Morgan Stanley Meta

Morgan Stanley Lowers Meta Price Target to $750

Analyst: Brian Nowak 1 min read Reproduced verbatim
Rating
Overweight
Target
$750
from $820 (−9%)
Upside
+23%
META at $611 today
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What the analyst said

Morgan Stanley analyst Brian Nowak lowered the price target on Meta Platforms Inc.

(NASDAQ: META) to $750 (from $820) while maintaining an Overweight rating.

“Investor Sentiment has Turned Negative But META’s Revenue Runway and Innovation Underappreciated: Investor sentiment across tech continues to see-saw as companies showing GenAI innovation and revenue/EPS revisions are “AI Winners” that see multiple expansion…while those that are not showing revisions are “Behind in AI” and ”not seeing enough ROIC“ and see multiple compression.

Consider that META’s P/E multiple on consensus NTM EPS rose to as high as ~28X earlier this year…but has since fallen to ~22X NTM EPS (in line with the long-term NTM multiple).

Revenue durability, opex uncertainty and Llama foot-faults have turned META investor sentiment negative…just as GOOGL investor sentiment flipped and GOOGL’s NTM multiple premium vs META is now 33% (the highest in 3 years).

While GOOGL is impressive, this seems overdone as META remains one of a handful of companies that can leverage its leading data, distribution and investments in AI to drive earnings power and tech leadership.”

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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 $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 $750 target is 13% below the median.

Since the note META has moved −6% (from $650). 12-month window: day 326 of 365, closes on December 11, 2026.

Track record

This callOpen: a 12-month target, scored on December 11, 2026, a year after the note.

Firm track recordMorgan Stanley: 89% of its 38 targets at least a year old were reached within 12 months (#6 of 21 firms). Accuracy ranking →

Morgan Stanley on Meta

Morgan Stanley price targets on Meta

6 calls from October 30, 2025 to October 19, 2026. The target is back at $820, after moving between $750 and $825. The rating stayed Buy.

Morgan Stanley targetMETA share price
  1. October 19, 2026Target raised from $775 (+6%)Buy$820
  2. September 24, 2026Kept the $775 targetBuy$775
  3. March 30, 2026Target cut from $825 (−6%)Buy$775
  4. January 29, 2026Target raised from $750 (+10%)Buy$825
  5. December 11, 2025 This noteTarget cut from $820 (−9%)Buy$750
  6. October 30, 2025Earliest call shownBuy$820
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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.