Morgan Stanley Meta

Morgan Stanley Raises Meta Price Target to $850

Analyst: Brian Nowak 1 min read Reproduced verbatim
Rating
Overweight
Target
$850
from $750 (+13%)
Outcome
Missed
within 12 months
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What the analyst said

Morgan Stanley analyst Brian Nowak raised the price target on Meta Platforms Inc.

(NASDAQ: META) to $850 (from $750) while maintaining an Overweight rating.

“Super Core and Superintelligence… and More to Come: META’s 2Q results and 3Q guide speak to how continued GPU-enabled algorithmic improvements and advances are driving even better-than-expected lifts to engagement and monetization… as our ‘25/’26 revenue estimates rise by ~3%/4%. ’25/’26 EPS rises by 5%/9%.

META’s investment is stepping up (in core and long-term projects)… but the continuously improving core can fund this… while also driving higher profitability.

Bottom line, we are left with higher near-term (1-, 2-, 3-year) profitability and a growing list of long-term optionalities for further core growth (engagement and/or monetization improvements, content creation tools, Meta AI, search, business agents, devices, etc.) or superintelligence/GenAI to drive even longer growth.

We raise base case to $850 (9% upside) and our bull case rises to $1,100 (41% upside)… which implies paying ~31X our bull case ’26 EPS.”

Disclaimer
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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 $850 target is 1% below the median.

Since the note META has moved −12% (from $695). The 12-month window closed on July 31, 2026.

Track record

This call✗ Not reached within 12 months: a year after the note META closed at $557, 35% below the $850 target, and it moved the other way.

Firm track recordMorgan Stanley: 82% of its 50 targets at least a year old were reached within 12 months (#8 of 26 firms); on Meta, 2 of 4. Accuracy ranking →

Morgan Stanley on Meta

Morgan Stanley price targets on Meta

6 calls from October 30, 2025 to October 19, 2026. The target is back at $820, after moving between $750 and $825. The rating stayed Buy.

Morgan Stanley targetMETA share price
  1. October 19, 2026Target raised from $775 (+6%)Buy$820
  2. September 24, 2026Kept the $775 targetBuy$775
  3. March 30, 2026Target cut from $825 (−6%)Buy$775
  4. January 29, 2026Target raised from $750 (+10%)Buy$825
  5. December 11, 2025Target cut from $820 (−9%)Buy$750
  6. October 30, 2025Earliest call shownBuy$820
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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.