Meta stock price target took another hit on April 20, 2026. B of A Securities analyst Justin Post trimmed his target on Meta Platforms from $885 to $820 — a drop of roughly 7.3% — and also kept his “Buy” rating on the shares. The Meta stock forecast still points well above where the stock trades right now, but the cut signals that near-term pressure is starting to weigh on analyst assumptions. At the time of writing, META shares were changing hands around $688.55, a fair distance from the revised Meta stock BofA target.
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Meta Stock Price Target Cut, Forecast, and BofA Analysis View
What BofA’s Revised Call Actually Tells Investors
The Meta stock price target cut arrives just ahead of Q1 2026 earnings. BofA’s new $820 figure still implies strong upside from current levels — the broader analyst consensus also sits higher, at $855.93, with 61 Buy ratings and zero Sells. Post projects Meta will beat Q1 expectations, with his own revenue estimate of $56 billion running above the Street consensus. That framing turns the Meta price target downgrade into a valuation ceiling reset more than a fundamental concern about the business.
Post had this to say about Meta’s valuation positioning in an earlier research note:
“On a total company basis, including Metaverse investments, our valuation is at a slight premium to S&P 500, given Meta’s higher growth rate and AI opportunity. Historically, Meta has traded at an average premium of 3pts to S&P 500.”
GF Score and What the Meta Stock Analysis Shows
The Meta stock analysis from GuruFocus puts intrinsic GF Value at $768.86 against the current price of $670.91 — roughly 10.4% below fair value. The trailing twelve-month P/E of 29.3x also runs above the five-year median of 26.63x, so the stock carries a slight historical premium even at these levels.
Meta’s GF Score of 99/100 ranks among the strongest in the market, with profitability and growth both scoring a perfect 10/10. Financial strength lands at 8/10, valuation at 10/10, and momentum at 7/10 — consistent with the share price softness that followed the Meta price target downgrade activity.
| Metric | Rating |
|---|---|
| GF Score™ | 99/100 |
| Financial Strength | 8/10 |
| Profitability | 10/10 |
| Growth | 10/10 |
| Valuation | 10/10 |
| Momentum | 7/10 |
AI Spending, Insider Activity, and the Meta Stock Forecast
Between the $115 to $135 billion AI capex plan and $105.9 million in insider share sales over three months, there’s enough caution in the picture to explain why the Meta stock price target keeps drifting lower. Reality Labs losses are still a factor too, and Meta stock analysis from Wall Street hasn’t stopped flagging them as a drag even as the AI narrative draws attention.
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Facebook, Instagram, WhatsApp, and Messenger brought in $198.8 billion in fiscal 2025 across close to 4 billion monthly active users — the core business isn’t the problem. BofA’s Meta stock forecast stays bullish, and the Meta stock BofA target of $820 still represents real upside from current levels. The Q1 earnings print and any commentary on advertiser demand will likely drive the next move on the Meta stock price target.