Night Owl Capital’s John Kim boosts Meta Platforms stake

Night Owl Capital Management LLC, managed by John Kim, recently executed a significant transaction involving Meta Platforms, Inc. ((META)). The hedge fund increased its position by 15,906 shares.

Recent Updates on Meta Platforms, Inc. stock

Meta Platforms’ shares have climbed sharply in recent weeks, with gains of about 12% over the past week and nearly 12% over the month, as investors respond to a robust Q4 beat and strong Q1 revenue guidance. Wall Street remains firmly bullish, seeing Meta’s heavy AI‑driven ad and engagement investments as fueling mid‑20% revenue growth and leaving significant upside to average targets around $830–$880 versus the recent ~$670–$740 range.

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