Analysts assign a 90% confidence buy rating for META, citing oversold conditions and strong Q1 2026 fundamentals.
Meta Platforms (NASDAQ:META) is rated a buy with a $796.59 price target, implying 44.77% upside over the next 12 months. The call follows a 16.5% year-to-date decline, which analysts say overshoots fundamentals.
Shares fell from a $785 peak in August 2025 to a 23.97% year-over-year drop, trading 4% below the 52-week high of $793.65. Q1 2026 revenue hit $56.31 billion, up 33.08% YoY, with EPS of $10.44 beating estimates by 56.79%. Ad impressions rose 19%, while prices climbed 12%.
Management raised 2026 capex guidance to $125 billion, reflecting continued AI investment. None of 57 analyst ratings recommend selling META, with the bear case still projecting 27% upside to $698.