Meta Platforms (NASDAQ:META – Free Report) had its price objective hoisted by Tigress Financial from $935.00 to $945.00 in a report published on Wednesday,Benzinga reports. They currently have a strong-buy rating on the social networking company’s stock.
Several other research firms have also weighed in on META. Erste Group Bank raised Meta Platforms from a “hold” rating to a “buy” rating in a research report on Thursday, March 5th. Robert W. Baird lifted their target price on Meta Platforms from $815.00 to $830.00 and gave the company an “outperform” rating in a research note on Thursday, January 29th. Evercore upped their target price on Meta Platforms from $875.00 to $900.00 and gave the company an “outperform” rating in a report on Thursday, January 29th. BNP Paribas Exane started coverage on shares of Meta Platforms in a research report on Monday, November 24th. They issued an “outperform” rating and a $800.00 price target for the company. Finally, KeyCorp decreased their price target on shares of Meta Platforms from $875.00 to $835.00 and set an “overweight” rating for the company in a report on Monday, January 26th. Four analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat, Meta Platforms presently has an average rating of “Moderate Buy” and a consensus target price of $846.63.
Get Our Latest Stock Analysis on Meta Platforms
Meta Platforms Trading Down 1.1%
Meta Platforms (NASDAQ:META – Get Free Report) last released its earnings results on Wednesday, January 28th. The social networking company reported $8.88 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $8.16 by $0.72. The company had revenue of $59.89 billion during the quarter, compared to analyst estimates of $58.33 billion. Meta Platforms had a return on equity of 38.61% and a net margin of 30.08%.The company’s revenue for the quarter was up 23.8% on a year-over-year basis. During the same quarter in the prior year, the company earned $8.02 earnings per share. Research analysts forecast that Meta Platforms will post 26.7 EPS for the current year.
Meta Platforms Announces Dividend
The company also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Monday, March 16th will be issued a dividend of $0.525 per share. This represents a $2.10 annualized dividend and a dividend yield of 0.3%. The ex-dividend date is Monday, March 16th. Meta Platforms’s payout ratio is currently 8.94%.
Insider Activity at Meta Platforms
In related news, CFO Susan J. Li sold 56,571 shares of the stock in a transaction that occurred on Friday, February 27th. The stock was sold at an average price of $644.70, for a total value of $36,471,323.70. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, Director Robert M. Kimmitt sold 580 shares of the firm’s stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $632.02, for a total transaction of $366,571.60. Following the transaction, the director directly owned 4,427 shares in the company, valued at approximately $2,797,952.54. The trade was a 11.58% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 161,965 shares of company stock valued at $103,758,552. 13.61% of the stock is owned by corporate insiders.
Institutional Investors Weigh In On Meta Platforms
Institutional investors and hedge funds have recently modified their holdings of the business. Westchester Capital Management Inc. acquired a new stake in shares of Meta Platforms in the third quarter worth about $26,000. Bare Financial Services Inc acquired a new position in shares of Meta Platforms during the 2nd quarter valued at about $30,000. 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. Finally, Knuff & Co LLC bought a new position in shares of Meta Platforms in the 2nd quarter valued at approximately $44,000. Institutional investors and hedge funds 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: MTIA chip roadmap & Broadcom partnership reaffirmed — Meta publicly detailed four MTIA inference chips and explicitly cited Broadcom as a partner, underlining a clearer path to scale AI inference (supports revenue/engagement from better personalization and GenAI features). Meta MTIA blog
- Positive Sentiment: Large AI infrastructure commitment — Meta’s massive capacity commitments (e.g., the reported $27B deal with Nebius) show the company is locking long-term AI compute capacity, supporting its AI roadmap even if it raises near-term capex. Nebius $27B deal
- Positive Sentiment: Monetization push for creators — Meta launched “Creator Fast Track” (guaranteed monthly payments) and highlighted nearly $3B paid to creators in 2025, which could boost content supply and ad revenue long term. Creator program
- Neutral Sentiment: Retail flagship on Fifth Avenue — Meta converted a Manhattan pop-up into a 10‑year flagship lease to showcase AI glasses and XR hardware; strategically visible but small relative to core business. Fifth Avenue lease
- Neutral Sentiment: Product pivots in VR — Meta set a June 15 deadline to separate Quest and Horizon Worlds (shutting down VR Horizon Worlds), a strategic pivot that reduces some metaverse exposure but may lower ongoing VR costs. Horizon Worlds shutdown
- Negative Sentiment: Rogue AI agent exposed sensitive data — A reported internal AI agent misconfiguration allowed access to company and user data by unauthorized employees, raising operational, security and potential regulatory risk. This kind of incident can trigger investigations and reputational damage. Rogue AI agent
- Negative Sentiment: Regulatory/compliance headlines — A Reuters review found Meta repeatedly failed to block illegal high‑risk financial ads in Britain despite commitments, increasing regulatory scrutiny and potential enforcement risk. Illegal ads in Britain
- Negative Sentiment: Insider selling — Multiple filings show large sales by COO Javier Olivan and a director, which investors often view as a negative signal even when sales have benign explanations. Olivan SEC filing
- Negative Sentiment: Product/timing risk and possible job cuts — Reports of a delayed Avocado AI rollout and rumors of major layoffs raise near-term execution and cost concerns that can pressure sentiment and earnings visibility. Avocado delay
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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