Meta Price Targets Hiked to $900 as Analyst Cite AI Momentum, Revenue Growth Paths

Meta Price Targets Hiked to $900 as Analyst Cite AI Momentum, Revenue Growth Paths

Vandita Jadeja

Wed, September 23, 2026 at 7:45 PM GMT+3 4 min read

• META +1.98%
• META PLATFORMS

Quick Read

• 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.

Analyst Case

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."

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Company Snapshot

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).

Diluted EPS came in at $6.18, missing the $7.22 consensus as costs jumped on $2.40B in legal charges and $1.18B in severance. Capex hit $31.1 billion in the quarter, and management guided FY2026 capex to $130 to $145 billion to fund AI infrastructure.

Why the Move Matters Now

Meta stock has ripped higher into these revisions, up 37.6% over the past month and 12.9% in the past week, trading near $756.15.

The 2026 consensus EPS sits at $31.4292, rising to $33.9428 for 2027, with revenue estimates of roughly $254 billion and $306 billion, respectively.

CEO Mark Zuckerberg said on the call that "on a dollar basis, our ads business is reporting faster year over year revenue growth than any other company's reported ad business." Reddit sentiment mirrors the tone, with the latest aggregate score at 72 (bullish).

What It Means for Your Portfolio

For retirement-focused investors, the case for Meta stock hinges on whether AI monetization, from ad ranking gains to Advantage Plus reaching over $75 billion in annual revenue run rate and business agents on WhatsApp, can outpace the heavy capex cycle.

With operating margin compressed to 31% from 43% YoY, execution on the "multiple paths" thesis will determine whether these higher targets prove justified.

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