Intermede Investment Partners boosts Meta Platforms stake by 8,909

Intermede Investment Partners Ltd, managed by Barry Dargan, recently executed a significant transaction involving Meta Platforms, Inc. ((META)). The hedge fund increased its position by 8,909 shares.

Recent Updates on Meta Platforms, Inc. stock

Meta Platforms (META) shares have been volatile but trend modestly higher over the past year, while analysts maintain a StrongBuy view and see substantial upside, with average 12‑month targets generally in the low‑ to mid‑$800s versus recent prices in the mid‑$600s to high‑$700s. Recent quarters showed 20%+ revenue growth, strong EPS beats, and accelerating ad performance driven by AI, even as 2026 capex and expenses are set to rise sharply for data centers and power.

Top analysts highlight Meta’s heavy AI investments—improving ad targeting, Reels engagement, and new monetization tools—as the main reason they’re raising long‑term revenue and EPS estimates despite higher spending. A key recent development is Meta’s long‑term nuclear energy deals with Vistra, TerraPower, and Oklo to secure up to 6.6 GW of power by 2035, which is seen as strategically vital to supporting future AI infrastructure without causing major near‑term cost shocks.

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: 2.60%

Average Trading Volume: 17,338,202

Current Market Cap: $1673.6B