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Analysts Bullish on Meta Platforms (META) Amid AI Expansion and Long-Term Power Deals

Meta Platforms, Inc. (NASDAQ:META) is one of the best stocks to buy right now.

On January 12, 2026, Meta Platforms, Inc. (NASDAQ:META) saw Wells Fargo lower its price target from $802 to $795, while reiterating an ‘Overweight’ rating. The update comes as a valuation reset rather than a shift in fundamentals. The firm remains optimistic about Q4 earnings and the 2026 outlook, reiterating its confidence in $31- $32 EPS for 2026, TheFly reported. Furthermore, Wells Fargo believes Street CapEx estimates will likely go up as the company makes further progress in scaling AI infrastructure.

Looking ahead, the firm projects growth to accelerate with the next-generation Llama model release, expected in the first half of the year, and the rollout of associated AI-driven products. These factors will help offset the company’s short-term spending concerns, while re-anchoring its long-term growth expectations, according to Wells Fargo.

Meanwhile, Meta Platforms, Inc. (NASDAQ:META) reinforced analyst confidence on January 9, 2026, disclosing 20-year power purchase agreements with Vistra for electricity from three U.S. nuclear plants. Including facilities in Ohio and Pennsylvania, the deals reflect the translation of rising AI and data center demand into long-term duration, baseload power commitments.

Meta Platforms, Inc. (NASDAQ:META) focuses on developing social media and immersive technologies through its Family of Apps and Reality Labs segments. The company operates Facebook, Instagram, WhatsApp, and virtual and augmented reality platforms globally.

While we acknowledge the potential of META to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than META and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 7 Best Rising Tech Stocks to Buy Now and 12 Best Multibagger Stocks to Buy Heading into 2026.

Disclosure: None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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