Billionaire Philippe Laffont Allocates 18% of His Portfolio to Three AI Stocks Worth Trillions, with Wall Street Predicting Significant Growth by 2026. | Intellectia.AI
Billionaire Philippe Laffont Allocates 18% of His Portfolio to Three AI Stocks Worth Trillions, with Wall Street Predicting Significant Growth by 2026.
Written by Emily J. Thompson, Senior Investment Analyst
Meta Platforms' AI Strategy: Meta is leveraging artificial intelligence to enhance user engagement and advertising effectiveness across its social media platforms, while also developing smart glasses as future computing devices.
Microsoft's AI Integration: Microsoft has integrated generative AI features into its software products, with significant growth in its cloud services, and plans to rapidly expand its data center capacity to meet increasing demand.
Amazon's AI Innovations: Amazon is utilizing AI to boost its e-commerce profitability and enhance its cloud computing services, including the development of an AI shopping assistant that significantly increases purchase likelihood.
Investment Insights: Billionaire Philippe Laffont has a substantial investment in Meta, Microsoft, and Amazon, all of which are expected to see significant earnings growth, with Wall Street analysts projecting considerable upside for their stock prices.
META
$658.77+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: 664.450
Low
655.15
Averages
832.06
High
1117
Current: 664.450
Low
655.15
Averages
832.06
High
1117
Wedbush
Outperform
to
NULL
downgrade
$920 -> $880
2025-12-19
New
Reason
Wedbush
Price Target
$920 -> $880
2025-12-19
New
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.
Mizuho
Outperform
maintain
$815
2025-12-04
Reason
Mizuho
Price Target
$815
2025-12-04
maintain
Outperform
Reason
Mizuho reiterated an Outperform rating and $815 price target on Meta Platforms, saying the firm sees a "significant rally ahead" for the shares. The firm recommends investors add to positions in light of multiple press reports that the company plans to cut up to 30% out of Metaverse spending and was asking managers to identify broader cuts across the company. Metaverse cuts of this magnitude could add roughly $2 per share to the firm's 2026 EPS estimate of $29.50, with Reality Labs losses of roughly $5.85 per share, the analyst tells investors in a research note. The firm suspects some of this development is incremental, but ultimately the plan to cut back in an area viewed as a black hohe alone should give investors more confidence the move to scale up investment in generative AI is not a blank check forever.
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.
