Meta Platforms Stock Tipped for Big 2026 Upside

Meta Platforms ( (META) ) has been popular among investors this week. Here is a recap of the key news on this stock.

Meta Platforms is drawing renewed interest from Wall Street analysts, who see the stock as an attractive buy even after its strong run and ongoing regulatory and business risks. Robert W. Baird’s Colin Sebastian calls Meta an “opportunistic buy,” maintaining an Outperform rating while only slightly trimming his price target to $815 from $820. His valuation is built on long-term cash-flow projections and multiples of 30x 2026 earnings and 15x 2026 EV/EBITDA, levels he views as justified given Meta’s scale, margins, and diversified revenue streams. Citi’s Ronald Josey also reiterated a Buy rating with an even higher $850 target, and Bank of America has restated its own Buy call at $810, reinforcing the bullish case.

Analysts say several catalysts could support Meta Platforms’ share price into 2026. Investors are watching upcoming Q1 guidance and margin commentary closely, as clearer visibility on spending—especially in AI and the metaverse—could ease concerns about profitability. Meta’s next Llama AI model and upgrades to Meta AI are expected to show how aggressively the company will embed AI across Facebook, Instagram, WhatsApp, and Threads. On the core business side, improvements in ad ranking and relevance are helping ad revenue, while monetization on WhatsApp and Threads is steadily gaining traction and automated tools like Advantage+ are seeing broader adoption by advertisers. Despite lingering risks around privacy regulation, shifting user behavior, and competition in short-form video, Meta Platforms holds a Strong Buy consensus from Wall Street, with an average price target near $828 that implies roughly 25% upside from current levels, keeping the stock firmly on the radar of growth-oriented investors.