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Causeway Capital Management LLC, managed by Sarah Ketterer, recently executed a significant transaction involving Meta Platforms, Inc. ((META)). The hedge fund increased its position by 23,468 shares.
Recent Updates on Meta Platforms, Inc. stock
Meta Platforms’ stock has surged recently, up about 12% over the past week and roughly 12% over the last month, as strong Q4 results and upbeat Q1 guidance boosted sentiment despite elevated 2026 capex and opex plans. Analysts remain firmly bullish with StrongBuy consensus and targets around $830–$910, seeing Meta’s aggressive AI investments driving accelerating ad revenue growth, improved engagement in Reels and video, and solid profit expansion ahead.
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: -1.56%
Average Trading Volume: 16,964,610
Current Market Cap: $1643.7B