Meta Stock Soars: Analyst Sets Street-High Price Target in Bullish Surprise
Wall Street's latest love affair with Meta just hit new heights—one brave analyst just slapped a street-high target on the stock, betting big on Zuckerberg's empire.
Why the optimism?
While the original text played coy with specifics, the message is clear: Meta's got momentum, and someone's willing to stake their reputation on it. Whether that's genius or hubris? Well, that's what earnings season is for.
Remember kids—price targets are like horoscopes for finance bros. Sometimes they nail it, often they're just pretty numbers on a spreadsheet.
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It isworth noting that Deepak Mathivanan ranks 94 out of more than 9,621 analysts tracked by TipRanks. He has a success rate of 64%, with an average return per rating of 20.3% over a one-year timeframe.
The price hike follows Meta’s plan to introduce ads in WhatsApp’s Updates tab, avoiding private chats. Analyst Deepak Mathivanan sees this as a smart way to unlock new revenue without affecting user experience. With over 3 billion monthly users and strong daily engagement, he believes that even a small increase in ads could boost Meta’s earnings in the NEAR future.
Top Analyst Sees WhatsApp as Key Growth Driver for Meta
Top analyst Deepak Mathivanan believes Meta’s new ad rollout on WhatsApp could become a key revenue driver over the next few years. He highlighted new formats like Promoted Channels, which boost channel visibility, and Status Ads, where businesses can promote products with a quick message option. Since these ads appear outside private chats, users can continue to message without any disruption.
Even though WhatsApp sees lower usage in Western markets, the analyst pointed to strong engagement globally, especially in emerging regions. The platform now serves more than 3 billion monthly users, including around 100 million in the U.S. He also cited robust daily activity—82% of monthly users are active daily, with each user viewing about 50 stories on average. In addition, the Updates tab draws about 1.5 billion daily users.
Looking ahead, Mathivanan estimates that even a small amount of ads—just 5% of the current level on Instagram and Facebook—could boost Meta’s earnings by fiscal 2027. If ad adoption picks up faster, the earnings impact could be even greater.
Overall, he sees WhatsApp monetization as an overlooked growth opportunity that could become a bigger part of Meta’s earnings in the next few years.
Is Meta a Buy, Sell, or Hold?
Turning to Wall Street, analysts have a Strong Buy consensus rating on META stock based on 40 Buys, two Holds, and one Sell assigned in the past three months, as indicated by the graphic below. Furthermore, the average META price target of $701.55 per share implies that shares are fairly valued.
