How analysts reacted to Meta’s results
Meta reported on January 28, 2026 (quarter ended Dec 2025). In the next sessions, 22 Wall Street firms published notes: 18 raised their price target and 2 kept it unchanged; none cut. The median target of the 20 firms with a before-and-after figure went from $818 to $853 (+4%). The shares rose 10% on Jan 29, the first session after the report.
Every firm’s call 22
The first note from each firm in the session that reacted to the results and the next two, with its previous target. Since then the shares have lost 2% ($721.31 on Oct 7), against a median target of $853 from these firms. Meta consensus today
| Before After Share price | ||||||
|---|---|---|---|---|---|---|
 Cantor | Buy | $750 | $860 | +15% | Jan 29 | |
 Wells Fargo | Buy | $754 | $849 | +13% | Jan 29 | |
 Morgan Stanley | Buy | $750 | $825 | +10% | Jan 29 | |
 Jefferies | Hold | $910 | $1,000 | +10% | Jan 29 | |
 Bank of America | Buy | $810 | $885 | +9% | Jan 29 | |
 UBS | Buy | $830 | $872 | +5% | Jan 29 | |
 Piper Sandler | Buy | $840 | $880 | +5% | Jan 29 | |
 Stifel | Buy | $785 | $820 | +4% | Jan 29 | |
 Mizuho | Buy | $815 | $850 | +4% | Jan 29 | |
 Barclays | Buy | $770 | $800 | +4% | Jan 29 | |
 Canaccord Genuity | Buy | $900 | $930 | +3% | Jan 29 | |
 JP Morgan | Buy | $800 | $825 | +3% | Jan 29 | |
 DA Davidson | Buy | $825 | $850 | +3% | Jan 29 | |
 Evercore | Buy | $875 | $900 | +3% | Jan 29 | |
 Truist | Buy | $875 | $900 | +3% | Jan 29 | |
 Goldman Sachs | Buy | $815 | $835 | +2% | Jan 29 | |
 KeyBanc | Buy | $835 | $855 | +2% | Jan 29 | |
 Baird | Buy | $815 | $830 | +2% | Jan 29 | |
 TD Cowen | Buy | $820 | $820 | Kept | Jan 29 | |
 Loop Capital | Buy | $940 | $940 | Kept | Jan 29 | |
 StoneX | Hold | — | — | — | Jan 29 | |
 William Blair | Buy | — | — | — | Jan 29 |
Earlier Meta reports
Latest earnings reactions
MicronSep 3020 of 24 kept targetsMedian target +1%Shares +3%
OracleSep 106 of 12 kept targetsMedian target +1%Shares −5%
BroadcomSep 27 of 18 raised targetsMedian target +3%Shares −3%
NIOSep 14 of 4 cut targetsMedian target −29%Shares −5%
MarvellAug 275 of 11 raised targetsMedian target 0%Shares −10%
Li AutoAug 266 of 7 cut targetsMedian target −10%Shares −1%How this works: the earnings date and EPS figures come from Nasdaq. The calls are the notes in our database from the session that reacted to the results and the next two, one per firm (its first); for reports after the close, notes dated the report day are treated as previews and left out. “Before” is the previous target quoted in the note or, if missing, the firm’s last target in our database. The median target uses firms with both figures. The share move compares the close before the reaction session with the close of the session that moved most (the report day or the next one). Which firms’ targets come true