Billionaire Investor Increases Stake in Meta as Hedge Fund Reconsiders Previous Withdrawal
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 02 2025
0mins
Should l Buy META?
Source: Benzinga
Dan Loeb's Investment in Meta: Activist investor Dan Loeb's Third Point LLC increased its stake in Meta Platforms by 47% in Q3 2025, raising its holdings from 150,000 to 220,000 shares after previously divesting completely in Q1 2025.
Meta's Financial Performance: Meta reported Q3 earnings with diluted EPS of $1.05 and revenue of $51.24 billion, surpassing estimates, while projecting Q4 revenue between $56 billion and $59 billion.
Strategic Investments and AI Focus: Meta plans to invest over $600 billion in the U.S. by 2028 for AI technology and data centers, alongside a $1 billion investment in a Wisconsin data center, and is testing generative AI features on Facebook.
Analyst Reactions and Stock Performance: Following Meta's earnings report, analysts adjusted price targets, with mixed sentiments on the stock's performance, as Meta has underperformed compared to competitors like Alphabet and Baidu this year.
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Analyst Views on META
Wall Street analysts forecast META stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for META is 824.71 USD with a low forecast of 655.15 USD and a high forecast of 1117 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
44 Analyst Rating
37 Buy
6 Hold
1 Sell
Strong Buy
Current: 670.210
Low
655.15
Averages
824.71
High
1117
Current: 670.210
Low
655.15
Averages
824.71
High
1117
About META
Meta Platforms, Inc. is building human connections, powered by artificial intelligence and immersive technologies. The Company's products enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality (VR) and mixed reality (MR) headsets, augmented reality (AR), and wearables. It also helps people discover and learn about what is going on in the world around them, enabling people to share their experiences, ideas, photos, videos, and other content with audiences ranging from their closest family members and friends to the public at large. The Company's segments include Family of Apps (FoA) and Reality Labs (RL). FoA segment includes Facebook, Instagram, Messenger, WhatsApp and Threads. RL segment includes its virtual, augmented, and mixed reality related consumer hardware, software and content. Its product offerings in VR include its Meta Quest devices, as well as software and content available through the Meta Horizon Store.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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