Rosenblatt Meta

Rosenblatt Raises Meta Price Target to $900

October 22, 2026 Analyst: Barton Crockett 1 min read Reproduced verbatim
Rating
Buy
Target
$900
from $886 (+2%)
Upside
+39%
META at $646 today
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What the analyst said

Rosenblatt analyst Barton Crockett raised the price target on Meta Platforms Inc.

(NASDAQ: META) to $900 (from $886) while maintaining a Buy rating.

“Meta’s 3Q26 checked the box on AI-driven ad growth story remaining intact. Revenues rose 26% Y/Y to $64.6B, a hair above estimates and near the 28% pace of 2Q26.

4Q26 guidance suggests a pace near 27%, despite a 70 bps incremental foreign exchange headwind, with AI credited for driving the growth by increasing engagement and return on ad spend.

But new metrics for Muse, and the AI vision surrounding that, struck us as enticing, motivating retention of our BUY rating, and a $14 hike in PT to $900 (a 29x+ PE vs 2026E adj.

EPS), with limited estimate changes but more enthusiasm for the story.”

Disclaimer
The price target and rating on this page are the opinion of the issuing research firm and its analyst, not of Price Target. This page is published for informational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Past performance does not guarantee future results. Consider your own circumstances and consult a licensed financial adviser before making investment decisions.

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 $646. The 35 analysts who set a target in the last 3 months range from $595 to $1,000, with a median of $850. This $900 target is 6% above the median.

12-month window: day 1 of 365, closes on October 22, 2027.

Track record

This callOpen: META has not reached $900 yet. This 12-month target is scored on October 22, 2027.

Firm track recordRosenblatt: 80% of its 10 targets at least a year old were reached within 12 months (#17 of 28 firms). Accuracy ranking →

Earnings reactionOne of 28 notes after Meta’s Oct 21 results: 18 of 28 raised targets. See every call →

Rosenblatt on Meta

Rosenblatt price targets on Meta

7 calls from January 9, 2026 to October 22, 2026. The target went from $1,117 to $900 (−19%). The rating stayed Buy.

Rosenblatt targetMETA share price
  1. October 22, 2026 This noteTarget raised from $886 (+2%)Buy$900
  2. October 13, 2026Kept the $886 targetBuy$886
  3. September 16, 2026Kept the $886 targetBuy$886
  4. August 27, 2026Target raised from $883 (0%)Buy$886
  5. July 30, 2026Target cut from $1,015 (−13%)Buy$883
  6. April 9, 2026Target cut from $1,117 (−9%)Buy$1,015
  7. January 9, 2026Earliest call shownBuy$1,117
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Other analysts on Meta

ArgusBuy Kept rating and price target · Oct 23 $800maintained Freedom BrokerBuy Kept rating and price target · Oct 22 $780maintained MizuhoBuy Raised price target +27%, kept rating · Oct 22 $950from $750 BernsteinBuy Raised price target +6%, kept rating · Oct 22 $850from $800 StoneXHold Kept rating · Oct 22
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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.