Evercore ISI Reduces PT on Meta Platforms (META) Stock

Core Insights - Meta Platforms, Inc. (NASDAQ:META) is recognized as one of the best monopoly stocks to buy currently, despite a recent price target reduction from $930 to $875 by Evercore ISI while maintaining an "Outperform" rating [1][2] - The company's stock performance is influenced by its increased investment spending plans for 2026, which analysts believe warrants close attention [2] Financial Performance - In Q3 2025, Meta reported revenues of $51.24 billion, marking a 26% year-over-year increase, with the average price per ad rising by 10% year-over-year [3] - The company anticipates Q4 2025 total revenue to be between $56 billion and $59 billion, indicating strong expected ad revenue growth, although this is partially offset by reduced year-over-year revenue from Reality Labs [4] Investment Perspective - Rowan Street Capital highlighted Meta as their largest holding for several years, emphasizing its long-term ownership benefits and a compounded annual growth rate of over 21% since their initial purchase [4] - While Meta is viewed as a solid investment, some analysts suggest that certain AI stocks may offer greater upside potential with less downside risk [4]