John Blackledge, an analyst from TD Cowen, maintained the Buy rating on Meta Platforms. The associated price target remains the same with $820.00.
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John Blackledge has given his Buy rating due to a combination of factors tied to Meta’s accelerating growth and solid profitability outlook. He expects first‑quarter 2026 revenue to climb more than 30% year over year, with advertising sales rising even faster as Meta’s AI tools drive higher user engagement and better ad monetization, leading to earnings that outpace market expectations.
At the same time, he anticipates operating margins will narrow as Meta steps up its investment in AI infrastructure and talent, but he views this spending as strategically important for sustaining growth. He also highlights potential upside from future updates on operating expense and capital expenditure plans, as well as new AI initiatives like the Muse Spark large language model, all of which support his Buy rating and $820 price target.