(META) stock has risen 1.5% over the past week, 17.0% over the past month, and 22.3% over the past year, reflecting strong recent momentum. Wall Street’s analysts are firmly bullish, with a StrongBuy consensus and an average 12‑month price target of $851.93, implying solid upside from the last close at $669.12.
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Doug Anmuth (J.P. Morgan) downgraded META to Hold with a $725 target, seeing limited visibility on returns from heavy AI infrastructure spending beyond advertising. He praises Meta’s +33% year‑over‑year revenue growth and powerful AI‑driven ad stack, but warns that rising capex toward $125B–$145B in 2026 could drive negative free cash flow in 2026 and 2027. This 4‑star analyst ranks 616 out of 12,160, with a 58.33% success rate and 11.10% average return per rating.
Justin Post (BofA) reiterated a Buy rating and lifted his price objective to $835, highlighting strong Q1 revenue and EPS beats and a still‑robust ad business. He notes that Meta’s big AI capex push is pressuring sentiment, but views new models and upcoming AI agents in messaging, health, and shopping as key upside catalysts. This 5‑star analyst ranks 100 out of 12,160, with a 66.13% success rate and 22.50% average return per rating.
Jason Helfstein (Oppenheimer) maintained a Hold stance with a $622.25 target, focusing on slowing revenue growth and rising AI‑related costs. He argues engagement upside may be more limited and points to higher capex and negative free cash flow in coming years as reasons for caution. This analyst ranks 10,624 out of 12,160, with a 42.45% success rate and an average return of -1.50% per rating.
Deepak Mathivanan reiterated a Buy with a reduced $750 target, underscoring solid top‑line and EBIT beats and strong AI‑driven gains in ad performance and engagement. He acknowledges investor debate on capex returns but believes Meta’s core advertising engine and new Muse Spark AI model offer many ways to earn attractive returns over time. This 4‑star analyst ranks 358 out of 12,160, with a 59.02% success rate and 16.60% average return per rating.
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