# Meta Price Targets Hiked to $900

> Wall Street raises Meta's price target to $900 as AI momentum drives revenue growth.
- Title: Meta Price Targets Hiked to $900 · 24/7 Wall St. | Shortify
- Summary: Wall Street raises Meta's price target to $900 as AI momentum drives revenue growth. Meta's price target increased to $900 from $780 and $680 as analysts…
- Keywords: meta, price target, ai momentum, revenue growth, keybanc, cantor fitzgerald, muse ai, ad revenue, capex, ai infrastructure, Price, Targets
- Source: 24/7 Wall St. — https://247wallst.com/investing/2026/09/23/meta-price-targets-hiked-to-900-as-analyst-cite-ai-momentum-revenue-growth-paths
- Author: Vandita Jadeja
- Published: 2026-09-23T16:45:09+00:00
- Read time: 1 min
- Topics: meta, price target, ai momentum, revenue growth, keybanc, cantor fitzgerald, muse ai, ad revenue, capex, ai infrastructure
## Wall Street revises Meta price targets
KeyBanc raised Meta's price target to $900 from $780, while Cantor Fitzgerald increased it to $860 from $680, both maintaining Overweight ratings.

> KeyBanc analyst Justin Patterson lifted Meta's price target to $900 from $780, and Cantor Fitzgerald raised it to $860 from $680, both keeping Overweight ratings.
## Analysts cite AI momentum
KeyBanc points to Muse AI's growth as a driver for faster revenue and earnings expansion, while Cantor Fitzgerald highlights Meta's potential as a leading beneficiary of AI's third S-curve.

> Muse’s momentum reinforces the view that sentiment around consumer AI is poised to improve
## Meta's financial performance
Meta reported Q2 FY2026 revenue of $60.80 billion, up 27.96% YoY, with advertising revenue at $59.36 billion, and diluted EPS of $6.18.

> Q2 FY2026 revenue reached $60.80 billion, up 27.96% year over year
## AI infrastructure investment
Meta's Q2 capex hit $31.1 billion, with management guiding FY2026 capex to $130 to $145 billion to fund AI infrastructure.

> management guided FY2026 capex to $130 to $145 billion to fund AI infrastructure
## Stock performance
Meta stock rose 37.6% over the past month and 12.9% in the past week, trading near $756.15 as analysts revise targets upward.

> Meta stock has ripped higher into these revisions, up 37.6% over the past month and 12.9% in the past week
## What it means for investors
For retirement-focused investors, Meta's AI monetization must outpace heavy capex cycles to justify higher price targets.

> AI monetization, from ad ranking gains to Advantage Plus reaching over $75 billion in annual revenue run rate and business agents on WhatsApp
## Key takeaway

Meta's price target increased to $900 from $780 and $680 as analysts cite AI momentum and revenue growth paths.