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Investing

META logo Meta : META

Price Target $807 ↑36.7%
›
Earnings Miss -14.4%
›

META

Stock Data

$589.85

Change down

$5.12 (0.86%)

Asset Type

Common Stock

Exchange

NASDAQ

Currency

USD

Country

USA

Sector

COMMUNICATION SERVICES

Industry

INTERNET CONTENT & INFORMATION

Meta Platforms Inc, formerly known as Facebook, is a global tech giant that connects people through various digital platforms and devices. It offers popular social media and communication apps like Facebook, Instagram, Messenger, and WhatsApp, allowing users to share, discover, and communicate worldwide. Meta also explores the future of connectivity through its Reality Labs division, focusing on augmented and virtual reality technologies to create immersive experiences. Founded in 2004 and based in Menlo Park, California, Meta continues to redefine how we connect and interact in the digital age.

Latest Activity

Portfolio concentrationGavin BakerAtreides Management
49.6%in the top 5 names · 46 long positions disclosed
  • SPACE EXPLORATION TECHN CORP
    32.6%
  • MUMICRON TECHNOLOGY INC
    5.7%
  • CEREBRAS SYSTEMS INC
    4.8%
  • ALABASTERA LABS INC
    4.1%
  • CIENCIENA CORP
    2.4%

As of Jun 30, 2026 · disclosed Aug 14, 2026 · ~45 days stale — long positions only.

Gavin Baker's Atreides Management had nearly half its disclosed long book in five names as of June 30, with a third of it in one private company, SpaceX. The rest is a straight AI infrastructure bet: Micron memory, Cerebras chips, Astera Labs connectivity and Ciena optics.

Read more
Portfolio concentrationBrad GerstnerAltimeter Capital Management
56.3%in the top 5 names · 20 long positions disclosed
  • NVDANVIDIA CORPORATION
    19.2%
  • CEREBRAS SYSTEMS INC
    16.2%
  • METAMETA PLATFORMS INC
    7.8%
  • TSMTAIWAN SEMICONDUCTOR MFG LTD
    6.9%
  • CRWVCOREWEAVE INC
    6.2%

As of Jun 30, 2026 · disclosed Aug 14, 2026 · ~45 days stale — long positions only.

Brad Gerstner's Altimeter had 56% of its 20-stock book in five names as of June 30, with NVIDIA and Cerebras alone making up more than a third. That is an undiluted AI hardware bet, spanning chips, foundry, and cloud compute, disclosed roughly 45 days after the fact.

Read more
Biggest movers · At the close
Gainers
  • CIFRCipher Mining$22.72+28.4%
  • IRENIren$37.29+27.2%
  • SNDKSanDisk$1,266.65+24.7%
  • ALABAstera Labs$297.27+19.0%
  • MARAMarathon Digital$11.9+18.4%
Losers
  • METAMeta$535.18-8.6%
  • ASANAsana$7.83-8.1%
  • DOCUDocuSign$53.98-7.2%
  • IOTSamsara$36.12-6.8%

Bitcoin miners Cipher Mining and Iren each jumped more than 27% while Meta tanked 8.6% and enterprise software stocks sold off sharply.

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METAMeta Platforms, Inc.
Q2 2026
EPS
$6.18
est $7.22-14.4%
Revenue
$60.80B
est $60.29B+0.9%

Meta's AI infrastructure blitz obliterated operating margins: a 55% cost surge, $2.4 billion in legal charges, and $1.18 billion in severance crushed earnings even as ad revenue grew 27% and daily users hit 3.6 billion. EPS missed by 14% at $6.18, snapping six straight beats.

Quarterly EPS — reported vs estimate
Read more
House trade disclosureDan Crenshaw
  • GOOGAlphabet Inc. - Class C Capital Stock (GOOG)Sell$1K – $15K
  • AMZNAmazon.com, Inc. - Common Stock (AMZN)Sell$1K – $15K
  • AAPLApple Inc. - Common Stock (AAPL)Sell$1K – $15K
  • FASSell$1K – $15K
  • META- Class A Common Stock (META)Buy$1K – $15K
  • META- Class A Common Stock (META)Sell$1K – $15K
  • META- Class A Common Stock (META)Sell$1K – $15K
  • USOUUnited States 3x Oil Fund (USOU)Buy$1K – $15K
Disclosed 79 days after the earliest trade

Rep. Dan Crenshaw dumped Google, Amazon, and Apple in June while picking up oil futures and Meta stock in back-to-back trades, a pattern that suggests congressional betting on energy upside over mega-cap tech headwinds.

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Biggest movers · At the close
Gainers
  • METAMeta$670.18+6.1%
  • CAVACava$72.11+5.7%
  • NVDANVIDIA$210.64+3.9%
  • FFord$14.03+3.0%
  • BROSDutch Bros$67.57+2.9%
Losers
  • OPENOpendoor Technologies$4.76-10.1%
  • DOCNDigitalOcean$130.97-7.0%
  • TEMTempus AI$57.78-6.0%
  • APPSDigital Turbine$10.55-5.9%
  • RBRKRubrik$83.91-5.5%

Meta jumps 6.13% to lead big tech higher, while Opendoor Technologies plummets over 10% as real estate tech unravels.

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Jim Cramer@jimcramer

Cramer sees tech mega-cap IPOs and secondary offerings as the real market headwind, not valuations.

Remember, supply can kill the bull, but a lack of supply resuscitates it. If we have no more new supply, like a huge Oracle or Meta deal--then we can break out again...hence why an NVDA can finally move..
  • Replies27
  • Reposts4
  • Likes63
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Jim Cramer@jimcramer

Cramer ranks semiconductor plays as the bigger wealth creator but maintains conviction that Meta still delivers meaningful returns.

Meta isn't as rewarding as a Micron but it is still real money nonetheless
  • Replies36
  • Reposts8
  • Likes84
Read more
Jim Cramer@jimcramer

Cramer makes the bull case for Big Tech's AI bets: the strategic flexibility these giants own justifies heavy debt loads if their AI investments pay off.

Proud we told club members the change in META model was worth 100 points. It is why it is so hard to leave a Microsoft or an Amazon of a Google. The optionality is insane for these companies even as they take on too much debt. If AI works for them the debt gets paid back very
  • Replies38
  • Reposts2
  • Likes71
Read more
METAMETA
After-hours
$631.48
+7.95%open $584.98

Meta's AI infrastructure bet is paying off as Wall Street grows more confident in the company's digital advertising recovery and trillion-dollar compute expansion.

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