Will Meta Stock Hit $800 This Year?

The $800 question for Meta Platforms (NASDAQ:META) comes down to whether the AI capex communicative tin re-rate the aggregate earlier late-2026 disbursal maturation bites. Our exemplary says yes, and past some.

Meta presently trades astatine $635.26. Our 24/7 Wall St. terms people for Meta is $861.97, implying 35.69% upside implicit the adjacent 12 months. Our proposal is buy, with a precocious 90% assurance reading. So yes, $800 is achievable wrong the projection window, though our exemplary points beyond it.

The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks and Meta wasn't 1 of them. Get them present FREE.

24/7 Wall St. Price Target Summary

From $794 Highs to a Sentiment Reset

Meta has rallied 4.99% implicit the past week but is inactive down 6.39% connected the period and 3.68% twelvemonth to date. Shares beryllium astir 4% disconnected the $794.38 52-week precocious against a $520.26 low.

Q1 2026, filed April 29, 2026, was a blowout: gross of $56.31 cardinal grew 33.1% YoY, EPS of $10.44 bushed by 56.79%, and advertisement pricing climbed 12% alongside 19% content growth. Reddit chatter has turned bearish connected layoffs and the outgo of the AI buildout, with composite sentiment falling to 37.35, a -18.41 constituent plaything successful a week.

The Case for $890+

Bulls person a wide playbook. Meta Superintelligence Labs is shipping models, capex guidance was raised to $125-145 billion, and Ray-Ban Meta dominates the AI glasses category. 47 Buy and 9 Strong Buy ratings beryllium against zero sells. Insider enactment skews nett buying crossed 220 caller transactions.

Our bull lawsuit targets $893.73 by May 2027, a 40.69% return, with $800 reached by aboriginal Q4 2026 successful that scenario. Goldman Sachs' 2026 outlook frames AI capex arsenic the marginal maturation motor for the broader economy, and Meta sits squarely successful that bucket.

What Could Go Wrong

The risks are not subtle. Full-year 2026 expenses usher to $162-169 billion, Reality Labs mislaid $4.03 cardinal past quarter, and youth-litigation trials deed tribunal successful 2026. The Q1 bushed was flattered by an $8.03 cardinal taxation payment worthy $3.13 per share, with taxation rates normalizing to 13-16% the remainder of the year.