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Here’s What Wall Street Thinks About Meta Platforms, Inc (META)

Meta Platforms, Inc. (NASDAQ:META) is one of the Best Stocks to Buy and Hold for 2026. On December 12, Justin Post from Bank of America Securities reiterated a Buy rating on the stock without disclosing any price target. Earlier on December 11, Brian Nowak from Morgan Stanley also reiterated a Buy rating on the stock, but lowered the price target from $820 to $750.

​Analyst Brian Nowak from Morgan Stanley noted that while they remain bullish on the stock, they are lowering fiscal 2026 and fiscal 2027 EPS estimates by around 8% each. The firm now expects EPS growth of 5% and 6% for Meta Platforms, Inc. (NASDAQ:META) in 2026 and 2027, respectively. Moreover, the analyst also noted that they anticipate higher operating expenses for the company and expect fiscal 2027 EPS to be around $33. Nowak added that while the investor sentiment has turned negative, the firm remains confident in the company’s revenue runway and unprecedented innovation.

​In addition, Piper Sandler on December 11 called Meta Platforms, Inc. (NASDAQ:META) one of the top large-cap picks. The firm noted that data from their advertising buyer survey suggests accelerated market growth in 2026, which is expected to benefit the company. Moreover, Piper Sandler also expects the company to achieve at least 20% year-over-year growth based on the favourable market conditions. The firm finds investor concerns regarding high capital expenditure as overstated and reinforced its bullish sentiment.​

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.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

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

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.

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

This prediction might not be bold at all:

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