Rothschild & Co Redburn analyst James Cordwell upgraded Meta Platforms (META) to Buy from Neutral with a price target of $900, up from $740. The shares could trade down to the mid $500s post the Q4 report if higher costs move down 2026 earnings estimates, the analyst tells investors in a research note. However, Rothschild sees a “disconnect” between the current stock price and Meta’s long-term value. At $650, Meta’s upside potential far outweighs any near-term risks to the downside, contends the firm. With the company’s imminent fiscal 2026 guidance “set to leave estimates factoring in all the cost and little upside from AI, now seems opportune for investors to start building positions,” concludes Rothschild. It recommends investors capitalize on any resulting weakness post the Q4 report.
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