From 24/7 Wall St. · Vandita Jadeja · · 1m 10s
Meta Price Targets Hiked to $900
Wall Street raises Meta's price target to $900 as AI momentum drives revenue growth.
In brief
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 cite AI momentum and revenue growth paths. Originally reported by 24/7 Wall St..
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”
The headline
Meta's price target increased to $900 from $780 and $680 as analysts cite AI momentum and revenue growth paths.
