# Wall Street Analysts Diverge on Meta Platforms Price Targets Amid AI Spending and Revenue Prospects

- URL: https://stocks.freetheai.org/news/wall-street-analysts-diverge-on-meta-platforms-price-targets-amid-ai-spending-f4bd60
- Published: 2026-10-14T13:21:47Z
- Category: analyst_ratings; sentiment: mixed; impact: medium
- Symbols: [NASDAQ:META](https://stocks.freetheai.org/symbols/NASDAQ-META)
- Written by our AI from expert market sources across the web for FreeTheAI Stocks, built by Vibhek Soni
- How write-ups are made: https://stocks.freetheai.org/how-we-write
- Not financial advice: https://stocks.freetheai.org/disclaimer

Meta Platforms (META) received updated price targets from major Wall Street firms as analysts evaluated the company's expanding artificial intelligence investments. UBS raised its price target to $884 from $715, while Guggenheim increased its target to $850 from $700, both citing potential artificial intelligence revenue opportunities. In contrast, Goldman Sachs lowered its target to $762 from $860 over concerns regarding higher 2027 operating expenses, though all three firms maintained Buy ratings.

The target revisions reflect contrasting views on Meta Platforms' aggressive capital spending versus its potential to monetize new technology. Positive outlooks emphasize growth in digital advertising budgets and early momentum for tools like Business Agents and the Muse model across WhatsApp and Messenger. However, anticipated cost increases to support long-term product development continue to create uncertainty around future operating margin trajectories.

Market participants are preparing for Meta Platforms to report its third-quarter financial performance after the market closes on October 21. Key focus areas include user adoption and engagement metrics for the recently launched Muse Wonder models, as well as updated management guidance on operating costs and digital ad trends.

## Key points

- UBS raised its price target on Meta Platforms to $884 and Guggenheim raised its target to $850, both maintaining Buy ratings.
- Goldman Sachs reduced its price target to $762 from $860 due to projected 2027 operating expense growth, while keeping its Buy rating.
- Meta recently launched its Muse Wonder and Muse Wonder Full artificial intelligence models ahead of its quarterly earnings release.
- Third-quarter financial results for Meta Platforms are scheduled for release after market close on October 21.

## Questions and answers

### Why did Goldman Sachs lower its price target for Meta Platforms?

Goldman Sachs lowered its price target to $762 from $860 due to potential upward pressure on 2027 operating expenses as Meta invests in product opportunities, despite raising its near-term revenue estimates on digital advertising trends.

### When does Meta Platforms report third-quarter earnings?

Meta Platforms is scheduled to report its third-quarter financial results after the market closes on October 21.

### What are Wall Street's updated price targets for Meta stock?

UBS raised its target to $884 from $715, Guggenheim raised its target to $850 from $700, and Goldman Sachs lowered its target to $762 from $860. All three maintained Buy ratings.