Case of 30%+ Upside After Selloff

Quick Learning

• META is down 18% over the past year, but 24/7 Wall St. rated BUY with $829 price target implying 42% upside.

• A forward IP/E of just 19x for a business posting 33% revenue growth and consensus analyst Buy ratings signals that show unusual asymmetric value.

• Even the META bear case remains at $720, above the spot, while the real risks are the loss of Reality Labs and the increase in capex.

• Take action now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Meta didn’t make the cut. Pick up FREE words today.

Meta Platforms (NASDAQ:META) has been through the wringer. The stock is down 18.05% over the past year and 11.54% year to date, with a brutal 4.9% one-day drop on July 2, 2026. After running the numbers, the selloff looks extended relative to the fundamentals.

Our price target for 24/7 Wall St. for Meta is $828.63, which is 42.16% up from $582.90. The recommendation is a buy, with a high confidence of 90%.

24/7 Wall St. Price Target Summary

How a $1.28 Billion Dollar Tycoon Fell Out of Popularity

Meta reached $785.23 in August 2025 before bottoming out in July 2026. The pullback was largely self-inflicted: management raised capex guidance for FY2026 to $125-145 billion, from a previous range of $115-135, citing higher data center costs. Reality Labs is still bleeding, with an operating loss of $4.03 billion in Q1 2026.

Yet the business below is roaring. Q1 2026 revenue jumped 33.1% YoY to $56.31 billion, ad impressions increased 19%, and cost per ad increased 12%. That’s Meta’s fifth consecutive EPS beat. Reddit captured the mood best with a viral walltreetbets post about “Zuckerberg’s panic bought all the AI ​​chips,” which drew a whopping 13,591 upvotes.

Take action now: an analyst who called NVIDIA in 2010 recently named his top 10 AI stocks — and Meta didn’t make it. Pick up FREE words today.

A case of $868 and up

A bullish position yields $868.79, or 49.05% higher. Key drivers: Meta Superintelligence Labs released its first model in Q1, 3.56 billion daily active people in the Family of Apps, and AI-driven ad targeting that includes pricing power.

Ray-Ban Meta Sunglasses give Meta an early lead in AI wearables. Of the 63 analysts covering the stock, 57 have a Buy or Strong Buy rating with zero Sell. The forward P/E sits at just 19, a small multiple for a business compounding earnings at this rate.

What Can Go Right

The bear case is targeting $720.38, still 23.59% above the zone. The risks are real: FY2025 free cash flow is down 19.39% as capex nearly doubles, new litigation is planned through 2026, and Q1’s $10.44 EPS was impacted by a $3.13 tax benefit per share from Treasury Notice 2026-7. Common operating EPS was close to $7.31.

Bulls will argue that the capex ramp is building on the AI ​​infrastructure that has already powered 33.1% Q1 revenue growth. Operating income is still up 30.29% YoY, and the balance sheet remains strong with 71x interest.

Meta Price Prediction 2026-2030

The target price for 24/7 Wall St. of $828.63 shows an unusual setup: a mega-cap with a 42.16% upside model, 90% confidence, and a similarly constructive street. The tie-breaker is equalization.

19 forward P/E on growing business income at 33.1% is not equal. The setup tightens if Q2 revenue hits the high end of the $58-61 billion guidance. The risks intensify if Reality Labs loses its balloon or capex guidance rises again.

This projection assumes that Meta continues to use AI for monetization and a growing family of applications. The bottom line may come from Reality Labs turning a profit; low risk depends on regulatory results and capex discipline.

Take action now: an analyst who called NVIDIA in 2010 recently named his top 10 AI stocks — and Meta didn’t make it. Pick up FREE words today.

Contact person editor@247wallst.com for any questions or corrections.