Raymond James Meta

Raymond James Lowers Meta Price Target to $825

Analyst: Josh Beck 1 min read Reproduced verbatim
Rating
Strong Buy
Target
$825
from $900 (−8%)
Outcome
Missed
within 12 months
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What the analyst said

Raymond James analyst Josh Beck lowered the price target on Meta Platforms Inc.

(NASDAQ: META) to $825 (from $900) while maintaining a Strong Buy rating.

“The Call: Meta continues to exhibit one of the strongest ad return on GPU spend exhibited by the top-line beat with further headroom to deepen ML/DL monetization gains across foundational ad ranking/retrieval stack elements in addition to discrete opportunities tied to Reels momentum (>$50B run-rate), WhatsApp Status, and Threads ads (>150M DAU).

A more aggressive tenor on investment/capex is likely to constrain near-term margins, FCF, and ROIC, placing an increased emphasis on GenAI returns, in particular Meta AI, Business AIs, and Llama competitiveness, consistent with our updated AI Trade Part II ROI(AI)C framework.

Reiterate Strong 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 $825 target is 4% below the median.

Since the note META has moved −17% (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, 25% below the $825 target, and it moved the other way.

Firm track recordRaymond James: 73% of its 11 targets at least a year old were reached within 12 months; on Meta, 1 of 4. Accuracy ranking →

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

Raymond James on Meta

Raymond James price targets on Meta

6 calls from July 31, 2025 to October 20, 2026. The target went from $900 to $860 (−4%). The rating stayed Buy.

Raymond James targetMETA share price
  1. October 20, 2026Kept the $860 targetBuy$860
  2. September 24, 2026Target raised from $850 (+1%)Buy$860
  3. July 21, 2026Target raised from $800 (+6%)Buy$850
  4. January 26, 2026Target cut from $825 (−3%)Buy$800
  5. October 30, 2025 This noteTarget cut from $900 (−8%)Buy$825
  6. July 31, 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.