What the analyst said
Mizuho analyst Lloyd Walmsley initiates coverage on Meta Platforms Inc.
(NASDAQ: META) with an Outperform rating and a price target of $925.
“We launch coverage on META with Outperform and $925 Price Target; it is our favorite long-term holding in Internet.
META has the best leverage to AI/ML and GenAI in our space, which is transforming its consumer product, user engagement, ad products, and operations.
Meta benefits from running a frontier lab and deploying AI across a substantial product set and 3.5B DAUs without structural risks that Google faces.
We believe ads business can sustain faster growth than any large player in the space, growing at 18% from ’24-’27, helping fund massive investments in AR/VR and GenAI and leading to our FY27E Ad rev of $265B (3% above consensus).
We like the disciplined EBIT growth focus while investing into R&D and see bull/bear skew of $1,250/$500 per share or +66%/-34% as compelling.”
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Where the price stands
META trades at $621. The 33 analysts who set a target in the last 3 months range from $650 to $1,000, with a median of $860. This $925 target is 8% above the median.
Since the note META has moved −16% (from $744). The 12-month window closed on September 29, 2026.
Track record
This call✗ Not reached within 12 months: a year after the note META closed at $739, 20% below the $925 target, and it moved the other way.
Firm track recordMizuho: 88% of its 68 targets at least a year old were reached within 12 months (#2 of 26 firms); on Meta, 1 of 3. Accuracy ranking →
Mizuho on Meta
Mizuho price targets on Meta
8 calls from September 29, 2025 to August 19, 2026. The target went from $925 to $750 (−19%). The rating stayed Buy.
- August 19, 2026Kept the $750 targetBuy$750
- July 30, 2026Target cut from $835 (−10%)Buy$750
- July 1, 2026Kept the $835 targetBuy$835
- June 4, 2026Kept the $835 targetBuy$835
- May 5, 2026Target cut from $850 (−2%)Buy$835
- January 29, 2026Target raised from $815 (+4%)Buy$850
- October 30, 2025Target cut from $925 (−12%)Buy$815
- September 29, 2025 This noteEarliest call shownBuy$925
Other analysts on Meta
Wells FargoBuy
Kept rating and price target · Oct 27
$995maintained
Citizens JMPBuy
Kept rating and price target · Oct 27
$885maintained
Canaccord GenuityBuy
Kept rating and price target · Oct 26
$950maintained
William BlairBuy
Kept rating · Oct 26
Yorkville IvesBuy
Kept rating and price target · Oct 26
$920maintained