Stifel Meta

Stifel Lowers Meta Price Target to $785

Analyst: Mark Kelley 1 min read Reproduced verbatim
Rating
Buy
Target
$785
from $875 (−10%)
Upside
+29%
META at $607 today
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What the analyst said

Stifel analyst Mark Kelley lowered the price target on Meta (NASDAQ: META) to $785.00 (from $875.00) while maintaining a Buy rating.

“Despite commentary from our 4Q advertising checks supporting solid 4Q results (particular strength from Instagram Reels), we believe the bulk of investor attention will be centered on ’26 totex / capex (particularly following the “Meta Compute” announcement).

We believe there is some room for totex / capex estimates to tick higher (Stifel ’26 ests +2% / +9% vs. Street) and would be cautious owning this one into the print.

We marginally adjust Reality Labs operating income assumptions to account for recent headcount reductions, and we bring our multiple lower to reflect rejuvenated near-term scrutiny on ROI on AI investments.”

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 $785 target is 9% below the median.

Since the note META has moved −6% (from $648). 12-month window: day 283 of 365, closes on January 23, 2027.

Track record

This callOpen: META has not reached $785 yet. This 12-month target is scored on January 23, 2027.

Firm track recordStifel: 83% of its 41 targets at least a year old were reached within 12 months (#5 of 26 firms); on Meta, 2 of 6. Accuracy ranking →

Stifel on Meta

Stifel price targets on Meta

8 calls from July 31, 2025 to April 30, 2026. The target went from $900 to $780 (−13%). The rating stayed Buy.

Stifel targetMETA share price
  1. April 30, 2026Target cut from $805 (−3%)Buy$780
  2. April 13, 2026Target cut from $820 (−2%)Buy$805
  3. January 29, 2026Target raised from $785 (+4%)Buy$820
  4. January 23, 2026 This noteTarget cut from $875 (−10%)Buy$785
  5. October 30, 2025Target cut from $900 (−3%)Buy$875
  6. October 24, 2025Kept the $900 targetBuy$900
  7. September 18, 2025Kept the $900 targetBuy$900
  8. 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.