What the analyst said
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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Where the price stands
META trades at $611. The 33 analysts who set a target in the last 3 months range from $650 to $1,000, with a median of $860. This $900 target is 5% above the median.
Since the note META has moved −9% (from $669). 12-month window: day 277 of 365, closes on January 29, 2027.
Track record
This callOpen: META has not reached $900 yet. This 12-month target is scored on January 29, 2027.
Firm track recordEvercore: 92% of its 12 targets at least a year old were reached within 12 months. Accuracy ranking →
Evercore on Meta
Evercore price targets on Meta
8 calls from October 30, 2025 to September 10, 2026. The target went from $875 to $860 (−2%). The rating stayed Buy.
- September 10, 2026Kept the $860 targetBuy$860
- August 26, 2026Target raised from $820 (+5%)Buy$860
- July 30, 2026Target cut from $930 (−12%)Buy$820
- July 29, 2026Kept the $930 targetBuy$930
- June 17, 2026Kept the $930 targetBuy$930
- April 30, 2026Target raised from $900 (+3%)Buy$930
- January 29, 2026 This noteTarget raised from $875 (+3%)Buy$900
- October 30, 2025Earliest call shownBuy$875
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