Rosenblatt Meta

Rosenblatt Lowers Meta Price Target to $1,015

Analyst: Barton Crockett 1 min read Reproduced verbatim
Rating
Buy
Target
$1,015
from $1,144 (−11%)
Upside
+67%
META at $607 today
Rosenblatt and Meta logos

What the analyst said

Rosenblatt analyst Barton Crockett lowered the price target on Meta (NASDAQ: META) to $1,015.00 (from $1,144.00) while maintaining a Buy rating.

“We find Meta’s news yesterday of a new LLM model — Muse Spark — an obviously encouraging response to the market skepticism that Meta is spending buckets and floundering in AI.

Separately, the macro backdrop has been solid — strong U.S. job growth in March, along with our interactions that suggest advertiser spend has been steady.

But we are trimming estimates for 2Q26E-4Q26E, as the Iran war gas-price spike seems likely to persist for a while, impacting potentially not just U.S. consumer spending (and related ad spending), but consumer spending outside the U.S.

(56% of Meta revenues were from outside North America in 2025). This reduces our price target 11% (or $129) to $1,015, but still Street high, we believe.”

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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 $1,015 target is 18% above the median, the highest on the Street.

Since the note META has moved −1% (from $612). 12-month window: day 207 of 365, closes on April 9, 2027.

Track record

This callOpen: META has not reached $1,015 yet. This 12-month target is scored on April 9, 2027.

Firm track recordRosenblatt: 58% of its 19 targets at least a year old were reached within 12 months (#25 of 26 firms); on Meta, 0 of 4. Accuracy ranking →

Rosenblatt on Meta

Rosenblatt price targets on Meta

8 calls from July 31, 2025 to October 13, 2026. The target went from $1,086 to $886 (−18%). The rating stayed Buy.

Rosenblatt targetMETA share price
  1. October 13, 2026Kept the $886 targetBuy$886
  2. September 16, 2026Kept the $886 targetBuy$886
  3. August 27, 2026Target raised from $883 (0%)Buy$886
  4. July 30, 2026Target cut from $1,015 (−13%)Buy$883
  5. April 9, 2026 This noteTarget cut from $1,117 (−9%)Buy$1,015
  6. January 9, 2026Kept the $1,117 targetBuy$1,117
  7. October 30, 2025Target raised from $1,086 (+3%)Buy$1,117
  8. July 31, 2025Earliest call shownBuy$1,086
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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.