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

Meta Platforms (NASDAQ:META)‘s stock had its “buy” rating reiterated by analysts at Rosenblatt Securities in a research note issued to investors on Tuesday, Benzinga reports. They presently have a $886.00 price objective on the social networking company’s stock. Rosenblatt Securities’ price target suggests a potential upside of 15.63% from the stock’s previous close.

Several other research firms also recently commented on META. Roth Capital decreased their price objective on Meta Platforms from $820.00 to $750.00 and set a “buy” rating on the stock in a report on Monday, August 3rd. Susquehanna dropped their target price on Meta Platforms from $900.00 to $650.00 and set a “positive” rating for the company in a report on Thursday, July 30th. Evercore raised their price target on Meta Platforms from $820.00 to $860.00 in a research report on Tuesday, August 25th. Citizens Jmp raised their price target on Meta Platforms from $770.00 to $885.00 and gave the stock a “market outperform” rating in a research report on Thursday, September 24th. Finally, Jefferies Financial Group lifted their price target on 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 assigned a Buy rating and nine have given a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $796.51.

Meta Platforms Price Performance

Shares of NASDAQ META traded up $23.28 during midday trading on Tuesday, hitting $766.24. 11,547,343 shares of the company’s stock were exchanged, compared to its average volume of 17,450,221. Meta Platforms has a 12-month low of $520.26 and a 12-month high of $779.82. 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 company has a market cap of $1.95 trillion, a price-to-earnings ratio of 28.85, a PEG ratio of 1.25 and a beta of 1.19. The business’s fifty day moving average price is $644.04 and its two-hundred day moving average price is $621.26.

Meta Platforms (NASDAQ:META) last released 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 firm had revenue of $60.80 billion during the quarter, compared to the consensus estimate 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% compared to the same quarter last year. During the same period in the prior year, the company earned $7.14 EPS. As a group, research analysts forecast that Meta Platforms will post 27.94 EPS for the current fiscal year.

Insider Activity at Meta Platforms

In other Meta Platforms news, insider Christopher Cox sold 40,000 shares of the company’s stock in a transaction that occurred on 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 completion of the transaction, the insider owned 184,516 shares of the company’s stock, valued at $131,515,624.16. This represents a 17.82% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at 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 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 SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 148,222 shares of company stock worth $101,033,627 over the last 90 days. 13.53% of the stock is owned by insiders.

Institutional Trading of Meta Platforms

Several large investors have recently added to or reduced their stakes in META. Advantage Trust Co purchased a new stake in shares of Meta Platforms in the 2nd quarter worth about $28,000. Philadelphia Investment Partners LLC purchased a new stake in Meta Platforms in the second quarter worth about $32,000. Horizons Wealth Management purchased a new stake in Meta Platforms in the third quarter worth about $33,000. Axiom Investment Management LLC bought a new stake in shares of Meta Platforms in the 1st quarter worth approximately $36,000. Finally, Schuylkill Financial LLC purchased a new stake in shares of Meta Platforms in the 2nd quarter worth approximately $36,000. Institutional investors own 79.91% of the company’s stock.

Key Headlines Impacting Meta Platforms

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.