Meta Platforms, Inc.
METAPrice Projections & Market Scenarios
End of 2026 Target
Projected closing price (Bubble Scenario)
Yearly Price Targets (2025-2030)
| Year | Forecast Price | Growth vs Today |
|---|---|---|
| 2026 | $467.88 | -21% |
| 2027 | $353.91 | -40% |
| 2028 | $371.60 | -37% |
| 2029 | $408.76 | -31% |
| 2030 | $453.70 | -23% |
| 2031 | $498.89 | -15% |
Risk Analysis (Bubble)
The "AI Bubble" model assumes an unsustainable price acceleration through 2026, driven by retail hype, followed by a sharp correction in 2027 as revenue fails to match Capex.
AnalysisLive
Meta reported Q2 2026 revenue of $60.8B, up 28% year over year, but EPS of $6.18 missed consensus and Q3 2026 revenue guidance of $61B-$64B came in slightly below estimates, while full-year 2026 expenses were raised to $165B-$169B and capex to $130B-$145B, highlighting both strong growth and heavier AI/infrastructure spending4[8][14]. Analyst estimates in the market point to roughly $31.71 EPS for 2026 and about $33.96 for 2027, with consensus price targets around $754-$785 and a moderate buy rating, suggesting upside remains if revenue growth and ad monetization stay strong2[7][15].
Key Insights
- •Street consensus still implies meaningful upside from the current $589.85 price, with average targets around $754-$785 and a moderate-buy stance2[15].
- •Meta’s near-term earnings are pressured by elevated AI and infrastructure spend, as 2026 expense guidance was raised to $165B-$169B and capex to $130B-$145B4.
- •Consensus growth expectations remain solid, with analysts projecting about $31.71 EPS in 2026 and $33.96 in 2027, supporting the linear upside case if execution stays strong[7][11].