TTD Cowen MMeta · META
TD Cowen Reiterates Buy Rating on Meta, $820 Price Target
Rating
Buy
Price target
$820
Previous
—
Implied upside
+23%
TD Cowen analyst John Blackledge reiterated a Buy rating and $820.00 price target on Meta (NASDAQ: META).
“Solid Rev & Op Inc On Robust Impression Growth; META 4Q rev & Op Inc. were +2% & +3% vs cons ests, led by 18% y/y impressions growth.
1Q rev guide was +10% vs cons est (high end), reflecting AI-driven benefits to engagement & monetization and ~4pt FX tailwind.
Mgmt’s ’26 capex guide of $115-$135BN bracketed our preprint $125BN, while opex guide was +6% vs our est (midpoint). We tweaked est’s, PT unchanged at $820, maintain Buy; shares +7% AH.”
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