How analysts reacted to Meta’s results
Meta reported on July 29, 2026 (quarter ended Jun 2026). In the next sessions, 25 Wall Street firms published notes: 23 cut their price target and 1 kept it unchanged. The median target of the 24 firms with a before-and-after figure went from $823 to $750 (−9%). The shares fell 8% on Jul 30, the first session after the report.
Every firm’s call 25
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 gained 37% ($738.88 on Oct 6), against a median target of $750 from these firms. Meta consensus today
| Before After Share price | ||||||
|---|---|---|---|---|---|---|
 Canaccord Genuity | Buy | $930 | $930 | Kept | Jul 30 | |
 KeyBanc | Buy | $790 | $780 | −1% | Jul 30 | |
 Piper Sandler | Buy | $800 | $785 | −2% | Jul 30 | |
 Bank of America | Buy | $835 | $810 | −3% | Jul 30 | |
 Citizens JMP | Buy | $800 | $770 | −4% | Jul 30 | |
 Bernstein | Buy | $850 | $800 | −6% | Jul 30 | |
 Barclays | Buy | $830 | $780 | −6% | Jul 30 | |
 TD Cowen | Buy | $800 | $750 | −6% | Jul 30 | |
 UBS | Buy | $766 | $715 | −7% | Jul 30 | |
 Truist | Buy | $840 | $770 | −8% | Jul 30 | |
 Baird | Buy | $830 | $750 | −10% | Jul 30 | |
 Mizuho | Buy | $835 | $750 | −10% | Jul 30 | |
 Goldman Sachs | Buy | $815 | $725 | −11% | Jul 30 | |
 Wedbush | Hold | $671 | $595 | −11% | Jul 30 | |
 Cantor | Buy | $770 | $680 | −12% | Jul 30 | |
 JP Morgan | Hold | $725 | $640 | −12% | Jul 30 | |
 Evercore | Buy | $930 | $820 | −12% | Jul 30 | |
 Guggenheim | Buy | $800 | $700 | −13% | Jul 30 | |
 Wolfe Research | Buy | $800 | $700 | −13% | Jul 30 | |
 Rosenblatt | Buy | $1,015 | $883 | −13% | Jul 30 | |
 Scotiabank | Hold | $700 | $600 | −14% | Jul 30 | |
 DA Davidson | Buy | $850 | $700 | −18% | Jul 30 | |
 Wells Fargo | Buy | $835 | $640 | −23% | Jul 30 | |
 Susquehanna | Buy | $900 | $650 | −28% | Jul 30 | |
 Needham | Hold | — | — | — | Jul 31 |
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