META Analyst Ratings

Wall Street piled on bullish targets after Meta's Q4 beat: Wedbush raised to $900, Wolfe to $850, Wells Fargo to $849. Consensus is Buy with a $262 average target. Massive AI capex ($115-135B) hasn't shaken analyst confidence — ad momentum and engagement gains dominate the narrative.

ANALYST RATINGS
Buy$873
META
Outperform$850
Reiterated
2026-01-29
Overweight$849
Reiterated
2026-01-29
Outperform$900
Reiterated
2026-01-29
Buy$872
Reiterated
2026-01-29
Buy$820
Reiterated
2026-01-29
Reiterated
2026-01-29
Wolfe Research
RatingOutperform
From—
Target$850
From$800
Reiterated
2026-01-29
Wells Fargo
RatingOverweight
From—
Target$849
From$754
Reiterated
2026-01-29
Wedbush
RatingOutperform
From—
Target$900
From$880
Reiterated
2026-01-29
UBS
RatingBuy
From—
Target$872
From$830
Reiterated
2026-01-29
Stifel
RatingBuy
From—
Target$820
From$785
Reiterated
2026-01-29
Roth Capital
RatingBuy
From—
Target$850
From$800
Reiterated
2026-01-29
Robert W. Baird
RatingOutperform
From—
Target$830
From$815
Reiterated
2026-01-29
Pivotal Research Group
RatingBuy
From—
Target$910
From$930
Reiterated
2026-01-29
Piper Sandler
RatingOverweight
From—
Target$880
From$840
Reiterated
2026-01-29
Morgan Stanley
RatingOverweight
From—
Target$825
From$750
Reiterated
2026-01-29
Monness Crespi & Hardt
RatingBuy
From—
Target$890
From$808
Reiterated
2026-01-29
Mizuho
RatingOutperform
From—
Target$850
From$815
Reiterated
2026-01-29
KeyBanc Capital Markets
RatingOverweight
From—
Target$855
From$835
Reiterated
2026-01-29
JP Morgan
RatingOverweight
From—
Target$825
From$800
Reiterated
2026-01-29
Jefferies
RatingBuy
From—
Target$1000
From$910
Reiterated
2026-01-29
Guggenheim
RatingBuy
From—
Target$850
From$800
Reiterated
2026-01-29
Evercore ISI
RatingOutperform
From—
Target$900
From$875
Reiterated
2026-01-29
Deutsche Bank
RatingBuy
From—
Target$920
From$880
Reiterated
2026-01-29
Cantor Fitzgerald
RatingOverweight
From—
Target$860
From$750
Reiterated
2026-01-29
Canaccord Genuity
RatingBuy
From—
Target$930
From$900