Meta Platforms: A Strong Performer with Growing Earnings and Insider Alignment

Meta Platforms (NASDAQ:META) has grown EPS by 25% per year, compound, in the last three years and has improved EBIT margins by 3.7 percentage points to 42%. The company has revenues and profits, which is a significant draw for investors. Insiders have invested heavily in the company, holding a 14% stake worth US$243b, giving them significant influence and reason to keep the company on their watchlist.

Meta Platforms (NASDAQ:META) has shown remarkable financial growth over the past three years, with EPS increasing by 25% compounded annually and EBIT margins improving by 3.7 percentage points to 42%. This robust financial performance has drawn significant investor attention, as evidenced by insiders holding a 14% stake worth approximately US$243 billion. The company is expected to release its earnings on July 30, 2025, with analysts projecting EPS of $5.76, up 11.63% from the prior-year quarter, and revenue of $44.58 billion, up 14.1% year-over-year [1].

Analysts have been increasingly bullish on Meta Platforms. Scotiabank recently raised its price target to $675.00, citing expected revenue growth of approximately 13% in the second quarter and WhatsApp monetization beginning in the second half of the year. Morgan Stanley and Citizens JMP have also raised their price targets to $750, attributing this to advancements in GPU-enabled machine learning and AI enhancements in the advertising business [2].

Institutional investors have shown significant interest in Meta Platforms. Equity Investment Corp bought a new position worth approximately $331,000 in the first quarter, and several hedge funds, including Vanguard Group Inc., Geode Capital Management LLC, Price T Rowe Associates Inc., Capital World Investors, and Norges Bank, have increased their stakes in the company [3]. Additionally, insiders have continued to invest in the company, with CEO Mark Zuckerberg and Director Robert M. Kimmitt selling shares but still holding significant positions [4].

Looking forward, Meta Platforms is expected to report earnings of $25.41 per share and revenue of $186.62 billion for the full year, marking changes of +6.5% and +13.45%, respectively, from last year. The company is also navigating regulatory landscapes, with recent appointments and decisions reflecting its strategic focus on AI and leadership in the tech sector [2].

References:
[1] https://finance.yahoo.com/news/meta-platforms-meta-dips-more-214502420.html
[2] https://ca.investing.com/news/analyst-ratings/meta-platforms-stock-price-target-raised-to-675-by-scotiabank-93CH-4111927
[3] https://www.nasdaq.com/market-activity/stocks/meta/insider-activity
[4] https://www.marketbeat.com/instant-alerts/filing-equity-investment-corp-invests-331000-in-meta-platforms-inc-nasdaqmeta-2025-07-21/