Wall Street analyst updates Meta stock price target

BMO Capital Markets analyst Brian Pitz kept a Market Perform rating on Meta (META.OQ) with a $730 price target, implying about an 8% upside from the article’s $674 reference price, citing solid core fundamentals but constrained near-term upside. Key investor concerns are unclear AI monetization and hefty planned capital expenditures (~$132 billion in 2026), plus regulatory risks—factors likely to keep investors sidelined until revenue from AI investments becomes clearer. By contrast, TipRanks data show broad Wall Street optimism: 46 analysts (40 buys, 6 holds) give an average 12-month target of $855.60 (≈24% upside), with a high of $1,015 and a low of $676. The piece underscores a mixed market impact: firm-level stability but cautious near-term sentiment due to spending and execution uncertainty, while consensus analyst forecasts remain notably bullish.