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Five Reasons META Could Outperform in 2026, According to Jefferies

Meta Platforms, Inc. (NASDAQ:META) is one of the AI Stocks on the Market’s Radar. On January 6, Jefferies analyst Brent Thill reiterated a Buy rating on the stock with a $910.00 price target. The firm is confident in Meta’s growing artificial intelligence capabilities, citing five bullish drivers for 2026.

According to Thill, Meta is set to soar in 2026 driven by five key reasons. First, there is strong potential for upside to estimates, particularly since forecasts assume slower growth and lower profits due to AI spending; thereby creating a low bar.

Moreover, the stock has an attractive risk-reward than Google, whereas Meta’s AI hires are also poised to start delivering real results this year. There also seems to be continued momentum from AI investments in Meta’s Core Flywheel.

The rating update follows follows Meta’s $2 billion acquisition of AI agent startup Manus, a Singapore-based developer of general-purpose AI agents, with the goal of enhancing capacity to commercialize AI tools and expand services for SMAs.

“We see 5 reasons for META to outperform in ’26, making it a top pick: 1) strong potential for upside to estimates, with cons assuming revenue growth slows by ~3 pts to 18% y/y and operating margins compress ~500bps to 36% on AI investments — creating a low bar; 2) attractive risk/reward at 22x NTM PE a 6-turn PE discount vs. GOOGL; 3) big AI hires poised to deliver in ’26; 4) continued momentum from AI investments in META’s Core Flywheel; 5) accelerating activation of major incremental rev engines, w/ WhatsApp having potential to grow from a $9Bn run rate today to $36Bn by FY29, with additional upside from Threads & Llama/AI. We see potential for META to do over $33 in FY27 EPS which at 25x multiple = a >$825 stock.”

While we acknowledge the risk and potential of META as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than META and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 10 Best AI Stocks to Buy Under $50 and 11 AI Stocks on the Market’s Radar

Disclosure: None.

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

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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