Meta Platforms, Inc. (NASDAQ:META – Get Free Report) CTO Andrew Bosworth sold 8,089 shares of Meta Platforms stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $631.24, for a total transaction of $5,106,100.36. Following the completion of the transaction, the chief technology officer directly owned 2,841 shares in the company, valued at $1,793,352.84. This represents a 74.01% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink.
Meta Platforms Stock Up 1.7%
META stock opened at $655.66 on Friday. Meta Platforms, Inc. has a 12 month low of $479.80 and a 12 month high of $796.25. The firm has a market cap of $1.66 trillion, a PE ratio of 27.90, a P/E/G ratio of 1.10 and a beta of 1.28. The firm has a 50 day simple moving average of $656.67 and a 200 day simple moving average of $690.12. The company has a debt-to-equity ratio of 0.27, a current ratio of 2.60 and a quick ratio of 2.60.
Meta Platforms (NASDAQ:META – Get Free Report) last posted its quarterly earnings results on Wednesday, January 28th. The social networking company reported $8.88 earnings per share (EPS) for the quarter, topping the consensus estimate of $8.16 by $0.72. The firm had revenue of $59.89 billion for the quarter, compared to analyst estimates of $58.33 billion. Meta Platforms had a net margin of 30.08% and a return on equity of 38.61%. The firm’s quarterly revenue was up 23.8% compared to the same quarter last year. During the same quarter in the previous year, the business posted $8.02 earnings per share. Equities research analysts forecast that Meta Platforms, Inc. will post 26.7 earnings per share for the current fiscal year.
Meta Platforms Announces Dividend
Institutional Trading of Meta Platforms
A number of institutional investors have recently added to or reduced their stakes in META. Westchester Capital Management Inc. bought a new position in Meta Platforms during the third quarter valued at about $26,000. RHL Group LLC acquired a new position in shares of Meta Platforms during the 4th quarter valued at about $28,000. Strategic Wealth Advisors LLC bought a new position in shares of Meta Platforms in the 4th quarter valued at approximately $29,000. Niles Investment Management LLC acquired a new stake in Meta Platforms in the 4th quarter worth approximately $29,000. Finally, Bare Financial Services Inc bought a new stake in Meta Platforms during the second quarter worth approximately $30,000. 79.91% of the stock is currently owned by institutional investors and hedge funds.
Key Meta Platforms News
Here are the key news stories impacting Meta Platforms this week:
- Positive Sentiment: Secured multiyear GPU/CPU and codesign deal with NVIDIA that locks supply and a roadmap (Rubin/Vera, confidential computing) — this makes Meta’s AI rollout and large‑scale personalization (e.g., WhatsApp agents) more credible and is a primary driver of investor buying. Read More.
- Positive Sentiment: Latest results and marketing metrics show AI is improving ad efficiency — Q4 revenue and EPS beat and stronger ad metrics support the thesis that AI can monetize engagement and help justify infrastructure spend. Read More.
- Positive Sentiment: Large institutional/activist positioning (including Bill Ackman / Pershing Square and other funds adding stakes) is providing conviction behind the rally and reduces short‑term supply risk. Read More.
- Neutral Sentiment: Horizon Worlds is being repositioned to mobile and explicitly decoupled from Quest VR — this reduces near‑term execution risk for Reality Labs but also signals less near‑term upside if VR hardware adoption stalls. Read More.
- Neutral Sentiment: Product/ecosystem updates (revived smartwatch plans; third‑party “Made for Meta” integrations like Virtuix) expand the device roadmap but are unlikely to move core ad revenue near term. Read More.
- Negative Sentiment: Very large 2026 CapEx guidance (~$115–$135B) raises real margin and ROIC risk — if AI monetization lags, the spending could compress returns and leave Meta exposed to depreciating infrastructure. Read More.
- Negative Sentiment: Notable insider selling (COO, CFO and at least one director disclosed multi‑trade sales) can add short‑term supply and raises questions about timing of personal liquidity events. Read More.
- Negative Sentiment: Ongoing legal and child‑safety scrutiny (Zuckerberg testimony, PTA distancing, and public reporting on content/encryption tradeoffs) is an overhang that could affect user engagement, regulatory costs or ad targeting over time. Read More.
Wall Street Analysts Forecast Growth
A number of equities analysts recently weighed in on the company. Cantor Fitzgerald reissued an “overweight” rating and issued a $860.00 price target (up previously from $750.00) on shares of Meta Platforms in a research note on Thursday, January 29th. Erste Group Bank downgraded shares of Meta Platforms from a “buy” rating to a “hold” rating in a research report on Monday, November 10th. Zacks Research lowered shares of Meta Platforms from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. KeyCorp decreased their price objective on shares of Meta Platforms from $875.00 to $835.00 and set an “overweight” rating for the company in a research note on Monday, January 26th. Finally, Deutsche Bank Aktiengesellschaft lifted their price objective on shares of Meta Platforms from $880.00 to $920.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat, Meta Platforms presently has a consensus rating of “Moderate Buy” and a consensus target price of $844.29.
Read Our Latest Stock Report on Meta Platforms
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.
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