Meta Platforms Stock Forecast: Trending StrongBuy Among Analysts

Meta Platforms (META) stock has fallen 5.4% over the past week, 6.8% in the last month, and 3.8% over the past year, leaving some investors cautious after a period of volatility. Yet Wall Street’s analysts are firmly bullish, forecasting a strong rebound in the next twelve months with a consensus price target of $861.02 versus the last close at $593.66.

This gap between current price and target suggests significant upside potential if Meta executes on its strategy and market sentiment improves. The consensus rating sits at StrongBuy, signaling that most covering analysts see the stock as attractive at today’s levels despite recent weakness.

Eric Sheridan (Goldman Sachs) reiterated his Buy rating on META on 3/22/2026 and set a price target of $835.00, also implying meaningful upside from current trading levels. His view is shaped by Meta’s $1.5 trillion market cap scale and positioning within the U.S. internet sector, where the company ranks strongly on growth and financial returns versus peers.

Sheridan’s latest note weighs reports that Meta may pursue a large headcount restructuring, cut spending in its Reality Labs segment, and delay public release of its latest foundational AI models. He argues these potential moves should be seen less as new shocks and more as a calibrated push to balance company-wide cost savings with funding for growth, especially around compute-intensive initiatives.

If management follows through, Sheridan believes Meta could return to its old rhythm of starting each fiscal year with opex and capex guidance and then delivering earnings-per-share upside as the year progresses. For investors, the message is clear: analysts see cost discipline and efficiency gains as catalysts for future EPS growth, and all the latest ratings can be tracked on TipRanks’ Top Wall Street Analysts page.