Rosenblatt Securities Lowers Meta Platforms (NASDAQ:META) Price Target to $1,015.00

Meta Platforms (NASDAQ:META) had its price objective cut by investment analysts at Rosenblatt Securities from $1,144.00 to $1,015.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The firm presently has a “buy” rating on the social networking company’s stock. Rosenblatt Securities’ price target would suggest a potential upside of 65.74% from the stock’s previous close.

Other equities research analysts also recently issued reports about the stock. Citigroup reiterated an “outperform” rating on shares of Meta Platforms in a research report on Thursday, January 29th. TD Cowen reiterated a “buy” rating on shares of Meta Platforms in a research report on Tuesday, January 13th. Guggenheim lifted their price target on shares of Meta Platforms from $800.00 to $850.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. Weiss Ratings reissued a “buy (b)” rating on shares of Meta Platforms in a research note on Friday, March 27th. Finally, Monness Crespi & Hardt lifted their price objective on shares of Meta Platforms from $808.00 to $890.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Four research analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat.com, Meta Platforms presently has a consensus rating of “Moderate Buy” and an average target price of $840.76.

Meta Platforms Stock Up 6.5%

NASDAQ META opened at $612.42 on Thursday. The company has a current ratio of 2.60, a quick ratio of 2.60 and a debt-to-equity ratio of 0.27. Meta Platforms has a 1-year low of $479.80 and a 1-year high of $796.25. The company has a 50 day moving average of $632.71 and a 200-day moving average of $655.87. The company has a market cap of $1.55 trillion, a price-to-earnings ratio of 26.06, a PEG ratio of 0.89 and a beta of 1.31.

Meta Platforms (NASDAQ:META) last released its quarterly earnings results on Wednesday, January 28th. The social networking company reported $8.88 earnings per share for the quarter, beating analysts’ consensus estimates of $8.16 by $0.72. Meta Platforms had a net margin of 30.08% and a return on equity of 38.61%. The company had revenue of $59.89 billion during the quarter, compared to the consensus estimate of $58.33 billion. During the same period in the previous year, the business earned $8.02 earnings per share. The firm’s quarterly revenue was up 23.8% on a year-over-year basis. On average, equities research analysts expect that Meta Platforms will post 26.7 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Meta Platforms news, COO Javier Olivan sold 926 shares of the business’s stock in a transaction on Monday, March 23rd. The shares were sold at an average price of $605.38, for a total transaction of $560,581.88. Following the sale, the chief operating officer owned 13,335 shares of the company’s stock, valued at approximately $8,072,742.30. The trade was a 6.49% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CFO Susan J. Li sold 56,571 shares of the business’s stock in a transaction on Friday, February 27th. The stock was sold at an average price of $644.70, for a total transaction of $36,471,323.70. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 160,931 shares of company stock valued at $102,997,526. 13.61% of the stock is currently owned by insiders.

Institutional Trading of Meta Platforms

Several institutional investors have recently modified their holdings of META. Goldstone Financial Group LLC boosted its stake in Meta Platforms by 44.4% during the third quarter. Goldstone Financial Group LLC now owns 3,752 shares of the social networking company’s stock worth $2,756,000 after acquiring an additional 1,153 shares in the last quarter. Ashton Thomas Private Wealth LLC boosted its stake in Meta Platforms by 34.2% during the third quarter. Ashton Thomas Private Wealth LLC now owns 52,252 shares of the social networking company’s stock worth $38,373,000 after acquiring an additional 13,311 shares in the last quarter. Becker Capital Management Inc. boosted its stake in Meta Platforms by 5.0% during the third quarter. Becker Capital Management Inc. now owns 35,052 shares of the social networking company’s stock worth $25,741,000 after acquiring an additional 1,657 shares in the last quarter. Diversified Trust Co. boosted its stake in Meta Platforms by 4.1% during the fourth quarter. Diversified Trust Co. now owns 84,059 shares of the social networking company’s stock worth $55,487,000 after acquiring an additional 3,336 shares in the last quarter. Finally, Cramer Rosenthal Mcglynn LLC boosted its stake in Meta Platforms by 16.2% during the third quarter. Cramer Rosenthal Mcglynn LLC now owns 6,933 shares of the social networking company’s stock worth $5,091,000 after acquiring an additional 968 shares in the last quarter. 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: Muse Spark launch: Meta rolled out Muse Spark, a natively multimodal LLM designed for reasoning, tool use and multi-agent orchestration — positioning the company to better compete with Google/OpenAI and to integrate new AI features across apps and devices. Meta debuts the Muse Spark model
• Positive Sentiment: Market reaction: Coverage shows shares jumped after the announcement (reports cite intraday gains as investors priced in improved AI prospects and product roadmaps). This buying reflects expectations that stronger AI products will boost ad engagement and monetization. Meta (META) Stock Trades Up
• Positive Sentiment: Competitive win as rivals stumble: OpenAI shut down its Sora short-form video app, removing a direct AI-only competitor to Meta’s Reels and underscoring Meta’s advantage of integrating AI into an existing, ad-monetized feed. OpenAI Shutters Sora
• Neutral Sentiment: Broader market tailwinds: A general tech rally (including easing geopolitical tensions) amplified gains in Magnificent Seven names, helping lift META alongside positive sector flows. Tech rally after ceasefire
• Neutral Sentiment: Fundamentals still supportive: Reports highlight strong ad revenue growth and strategic deals (e.g., partnerships that expand payments/commerce), which underpin longer-term monetization hopes even as the company invests heavily in AI. Ad growth & PayPal partnership
• Negative Sentiment: Analyst trimming: Erste Group slightly lowered its FY2027 EPS estimate for Meta (from $34.33 to $34.28) and keeps a Hold — a modest downgrade that signals some analyst caution despite the AI news. (Erste Group report)
• Negative Sentiment: Execution and capability caveats: Coverage notes Muse Spark improves on prior Meta models but still lags rivals on some benchmarks (notably coding performance), so investors should temper expectations until third‑party evaluations and product integrations prove durable. NYT on Muse Spark performance
• Negative Sentiment: Cost, legal and AI-spend concerns persist: Earlier reports about heavy AI spending, potential legal risks and prior product missteps keep downside risks on the table if monetization or efficiency gains don’t follow. MarketBeat on risks

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.