Rosenblatt Meta

Rosenblatt Raises Meta Price Target to $1,086

Analyst: Barton Crockett 1 min read Reproduced verbatim
Rating
Buy
Target
$1,086
from $918 (+18%)
Upside
+78%
META at $611 today
Rosenblatt and Meta logos

What the analyst said

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

(NASDAQ: META) to $1,086 (from $918) while maintaining a Buy rating.

“Meta’s 2Q25 is turning out to be a pivotal quarter, with dramatically stepped up investment plans paired with accelerated growth.

We see the return of +20% ad growth, (on a line that was $160B in 2024), supporting capex trending towards $100B.

So we maintain our BUY rating, and take our price target up 18% to $1,086, which is an EV of 20x 2026E Adj. EBITDA, supported by an estimated 24% EBITDA CAGR.

EBITDA — a measure associated with capital intensive industries — that we believe is becoming the more appropriate measure of core cash flow for Meta than EPS, operating income, or free cash flow, because capex today seems likely to a) generate a return tomorrow, and b) level out eventually, after the current stair step.”

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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 $611. The 33 analysts who set a target in the last 3 months range from $650 to $1,000, with a median of $860. This $1,086 target is 26% above the median, the highest on the Street.

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

Track record

Firm track recordRosenblatt: 73% of its 15 targets at least a year old were reached within 12 months (#18 of 21 firms). Accuracy ranking →

Rosenblatt on Meta

Rosenblatt price targets on Meta

8 calls from July 31, 2025 to October 13, 2026. The target went from $1,086 to $886 (−18%). The rating stayed Buy.

Rosenblatt targetMETA share price
  1. October 13, 2026Kept the $886 targetBuy$886
  2. September 16, 2026Kept the $886 targetBuy$886
  3. August 27, 2026Target raised from $883 (0%)Buy$886
  4. July 30, 2026Target cut from $1,015 (−13%)Buy$883
  5. April 9, 2026Target cut from $1,117 (−9%)Buy$1,015
  6. January 9, 2026Kept the $1,117 targetBuy$1,117
  7. October 30, 2025Target raised from $1,086 (+3%)Buy$1,117
  8. July 31, 2025 This noteEarliest call shownBuy$1,086
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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.