Goldman Sachs Meta

Goldman Sachs Reiterates Buy on Meta, $815 Price Target

Analyst: Eric Sheridan 1 min read Reproduced verbatim
Rating
Buy
Unchanged
Target
$815
Upside
+34%
META at $610 today
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What the analyst said

Goldman Sachs analyst Eric Sheridan reiterated a Buy rating and $815 price target on Meta Platforms (NASDAQ: META).

“We expect investors to have an initial negative reaction to META’s Q2 ’26 earnings report on the back of roughly inline Q2 revenue trends (especially when measured against investor expectations), a Q3 revenue guidance range inline with our current estimates at the high end & a narrowing of the 2026 capex range from $125-145b to $130-145b.

In addition, the company raised the low end of its prior FY26 total GAAP expense guidance to $165-169bn (from $162-169bn prior) to reflect a one-time charge of $2.4bn related to legal proceedings taken in Q2.

In total, and ahead of the upcoming earnings call, these reported and guided figures will be interpreted by investors as a solid indicator of the application of AI compute to the company’s core business but not quite the outsized positive returns that had been expected in recent weeks.”

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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 $610. The 33 analysts who set a target in the last 3 months range from $650 to $1,000, with a median of $860. This $815 target is 5% below the median.

Since the note META has moved +3% (from $593). 12-month window: day 102 of 365, closes on July 29, 2027.

Track record

This callOpen: META has not reached $815 yet. This 12-month target is scored on July 29, 2027.

Firm track recordGoldman Sachs: 78% of its 37 targets at least a year old were reached within 12 months (#17 of 26 firms); on Meta, 3 of 4. Accuracy ranking →

Goldman Sachs on Meta

Goldman Sachs price targets on Meta

8 calls from October 30, 2025 to October 14, 2026. The target went from $815 to $860 (+6%). The rating stayed Buy.

Goldman Sachs targetMETA share price
  1. October 14, 2026Target raised from $725 (+19%)Buy$860
  2. September 14, 2026Kept the $725 targetBuy$725
  3. July 30, 2026Target cut from $815 (−11%)Buy$725
  4. July 29, 2026 This noteTarget cut from $830 (−2%)Buy$815
  5. April 30, 2026Target cut from $840 (−1%)Buy$830
  6. April 13, 2026Target raised from $835 (+1%)Buy$840
  7. January 29, 2026Target raised from $815 (+2%)Buy$835
  8. October 30, 2025Earliest call shownBuy$815
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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.