Meta Platforms (NASDAQ:META – Get Free Report) had its price objective lifted by equities research analysts at Loop Capital from $740.00 to $955.00 in a research note issued on Thursday. The firm presently has a “buy” rating on the social networking company’s stock. Loop Capital’s target price indicates a potential upside of 24.02% from the company’s current price.
A number of other research firms have also recently commented on META. Barclays cut their price objective on Meta Platforms from $830.00 to $780.00 and set an “overweight” rating for the company in a research report on Thursday, July 30th. Arete Research set a $735.00 price objective on shares of Meta Platforms and gave the stock a “buy” rating in a research report on Tuesday, June 2nd. Jefferies Financial Group lifted their price objective on Meta Platforms from $710.00 to $875.00 and gave the stock a “buy” rating in a report on Tuesday. JPMorgan Chase & Co. boosted their price objective on Meta Platforms from $820.00 to $920.00 and gave the stock an “overweight” rating in a research note on Thursday. Finally, Wells Fargo & Company increased their target price on Meta Platforms from $640.00 to $796.00 and gave the company an “overweight” rating in a report on Monday. Three research analysts have rated the stock with a Strong Buy rating, forty-five have issued a Buy rating and eight have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $793.16.
Read Our Latest Research Report on META
Meta Platforms Stock Performance
Meta Platforms (NASDAQ:META – Get Free Report) last posted its earnings results on Wednesday, July 29th. The social networking company reported $6.18 EPS for the quarter, missing analysts’ consensus estimates of $7.19 by ($1.01). The business had revenue of $60.80 billion for the quarter, compared to analyst estimates of $60.22 billion. Meta Platforms had a net margin of 29.83% and a return on equity of 33.18%. Meta Platforms’s revenue was up 28.0% on a year-over-year basis. During the same quarter last year, the business earned $7.14 earnings per share. Sell-side analysts forecast that Meta Platforms will post 27.93 earnings per share for the current year.
Insider Activity at Meta Platforms
In other news, COO Javier Olivan sold 3,348 shares of the business’s stock in a transaction that occurred on Monday, July 6th. The shares were sold at an average price of $600.97, for a total value of $2,012,047.56. Following the sale, the chief operating officer directly owned 9,498 shares of the company’s stock, valued at approximately $5,708,013.06. The trade was a 26.06% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Susan J. Li sold 9,196 shares of the company’s stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $550.61, for a total transaction of $5,063,409.56. Following the completion of the transaction, the chief financial officer owned 13,186 shares in the company, valued at approximately $7,260,343.46. This represents a 41.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 123,333 shares of company stock valued at $80,795,845 over the last quarter. 13.53% of the stock is owned by insiders.
Institutional Trading of Meta Platforms
A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Fairtree Asset Management Pty Ltd boosted its stake in shares of Meta Platforms by 18.6% in the second quarter. Fairtree Asset Management Pty Ltd now owns 18,777 shares of the social networking company’s stock valued at $10,577,000 after purchasing an additional 2,939 shares during the period. Madison Wealth Partners Inc lifted its holdings in Meta Platforms by 33.6% during the 2nd quarter. Madison Wealth Partners Inc now owns 3,031 shares of the social networking company’s stock worth $1,707,000 after buying an additional 763 shares in the last quarter. Sone Capital Management LLC boosted its position in Meta Platforms by 38.2% in the 2nd quarter. Sone Capital Management LLC now owns 16,059 shares of the social networking company’s stock valued at $9,046,000 after buying an additional 4,440 shares during the period. Lakewood Capital Management LP increased its position in shares of Meta Platforms by 63.7% during the second quarter. Lakewood Capital Management LP now owns 115,985 shares of the social networking company’s stock worth $65,333,000 after acquiring an additional 45,130 shares during the period. Finally, Abbot Financial Management Inc. raised its stake in shares of Meta Platforms by 53.5% in the second quarter. Abbot Financial Management Inc. now owns 2,845 shares of the social networking company’s stock valued at $1,603,000 after acquiring an additional 991 shares in the last quarter. Hedge funds and other institutional investors own 79.91% of the company’s stock.
Meta Platforms News Roundup
Here are the key news stories impacting Meta Platforms this week:
- Positive Sentiment: Analysts raised price targets. Citizens JMP increased its target to $885 from $770, while other firms—including JPMorgan, KeyCorp, Cantor Fitzgerald and RBC—also offered bullish assessments. JPMorgan compared Muse’s early potential with ChatGPT’s launch. Meta stock rises as analysts raise price targets
- Positive Sentiment: Muse is gaining users quickly. Apptopia estimated approximately 642,000 daily U.S. users during Muse’s first 12 days, compared with 231,000 for ChatGPT at the same stage of its mobile launch. Investors are increasingly expecting monetization through subscriptions, advertising, commerce and business services. Meta unveils Muse Charm handheld device
- Positive Sentiment: Meta expanded its AI hardware ecosystem. The company unveiled the Muse Charm handheld device, camera-free Ray-Ban Meta Audio glasses and $1,299 Meta VR Glasses, giving Muse additional distribution channels and potentially strengthening Meta’s long-term platform strategy. Mark Zuckerberg debuts Meta VR Glasses and Muse Charm
- Positive Sentiment: Non-advertising revenue opportunities are emerging. Meta One subscription offerings, in-app purchases and Muse’s commerce integrations—including Shopify’s Shop Pay—could help diversify revenue beyond the company’s core advertising business. Meta One subscriptions show positive early signs
- Neutral Sentiment: Macro conditions remain a near-term influence. Rising Treasury yields and oil prices pressured broader technology stocks, although Meta’s gains outpaced the major indexes as investors focused on company-specific AI developments.
- Negative Sentiment: AI spending and valuation are significant risks. Analysts are debating whether Meta’s capital expenditures could approach $145 billion while free cash flow reportedly fell sharply. The stock’s steep recent rally increases the risk of profit-taking if Muse monetization does not meet elevated expectations. Meta’s spending and valuation debate
- Negative Sentiment: Competitive and privacy concerns persist. Amazon has blocked Muse from its website, while privacy and security concerns surrounding AI agents and smart glasses could restrict adoption or attract regulatory scrutiny. Insider share sales under pre-arranged trading plans are an additional, though limited, cautionary signal.
About Meta Platforms
Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.
Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.
The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.
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