What the analyst said
UBS analyst Stephen Ju lowered the price target on Meta Platforms Inc.
(NASDAQ: META) to $715 (from $766) while maintaining a Buy rating.
“In our view, not enough credit is being given to Meta’s comments around Business Agents – where usage growing to 1M business accounts within a month of launch tells us demand is there and mgmt. noting that the company will start starting charging (via subscription and volume-based token pricing) in 2H26 suggests monetization will get going.
Meta generally takes about 2-years to ramp revenues on a new product, although given the existing ~400M business account base (per SensorTower) suggests that the timeline could be shorter.
This means 2027 or at latest 2028 revenue could see a step-function increase not reflected in consensus.
We have left our 2026-2028E revenue largely unchanged post print so this would be upside to our estimates as well.
Given Meta formally stated that the contingency plan remains to sell excess compute / model access to external vendors – it would be hard to see a scenario where revenue does not benefit from investments at all.”
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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 $715 target is 17% below the median.
Since the note META has moved +4% (from $586). 12-month window: day 95 of 365, closes on July 30, 2027.
Track record
This call✓ Target reached on September 21, 2026, 2 months after the note.
Firm track recordUBS: 81% of its 52 targets at least a year old were reached within 12 months (#10 of 26 firms); on Meta, 3 of 7. Accuracy ranking →
UBS on Meta
UBS price targets on Meta
8 calls from October 30, 2025 to October 14, 2026. The target went from $915 to $884 (−3%). The rating stayed Buy.
- October 14, 2026Target raised from $715 (+24%)Buy$884
- August 27, 2026Kept the $715 targetBuy$715
- July 30, 2026 This noteTarget cut from $865 (−17%)Buy$715
- April 30, 2026Target cut from $908 (−5%)Buy$865
- April 21, 2026Target raised from $872 (+4%)Buy$908
- January 29, 2026Target raised from $830 (+5%)Buy$872
- January 20, 2026Target cut from $915 (−9%)Buy$830
- October 30, 2025Earliest call shownBuy$915
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