Theleme Partners Boosts Meta Stake, Adds 68,400 Shares

Theleme Partners Llp, managed by Patrick Degorce, recently executed a significant transaction involving Meta Platforms, Inc. ((META)). The hedge fund increased its position by 68,400 shares.

Recent Updates on Meta Platforms, Inc. stock

Meta Platforms has seen a sharp rebound, with shares recently up as much as 12.1% in a week and over 11% in a month, as strong Q4 results and a bullish Q1 outlook highlight accelerating ad revenue and AI‑driven engagement gains. Despite higher 2026 capex and expenses, analysts maintain StrongBuy ratings with targets largely in the $850–$910 range, seeing Meta’s heavy AI investments as the key driver of faster growth and meaningful upside from current levels.

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