Analysts Reaffirm Buy Rating on Meta (META), Cite Growth and AI Potential

Meta Platforms, Inc. (NASDAQ:META) ranks among the stocks to invest in before they split next. On April 23, Guggenheim reaffirmed its Buy rating and $850 price target for Meta Platforms, Inc. (NASDAQ:META), citing strong ad revenue growth and AI developments. Guggenheim anticipates revenue growth of more than 23% in each quarter through 2026, driven by performance enhancements, advertiser preference, and an increase in impressions on video platforms. The firm said that Meta’s 2026 capital expenditure projection of $115 billion to $135 billion implies a 73% increase over the previous year at the midpoint.

Meanwhile, on April 16, TD Cowen restated its Buy rating and $820 price target for Meta Platforms, Inc. (NASDAQ:META). The firm anticipates increasing advertising growth, as well as reduced margins due to artificial intelligence spending. For Meta’s first-quarter 2026 revenue and operating income, TD Cowen’s projections are 1% and 6% higher than consensus, respectively.

According to TD Cowen, operating margins will contract due to increased AI spending, while revenue growth will accelerate in the fourth quarter due to AI-powered engagement and monetization benefits.

Meta Platforms, Inc. (NASDAQ:META) is a California-based company that develops social media applications, such as Facebook and Instagram. Dedicated to connecting people and growing businesses, the company has two segments: Family of Apps (FoA) and Reality Labs (RL).

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