Analyst Brent Thill of Jefferies maintained a Buy rating on Meta Platforms, retaining the price target of $1,000.00.
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Brent Thill has given his Buy rating due to a combination of factors tied to Meta’s emerging efficiency and earnings power. He views the potential 20% headcount reduction, alongside accelerating AI investments, as evidence that AI is starting to generate meaningful productivity gains that can support margins even as capex rises.
He also highlights Meta’s track record of sustaining strong revenue growth through prior restructuring, which strengthens confidence that additional cost cuts can flow through to earnings without undermining growth. His analysis suggests that each $1B in expense reductions could add about $0.40 to FY26 EPS, and he believes there remains considerable room to improve revenue per employee and overall efficiency, especially amid a more uncertain macro and ad-spend backdrop, supporting his $1,000 price target and Buy recommendation.
In another report released today, TipRanks – Google also reiterated a Buy rating on the stock with a $721.00 price target.