70% Gains From Here? Wall Street Pros Expect Exactly That From Meta in 12 Months

Quick Read

• Meta's Q2 EPS missed by 14% and escaped currency travel collapsed 91%, yet 55 of 62 covering analysts inactive clasp Buy ratings.

• $META bulls similar Rosenblatt's Barton Crockett people $1,000+, built connected Llama monetization and AI-driven advertisement gains, portion $GOOGL compounds with little borderline damage.

• Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Meta didn't marque the cut. Grab the names FREE today.

Meta Platforms (NASDAQ:META) trades adjacent $587.94, portion the mean Wall Street 12-month terms people sits astatine $768.58. That works retired to an implied upside of astir 31.84%.

Meta owns the world's largest societal advertizing business, and its AI infrastructure buildout has go the ascendant communicative connected Wall Street. Several bulls anchor 12-month targets supra $1,000, delivering astir 70% successful gains from here.

An AI Capex Bill Landed connected the Bottom Line

Meta's Q2 2026 net connected July 29 gutted the stock. Diluted EPS came successful astatine $6.18 against a $7.2173 consensus, a 14.42% miss that broke a six-quarter bushed streak. Shares dropped arsenic overmuch arsenic 11.7% wrong the archetypal hour.

Revenue bushed astatine $60.80 cardinal versus $60.29 cardinal expected, but investors zeroed successful connected costs. Total expenses jumped 55% to $42.03 billion, weighed down by $2.40 cardinal successful ineligible charges and $1.18 cardinal successful severance from an 8,000-employee headcount reduction. Operating borderline compressed to 31% from 43% from a twelvemonth earlier, and nett income fell 13.57%.

Free currency travel collapsed to $784 cardinal from $8.55 cardinal a twelvemonth earlier, a 91.31% decline, portion capex astir doubled to $30.12 billion. Full-year 2026 capex guidance was acceptable astatine $130 cardinal to $145 cardinal to money AI infrastructure.

Why 62 Analysts Are Sticking With the Bull Case

Analyst posture hardly moved. Across covering analysts, 55 complaint Meta a Buy, 7 complaint it Hold, and 0 complaint it Sell. The mean people of $768.58 held, with the apical of the scope extending past $1,000.

Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Meta didn't marque the cut. Grab the names FREE today.

The bull lawsuit rests connected advertising. Ad gross grew 27% YoY to $59.36 billion, with impressions up 14% and terms per advertisement up 12%. Family DAP deed 3.60 billion. Bulls reason the astir $3.58 cardinal successful one-time ineligible and severance charges obscured existent net power, and Meta guided operating income supra 2025 levels contempt the capex ramp.

Rosenblatt's Barton Crockett anchors targets betwixt $1,015 and $1,117, built connected monetizing the Llama ecosystem, higher CPMs from AI-driven advertisement personalization, and endeavor AI agents. Jefferies' Brent Thill sits astatine $825 to $910+. Tigress Financial models $945. CEO Mark Zuckerberg framed it plainly: "AI is accelerating our halfway concern today, powering our adjacent procreation of products, and opening the doorway to wholly caller endeavor opportunities."