Rating
Buy
Price target
$750
Previous
$720
Implied upside
+16%

Cantor Fitzgerald analyst Deepak Mathivanan raised the price target on Meta (NASDAQ: META) to $750.00 (from $720.00) while maintaining an Overweight rating.

“META has plenty of projects in the pipeline to sustain revenue acceleration in its core advertising business from engagement and monetization gains in 2026.

Additionally, we believe the company has the essential infrastructure, training data, and architecture to achieve SOTA capabilities in video and image gen models – critical to META’s core business long-term.

Capital intensity is likely to remain elevated in 2026/1H27, but clarity on META’s AI angle and visibility on LT monetization potential should emerge this year.

We also expect to see additional cost-saving efforts to manage margin impact. Shares are trading at 21x FY27E EPS, below medium-term averages despite accelerated top-line growth.”

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