Cantor Fitzgerald Bullish on Meta: Price Target Skyrockets for META Stock

Cantor Fitzgerald just lit a rocket under Meta Platforms (META)—hiking its price target as Wall Street scrambles to keep up with Zuckerberg’s metaverse gambit.

The Analyst Stampede

No numbers? No problem. When a heavyweight like Cantor moves the goalposts, traders listen—even if they’re still pretending to understand ‘digital avatars.’

Reality Check

Another day, another price target tweak. Because nothing says ‘conviction’ like adjusting spreadsheet cells while retail investors hold the bag.

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It is worth 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.

Key Growth Driver

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?

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.