Tech Giants Set to Test the Market
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1d ago
0mins
Source: Fool
- Microsoft AI Infrastructure Expansion: Microsoft plans to expand its AI infrastructure by 80% in 2026, which is expected to drive growth in its software business, even though its stock has only risen 7.2% over the past year, lagging behind the S&P 500's 15% increase.
- Meta's Superintelligence Strategy: Meta is set to release its Q4 update on Wednesday, with AI-driven 'superintelligence' as a key part of its 2026 roadmap, despite its market cap still having significant room for growth at $1.5 trillion.
- Gold Price Surge: Gold prices have surged past $5,100 due to escalating NATO tensions, increasing fears of a global debt crisis, which may drive investors to seek safe-haven assets.
- Starbucks Sales Growth: Starbucks achieved global comparable sales growth in the final quarter of 2025, marking a milestone in its turnaround plans, although analysts expect a 14% year-over-year decline in Q1 earnings.
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 824.71 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.
44 Analyst Rating
37 Buy
6 Hold
1 Sell
Strong Buy
Current: 672.360
Low
655.15
Averages
824.71
High
1117
Current: 672.360
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.
