Meta -2026 年跑赢市场的 3 大催化因素与乐观逻辑

| What's Changed | | | | --- | --- | --- | | Meta Platforms Inc (META.O) | From | To | | Price Target | $820.00 | $750.00 | We are bullish into '26 through this negative investor sentiment and believe 1) revenue revisions 2) a $155bn and under '26 opex guide and 3) models and monetization nodes from the Superintelligence team will drive re-rating and outperformance. PT to $750, $1,000 bull case. Investor Sentiment has Turned Negative But META's Revenue Runway and Innovation Underappreciated: Investor sentim ...