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

Core Viewpoint - Meta Platforms, Inc. (NASDAQ:META) is considered one of the best stocks to buy and hold for 2026, with multiple analysts reiterating a Buy rating despite some adjustments to price targets and earnings estimates [1][2]. Analyst Ratings and Estimates - Bank of America Securities and Morgan Stanley both maintain a Buy rating on Meta, with Morgan Stanley lowering its price target from $820 to $750 [1]. - Morgan Stanley has reduced its fiscal 2026 and 2027 EPS estimates by approximately 8% each, now forecasting EPS growth of 5% for 2026 and 6% for 2027, with an expected EPS of around $33 for fiscal 2027 [2]. Market Growth and Investor Sentiment - Piper Sandler identifies Meta as a top large-cap pick, citing data from an advertising buyer survey that indicates accelerated market growth in 2026, which is expected to benefit the company [3]. - Piper Sandler anticipates at least 20% year-over-year growth for Meta, arguing that concerns regarding high capital expenditure are overstated [3]. Company Focus and Innovation - Meta is concentrating on developing AI-powered social platforms and immersive technologies, including Messenger, Instagram, and WhatsApp [4].