AI Investment Concerns: Recent chatter on social media about Meta Platforms has centered on the company’s heavy investments in AI and the associated capital expenditures. Many users express worry over the short-term financial strain, noting a dip in stock price due to these costs. Some fear the long-term benefits of AI may not materialize as quickly as hoped.

Metaverse Cutbacks Spark Hope: Another hot topic is the potential reduction of Metaverse efforts by up to 30%, which has driven a surge in stock enthusiasm online. Discussions highlight relief among users who see this as a pivot to more profitable core operations. The shift is viewed as a strategic move that could bolster investor confidence.

Ad Revenue Strength: Finally, there’s notable buzz around Meta’s strong ad revenue growth, with some pointing to increased user engagement on platforms like Reels. Social media conversations reflect optimism about the company’s ability to leverage AI for better ad targeting. However, concerns linger over balancing innovation with profitability.

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 233 times in the past 6 months. Of those trades, 0 have been purchases and 233 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 $13,114,830.
• JENNIFER NEWSTEAD (Chief Legal Officer) has made 0 purchases and 25 sales selling 12,968 shares for an estimated $9,129,759.
• 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 2,559 institutional investors add shares of Meta Platforms stock to their portfolio, and 1,758 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
• Truist Securities issued a “Buy” rating on 10/30/2025
• UBS issued a “Buy” rating on 10/30/2025
• Barclays issued a “Overweight” 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 $840.0.

Here are some recent targets:

• 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
• 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
• Ross Sandler from Barclays set a target price of $770.0 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.