AI Investment Concerns: Recent chatter on social media has centered around Meta Platforms, Inc.’s heavy investments in AI and the associated capital expenditure. Many users express concern over the delayed returns on these investments, with some fearing short-term pressure on stock performance. This has sparked a wave of debate over the company’s strategic direction.

Ad Revenue Outlook: Another hot topic is the outlook for Meta’s advertising revenue, especially with discussions around potential volatility in 2025 ad budgets. Some social media posts highlight cautious optimism, pointing to strong social commerce growth during the holiday season as a positive sign. The mixed views keep the conversation lively and dynamic.

Analyst Sentiment: There’s also buzz about analyst price targets and ratings, with several social media users noting a generally bullish stance from Wall Street despite recent dips. Comments often mention significant upside potential as predicted by experts, though a few remain skeptical due to regulatory challenges in key markets. The tension between optimism and caution fuels ongoing discussion.

Note: This discussion summary was generated from an AI condensation of post data.

Meta Platforms, Inc. Insider Trading Activity

Meta Platforms, Inc. insiders have traded $META stock on the open market 305 times in the past 6 months. Of those trades, 0 have been purchases and 305 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 200 sales selling 214,986 shares for an estimated $162,318,314.
• 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 31 sales selling 18,664 shares for an estimated $13,157,654.
• JENNIFER NEWSTEAD (Chief Legal Officer) has made 0 purchases and 25 sales selling 12,968 shares for an estimated $9,170,402.
• 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, Inc. Revenue

Meta Platforms, Inc. 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, Inc. Congressional Stock Trading

Members of Congress have traded $META stock 26 times in the past 6 months. Of those trades, 20 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 11 times. They made 11 purchases worth up to $1,500,000 on 09/17, 09/10, 08/13, 08/01, 07/29, 07/17, 07/16, 06/30 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.
• REPRESENTATIVE JOHN MCGUIRE purchased up to $15,000 on 06/30.

To track congressional stock trading, check out Quiver Quantitative’s congressional trading dashboard.

Meta Platforms, Inc. Hedge Fund Activity

We have seen 2,624 institutional investors add shares of Meta Platforms, Inc. stock to their portfolio, and 1,889 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
• NORGES BANK removed 2,699,981 shares (-7.9%) from their portfolio in Q2 2025, for an estimated $1,992,828,976
• ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 2,408,585 shares (-28.1%) from their portfolio in Q3 2025, for an estimated $1,768,816,652

To track hedge funds’ stock portfolios, check out Quiver Quantitative’s institutional holdings dashboard.

Meta Platforms, Inc. Analyst Ratings

Wall Street analysts have issued reports on $META in the last several months. We have seen 27 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
• JP Morgan issued a “Overweight” rating on 10/30/2025
• TD Cowen issued a “Buy” rating on 10/30/2025
• Raymond James issued a “Strong Buy” rating on 10/30/2025

To track analyst ratings and price targets for Meta Platforms, Inc., check out Quiver Quantitative’s $META forecast page.

Meta Platforms, Inc. Price Targets

Multiple analysts have issued price targets for $META recently. We have seen 34 analysts offer price targets for $META in the last 6 months, with a median target of $832.5.

Here are some recent targets:

• 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
• Barton Crockett from Rosenblatt set a target price of $1117.0 on 12/05/2025
• Deepak Mathivanan from Cantor Fitzgerald set a target price of $720.0 on 11/19/2025
• Saken Ismailov from Freedom Capital Markets set a target price of $800.0 on 11/10/2025
• Youssef Squali from Truist Securities set a target price of $875.0 on 10/30/2025

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.