News · Yahoo Finance

Meta's AI Push Draws Fresh Street Calls – Goldman Flags Higher Costs, UBS Sees Monetization Potential

Three firms kept Buy ratings on Meta but diverged on price targets. Goldman Sachs cut its target to $762 from $860, flagging possible upward pressure on 2027 operating expenses, while raising its revenue estimates for the next six to 18 months. UBS raised its target to $884 from $715, saying the rollout of Business Agents and growing Muse usage are laying the groundwork for generative AI revenue through WhatsApp and Messenger, and possible share gains in search advertising. Guggenheim raised its target to $850 from $700. META was trading nearly 1% lower in premarket trading and has risen over 17% so far this year, versus nearly 14% for the MAGS ETF.

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Related tickers and likely impact

META

• Neutral

Meta Platforms

Relevance: medium

MarketUS stocks
SectorCommunication Services
IndustryInteractive Media & Services
Market cap$1.9T
Close on 10/13/2026762.50
Change that session+2.63%
META price, forecasts and signals →

Impact is scored by AI from the headline and may be wrong. It is not investment advice.

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