Antipodes Partners Ltd boosts Meta Platforms stake significantly

Antipodes Partners Ltd, managed by Jacob Mitchell, recently executed a significant transaction involving Meta Platforms, Inc. ((META)). The hedge fund increased its position by 179,243 shares.

Recent Updates on Meta Platforms, Inc. stock

Over the past month, Meta Platforms’ stock has been volatile but generally trending higher, with reported moves ranging from a slight monthly decline of about 1% in earlier periods to gains of roughly 12% more recently, and 12‑month performance in the mid‑single‑digit positive range. Despite near‑term swings, Wall Street remains strongly bullish, assigning a consistent StrongBuy rating and average 12‑month price targets in the $825–$862 range, substantially above recent trading levels around $640–$740. The latest quarter is widely seen as a key positive catalyst: Meta delivered about $59.9 billion in Q4 revenue (up roughly 23% year over year) and GAAP EPS of $8.88, both ahead of expectations, and issued first‑quarter guidance that signals an acceleration in growth, driven by stronger ad revenue, higher engagement in products like Reels, and improving ad tools powered by AI. Analysts acknowledge Meta’s sharply higher 2026 capex and operating expense outlook—especially for AI infrastructure and Reality Labs—but generally argue that faster revenue growth and rising returns from AI and new monetization efforts (e.g., Business AI, WhatsApp paid messaging, Agentic Shopping) help de‑risk the spend. A major recent strategic development has been Meta’s long‑term partnerships with nuclear energy providers Vistra, TerraPower, and Oklo, which aim to secure up to 6.6 GW of power capacity by 2035 to support its AI data‑center expansion; top analysts view these deals as strengthening Meta’s ability to scale AI cost‑effectively over the next decade, reinforcing the thesis that its aggressive AI and infrastructure investments are a core driver of long‑term upside rather than a drag on the story.

Spark’s Take on META Stock

According to Spark, TipRanks’ AI Analyst, META is a Outperform.

The score is driven primarily by very strong profitability and cash generation, tempered by rising leverage and signs of moderating growth. Technicals remain supportive but look overbought, while valuation is somewhat expensive with a very low dividend yield. Earnings call takeaways were positive on ad and AI momentum, but the large planned 2026 expense/capex ramp and ongoing Reality Labs losses add execution risk.

To see Spark’s full report on META stock, click here.

More about Meta Platforms, Inc.

YTD Price Performance: 1.53%

Average Trading Volume: 17,603,694

Current Market Cap: $1692.7B