Rosenblatt Securities Reaffirms “Buy” Rating for Meta Platforms (NASDAQ:META)

Meta Platforms (NASDAQ:META)‘s stock had its “buy” rating reiterated by equities research analysts at Rosenblatt Securities in a report issued on Thursday,Benzinga reports. They presently have a $1,015.00 target price on the social networking company’s stock. Rosenblatt Securities’ price target would indicate a potential upside of 66.74% from the stock’s current price.

A number of other equities analysts have also commented on the stock. Wells Fargo & Company dropped their price target on shares of Meta Platforms from $856.00 to $765.00 and set an “overweight” rating on the stock in a research report on Thursday, April 2nd. Raymond James Financial dropped their price target on shares of Meta Platforms from $825.00 to $800.00 and set a “strong-buy” rating on the stock in a research report on Monday, January 26th. Pivotal Research dropped their price target on shares of Meta Platforms from $930.00 to $910.00 and set a “buy” rating on the stock in a research report on Thursday, January 29th. Scotiabank lifted their price target on shares of Meta Platforms from $685.00 to $700.00 and gave the company a “sector perform” rating in a research report on Thursday, January 29th. Finally, Jefferies Financial Group lifted their price target on shares of Meta Platforms from $910.00 to $1,000.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and nine have given a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $840.67.

Meta Platforms Price Performance

Shares of META opened at $608.74 on Thursday. The firm has a market cap of $1.54 trillion, a PE ratio of 22.13, a PEG ratio of 0.99 and a beta of 1.31. The firm’s 50 day moving average price is $629.62 and its 200 day moving average price is $648.40. The company has a debt-to-equity ratio of 0.24, a quick ratio of 2.60 and a current ratio of 2.35. Meta Platforms has a twelve month low of $520.26 and a twelve month high of $796.25.

Meta Platforms (NASDAQ:META) last released its quarterly earnings results on Wednesday, April 29th. The social networking company reported $10.44 EPS for the quarter, beating analysts’ consensus estimates of $6.67 by $3.77. Meta Platforms had a net margin of 32.84% and a return on equity of 36.93%. The company had revenue of $56.31 billion for the quarter, compared to analyst estimates of $55.56 billion. During the same quarter last year, the firm posted $6.43 earnings per share. The company’s quarterly revenue was up 33.1% compared to the same quarter last year. As a group, research analysts expect that Meta Platforms will post 29.81 EPS for the current fiscal year.

Insider Buying and Selling at Meta Platforms

In other Meta Platforms news, Director Robert M. Kimmitt sold 580 shares of the business’s stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $667.00, for a total value of $386,860.00. Following the sale, the director owned 3,847 shares of the company’s stock, valued at $2,565,949. The trade was a 13.10% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Javier Olivan sold 629 shares of the business’s stock in a transaction on Monday, April 27th. The shares were sold at an average price of $670.84, for a total transaction of $421,958.36. Following the completion of the sale, the chief operating officer directly owned 2,372 shares in the company, valued at $1,591,232.48. This trade represents a 20.96% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 167,155 shares of company stock worth $107,067,129 in the last three months. Insiders own 13.61% of the company’s stock.

Institutional Investors Weigh In On Meta Platforms

Institutional investors and hedge funds have recently bought and sold shares of the business. Westchester Capital Management Inc. bought a new stake in Meta Platforms in the 3rd quarter valued at $26,000. RHL Group LLC acquired a new stake in shares of Meta Platforms in the 4th quarter valued at $28,000. Strategic Wealth Advisors LLC acquired a new stake in shares of Meta Platforms in the 4th quarter valued at $29,000. Safe Harbor Fiduciary LLC acquired a new stake in shares of Meta Platforms in the 4th quarter valued at $42,000. Finally, Bayban boosted its stake in shares of Meta Platforms by 100.0% in the 1st quarter. Bayban now owns 70 shares of the social networking company’s stock valued at $40,000 after purchasing an additional 35 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: Q1 beat & AI ad momentum — Meta reported robust Q1 revenue and EPS, and management highlighted AI-driven ad tools and full‑stack model+chip co‑design that are expanding ad automation and advertiser reach. Meta Does Things Their Own Way
• Positive Sentiment: Robotics/AI talent add — Meta acquired humanoid‑robot startup Assured Robot Intelligence to accelerate robotics model optimization, signaling product diversification in AI/robotics. WSJ: Meta Acquires Assured Robot Intelligence
• Positive Sentiment: Energy and creator initiatives — Meta is signing energy partnerships (space solar/long‑duration storage) to secure power for compute-heavy AI centers and piloting stablecoin creator payouts — moves that support long‑term AI scale and monetization. AI drives growth (context)
• Neutral Sentiment: Analyst reactions mixed — Some firms (e.g., Stifel) trimmed price targets but retained “buy”; others raised targets on longer‑term AI upside. These tweaks sustain divergent Wall Street views on valuation vs. heavy CapEx. Benzinga: Analyst Moves
• Neutral Sentiment: Insider sales disclosed — COO Javier Oliván sold shares under a Rule 10b5‑1 plan; routine but notable given market noise. SEC Filing
• Negative Sentiment: Large CapEx raise spooks investors — Meta lifted 2026 capital expenditure guidance materially (now targeting major AI data‑center buildout), prompting concerns about near‑term free‑cash‑flow and returns; that is the primary reason the stock has been sold. Reuters: CapEx & market reaction
• Negative Sentiment: Regulatory/legal pressure — Threats to pull apps from New Mexico over child‑safety rules and US senators’ scrutiny over ad removals amplify litigation/compliance risk and potential costs. Reuters: Lawmaker Scrutiny
• Negative Sentiment: Reality Labs losses & deal setbacks — Continued multi‑billion losses in Reality Labs and a blocked Manus acquisition in China highlight near‑term cash drag and execution risks on speculative bets. CNBC: Reality Labs Loss

About Meta Platforms

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.