Rosenblatt Securities Reiterates Buy Rating for Meta Platforms (NASDAQ:META)

Meta Platforms (NASDAQ:META)‘s stock had its “buy” rating reiterated by analysts at Rosenblatt Securities in a research note issued on Wednesday,Benzinga reports. They currently have a $1,117.00 price target on the social networking company’s stock. Rosenblatt Securities’ price target would suggest a potential upside of 77.00% from the company’s previous close.

META has been the topic of several other research reports. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Meta Platforms in a research report on Monday, December 29th. BNP Paribas Exane started coverage on shares of Meta Platforms in a research note on Monday, November 24th. They issued an “outperform” rating and a $800.00 target price for the company. Robert W. Baird lowered their target price on shares of Meta Platforms from $820.00 to $815.00 and set an “outperform” rating for the company in a report on Tuesday, December 23rd. Barclays cut their price target on shares of Meta Platforms from $810.00 to $770.00 and set an “overweight” rating on the stock in a report on Thursday, October 30th. Finally, Arete Research set a $718.00 price objective on shares of Meta Platforms in a research note on Thursday, December 4th. Four research analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $822.96.

Meta Platforms Stock Down 1.7%

Shares of NASDAQ META opened at $631.09 on Wednesday. The company has a debt-to-equity ratio of 0.15, a current ratio of 1.98 and a quick ratio of 1.98. The company has a 50-day moving average price of $641.42 and a 200-day moving average price of $702.20. The stock has a market capitalization of $1.59 trillion, a P/E ratio of 27.88, a P/E/G ratio of 1.27 and a beta of 1.29. Meta Platforms has a 1 year low of $479.80 and a 1 year high of $796.25.

Meta Platforms (NASDAQ:META) last announced its quarterly earnings results on Wednesday, October 29th. The social networking company reported $7.25 earnings per share for the quarter, beating the consensus estimate of $6.74 by $0.51. The business had revenue of $51.24 billion for the quarter, compared to analysts’ expectations of $49.34 billion. Meta Platforms had a net margin of 30.89% and a return on equity of 39.35%. The firm’s revenue for the quarter was up 26.2% compared to the same quarter last year. During the same quarter last year, the firm earned $6.03 EPS. On average, equities research analysts forecast that Meta Platforms will post 26.7 EPS for the current fiscal year.

Insider Transactions at Meta Platforms

In related news, Director Robert M. Kimmitt sold 580 shares of Meta Platforms stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $646.00, for a total value of $374,680.00. Following the sale, the director owned 6,167 shares of the company’s stock, valued at approximately $3,983,882. The trade was a 8.60% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Jennifer Newstead sold 519 shares of the company’s stock in a transaction that occurred on Tuesday, December 30th. The shares were sold at an average price of $658.69, for a total value of $341,860.11. Following the completion of the transaction, the insider owned 28,658 shares in the company, valued at approximately $18,876,738.02. The trade was a 1.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 40,054 shares of company stock worth $24,799,940 in the last quarter. Insiders own 13.61% of the company’s stock.

Institutional Investors Weigh In On Meta Platforms

Several large investors have recently added to or reduced their stakes in the company. Westchester Capital Management Inc. bought a new stake in shares of Meta Platforms in the third quarter valued at approximately $26,000. Bare Financial Services Inc purchased a new position in Meta Platforms in the 2nd quarter valued at approximately $30,000. Evergreen Private Wealth LLC raised its holdings in Meta Platforms by 237.5% during the 2nd quarter. Evergreen Private Wealth LLC now owns 54 shares of the social networking company’s stock valued at $40,000 after acquiring an additional 38 shares during the period. Briaud Financial Planning Inc bought a new stake in Meta Platforms during the 2nd quarter valued at $42,000. Finally, Knuff & Co LLC purchased a new stake in shares of Meta Platforms during the second quarter worth $44,000. 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: Meta’s energy strategy: Meta has struck a major prepayment/partnership to develop a 1.2 GW nuclear power campus with Oklo and is building a broader 6.6 GW energy pipeline to secure baseload power for AI data centers — a structural move that de‑risks long‑term compute capacity and could defend its AI cost base. Read More.
• Positive Sentiment: Meta Compute & leadership: Management launched “Meta Compute” to build gigawatt‑scale AI infrastructure and named Dina Powell McCormick as president/vice chair to help execute the initiative — signals of organizational focus and resource commitment to AI. Read More.
• Positive Sentiment: Product scaling / wearables upside: Meta and EssilorLuxottica may double Ray‑Ban Meta smart‑glasses capacity (potentially to 20–30M units) and are increasing production focus as Reality Labs pivots toward AI wearables — a tangible revenue/volume growth path outside ads. Read More.
• Neutral Sentiment: Analyst positive takes: TD Cowen raised its price target (to $820), reflecting upside from AI/ads synergy, but this contrasts with other cautious notes — mixed analyst signals leave near‑term sentiment uneven. Read More.
• Negative Sentiment: Reality Labs layoffs and strategy reset: Meta is cutting ~10–15% of Reality Labs staff (reports vary up to ~1,500 roles) as it reduces metaverse spending and pivots to AI — a near‑term cost, product disruption and morale/headcount risk. Read More.
• Negative Sentiment: Analyst downgrades / Wells Fargo caution: Multiple notes and a Wells Fargo “pessimistic” forecast have pressured the stock; an AmericanBankingNews write‑up flagged a downgrade that pushed shares lower. Read More. Read More.
• Negative Sentiment: Heavy capex concern & margin risk: Investors worry about Meta’s massive AI capex plans (tens of GW of compute, $70B+ capex run rates) that could pressure free cash flow and margins in the near term. Read More.
• Negative Sentiment: Regulatory/legal headwinds: Brazil has ordered WhatsApp to suspend a policy blocking third‑party AI chatbots, and Meta/WhatsApp are appealing an Indian NCLAT decision on a ₹213 crore CCI penalty — ongoing litigation and antitrust probes add execution and compliance risk. Read More. Read More.
• Negative Sentiment: Prominent investor skepticism: Public critiques (e.g., Michael Burry commentary) add to negative sentiment and can amplify selling pressure even if long‑term fundamentals differ. Read More.

Meta Platforms Company Profile

Meta Platforms, Inc (NASDAQ: META), formerly Facebook, Inc, is a global technology company best known for building social networking services and immersive computing platforms. Founded in 2004 and headquartered in Menlo Park, California, the company operates a family of consumer-facing products and services that connect users, creators and businesses. In October 2021 the company rebranded as Meta to reflect an expanded strategic focus on augmented and virtual reality technologies alongside its social media businesses.

Meta’s core consumer products include Facebook, Instagram, WhatsApp and Messenger, which enable social networking, messaging, content sharing and community building across mobile and desktop devices.