Latest Wall Street Ratings Overview
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 26 2026
0mins
Should l Buy META?
Source: CNBC
- Dutch Bros Rating: Citi initiates coverage of Dutch Bros (BROS) with a Buy rating, citing its proven portability across the U.S. and a fast-growing marketing budget that is expected to drive sales growth over the next 12-24 months, indicating strong growth potential.
- Tesla Neutral Rating: Goldman Sachs reiterates a Neutral rating on Tesla, expressing concerns that increasing competition in the self-driving sector may limit profit growth, although they remain optimistic about the long-term prospects of its full self-driving and robotaxi operations.
- Apple Price Target Increase: JPMorgan raises its price target for Apple (AAPL) from $305 to $315 ahead of earnings, anticipating a positive setup for the stock as it approaches a key iPhone product cycle, which could enhance its performance.
- Meta Upgrade: Rothschild & Co Redburn upgrades Meta from Neutral to Buy, arguing that its potential in AI is not fully appreciated, raising the price target from $740 to $900, making it an opportune time for investors to build positions.
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Analyst Views on META
Wall Street analysts forecast META stock price to rise
44 Analyst Rating
37 Buy
6 Hold
1 Sell
Strong Buy
Current: 643.220
Low
655.15
Averages
824.71
High
1117
Current: 643.220
Low
655.15
Averages
824.71
High
1117
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.
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- New Super PACs Established: The company is quietly launching two new super PACs, one backing Republicans and the other supporting Democrats, aiming to leverage political influence to counter regulatory threats to the AI sector.
- Funding Flow and Utilization: Last year, Meta allocated $45 million to the American Technology Excellence Project, with expectations that these funds will flow into the newly established PACs, thereby enhancing the company's political clout.
- Initial Spending Plans: Meta's expenditures are set to commence this week in Illinois and Texas, primarily backing incumbent Democratic and Republican candidates, reflecting the company's strategic inclination to maintain the existing political landscape.
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- Advertising Revenue Surge: In 2025, Meta's total ad impressions and average price per ad increased by 12% and 9%, respectively, driving a 22% rise in total revenue, showcasing its robust performance in the advertising market despite rising cost pressures.
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- Investment Scale: Meta is set to invest $65 million in 2023 to support state politicians favorable to the artificial intelligence industry, marking its largest election investment to date and indicating a growing emphasis on political engagement.
- New Super PACs Established: The company is quietly launching two new super PACs, one backing Republicans and the other supporting Democrats, aiming to leverage political influence to counter regulatory threats to the AI sector.
- Funding Flow and Utilization: Last year, Meta allocated $45 million to the American Technology Excellence Project, with expectations that these funds will flow into the newly established PACs, thereby enhancing the company's political clout.
- Initial Spending Plans: Meta's expenditures are set to commence this week in Illinois and Texas, primarily backing incumbent Democratic and Republican candidates, reflecting the company's strategic inclination to maintain the existing political landscape.
See More
Investment Opportunity Analysis for Meta Platforms Stock
- User Base Growth: By the end of 2025, Meta Platforms reported 3.58 billion daily active users, reflecting a 7% year-over-year increase, solidifying its position as the world's largest social media company with over 40% global population coverage, significantly enhancing its appeal as a digital advertising platform.
- Advertising Revenue Surge: In 2025, Meta's total ad impressions and average price per ad increased by 12% and 9%, respectively, driving a 22% rise in total revenue, showcasing its robust performance in the advertising market despite rising cost pressures.
- Profitability Challenges: Despite strong growth in advertising, Meta's operating margin dipped to 41% in 2025, primarily due to increased costs from AI infrastructure and losses in its Reality Labs segment, compounded by a one-time $15.9 billion tax charge in Q3 that impacted EPS by 2% for the year.
- Future Growth Potential: Analysts project that Meta's revenue and EPS will grow at CAGRs of 20% from 2025 to 2028, and if its stock trades at a more favorable 25 times forward earnings by early 2028, it could rise over 60% to exceed $1,000 within the next two years, indicating strong long-term investment value.
See More
Tech Stocks Show Weak Performance
- Market Performance: Tech stocks exhibited weakness on Thursday afternoon, indicating a decline in investor confidence in the sector, which could lead to short-term capital outflows.
- ETF Dynamics: The underperformance of the State Street Technology Select Sector SPDR ETF reflects a decreasing market interest in tech stocks, potentially impacting the stock prices of related companies.
- Investor Sentiment: As tech stocks falter, investors may reassess their portfolios, leading to a shift of funds towards other more attractive sectors, thereby affecting the financing capabilities of tech companies.
- Future Outlook: The weak performance of tech stocks may signal market concerns regarding future growth, prompting investors to closely monitor industry trends to adjust their investment strategies.
See More
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- Growing AI Demand: India's AI infrastructure buildout is accelerating, with Tata Group and Tata Consultancy Services collaborating on a project to scale up to one gigawatt, which will drive demand for chipmakers, particularly AMD.
- Local Production Considerations: Super Micro Computer Inc. is weighing options to increase local production in India to meet the expanding AI market, with Managing Director Vik Malyala stating that the company is engaging closely with Indian customers to understand buyer requirements and is adding local staff to support deployments.
- Intensifying Competition: As companies like NVIDIA expand partnerships and infrastructure in India, AMD faces an increasingly competitive landscape, where early design wins and ecosystem relationships will significantly influence long-term chip adoption.
- Supply Chain Pressures: The AI infrastructure buildout is colliding with ongoing supply constraints and allocation concerns in the accelerator market, necessitating AMD to secure long-term memory supply to address the expanding global AI demand.
See More
AI Agents and the Software Crisis
Best Trade in 2026: The most profitable investment strategy in 2026 has been to buy semiconductor stocks while selling software companies.
Performance of Semiconductor Stocks: The iShares Semiconductor ETF has increased by 19% in 2026, following a 40% gain in 2025.
Struggles of Software Companies: In contrast, software companies have faced significant losses, with the iShares Expanded Tech-Software Sector ETF down 22% this year.
Quarterly Decline: The software sector also experienced an 8% decline in the fourth quarter of the previous year.
See More
NBA's New Strategy with Content Creators Takes Shape
- Creator Engagement: The NBA engaged over 200 global creators during All-Star weekend, indicating the league's willingness to collaborate with content creators rather than restrict their game access, thereby enhancing connections with younger audiences.
- Media Rights Deal: The NBA's 11-year, $77 billion media rights agreement with Comcast, Disney, and Amazon is expected to further boost team valuations, with the average franchise now valued at $5.52 billion, an 18% increase from last year.
- Attracting Young Audiences: By focusing on partnerships with creators, the NBA aims to engage Generation Z and Generation Alpha, as a survey revealed that 61% of Gen Z respondents prefer user-generated content, suggesting this strategy could enhance youth engagement.
- Personalized Viewing Experience: The NBA plans to leverage AI for hyper-personalized broadcasts, allowing viewers to choose different commentary styles and languages, which may attract more viewers but also risks fragmenting audience attention.
See More
