DA Davidson Raises Meta Price Target to $850

DA Davidson analyst Gil Luria raised the price target on Meta (NASDAQ: META) to $850.00 (from $825.00) while maintaining a Buy rating.

“We reiterate our BUY rating and raise our price target to $850 from $825 following 4Q25 earnings that beat expectations on the top and bottom-line.

Results in the quarter were highlighted by a significant capital expenditures guide that calls for $125B at the midpoint as META continues to ramp spend on compute and talent to get back in the frontier model race.

Management expects 2026 to be the year that brings dramatic workload shifts and pointed to the rollout of new models and products over the coming months.”

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