Bank of America Meta

BofA Keeps Buy on Meta, $810 Price Target

Analyst: Justin Post 1 min read Reproduced verbatim
Rating
Buy
Unchanged
Target
$810
Outcome
Missed
within 12 months
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What the analyst said

BofA Securities analyst Justin Post reiterated a Buy rating and $810 price target on Meta Platforms Inc. (NASDAQ: META).

“2025 YTD, Meta stock (up 11% y/y) has underperformed the NASDAQ (up 18%) and Alphabet (up 56%).

Although Meta’s 2026 consensus EPS ests. increased 16% from the start of 2025, the 2026 P/E multiple contracted in 2H’25 as AI sentiment deteriorated & 2026 Opex concerns grew.

Near-term, Meta’s 2026 expense guidance & LLM launch in 1H’26 are potential catalysts.

For long-term investors, focus remains on AI investment spend, and returns in the form of usage across core apps, advertising monetization and new business opportunities.

Given Meta’s significant investment in LLM development (without a licensing revenue model), we think mgmt. commentary on LLM build cost vs licensing, and the long-term benefits of an in-house LLM could be helpful for sentiment.”

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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 −7% (from $650). 12-month window: day 319 of 365, closes on December 18, 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. Same target as this firm’s October 30, 2025 note, so it is scored there.

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 →

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, 2025 This noteKept the $810 targetBuy$810
  4. October 30, 2025Target 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.