Evercore ISI Raises Meta Price Target to $900
Evercore ISI analyst Mark Mahaney raised the price target on Meta (NASDAQ: META) to $900.00 (from $875.00) while maintaining an Outperform rating.
“We reiterate our Outperform rating on META and raise our PT from $875 to $900 (25% upside), based on 25X our ’27 EPS of $36, in the wake of Beat & Raise Q4 EPS results.
META issued aggressive FY26 Capex and Totex guidance, with Capex growing approx. $55B and Totex growing approx. 40%.
But what carried the after-market was the company’s stronger than expected Q4 Revenue results, much stronger than expected Q1 Revenue outlook (a 7-pt acceleration to 30% Y/Y ex-FX), and an implied $50B step-up in 2026 revenue – all of which suggests that META is at an AI-driven revenue inflection point.
META management has asserted that it seeks to be an “AI Leader” – the Q4 results and ’26 outlook certainly give credence to that assertion.”
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