Meta Platforms (NASDAQ:META) Given Buy Rating at Rosenblatt Securities

Meta Platforms (NASDAQ:META)‘s stock had its “buy” rating reissued by analysts at Rosenblatt Securities in a research report issued on Tuesday, Benzinga reports. They presently have a $886.00 target price on the social networking company’s stock. Rosenblatt Securities’ target price would suggest a potential upside of 16.71% from the company’s previous close.

A number of other research firms also recently commented on META. KeyCorp boosted their target price on shares of Meta Platforms from $780.00 to $900.00 and gave the stock an “overweight” rating in a report on Wednesday, September 23rd. Rothschild & Co Redburn boosted their target price on shares of Meta Platforms from $900.00 to $1,000.00 and gave the stock a “buy” rating in a report on Tuesday, July 21st. Pivotal Research boosted their target price on shares of Meta Platforms from $790.00 to $930.00 and gave the stock a “buy” rating in a report on Tuesday. Wedbush boosted their target price on shares of Meta Platforms from $595.00 to $650.00 and gave the stock a “neutral” rating in a report on Friday, September 11th. Finally, Citic Securities dropped their target price on shares of Meta Platforms from $770.00 to $718.00 and set a “buy” rating on the stock in a report on Monday, August 3rd. Three analysts have rated the stock with a Strong Buy rating, forty-five have given a Buy rating and nine have issued a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $796.51.

Meta Platforms Price Performance

Shares of META stock traded up $16.22 during midday trading on Tuesday, reaching $759.18. 13,984,226 shares of the company were exchanged, compared to its average volume of 17,468,756. Meta Platforms has a 12 month low of $520.26 and a 12 month high of $779.82. The company has a market cap of $1.93 trillion, a P/E ratio of 28.59, a PEG ratio of 1.25 and a beta of 1.19. The company’s 50 day moving average price is $644.04 and its two-hundred day moving average price is $621.26. The company has a debt-to-equity ratio of 0.32, a quick ratio of 2.23 and a current ratio of 2.23.

Meta Platforms (NASDAQ:META) last released its quarterly 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). Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%. The company had revenue of $60.80 billion for the quarter, compared to the consensus estimate of $60.22 billion. During the same quarter last year, the firm posted $7.14 earnings per share. The firm’s quarterly revenue was up 28.0% compared to the same quarter last year. On average, sell-side analysts expect that Meta Platforms will post 27.94 earnings per share for the current year.

Insider Activity

In other Meta Platforms news, insider Christopher K. Cox sold 40,000 shares of the business’s stock in a transaction that occurred on Monday, September 21st. The shares were sold at an average price of $712.76, for a total value of $28,510,400.00. Following the completion of the sale, the insider directly owned 184,516 shares of the company’s stock, valued at $131,515,624.16. The trade was a 17.82% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, 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 business’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 sale, the chief financial officer directly owned 13,186 shares of the company’s stock, valued at $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 sold a total of 148,222 shares of company stock valued at $101,033,627 in the last three months. 13.53% of the stock is currently owned by insiders.

Institutional Trading of Meta Platforms

A number of institutional investors and hedge funds have recently modified their holdings of META. Auto Owners Insurance Co raised its stake in shares of Meta Platforms by 76,587.7% in the 4th quarter. Auto Owners Insurance Co now owns 105,292,277 shares of the social networking company’s stock valued at $69,502,379,000 after buying an additional 105,154,977 shares in the last quarter. State Street Corp grew its holdings in Meta Platforms by 4.0% during the 2nd quarter. State Street Corp now owns 92,033,963 shares of the social networking company’s stock worth $51,841,811,000 after acquiring an additional 3,510,123 shares during the last quarter. Bank of America Corp DE grew its holdings in Meta Platforms by 14.6% during the 1st quarter. Bank of America Corp DE now owns 21,038,035 shares of the social networking company’s stock worth $12,036,491,000 after acquiring an additional 2,673,494 shares during the last quarter. Invesco Ltd. grew its holdings in Meta Platforms by 6.1% during the 4th quarter. Invesco Ltd. now owns 18,200,469 shares of the social networking company’s stock worth $12,013,948,000 after acquiring an additional 1,046,715 shares during the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its stake in shares of Meta Platforms by 1.3% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 12,836,063 shares of the social networking company’s stock valued at $7,230,426,000 after purchasing an additional 162,909 shares during the last quarter. 79.91% of the stock is currently owned by institutional investors and hedge funds.

More Meta Platforms News

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

• Positive Sentiment: Meta introduced Muse Wonder and Muse Wonder Full, describing them as its most advanced models and competitive with leading systems from OpenAI and Anthropic. The models are intended to improve Meta’s AI assistant and support complex, multi-step tasks. Reuters article
• Positive Sentiment: Independent app-intelligence data reportedly showed Muse achieving early user-retention rates comparable to ChatGPT, helping drive investor confidence that Meta’s AI investments can translate into sustained usage and potential revenue. Yahoo Finance article
• Positive Sentiment: Wall Street remained constructive: KeyCorp reaffirmed an overweight rating with a $900 target, while Rosenblatt maintained a buy rating with an $886 target. Truist also said the shares may have further upside following the Muse-related advance. Barron’s article
• Positive Sentiment: Meta’s partnership with Virtuix is expanding, with new Meta Quest and Omni One bundles and more than 75 compatible games. Virtuix said Omni One orders have tripled year over year, supporting demand for Meta’s Quest ecosystem. Quiver Quantitative article
• Neutral Sentiment: Meta will report third-quarter 2026 results after the market close on October 21, giving investors a near-term catalyst for judging AI spending, advertising growth and profitability. Meta earnings announcement
• Negative Sentiment: The AI strategy carries substantial execution and financial risk. Meta reportedly considered spending as much as $200 billion before knowing whether its models would succeed, while data-center construction and other AI investments could pressure margins. Muse downloads have also slowed, and premium access requires $20- or $100-per-month subscriptions. Business Insider article
• Negative Sentiment: Cantor Fitzgerald trimmed its price target to $840 from $860, signaling that valuation and the scale of required AI investment remain concerns despite retaining an overweight rating. Benzinga article

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.