What the analyst said
Stifel analyst Mark Kelley reiterated a Buy rating and $900 price target on Meta Platforms Inc. (NASDAQ: META).
“Earlier tonight (9/17), we watched the keynote address for Meta’s Annual Connect conference, with presentations from Zuck and Boz that highlighted the new slate of Meta AI glasses (new generation of Meta Ray-Ban, Oakley Meta Vanguard), including a new glasses product (Meta RayBan Display) with in-lens display overlay and an interactive neural interface (similar to the Project Orion demo last year).
The Horizon ecosystem was also discussed, with agentic capabilities added to Horizon Studio & a new Horizon Engine.
TV is also coming to the Horizon platform, with content from Disney, Amazon, and Universal as anchor partners.
Quick thoughts are (1) $799 for the RB Display is a wildly attainable price point for the amount of tech baked into the product (despite some live demo issues), and (2) maybe Meta is skipping CTV and is going straight to vTV for its longterm TV strategy?
Developer Keynote is today… more to come.”
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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 $900 target is 5% above the median.
Since the note META has moved −21% (from $776). The 12-month window closed on September 18, 2026.
Track record
Firm track recordStifel: 91% of its 35 targets at least a year old were reached within 12 months (#3 of 21 firms). Accuracy ranking →
Stifel on Meta
Stifel price targets on Meta
8 calls from July 31, 2025 to April 30, 2026. The target went from $900 to $780 (−13%). The rating stayed Buy.
- April 30, 2026Target cut from $805 (−3%)Buy$780
- April 13, 2026Target cut from $820 (−2%)Buy$805
- January 29, 2026Target raised from $785 (+4%)Buy$820
- January 23, 2026Target cut from $875 (−10%)Buy$785
- October 30, 2025Target cut from $900 (−3%)Buy$875
- October 24, 2025Kept the $900 targetBuy$900
- September 18, 2025 This noteKept the $900 targetBuy$900
- July 31, 2025Earliest call shownBuy$900
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