Truist Reiterates “Buy” Rating On Meta Platforms (META) With $840 PT

Meta Platforms, Inc. (NASDAQ:META) carries a nett borderline of 39.36% and nett income of $60.46 cardinal (FY25), securing its spot connected our database of the most profitable bluish spot stocks to bargain according to hedge funds, with analysts seeing 41.10% upside for the stock.

That profitability is supported by a concern that continues to turn astatine a accelerated pace. In precocious April, Meta Platforms, Inc. (NASDAQ:META) reported first-quarter gross of $56.3 billion, up 33% year-over-year and up of expert estimates of $55.5 billion. The maturation complaint outpaced Alphabet's and was astir doubly arsenic accelerated arsenic Microsoft's and Amazon's.

The results came with 1 notable caveat: shares fell 10% aft absorption raised 2026 superior expenditure guidance to betwixt $125 cardinal and $145 billion, up from a anterior scope of $115 cardinal to $135 billion.

Analysts, however, stay focused connected the longer runway.

On June 9, 2026, Truist expert Youssef Squali reiterated a "Buy" standing connected Meta Platforms, Inc. (NASDAQ:META) with a terms people of $840, framing the institution arsenic gathering its adjacent high-margin gross conception 1 subscription astatine a time. Squali said helium remains constructive connected Meta arsenic it continues to outpace the integer advertisement marketplace and diversify into caller gross streams. He pointed to Meta's caller motorboat of Plus tiers crossed Facebook, Instagram, and WhatsApp, arsenic good arsenic paid Meta AI offerings, which supply users with further personalization and engagement features.

Squali projects Meta Platforms, Inc. (NASDAQ:META)'s Plus features volition pull much than 360 cardinal paid subscriptions and make implicit $20 cardinal successful high-margin gross by 2030, adjacent to astir 5% of Meta's revenue. Instagram Plus unsocial could lend $10 cardinal annually by that year, with Meta AI adding astir $6.5 billion.

Meta Platforms, Inc. (NASDAQ:META) develops products that let radical to stock and link with their household and friends utilizing PCs, mobile devices, virtual world (VR) headsets, and AI glasses. Some of its well-known apps see Facebook, Instagram, and WhatsApp. It operates successful the Reality Labs (RL) and Family of Apps (FoA) segments.

While we admit the imaginable of META arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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