Meta Platforms (META) Gains Momentum as Analysts Eye 2026 Catalysts
Meta Platforms’ stock rebounded sharply in December 2025, climbing 11% after a turbulent Q3. Analysts now see 2026 as a pivotal year, with Baird highlighting AI-driven catalysts like the next-generation Llama model and monetization of WhatsApp and Threads.
Wolfe Research joins the bullish chorus, assigning Meta an 87.9 score. The stock’s recovery follows a 20% drop earlier in 2025, with investors rewarding Meta’s pivot from metaverse bets to pragmatic AI investments.
Key risks remain—Q1 guidance and margin clarity will test the rally’s durability. But with institutional sentiment shifting, META’s trajectory mirrors crypto’s 2025 rebound: volatile, but increasingly driven by fundamentals over hype.