Meta Platforms (META) stock has risen 6.6% over the past week, slipped 6.3% over the past month, and gained 4.9% over the last year. Wall Street’s analysts are firmly bullish, forecasting a move from the last close at $612.42 toward an average 12‑month price target of $862.05, reinforcing a StrongBuy consensus.
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Analyst Justin Post of BofA Securities reiterated a Buy rating on META on April 8, 2026, lifting his price objective to $885, implying substantial upside from current levels. Post argues that the launch of Muse Spark, the first large language model from Meta Superintelligence Labs, marks a big first step in Meta’s AI roadmap and could significantly strengthen products and ad performance.
Post highlights that Muse Spark is rolling out across Meta AI, meta.ai, WhatsApp, Instagram, Facebook, and Meta’s smart glasses, replacing existing Llama‑based chatbots. The model offers multiple reasoning modes such as Instant, Thinking, and Contemplating, performs strongly in science, health, and math, and should support future shopping and purchasing agents while being more efficient than leading rival base models.
Importantly, Post sees Muse Spark integration into Meta’s core advertising stack as a potential driver of better targeting and personalization, boosting return on ad spend for advertisers. He notes that earlier‑than‑expected model launch timing clears an overhang, and with META trading at what he views as an attractive earnings multiple versus the S&P 500, he reiterates Buy with confidence backed by Meta’s large AI opportunity and strong financial position.
Analyst Doug Anmuth of J.P. Morgan also reiterated a Buy (Overweight) rating on April 8, 2026, with a December 2026 price target of $825 based on about 26x his 2027 GAAP EPS estimate of $31.50. Anmuth says Muse Spark, a natively multimodal model with tool‑use, visual chain‑of‑thought, and multi‑agent reasoning, has reset sentiment by proving Meta’s AI stack is progressing and supports his view that Meta’s scale, social graph, and focus on AI and the metaverse make it an enduring, highly profitable blue‑chip. Never miss a stock rating. Find all the latest ratings on TipRanks’ Top Wall Street Analysts page.