Here’s What Colin Sebastian of Baird Thinks About Meta Platforms (META)

Meta Platforms, Inc. (NASDAQ:META) is among the Stocks That Will Make You Rich in 2026. On December 23, Colin Sebastian from Robert W. Baird reiterated a Buy rating on Meta Platforms, Inc. (NASDAQ:META) but slightly lowered the price target from $820 to $815. A day later Sebastian appeared on a CNBC Television interview to discuss his outlook on the stock.

The rating comes at a time when Meta Platforms, Inc. (NASDAQ:META) has decreased more than 10.13% over the past 6 months. Sebastian noted that the firm acknowledges the concerns regarding the company’s margins and investments are legitimate. However, he highlighted that the firm is advising investors to look ahead, given the importance of the AI theme and the critical position the company holds in the industry.

He added that the company is expected to launch AI products by leveraging all the investment and hiring it has done in the past 2 years. Sebastian highlighted the launch of the next Llama model, updates to Meta AI, and monetization of WhatsApp and Threads as key catalysts for the company’s upcoming growth. He notes that these steps would enable the company to sustain a healthy growth rate.

Sebastian also believes that Meta Platforms, Inc. (NASDAQ:META) has a fantastic advertising model. He added that Google and Meta have accounted for around 80% of the industry growth in 2025, suggesting the efficiency of their model. The analyst highlighted the huge gap between the monetization at Meta and Google, suggesting a huge upside potential and room for growth for Meta.

Meta Platforms, Inc. (NASDAQ:META) is focused on developing AI-powered social platforms and immersive technologies, including Messenger, Instagram, and WhatsApp.

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.

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Disclosure: None. This article is originally published at Insider Monkey.