META Soars to Record $1,117 Price Target from Rosenblatt After Stellar Q3 Earnings and Bold AI Gambit

Rosenblatt just slapped a street-high $1,117 target on META—because apparently betting the farm on AI pays off.

Third Quarter Triumph

META's Q3 numbers didn't just beat expectations—they crushed them. Revenue surged, margins expanded, and user engagement hit new peaks. The kind of performance that makes analysts scramble to upgrade their spreadsheets.

Artificial Intelligence Payday

That massive AI investment? No longer bleeding cash—it's printing it. Machine learning algorithms optimized ad targeting, content delivery, and operational efficiency simultaneously. The technology finally transitioned from 'cost center' to 'profit engine.'

Wall Street's Validation

Rosenblatt's bullish call represents the ultimate institutional endorsement. When traditional finance firms start throwing around four-digit price targets, you know something fundamental has shifted.

Because nothing warms a banker's heart like watching tech companies actually deliver on their hype for once—even if it means admitting Silicon Valley might understand business better than Wall Street does.

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Crockett called Meta’s Q3 “great,” highlighting 26% revenue growth year-over-year and a 21% jump in adjusted EBITDA to $31 billion with a robust 60.6% margin. Further, adjusted EPS ROSE 20% to $7.25. Meta’s Q4 guidance also impressed, with the high end pointing to 22% year-over-year growth.

Analyst Says Meta’s AI Spending Justified

While investors are concerned over rising costs as Meta now expects $70–$72 billion in capex for 2025 and $116–$118 billion in total expenses, the analyst sees the spending as justified.

He noted that Meta plans “notably larger” capex growth in 2026 and “significantly faster” expense increases, but the return on investment from AI initiatives appears strong enough to support the spending.

“We net it out and still end up raising EBITDA and Adj. EPS estimates for Q425 and 2026,” Crockett said. He added that the new price target reflects a 20x multiple on 2026 estimated adjusted EBITDA, backed by a 20% compound annual growth rate from 2025 to 2027.

Is Meta Stock a Good Buy?

Currently, Wall Street has a Strong Buy consensus rating on META stock based on 39 Buys and eight Holds. The average Meta Platforms stock price target of $857.91 indicates a 29.21% upside potential from current levels.