Baird Meta

Baird Raises Meta Price Target to $740

Analyst: Colin Sebastian 1 min read Reproduced verbatim
Rating
Outperform
Target
$740
from $635 (+17%)
Outcome
Reached
on July 31, 2025
Baird and Meta logos

What the analyst said

Baird analyst Colin Sebastian raised the price target on Meta Platforms Inc.

(NASDAQ: META) to $740 (from $635) while maintaining an Outperform rating.

“Conversations” event highlights AI-powered products, tighter integration with Advantage+.

Launching Commerce, Ads, and Agents across WhatsApp and Messenger platforms announced today is an important step, in our view, to unlock substantial incremental messaging revenues for Meta.

We estimate CTM ads are tracking towards $15-20Bn run-rate, WhatsApp ads could add ~$10Bn over several years, and additional subscriptions/fees contributing another $10Bn (total messaging monetization opportunity ~$40-50Bn by 2030), altogether contributing ~$100/share in enterprise value.

Please also see our AI survey of Meta advertisers inside. Maintain Outperform rating, raising price target to $740.’”

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 $605. The 33 analysts who set a target in the last 3 months range from $650 to $1,000, with a median of $860. This $740 target is 14% below the median.

Since the note META has moved −16% (from $719). The 12-month window closed on July 2, 2026.

Track record

This call✓ Target reached on July 31, 2025, 29 days after the note.

Firm track recordBaird: 90% of its 30 targets at least a year old were reached within 12 months (#1 of 26 firms); on Meta, 4 of 6. Accuracy ranking →

Baird on Meta

Baird price targets on Meta

7 calls from July 31, 2025 to October 22, 2026. The target went from $820 to $815 (−1%). The rating stayed Buy.

Baird targetMETA share price
  1. October 22, 2026Target raised from $750 (+9%)Buy$815
  2. July 30, 2026Target cut from $830 (−10%)Buy$750
  3. July 16, 2026Kept the $830 targetBuy$830
  4. January 29, 2026Target raised from $815 (+2%)Buy$830
  5. December 23, 2025Target cut from $820 (−1%)Buy$815
  6. October 30, 2025Kept the $820 targetBuy$820
  7. July 31, 2025Earliest call shownBuy$820
Share

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
Share on
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.