Earnings reaction · META

How analysts reacted to Meta’s results

Meta reported on October 21, 2026 (quarter ended Sep 2026). In the next sessions, 15 Wall Street firms published notes: 10 raised their price target, 2 cut it and 2 kept it unchanged. The median target of the 14 firms with a before-and-after figure went from $860 to $865 (+1%). The shares fell 7% on Oct 22, the first session after the report.

Oct 21, 2026 reported15 firms10 raised2 cut
Median target$860 → $865+1% · 14 firms
Target changes10 raised2 cut · 2 kept
Share move−7%Oct 22 · $697.52 → $648.37
EPS vs consensusBeat 14%7.4 vs 6.52 expected

Every firm’s call 15

The first note from each firm in the session that reacted to the results and the next two, with its previous target. Meta consensus today

Before After Share price
SusquehannaBuy$650$850+31%Oct 22
BMO CapitalHold$580$685+18%Oct 22
BarclaysBuy$780$880+13%Oct 22
BairdBuy$750$815+9%Oct 22
RBC CapitalBuy$770$800+4%Oct 22
Goldman SachsBuy$860$885+3%Oct 22
CantorBuy$840$860+2%Oct 22
JP MorganBuy$920$940+2%Oct 22
EvercoreBuy$860$870+1%Oct 22
KeyBancBuy$900$905+1%Oct 22
Citizens JMPBuy$885$885KeptOct 22
Canaccord GenuityBuy$950$950KeptOct 22
TD CowenBuy$865$850−2%Oct 22
Piper SandlerBuy$875$850−3%Oct 22
William BlairBuy———Oct 22

Earlier Meta reports

Reported Jul 29, 202623 of 25 cut targetsMedian target −9%Shares −8%Reported Apr 29, 202610 of 16 cut targetsMedian target −3%Shares −9%Reported Jan 28, 202618 of 22 raised targetsMedian target +4%Shares +10%

Latest earnings reactions

TeslaOct 217 of 11 raised targetsMedian target +6%Shares +3%General MotorsOct 206 of 7 cut targetsMedian target −11%Shares −7%SpaceXOct 2010 of 20 raised targetsMedian target +11%Shares +8%ASMLOct 142 of 5 raised targetsMedian target —Shares −4%MicronSep 3020 of 24 kept targetsMedian target +1%Shares +3%OracleSep 106 of 12 kept targetsMedian target +1%Shares −5%

All earnings reactions

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

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.