Concerns Over Leadership Stability: Rumors about the potential departure of Johny Srouji, Apple's chip chief, have raised concerns regarding the company's leadership stability as it faces pressure to enhance its AI initiatives.
Executive Changes at Apple: The company is experiencing a wave of executive changes, including the retirement of COO Jeff Williams and the departure of AI chief John Giannandrea, which could impact its strategic direction.
Focus on CEO Succession: Apple is reportedly preparing for a leadership transition, with discussions about a successor to CEO Tim Cook, who has led the company since 2011, highlighting the need for new leadership to stay competitive.
Investor Calls for Strategic Partnerships: Investor Ross Gerber has suggested that Apple should consider a strategic partnership with Google AI, including potentially replacing Siri with Google's Gemini AI, to adapt to the evolving tech landscape.
META
$663.29+Infinity%1D
Analyst Views on META
Wall Street analysts forecast META stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for META is 832.06 USD with a low forecast of 655.15 USD and a high forecast of 1117 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
43 Analyst Rating
Wall Street analysts forecast META stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for META is 832.06 USD with a low forecast of 655.15 USD and a high forecast of 1117 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
36 Buy
6 Hold
1 Sell
Strong Buy
Current: 667.550
Low
655.15
Averages
832.06
High
1117
Current: 667.550
Low
655.15
Averages
832.06
High
1117
Baird
Colin Sebastian
Outperform
downgrade
$820 -> $815
2025-12-23
Reason
Baird
Colin Sebastian
Price Target
$820 -> $815
2025-12-23
downgrade
Outperform
Reason
Baird analyst Colin Sebastian lowered the firm's price target on Meta Platforms to $815 from $820 and keeps an Outperform rating on the shares. The firm updated its model along with framing the bull/bear debate heading into 2026.
Wedbush
Outperform
to
NULL
downgrade
$920 -> $880
2025-12-19
Reason
Wedbush
Price Target
$920 -> $880
2025-12-19
downgrade
Outperform
to
NULL
Reason
Wedbush lowered the firm's price target on Meta Platforms to $880 from $920 and keeps an Outperform rating on the shares. Meta is the firm's top advertising pick for 2026, supported by resilient digital ad trends, strong adoption of Advantage+, and monetization of new channels, the analyst tells investors in a research note. Margins are expected to contract next year, though additional cost discipline could provide upside, Wedbush says.
Morgan Stanley
Brian Nowak
Overweight
downgrade
$820 -> $750
2025-12-11
Reason
Morgan Stanley
Brian Nowak
Price Target
$820 -> $750
2025-12-11
downgrade
Overweight
Reason
Morgan Stanley analyst Brian Nowak lowered the firm's price target on Meta Platforms to $750 from $820 and keeps an Overweight rating on the shares. While the firm is "bullish" into 2026, it is lowering its FY26 and FY27 EPS estimates by about 8% each on the back of 5% and 6%, respectively, higher operating expense expectations and now models $33 of FY27 EPS, the analyst tells investors.
Morgan Stanley
Overweight
downgrade
$820 -> $750
2025-12-11
Reason
Morgan Stanley
Price Target
$820 -> $750
2025-12-11
downgrade
Overweight
Reason
Morgan Stanley lowered the firm's price target on Meta Platforms to $750 from $820 and keeps an Overweight rating on the shares. While the firm is "bullish" into 2026, it is lowering its FY26 and FY27 EPS estimates by about 8% each on the back of 5% and 6%, respectively, higher operating expense expectations and now models $33 of FY27 EPS, the analyst tells investors. Investor sentiment has turned negative, but Meta's revenue runway and innovation are "underappreciated," adds the analyst, who lays out a $1,000 per share "bull case" for the stock.
About META
Meta Platforms, Inc. is building human connections, powered by artificial intelligence and immersive technologies. The Company's products enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality (VR) and mixed reality (MR) headsets, augmented reality (AR), and wearables. It also helps people discover and learn about what is going on in the world around them, enabling people to share their experiences, ideas, photos, videos, and other content with audiences ranging from their closest family members and friends to the public at large. The Company's segments include Family of Apps (FoA) and Reality Labs (RL). FoA segment includes Facebook, Instagram, Messenger, WhatsApp and Threads. RL segment includes its virtual, augmented, and mixed reality related consumer hardware, software and content. Its product offerings in VR include its Meta Quest devices, as well as software and content available through the Meta Horizon Store.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
