What the analyst said
Stifel analyst Mark Kelley reiterated a Buy rating and $900 price target on Meta Platforms Inc. (NASDAQ: META).
“We continue to like Meta as a top pick in the long term and remains a consensus long.
Estimates seem reasonable, with our checks highlighting continued Instagram strength, though 2026 capex (and related expenses) likely takes center stage this quarter (we usually get early guidance in 3Q25), though we believe investors have grown a bit more comfortable with elevated levels of capex NT and downside risk from greater-than-expected guidance is reasonably limited.”
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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 −17% (from $734). The 12-month window closed on October 24, 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, 2025 This noteKept the $900 targetBuy$900
- September 18, 2025Kept 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