---
title: "Bernstein Calls Meta the Top Consumer AI Play With Outperform Rating"
description: "Bernstein analyst Mark Shmulik has rated Meta Platforms, Inc. (NASDAQ:META) as the top consumer AI play with an Outperform rating. He discussed the competitive landscape of digital advertising, focusi"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/255313855.md"
published_at: "2025-08-30T13:34:43.000Z"
---

# Bernstein Calls Meta the Top Consumer AI Play With Outperform Rating

> Bernstein analyst Mark Shmulik has rated Meta Platforms, Inc. (NASDAQ:META) as the top consumer AI play with an Outperform rating. He discussed the competitive landscape of digital advertising, focusing on whether Meta can catch up to Google. The firm has set a target price of $900 for the stock.

Meta Platforms, Inc. (NASDAQ:META) is one of the AI Stocks Hit with New Analyst Ratings. On August 26, Bernstein analyst Mark Shmulik gave his thoughts on digital ad winners, battleground stocks, and the major question of whether Meta can close the gap with Google. The firm has an Outperform rating on the stock with a $900 \[…\]

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.