Meta Platforms’ (META) “Buy” Rating Reaffirmed at Rosenblatt Securities

Meta Platforms (NASDAQ:META)‘s stock had its “buy” rating reaffirmed by research analysts at Rosenblatt Securities in a research report issued on Tuesday, Benzinga reports. They currently have a $886.00 price objective on the social networking company’s stock. Rosenblatt Securities’ price objective suggests a potential upside of 16.19% from the stock’s current price.

Several other brokerages also recently weighed in on META. Rothschild & Co Redburn upped their price target on Meta Platforms from $900.00 to $1,000.00 and gave the stock a “buy” rating in a report on Tuesday, July 21st. DZ Bank reiterated a “buy” rating on shares of Meta Platforms in a research note on Thursday, July 30th. Raymond James Financial lifted their price objective on Meta Platforms from $650.00 to $860.00 and gave the company a “strong-buy” rating in a research note on Thursday, September 24th. Barclays lowered 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. Finally, Jefferies Financial Group upped their target price on shares of Meta Platforms from $710.00 to $875.00 and gave the stock a “buy” rating in a research note on Tuesday, September 22nd. Three research analysts have rated the stock with a Strong Buy rating, forty-five have given a Buy rating and nine have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $796.51.

Meta Platforms Stock Up 2.6%

Shares of NASDAQ:META traded up $19.62 during trading on Tuesday, hitting $762.58. The company’s stock had a trading volume of 19,426,664 shares, compared to its average volume of 17,496,889. The business has a 50 day moving average price of $644.04 and a two-hundred day moving average price of $621.26. The company has a market capitalization of $1.94 trillion, a PE ratio of 28.77, a P/E/G ratio of 1.25 and a beta of 1.19. 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 has a fifty-two week low of $520.26 and a fifty-two week high of $779.82.

Meta Platforms (NASDAQ:META) last announced its quarterly earnings data on Wednesday, July 29th. The social networking company reported $6.18 earnings per share (EPS) for the quarter, missing the consensus estimate of $7.19 by ($1.01). The company had revenue of $60.80 billion during 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%. The firm’s revenue was up 28.0% on a year-over-year basis. During the same quarter in the previous year, the business posted $7.14 earnings per share. As a group, research analysts expect that Meta Platforms will post 27.94 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, insider Christopher Cox sold 40,000 shares of the firm’s stock in a transaction dated Monday, September 21st. The stock was sold at an average price of $712.76, for a total transaction of $28,510,400.00. Following the sale, the insider owned 184,516 shares of the company’s stock, valued at approximately $131,515,624.16. This trade represents a 17.82% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Aaron Anderson sold 3,240 shares of the business’s stock in a transaction that occurred on Thursday, September 3rd. The stock was sold at an average price of $618.06, for a total value of $2,002,514.40. Following the sale, the chief accounting officer owned 6,271 shares of the company’s stock, valued at approximately $3,875,854.26. The trade was a 34.07% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, 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 Trading of Meta Platforms

Several institutional investors have recently modified their holdings of META. Financial Futures Ltd Liability Co. increased its holdings in shares of Meta Platforms by 3.5% in the 3rd quarter. Financial Futures Ltd Liability Co. now owns 2,530 shares of the social networking company’s stock valued at $1,835,000 after acquiring an additional 85 shares during the period. First County Bank CT raised its position in Meta Platforms by 19.1% in the 3rd quarter. First County Bank CT now owns 3,019 shares of the social networking company’s stock valued at $2,189,000 after purchasing an additional 485 shares during the last quarter. Steel Grove Capital Advisors LLC boosted its stake in Meta Platforms by 0.9% during the 3rd quarter. Steel Grove Capital Advisors LLC now owns 43,835 shares of the social networking company’s stock worth $31,788,000 after purchasing an additional 399 shares during the period. Level Financial Advisors boosted its stake in Meta Platforms by 2.2% during the 3rd quarter. Level Financial Advisors now owns 820 shares of the social networking company’s stock worth $595,000 after purchasing an additional 18 shares during the period. Finally, Jericho Financial LLP grew its position in Meta Platforms by 2.1% during the 3rd quarter. Jericho Financial LLP now owns 12,795 shares of the social networking company’s stock worth $9,279,000 after purchasing an additional 259 shares during the last quarter. Hedge funds and other institutional investors own 79.91% of the company’s stock.

Key Meta Platforms News

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

• Positive Sentiment: Meta introduced Muse Wonder and Muse Wonder Full, its first frontier AI models, designed for personal assistants and professional agents that can maintain long-term memory and complete complex, multi-step tasks. Meta says the models are competitive with offerings from OpenAI and Anthropic, strengthening its position in the AI race. Meta releases its first frontier model, Muse Wonder
• Positive Sentiment: Third-party app data reportedly showed early Muse user-retention rates comparable with ChatGPT, helping reinforce the possibility that Meta can build a meaningful standalone AI product and eventually generate subscription revenue. Muse access is being offered through monthly plans priced at $20 and $100. Why Meta Stock Is Up Today
• Positive Sentiment: Wall Street support has strengthened. Truist issued a Street-high $1,000 price target tied to AI adoption and advertising improvements, while KeyCorp and Rosenblatt reaffirmed bullish ratings with targets of $900 and $886, respectively. Analysts also cite AI-driven ad growth and improved ad conversions as additional support. Social Media Stocks Rally as Truist Sets $1,000 Meta Target
• Positive Sentiment: Meta’s Quest ecosystem received a commercial boost as Virtuix became an official Meta reseller and launched Omni One bundles with Quest headsets. Virtuix said orders increased approximately threefold following its Quest launch, potentially supporting demand for Meta’s virtual-reality hardware ecosystem. Virtuix Deepens Meta Partnership
• Neutral Sentiment: Meta will report third-quarter results after the market closes on October 21. Investors will focus on revenue guidance of $61 billion to $64 billion, AI-related spending of approximately $130 billion to $145 billion, advertising growth, and evidence that Muse adoption is translating into revenue. Meta to Announce Third Quarter 2026 Results
• Negative Sentiment: Despite the enthusiasm, Meta’s valuation is elevated after its recent rally, and analysts warn that heavy AI infrastructure costs could pressure margins. The stock is also near its 52-week high, increasing the risk of profit-taking if Muse growth or quarterly results disappoint. Meta Platforms Rises 12% in 3 Months

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.