What the analyst said
Baird analyst Colin Sebastian reiterated an Outperform rating and $830 price target on Meta Platforms Inc.
(NASDAQ: META).
“Revisiting our positive thesis on META; our view has been the high costs of AI infrastructure/platform build-out are embedded in expectations while potential incremental revenue benefits generally are not.
We believe this view is gaining traction, particularly with Meta’s expanding business agents, upgrades to Meta AI and the core ad platform, and with longer-term potential for cloud/AI services that leverage accelerated custom silicon initiatives.
We expect solid Q2 results despite some intra quarter volatility, and that the gravitational pull of Meta’s FoA will sustain market share consolidation.”
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Where the price stands
META trades at $615. The 33 analysts who set a target in the last 3 months range from $650 to $1,000, with a median of $860. This $830 target is 3% below the median.
Since the note META has moved −10% (from $681). 12-month window: day 109 of 365, closes on July 16, 2027.
Track record
This callOpen: META has not reached $830 yet. This 12-month target is scored on July 16, 2027.
Firm track recordBaird: 95% of its 21 targets at least a year old were reached within 12 months (#1 of 21 firms). Accuracy ranking →
Baird on Meta
Baird price targets on Meta
4 calls from January 29, 2026 to October 22, 2026. The target went from $830 to $815 (−2%). The rating stayed Buy.
- October 22, 2026Target raised from $750 (+9%)Buy$815
- July 30, 2026Target cut from $830 (−10%)Buy$750
- July 16, 2026 This noteKept the $830 targetBuy$830
- January 29, 2026Earliest call shownBuy$830
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