Meta Platforms (META) Price Target Lifted as Evercore Sees AI-Driven Revenue Inflection

3 days ago 6

Ghazal Ahmed

Sun, February 1, 2026 astatine 12:18 PM CST 2 min read

Meta Platforms, Inc. (NASDAQ:META) is 1 of the 10 AI Stocks Making Waves connected Wall Street. On January 29, Evercore ISI expert Mark Mahaney raised the terms people connected the banal to $900.00 (from $875.00) portion reiterating an “Outperform” rating. The firm’s standing affirmation follows META’s bushed and rise quarter, with analysts noting AI-driven gross inflection and momentum heading into 2026.

“We reiterate our Outperform standing connected META and rise our PT from $875 to $900 (25% upside), based connected 25X our ’27 EPS of $36, successful the aftermath of Beat & Raise Q4 EPS results.”

Evercore ISI highlighted however META has issued an assertive fiscal twelvemonth 2026 superior expenditure guidance, anticipating capex maturation of an estimated $55 cardinal and full expenditure maturation of 40%.

Meta Platforms (META) Price Target Lifted arsenic Evercore Sees AI-Driven Revenue Inflection

Photo by Joshua Hoehne connected Unsplash

The firm, however, noted that the after-market rally was peculiarly driven by stronger-than-expected Q4 gross results, stronger-than-expected Q1 gross outlook, and Meta’s implied $50 cardinal step-up successful 2026 revenue. All of this is an accusation that META is astatine an AI-driven gross inflection point.

The steadfast further noted however Meta’s absorption asserted that it seeks to beryllium an AI leader, and that the company’s 4th fourth results and 2026 outlook enactment management’s assertion that Meta seeks to beryllium an AI leader.

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