Rosenblatt Meta

Rosenblatt Lowers Meta Price Target to $918

Analyst: Barton Crockett 1 min read Reproduced verbatim
Rating
Buy
Target
$918
from $990 (−7%)
Outcome
Missed
within 12 months
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What the analyst said

Rosenblatt analyst Barton Crockett lowered the price target on Meta Platforms Inc.

(NASDAQ: META) to $918 (from $990) while maintaining a Buy rating.

“Meta rebutted Bear concerns about ad market headwinds with solid growth and a decent outlook, illustrating the resilience of its global footprint and deep auction marketplace.

In a flex of confidence, Meta says this calls for even larger AI investment, and is upping its already elevated capex another 7% to 11%, to a range of $64-$72B.

They tell an intriguing story of current returns on this spending, with a vision of where this could go.

We believe investors ultimately will cotton to the upped AI spend because of this vision, and durability of its ads business in an uncertain macro.

We retain our BUY rating, update estimates and raise our price target by $72, or 9%, to $918.”

Disclaimer
The price target and rating on this page are the opinion of the issuing research firm and its analyst, not of Price Target. This page is published for informational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Past performance does not guarantee future results. Consider your own circumstances and consult a licensed financial adviser before making investment decisions.

This research note is reproduced verbatim from the issuing firm. Price Target never edits, paraphrases or alters analysts’ words — we only republish them in one place.

Where the price stands

META trades at $610. The 33 analysts who set a target in the last 3 months range from $650 to $1,000, with a median of $860. This $918 target is 7% above the median.

Since the note META has moved +11% (from $549). The 12-month window closed on May 1, 2026.

Track record

This call✗ Not reached within 12 months: a year after the note META closed at $609, 34% below the $918 target, but it moved the way the analyst expected.

Firm track recordRosenblatt: 60% of its 20 targets at least a year old were reached within 12 months (#24 of 26 firms); on Meta, 0 of 4. Accuracy ranking →

Rosenblatt on Meta

Rosenblatt price targets on Meta

8 calls from October 30, 2025 to October 22, 2026. The target went from $1,117 to $900 (−19%). The rating stayed Buy.

Rosenblatt targetMETA share price
  1. October 22, 2026Target raised from $886 (+2%)Buy$900
  2. October 13, 2026Kept the $886 targetBuy$886
  3. September 16, 2026Kept the $886 targetBuy$886
  4. August 27, 2026Target raised from $883 (0%)Buy$886
  5. July 30, 2026Target cut from $1,015 (−13%)Buy$883
  6. April 9, 2026Target cut from $1,117 (−9%)Buy$1,015
  7. January 9, 2026Kept the $1,117 targetBuy$1,117
  8. October 30, 2025Earliest call shownBuy$1,117
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Other analysts on Meta

Wells FargoBuy Kept rating and price target Oct 27 $995maintained Citizens JMPBuy Kept rating and price target Oct 27 $885maintained MizuhoBuy Kept rating and price target Oct 26 $950maintained Canaccord GenuityBuy Kept rating and price target Oct 26 $950maintained William BlairBuy Kept rating Oct 26
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Price Target is an archive of Wall Street analyst research, published for informational purposes only. Nothing on this site is investment advice, a recommendation, or an offer to buy or sell any security. Analyst ratings and price targets are the opinions of the issuing firms, not of Price Target. Always do your own research or consult a licensed financial adviser.