Meta Platforms’ (META) Buy Rating Reiterated at Rosenblatt Securities

Meta Platforms (NASDAQ:META)‘s stock had its “buy” rating reiterated by research analysts at Rosenblatt Securities in a note issued to investors on Tuesday, Benzinga reports. They presently have a $886.00 target price on the social networking company’s stock. Rosenblatt Securities’ price target indicates a potential upside of 19.25% from the company’s previous close.

Several other equities research analysts also recently issued reports on META. Needham & Company LLC reaffirmed a “hold” rating on shares of Meta Platforms in a research report on Thursday, August 27th. DZ Bank reiterated a “buy” rating on shares of Meta Platforms in a research note on Thursday, July 30th. Scotiabank reissued a “sector perform” rating and set a $600.00 price objective (down from $700.00) on shares of Meta Platforms in a research report on Thursday, July 30th. Jefferies Financial Group increased their target price on Meta Platforms from $710.00 to $875.00 and gave the company a “buy” rating in a research note on Tuesday, September 22nd. Finally, KeyCorp increased their target price on Meta Platforms from $780.00 to $900.00 and gave the company an “overweight” rating in a research note on Wednesday, September 23rd. Three research analysts have rated the stock with a Strong Buy rating, forty-five have issued a Buy rating and nine have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $796.12.

Meta Platforms Stock Performance

NASDAQ:META opened at $742.96 on Tuesday. Meta Platforms has a 1 year low of $520.26 and a 1 year high of $779.82. The firm’s fifty day simple moving average is $644.04 and its 200 day simple moving average is $621.26. The company has a current ratio of 2.23, a quick ratio of 2.23 and a debt-to-equity ratio of 0.32. The firm has a market capitalization of $1.89 trillion, a PE ratio of 27.98, a PEG ratio of 1.25 and a beta of 1.19.

Meta Platforms (NASDAQ:META) last announced its earnings results on Wednesday, July 29th. The social networking company reported $6.18 EPS for the quarter, missing the consensus estimate of $7.19 by ($1.01). The firm had revenue of $60.80 billion during the quarter, compared to the consensus estimate of $60.22 billion. Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%. The business’s revenue was up 28.0% compared to the same quarter last year. During the same quarter last year, the business earned $7.14 EPS. On average, sell-side analysts anticipate that Meta Platforms will post 27.94 EPS for the current year.

Insider Transactions at Meta Platforms

In other Meta Platforms news, CFO Susan Li sold 9,196 shares of the firm’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 value of $5,063,409.56. Following the completion of the sale, the chief financial officer owned 13,186 shares in the company, valued at approximately $7,260,343.46. This trade represents a 41.09% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mark Zuckerberg sold 27,474 shares of the firm’s stock in a transaction that occurred on Thursday, September 24th. The stock was sold at an average price of $777.44, for a total value of $21,359,386.56. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 148,222 shares of company stock worth $101,033,627. 13.53% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of META. Fairtree Asset Management Pty Ltd grew its position in 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 acquiring an additional 2,939 shares during the period. Madison Wealth Partners Inc lifted its holdings in shares of Meta Platforms by 33.6% during the second quarter. Madison Wealth Partners Inc now owns 3,031 shares of the social networking company’s stock valued at $1,707,000 after acquiring an additional 763 shares during the period. William John Sempolinski bought a new position in shares of Meta Platforms during the second quarter valued at $3,107,000. Sone Capital Management LLC boosted its stake in shares of 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 purchasing an additional 4,440 shares in the last quarter. Finally, Lakewood Capital Management LP boosted its stake in shares of Meta Platforms by 63.7% in the 2nd quarter. Lakewood Capital Management LP now owns 115,985 shares of the social networking company’s stock valued at $65,333,000 after purchasing an additional 45,130 shares in the last quarter. 79.91% of the stock is owned by institutional investors.

Key Meta Platforms News

Here are the key news stories impacting Meta Platforms this week:

• Positive Sentiment: Meta unveiled Muse Wonder and Muse Wonder Full, its first frontier AI models, which the company says are competitive with leading offerings from OpenAI and Anthropic. The models are designed to improve Muse’s ability to handle workplace and multi-step tasks. Meta releases Muse Wonder AI models to challenge Anthropic and OpenAI
• Positive Sentiment: Independent app-intelligence data showed early Muse user-retention rates rivaling ChatGPT, strengthening the case that Meta’s AI investments could create a significant new consumer and subscription business. Meta is charging $20 or $100 per month for access to premium models. Why Meta Stock Is Up Today
• Positive Sentiment: Analysts broadly raised or reaffirmed bullish views following the AI launch, adding investor confidence in Meta’s long-term growth potential. Analysts update Meta stock price for the next 12 months
• Neutral Sentiment: Meta will release third-quarter 2026 results after the market closes on October 21. Investors will look for advertising growth, AI-related spending and management’s outlook. Meta to Announce Third Quarter 2026 Results
• Negative Sentiment: The AI push carries significant execution and financial risk. Zuckerberg said Meta considered spending as much as $200 billion before knowing whether its models would succeed, while the company is also building a massive data-center footprint. Meta was prepared to write an up to $200 billion AI check
• Negative Sentiment: Muse’s global download growth has slowed, making retention and willingness to pay important tests for monetization. Cantor Fitzgerald also reduced its price target from $860 to $840, despite maintaining an overweight rating. Meta Says New AI Model Is State-of-the-Art

About Meta Platforms

Meta Platforms, Inc is a technology company that develops social networking, messaging, virtual and augmented reality, and artificial intelligence products. The company operates a global family of apps that includes Facebook, Instagram, Messenger, WhatsApp and Threads, enabling users to connect, communicate, share content and discover communities.

Meta generates most of its business through digital advertising displayed across its platforms. Its products serve individuals, creators, businesses and organizations in markets around the world, while its advertising tools help businesses reach audiences based on factors such as interests, activity and demographics.

Through its Reality Labs division, Meta develops virtual and augmented reality hardware, software and services, including the Meta Quest line of headsets and related experiences.