Meta Platforms, Inc. (NASDAQ:META<\/strong>)\u00a0<\/strong>is one of the 10 AI Stocks Making Waves on Wall Street<\/strong>. <\/strong>On January 29, Evercore ISI analyst Mark Mahaney raised the price target on the stock to $900.00 (from $875.00) while reiterating an \u201cOutperform\u201d rating. The firm\u2019s rating affirmation follows META\u2019s beat and raise quarter, with analysts noting AI-driven revenue inflection and momentum heading into 2026.<\/p>\n \u201cWe reiterate our Outperform rating on META and raise our PT from $875 to $900 (25% upside), based on 25X our \u201927 EPS of $36, in the wake of Beat & Raise Q4 EPS results.\u201d<\/p>\n<\/blockquote>\n Evercore ISI highlighted how META has issued an aggressive fiscal year 2026 capital expenditure guidance, anticipating capex growth of an estimated $55 billion and total expenditure growth of 40%.<\/p>\n Photo by Joshua Hoehne on Unsplash<\/p>\n The firm, however, noted that the after-market rally was particularly driven by stronger-than-expected Q4 revenue results, stronger-than-expected Q1 revenue outlook, and Meta\u2019s implied $50 billion step-up in 2026 revenue. All of this is an implication that META is at an AI-driven revenue inflection point.<\/p>\n The firm further noted how Meta\u2019s management asserted that it seeks to be an AI leader, and that the company\u2019s\u00a0 fourth quarter results and 2026 outlook support management\u2019s assertion that Meta seeks to be an AI leader.<\/p>\n While we acknowledge the potential of META as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock<\/b>.<\/p>\n READ NEXT: <\/b>30 Stocks That Should Double in 3 Years<\/b> and <\/b>11 Hidden AI Stocks to Buy Right Now<\/b>.<\/b><\/p>\n Disclosure: None. This article is originally published at Insider Monkey<\/b>.<\/p>\n<\/p><\/div>\n\n
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