Meta Platforms Inc.Analyst buy rating with $796.59 price target, strong earnings beat, and bullish analyst consensus.
Meta Platforms receives a buy rating with a 90% confidence level and a 12-month price target of $796.59, implying a 44.77% upside from the current price of $550.25. The stock has fallen 16.5% year to date and 23.97% over the past year, but first-quarter 2026 revenue rose 33.08% to $56.31 billion and earnings per share of $10.44 beat consensus by 56.79%. Management raised 2026 capital expenditure guidance to between $125 billion and $145 billion, nearly double 2025 spending, which has pressured free cash flow and fueled bearish sentiment. Even the bear-case scenario projects a price of $697.95, a 26.84% gain, while all 57 analyst ratings are either strong buy or buy with no sell ratings. The bull case points to a potential $864.66 target, driven by ad engine compounding and AI monetization, including a $20 billion annual run rate for the Value Optimization Suite and a tripling of AI glasses daily active users.
Meta Platforms Inc.Analyst buy rating with $796.59 price target, strong earnings beat, and bullish analyst consensus.
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