Bank of America Meta

BofA Reiterates Buy on Meta, $900 Price Target

Analyst: Justin Post 1 min read Reproduced verbatim
Rating
Buy
Unchanged
Target
$900
Outcome
Missed
within 12 months
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What the analyst said

BofA Securities analyst Justin Post reiterated a Buy rating and $900 price target on Meta Platforms Inc. (NASDAQ: META)

“According to The Information, Meta is planning a fourth overhaul of AI efforts in six months.

The company is expected to divide its new AI unit, Superintelligence Labs, into four groups: a new “TBD Lab”, a products team including the Meta AI assistant, an infrastructure team, and the Fundamental AI Research lab focused on long-term research.

The report noted Meta’s plans for restructuring have not been announced internally and could change.

Our Take: The frequency of reorganizations highlights both the strategic importance and potential complexities of Meta’s AI goals.

While reshuffling may raise concerns on Meta’s AI execution, the AI opportunity is still very early, and Meta has a track record of execution around new services.

We continue to see Meta as well positioned for AI given massive user base and tech infrastructure, maintain Buy.”

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 $623. The 33 analysts who set a target in the last 3 months range from $650 to $1,000, with a median of $860. This $900 target is 5% above the median.

Since the note META has moved −21% (from $785). The 12-month window closed on August 18, 2026.

Track record

This call✗ Not reached within 12 months: a year after the note META closed at $557, 38% below the $900 target, and it moved the other way. Same target as this firm’s July 31, 2025 note, so it is scored there.

Firm track recordBank of America: 82% of its 49 targets at least a year old were reached within 12 months (#8 of 26 firms); on Meta, 5 of 8. Accuracy ranking →

Bank of America on Meta

Bank of America price targets on Meta

8 calls from August 18, 2025 to January 29, 2026. The target went from $900 to $885 (−2%). The rating stayed Buy.

Bank of America targetMETA share price
  1. January 29, 2026Target raised from $810 (+9%)Buy$885
  2. January 26, 2026Kept the $810 targetBuy$810
  3. December 18, 2025Kept the $810 targetBuy$810
  4. October 30, 2025Target cut from $900 (−10%)Buy$810
  5. October 21, 2025Kept the $900 targetBuy$900
  6. September 18, 2025Kept the $900 targetBuy$900
  7. September 9, 2025Kept the $900 targetBuy$900
  8. August 18, 2025 This noteEarliest call shownBuy$900
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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.