Bank of America Meta

BofA Lowers Meta Price Target to $810

Analyst: Justin Post 1 min read Reproduced verbatim
Rating
Buy
Target
$810
from $900 (−10%)
Outcome
Missed
within 12 months
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What the analyst said

BofA Securities analyst Justin Post lowered the price target on Meta Platforms Inc.

(NASDAQ: META) to $810 (from $900) while maintaining a Buy rating.

“We expect Meta stock to be controversial given a limited EPS growth outlook and y/y FCF pressure in 2026.

However, we see Meta in a position of strength with massive user network and opportunity to integration compelling AI products (including content creation tools) over the next two years.

We believe the bad news on expenses is now mostly ‘in’ the stock, while product catalysts, including a new LLM and content creation tools, can drive upside engagement and revenue in 2026.

Also, while FCF will likely decline in 2026, at the $695 AH price Meta is valued at 10.5x 2027E EBITDA, and 19x 2027 core business EPS, which we think can help support the stock.”

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 $607. The 33 analysts who set a target in the last 3 months range from $650 to $1,000, with a median of $860. This $810 target is 6% below the median.

Since the note META has moved −19% (from $752). The 12-month window closed on October 30, 2026.

Track record

This call✗ Not reached within 12 months: a year after the note META closed at $615, 24% below the $810 target, and it moved the other way.

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 →

Earnings reactionOne of 24 notes after Meta’s Oct 29 results: 2 raised · 17 cut · 3 kept. See every call →

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, 2025 This noteTarget 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, 2025Earliest 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.