KeyBanc raised META to $900 and Cantor Fitzgerald to $860, both citing Muse AI momentum and multiple emerging revenue growth paths. Meta stock surged 37.6% in the past month while FY2026 capex guidance came in between $130 billion and $145 billion to fund AI infrastructure. Zuckerberg claims Meta's ads business is growing faster year-over-year on a dollar basis than any other reported ad business.
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Meta Platforms (NASDAQ:META) is drawing a fresh wave of bullish Wall Street revisions, with KeyBanc analyst Justin Patterson lifting his price target to $900 from $780 and Cantor Fitzgerald raising its target to $860 from $680, both keeping Overweight ratings. Both firms cite momentum around Meta's Muse AI assistant and multiple emerging revenue lanes. For long-term investors, the coordinated price target raised signals conviction that Meta's AI spend is starting to translate into tangible growth paths.
KeyBanc's Patterson argues that Muse's momentum reinforces the view that sentiment around consumer AI is poised to improve, and that Meta now has "multiple paths to drive revenue growth." The firm expects product innovation to drive faster medium-term revenue and earnings growth, supporting multiple expansion. Cantor Fitzgerald frames personal agents as a potential "third S-curve" in AI, with Meta positioned as a leading beneficiary. Cantor calls Muse a "competitive model" trained to lead in agentic tasks and, while unit economics are currently subsidized, sees "several paths to a profitable freemium model." Why Didn't METAPLATFORMS Make The Top 10 List? 24/7 Wall St has helped investors make money for over two decades, and our top analysts just finished ranking the definitive Top 10 Stocks To Buy Now.
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The report is free, and you can see why we think each stock is a top investment today. Meta carries a market cap near $1.67 trillion and trades around a P/E of 27. Q2 FY2026 revenue reached $60.80 billion, up 27.96% year over year, with advertising revenue of $59.36 billion (+27% YoY).
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