Wells Fargo Maintains Overweight Rating on Meta Platforms (META) Stock

Meta Platforms, Inc. (NASDAQ:META) is one of the Best Long-Term Tech Stocks to Buy According to Analysts. On January 23, Wells Fargo analyst Ken Gawrelski reduced its price target on the company’s stock to $754 from $795, while keeping an “Overweight” rating, as reported by The Fly. As per the firm, the evaluation of capacity contracts continues to support a significant upward revision to OpEx/CapEx estimates over 2026-2028.

The firm opines that, between increased AI investments in compute capacity and the identification of new use cases and products, there is a near-term mismatch in timing.

On January 20, UBS reduced its price objective on the company’s stock to $830 from $915, while keeping a “Buy” rating, as reported by The Fly. According to the analyst, the outlook for Q4 2025 earnings for advertising-driven companies points to slimmer-than-expected beats. This comes after a slow October due to the US government shutdown. However, a rebound was seen in November and December.

READ NEXT: 13 Cheap AI Stocks to Buy According to Analysts and 11 Unstoppable Growth Stocks to Invest in Now

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