META · Meta Platforms
META — Attributed statements and research notes, reproduced as stated. Not investment advice.
What published research said about META in the last 14 days
Pieces from the paid research publishers Quant Data reads whose primary ticker was META, from the ingestion ledger as of 2026-10-23. Titles belong to the publishers. This is a record of who wrote about META, not an endorsement of what they wrote.
| Date | Publisher | Title | Directional statements |
|---|---|---|---|
| 2026-10-16 | Damnang | How AI Is Changing Advertising Market | 0 |
| 2026-10-13 | FundaAI | Research|META: Muse Wonder Returns Meta to the Frontier as Compute Tightens | 0 |
| 2026-10-12 | TMT Breakout | TMTB Podcast Intel: Zuckerberg and Wang on Meta’s (META) $100B Muse Wonder Bet, Wang on Building Muse, NVIDIA’s (NVDA) Boitano, Google’s (GOOGL) Woodward, Atlassian (TEAM) CEO, and More | 0 |
Each piece is tagged with one primary ticker; passing mentions of META inside pieces about something else are not counted.
Directional statements on META, on the record
Each row is a dated fact: a named source expressed a direction on META. Where a publisher relayed a broker's rating change, the originating voice is in the "via" column. None of these is a recommendation from Quant Data; they are recorded so they can later be checked against what the price did.
| Date | Publisher | Via | Stance | Statement |
|---|---|---|---|---|
| 2026-10-13 | James Bulltard | author's own account | Bullish | Suggests buying February $1080 calls, structuring them as a 1080/1180 bull call spread and selling 510 puts. |
| 2026-10-13 | TMT Breakout | Pivotal | Bullish | Raised price target to $930 from $790, maintaining Buy rating. |
| 2026-10-08 | James Bulltard | author's own account | Exited | Closed out December 650 short puts (50x) for 18.91 to free up margin. |
| 2026-10-08 | TMT Breakout | Jefferies | Bullish | Maintained a Buy rating on Meta (META) with a price target of $875. |
| 2026-10-06 | TMT Breakout | Wells Fargo | Bullish | Reiterated Overweight and raised price target to $1,000 despite cutting fiscal 2027 EPS estimates. |
| 2026-10-01 | TMT Breakout | Morgan Stanley | Bullish | Top Pick, Overweight, price target $775. |
| 2026-09-08 | James Bulltard | author's own account | Bullish | Added shares and rolled short calls down from the 750 to 700 strike (November) — a covered-call overlay on a long position testing its 200-day average. |
Research notes that mention META
- October 23, 2026 — Ten research notes from nine publishers: Tech earnings anxiety triggers market rotation to defensive sectors, while Amazon's Trainium3 and Microsoft's Copilot show structural progress
- October 22, 2026 — Eight research pieces from five publishers: Tech and AI infrastructure face liquidation, Meta's funding plans spark concern, and Western Digital beats expectations
- October 21, 2026 — Quant Data Daily Research Notes: 10 pieces from 6 publishers covering SpaceX, Netflix, and Meta earnings
- October 19, 2026 — Ten research pieces from seven publishers: S&P 500 narrowness mirrors 2000 top, 2027 datacenter buildout accelerates to 50GW, and CoreWeave credit risks rise
- October 16, 2026 — Five pieces and five publishers: Macro Charts flags a major turn in rates and precious metals, Capital Wars monitors Bitcoin liquidity, and Damnang explores Meta's AI advertising shift
- October 15, 2026 — Ten research pieces from six publishers: ASML and TSMC earnings reviews, Anthropic's Q3 revenue debate, and a deep dive into ASML's secret hybrid bonding tool
- October 13, 2026 — Eight research pieces from six publishers: Meta's Muse Wonder returns to the frontier, SK Hynix faces HBM4 defect rumors, global liquidity drops, and Paul Tudor Jones warns of a bearish 2027.
- October 12, 2026 — Seven research notes from four publishers: Meta launches Muse Wonder, CPU prices rise, and a wave of software rating changes
- October 8, 2026 — Twelve research pieces from eight publishers: OpenAI's ARR accounting controversy, TSMC's capacity expansion, Micron's labor dispute, and China's speed-first AI safety regime
- October 6, 2026 — Eight research pieces from six publishers: Global liquidity edges higher, AI computer use targets a $1 trillion market, and Marvell raises long-term targets
- October 2, 2026 — Seven research notes from seven publishers: FCC optical transceiver rules, memory price hikes, China liquidity, and a stack of sell-side rating changes
- October 1, 2026 — 12 pieces from 9 publishers: Micron's fiscal Q4 and 2028 supply claims, Gemini 4 Argon, a silicon photonics foundry map, and a 5.33% US 10-year
- September 9, 2026 — Seven notes from six publishers: Meta Muse launch, Capital Wars maps a 5-6 year liquidity cycle, and a hedge fund trims its AI-chain shorts
- September 8, 2026 — Eight notes from five publishers: OpenAI's Astra reshapes the AI capex debate, GS/Citi TMT conference recaps, and a wave of sell-side rating changes
- September 1, 2026 — Nine research notes from seven publishers: Dell and Palo Alto beat, MongoDB misses the buy-side bar, and a stack of sell-side rating changes
Attributed statements and research notes, reproduced as stated. Not investment advice.
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