Convertible Bonds as a Strategic Investment: Convertible bonds are highlighted as a less risky way to invest in AI, with a 15% increase this year, offering high risk-return potential with limited downside, according to Dorian Carrell from Schroders.
Market Dynamics and Tech Debt: The global equity market has experienced volatility due to economic data and AI-related concerns, with major tech companies like Alphabet, Meta, and Amazon increasing their debt to support AI initiatives.
Regional Economic Insights: Carrell notes that Europe presents a stable investment environment with low rates and inflation, while suggesting that Asia, particularly Japan, offers cheaper opportunities for AI investments.
Broader Investment Strategy: He emphasizes the need for investors to diversify their asset classes and regions to capitalize on emerging opportunities in the AI sector.
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: 620.800
Low
655.15
Averages
832.06
High
1117
Current: 620.800
Low
655.15
Averages
832.06
High
1117
Guggenheim
Buy
downgrade
$875 -> $800
Al Analysis
2026-01-08
Reason
Guggenheim
Price Target
$875 -> $800
Al Analysis
2026-01-08
downgrade
Buy
Reason
Guggenheim lowered the firm's price target on Meta Platforms to $800 from $875 and keeps a Buy rating on the shares. The firm's lowered target reflects its assumption of higher investment levels on "relatively unproven projects," but the 2026 outlook for Meta operating trends "remains constructive," the analyst tells investors.
Cantor Fitzgerald
Overweight
maintain
$720 -> $750
2026-01-08
Reason
Cantor Fitzgerald
Price Target
$720 -> $750
2026-01-08
maintain
Overweight
Reason
Cantor Fitzgerald raised the firm's price target on Meta Platforms to $750 from $720 and keeps an Overweight rating on the shares. Despite lingering macro concerns, the outlook for Global Internet stocks into 2026 is increasingly positive as AI enters a "Synergy" phase that should drive accelerating revenue growth, improved value capture, and clearer long-term returns on capex, the analyst tells investors in a research note. With valuations still about 20% below medium-term ranges despite 2025 outperformance, the group is positioned to outperform in 2026 amid positive estimate revisions and improving sentiment, Cantor says.
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Wolfe Research
Outperform
downgrade
$850 -> $800
2026-01-05
Reason
Wolfe Research
Price Target
$850 -> $800
2026-01-05
downgrade
Outperform
Reason
Wolfe Research lowered the firm's price target on Meta Platforms to $800 from $850 and keeps an Outperform rating on the shares. 2026 could be another positive year for Internet stocks, though maybe not as much outperformance as the prior three years given current, elevated multiples for some of the firm's coverage, the analyst tells investors in a research note. The firm added that it sees opportunities for estimates upside driven by AI developments and product catalysts, a relatively healthy macro backdrop, successful capital allocation, and pockets of re-rating potential.
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.
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.
