Why 1 Analyst Thinks Meta Platforms Stock Can Gain Another 40% from Here

Meta Platforms (META) has spent the past few months doubling down on an AI-led pivot, leaning into big capex plans and heavier R&D as it chases new ad and engagement opportunities, moves that have weighed on the stock despite solid top-line momentum.

That backdrop is precisely why Rothschild & Co. Redburn just bumped META stock to a “Buy,” also lifting its price target to $900, a call that assumes today’s worries about AI spending obscure much larger, long-term value.