<div id="readability-page-1"><p>Meta Platforms (META) stock has declined more than 12% over the past month due to concerns about elevated capital spending on artificial intelligence (AI) infrastructure by the social media platform and regulatory woes related to child safety on social media. The company is slashing its workforce and focusing on efficiency to mitigate the impact of its huge capex. Despite ongoing challenges, most analysts remain bullish on META stock and see strong upside potential from current levels.</p><h3>Claim 55% Off TipRanks</h3><ul><li>Unlock  hedge fund-level data  and  powerful investing tools  for smarter, sharper decisions  </li><li> Discover top-performing stock ideas and upgrade to a portfolio of market leaders with  Smart Investor Picks  </li></ul> <p>Let's look at analysts' opinions on Meta Platforms stock.</p> <h2><strong>Analysts Remain Bullish on META Stock Despite Ongoing Headwinds</strong></h2> <p>Recently, Mizuho analyst Lloyd Walmsley reiterated a Buy rating on META stock, but lowered his price target to $835 from $850. The 5-star analyst expects Meta Platforms to launch more AI products that will provide insights into what the company plans to do with its new and improved large language model (LLM) and how it intends to eventually monetize it. Walmsley is encouraged by Meta's aim to build customer-focused agentic AI for everyday users, while major AI labs increasingly focus on enterprise clients. He also reacted positively to Meta's comments on a spike in Meta AI usage since the launch of Muse Spark.</p> <p>That said, Walmsley believes that it is important for Meta to clearly demonstrate its product roadmap and user adoption, and/or start controlling its costs and capex growth before it announces its Q2 results and issues third-quarter guidance, especially as it will face significantly tougher comparisons. Walmsley cautioned that if growth peaks in Q2 2026 and the company doesn't deliver on product development or cost control, it could weigh on META stock's valuation and share price.</p> <p>Following the Q1 print, Cantor Fitzgerald analyst Deepak Mathivanan reiterated a Buy rating on META stock but lowered his price target to $750 from $850 and reduced his 2027 EBIT (earnings before interest and taxes) estimate by 2% to reflect increased capex and cloud deals. The 5-star analyst noted Meta's market-beating Q1 results and strong Q2 revenue guidance, which implies 26% growth (excluding forex) at the high end. Mathivanan added that Meta continues to benefit from AI-led improvements in user engagement and ad performance across its core Family of Apps (FoA).</p> <p>Commenting on the incremental capex in 2026, Mathivanan said it will reignite debates over the returns on Meta's massive spending. Nonetheless, he noted product opportunities driven by Meta's Muse Spark model in areas such as personal intelligence, shopping, and enterprise. Noting continued strength in Meta Platforms' core ad business, Mathivanan said that he believes that the company has multiple opportunities to generate solid returns on its capital investments in the core business.</p> <h2><strong>Is META a Good Stock to Buy?</strong></h2> <p>Overall, Wall Street has a Strong Buy consensus rating on Meta Platforms stock based on 31 Buys and seven Holds. The average META stock price target of $817.71 indicates 36% upside potential.</p></div>

METW

METU

<p>Meta Platforms (META) stock has dropped over 12% recently due to high capital spending on AI and regulatory issues. Despite this, analysts remain optimistic, with a Strong Buy consensus based on 31 Buys and 7 Holds. Mizuho's Lloyd Walmsley maintains a Buy rating but lowers the price target to $835, while Cantor Fitzgerald's Deepak Mathivanan also keeps a Buy rating with a target of $750. The average price target suggests a 36% upside potential.</p>

- Meta Platforms (META) stock has dropped over 12% recently due to high capital spending on AI infrastructure and regulatory concerns regarding child safety.  
- Analysts generally maintain a bullish stance, with a Strong Buy consensus rating, highlighting the potential for strong growth despite challenges.  
- Price targets vary, with some analysts suggesting substantial future upside, contingent on effective cost control and clear product roadmaps ahead of upcoming earnings reports.

Is Meta Platforms Stock a Buy after the Recent Pullback? Wall Street Weighs in