Duquesne Family Office Cuts Meta Platforms Stake Sharply

Duquesne Family Office LLC, managed by Stanley Druckenmiller, recently executed a significant transaction involving Meta Platforms, Inc. ((META)). The hedge fund reduced its position by 76,100 shares.

Recent Updates on Meta Platforms, Inc. stock

Meta Platforms (META) shares have climbed sharply in recent days, including a 12.1% gain over the past week and around 12% over the last month, as investors respond to “unquestionably strong” Q4 results and upbeat Q1 guidance. Analysts maintain StrongBuy ratings with average 12‑month targets in the low‑ to mid‑$800s, implying sizable upside from the $670–$740 range despite higher 2026 capex tied to AI investments.

Recent earnings showed revenue of $59.9 billion, up about 23% year‑on‑year, and GAAP EPS of $8.88, both ahead of expectations, with ad revenue growing in the mid‑20% range as AI‑driven tools improve engagement and conversion. While Meta’s 2026 expense and capex outlook is elevated and Reality Labs remains a drag, Wall Street broadly views the company’s aggressive AI spending as increasingly self‑funded and the key driver of faster growth in revenue, profits, and long‑term EPS potential.

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: -3.15%

Average Trading Volume: 16,681,428

Current Market Cap: $1617.1B