR SHELLEY MOORE CAPITO has traded it 2 times. They made 2 purchases worth up to $30,000 on 11/13, 07/29 and 0 sales.
- 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 6 times. They made 3 purchases worth up to $45,000 on 10/30, 07/22, 07/16 and 3 sales worth up to $45,000 on 10/31, 10/30, 10/14.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 10/17.
- REPRESENTATIVE VAL T. HOYLE sold up to $50,000 on 09/23.
- REPRESENTATIVE CLEO FIELDS has traded it 10 times. They made 10 purchases worth up to $1,400,000 on 09/17, 09/10, 08/13, 08/01, 07/29, 07/17, 07/16 and 0 sales.
- SENATOR ANGUS S. KING JR. purchased up to $15,000 on 07/21.
- REPRESENTATIVE RITCHIE TORRES sold up to $15,000 on 07/11.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Meta Platforms Hedge Fund Activity
We have seen 2,572 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 removed 59,764,086 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $43,889,549,476
- 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
- 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
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 2,408,585 shares (-28.1%) from their portfolio in Q3 2025, for an estimated $1,768,816,652
- PRICE T ROWE ASSOCIATES INC /MD/ removed 2,309,772 shares (-5.6%) from their portfolio in Q3 2025, for an estimated $1,696,250,361
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 26 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Wedbush issued a "Outperform" rating on 12/19/2025
- Rosenblatt issued a "Buy" rating on 12/05/2025
- Cantor Fitzgerald issued a "Overweight" rating on 11/19/2025
- Freedom Capital Markets issued a "Buy" rating on 11/10/2025
- Canaccord Genuity issued a "Buy" rating on 10/30/2025
- TD Cowen issued a "Buy" rating on 10/30/2025
- Citigroup issued a "Buy" rating on 10/30/2025
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 33 analysts offer price targets for $META in the last 6 months, with a median target of $825.0.
Here are some recent targets:
- Deepak Mathivanan from Cantor Fitzgerald set a target price of $750.0 on 01/08/2026
- Michael Morris from Guggenheim set a target price of $800.0 on 01/08/2026
- Barton Crockett from Rosenblatt set a target price of $1117.0 on 12/30/2025
- Colin Sebastian from Baird set a target price of $815.0 on 12/23/2025
- Scott Devitt from Wedbush set a target price of $880.0 on 12/19/2025
- Brian Nowak from Morgan Stanley set a target price of $750.0 on 12/11/2025
- Saken Ismailov from Freedom Capital Markets set a target price of $800.0 on 11/10/2025
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.
