Rating
Buy
Price target
$850
Previous
Implied upside
+27%

DA Davidson analyst Gil Luria reiterated a Buy rating and $850.00 price target on Meta (NASDAQ: META).

“Meta reported 1Q26 earnings that beat expectations on the top and bottom-line.

Results in the quarter were highlighted by a raise to its already significant capital expenditures guide that now calls for $135B at the midpoint now as META continues to ramp spend on compute and talent to get back in the frontier model race.

Management is now transforming META to increase its speed of product creation and efficiency throughout 2026 as it delivers superintelligence to consumers.”

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