Shares of Meta Platforms, Inc. (NASDAQ:META – Get Free Report) have received an average recommendation of “Moderate Buy” from the fifty-seven brokerages that are presently covering the firm, Marketbeat reports. Nine research analysts have rated the stock with a hold recommendation, forty-five have issued a buy recommendation and three have issued a strong buy recommendation on the company. The average 1-year target price among analysts that have issued ratings on the stock in the last year is $791.86.
Several brokerages recently issued reports on META. BMO Capital Markets reduced their target price on shares of Meta Platforms from $720.00 to $580.00 and set a “market perform” rating for the company in a report on Thursday, July 30th. JPMorgan Chase & Co. boosted their price objective on Meta Platforms from $820.00 to $920.00 and gave the company an “overweight” rating in a report on Thursday, September 24th. Evercore raised their target price on Meta Platforms from $820.00 to $860.00 in a report on Tuesday, August 25th. Wedbush boosted their price target on Meta Platforms from $595.00 to $650.00 and gave the company a “neutral” rating in a report on Friday, September 11th. Finally, DA Davidson cut their target price on shares of Meta Platforms from $850.00 to $700.00 and set a “buy” rating for the company in a report on Thursday, July 30th.
Read Our Latest Research Report on Meta Platforms
Meta Platforms Trading Down 0.3%
Meta Platforms (NASDAQ:META – Get Free Report) last posted its quarterly earnings results on Wednesday, July 29th. The social networking company reported $6.18 earnings per share (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 business had revenue of $60.80 billion for the quarter, compared to analysts’ expectations of $60.22 billion. During the same period in the prior year, the business posted $7.14 earnings per share. The business’s quarterly revenue was up 28.0% compared to the same quarter last year. Sell-side analysts anticipate that Meta Platforms will post 27.94 EPS for the current year.
Meta Platforms Dividend Announcement
The company also recently disclosed a quarterly dividend, which was paid on Monday, September 28th. Shareholders of record on Monday, September 21st were issued a $0.5250 dividend. The ex-dividend date of this dividend was Monday, September 21st. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. Meta Platforms’s payout ratio is presently 7.91%.
Insider Transactions at Meta Platforms
In other Meta Platforms news, CEO Mark Zuckerberg sold 27,474 shares of the stock in a transaction that occurred on Thursday, September 24th. The stock was sold at an average price of $777.44, for a total transaction of $21,359,386.56. The sale was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 owned 184,516 shares of the company’s stock, valued at $131,515,624.16. This trade represents a 17.82% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 148,222 shares of company stock valued at $101,033,627 in the last ninety days. 13.53% of the stock is currently owned by corporate insiders.
Institutional Investors Weigh In On Meta Platforms
Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Fairtree Asset Management Pty Ltd raised its holdings 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 worth $10,577,000 after acquiring an additional 2,939 shares during the last quarter. Madison Wealth Partners Inc boosted its stake 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 last quarter. William John Sempolinski acquired a new position in Meta Platforms in the 2nd quarter valued at about $3,107,000. Sone Capital Management LLC raised its stake 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 purchasing an additional 4,440 shares during the last quarter. Finally, Lakewood Capital Management LP lifted its holdings in 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. Hedge funds and other institutional investors own 79.91% of the company’s stock.
Key Stories Impacting Meta Platforms
Here are the key news stories impacting Meta Platforms this week:
- Positive Sentiment: Advertising remains the core bullish argument. Meta’s revenue increased 28% year over year to $60.8 billion in fiscal second-quarter 2026, and micro-drama content is emerging as a potential source of incremental advertising demand. Why Meta is winning the micro drama wars
- Positive Sentiment: Analysts remain constructive on Meta’s AI-driven growth. TD Cowen reaffirmed a Buy rating with an $865 price target, while Wells Fargo sees a path toward a substantially higher valuation if AI improves ad performance and creates new revenue streams. Meta Could Hit $1,000, Says Wells Fargo
- Positive Sentiment: Meta is expanding its AI ecosystem. The company’s Muse agent, enterprise AI platform and AI-enabled smart-glasses strategy could provide new commerce, productivity and hardware opportunities beyond traditional social-media advertising. Meta’s decision to ban ByteDance and TikTok advertising in several markets also intensifies its competitive positioning. Inside Mark Zuckerberg’s Decision to Pull the Trigger on Meta’s A.I. Agent
- Neutral Sentiment: Meta’s AI investment is producing both growth and financial strain. Revenue growth is strong, but free cash flow fell to $784 million from $8.55 billion a year earlier as data-center and AI infrastructure spending surged. Investors need evidence that Muse and other AI projects can eventually generate returns. Meta’s Sales Jumped 28% While Free Cash Flow Shrank
- Negative Sentiment: Muse faces adoption and monetization obstacles. Jefferies found that roughly one-third of tested websites blocked the agent, while Amazon reportedly blocked it, potentially delaying Meta’s plans to earn transaction fees from AI-powered commerce. Analysts also question whether the service can become profitable at scale. Meta’s Muse AI agent blocked by one-third of websites tested
- Negative Sentiment: Regulatory and reputational risks remain a drag. Florida is pursuing restrictions on teen access and infinite-scroll features, while criticism surrounding the film The Social Reckoning and Meta’s handling of harmful AI-generated content could increase scrutiny. A planned-transaction sale by COO Javier Olivan adds a modest insider-selling concern. Meta Stock Falls as Florida Asks a Court to Switch Off Infinite Scroll for Teens
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.
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