Meta Remains a Deeply Discounted Giant: Wall Street Expects 30% Gains, One Analyst Expects 100%

2 days ago 3

Alex Sirois

Thu, August 13, 2026 astatine 11:36 AM CDT 5 min read

Quick Read

Meta trades 26% beneath Wall Street's $754 mean terms target, with 55 of 62 analysts holding Buy ratings contempt a brutal post-earnings selloff.
META's $31 cardinal quarterly capex cratered escaped currency travel 91%, yet expert condemnation dwarfs integer advertisement peers RDDT and GOOGL connected a scale-adjusted basis.
Rosenblatt's $1,117 Street-high people rests connected WhatsApp agentic AI monetizing for tiny businesses, but capex guidance rising to $145 cardinal keeps the carnivore lawsuit alive.
It sounds nuts, but SoFi1 is giving caller Active Invest users up to $3,000 successful banal for a constricted time, and each it takes is simply a $50 deposit to get started.2 See for yourself (Sponsor)

Meta Platforms (NASDAQ:META) trades astatine $578.85, good beneath Wall Street's mean expert terms people of $754.14, leaving an implied spread of astir 25.8% betwixt existent terms and Street consensus.

Fritz Jorgensen / iStock Editorial via Getty Images

Meta runs Facebook, Instagram, WhatsApp, Threads, and Reality Labs, and is 1 of the astir assertive spenders successful AI infrastructure. The institution is converting an ad-driven concern into a full-stack AI level with customized silicon, gigawatt information centers, and endeavor agents. Rosenblatt Securities carries a Street-high $1,117 target, implying important upside from existent levels.

A $31 Billion Quarterly Capex Bill Broke the Setup

Q2 2026 net triggered the selloff. Meta posted diluted EPS of $6.18 against a $7.2173 consensus, a 14.42% miss that snapped a six-quarter bushed streak. Revenue bushed astatine $60.8 billion, up 27.96% twelvemonth implicit year.

Operating borderline compressed to 31% from 43% a twelvemonth earlier, deed by $2.4 cardinal successful ineligible charges and $1.2 cardinal successful severance. Capex ran $31.1 cardinal successful the 4th alone, and escaped currency travel collapsed to $784 million, down 91.31%. Management raised 2026 disbursal guidance to $165 to $169 cardinal and narrowed capex higher to $130 to $145 billion. The banal fell 7.95% connected the day.

SoFi Active Invest is offering a limited-time promotion. Open an account, money it with $50 oregon more, and you could person up to $3,000 successful complimentary banal for Active Invest accounts. See for yourself by clicking present now.

Why 55 of 62 Analysts Are Sticking With the Story

Analysts framework capex arsenic strategical offense. Rosenblatt's Barton Crockett describes Meta's agentic AI propulsion for tiny and mean businesses (anchored by the Manus acquisition and WhatsApp distribution) arsenic perchance comparable to the Instagram and WhatsApp deals successful semipermanent value. He highlights 7.7 gigawatts of atomic powerfulness acquisition agreements with TerraPower, Oklo, Vistra, and Constellation Energy, which unafraid cleanable vigor for the Meta Compute buildout.

Read Entire Article