Since August 2025, Meta Platforms’ stock has dropped significantly, with the beginning of November seeing the biggest decline. Fortunately, the stock picked back up in December, climbing nearly 11% in the last 30 days. With the recent run to close out 2025, analysts are looking to 2026 with greener hopes, and hence raising their stock forecasts for META.

Analysts at Baird recently published a report that Meta Platforms presents both risks and opportunities heading into 2026. Analyst Colin Sebastian urged investors to “be opportunistic buyers,” noting that while near-term sentiment risks remain, “embedded expectations are in better balance vs. three months ago.”

Baird went on to Baird highlighted several potential catalysts for a more constructive outlook, including a “clearing event with Q1 guidance/margin outlook,” the “launch of next Llama model built by TBD Lab,” updates to Meta AI, and “ramping WhatsApp and Threads monetization.” Meta Platforms (META) has seen strong growth powered by its AI investments. The lessening fears around AI have helped fuel META to its double-digit rally, after being down by as much as 20%.

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With the Facebook developer leaning away from its Metaverse plans to open the year, investor interest in META is gaining steam. Outside of Baird, other top firms covering the stock have also given a bullish case for Meta in 2026. Wolfe Research, with a high overall score of 87.9, maintains a positive outlook on Meta. Guggenheim’s $875 target indicates significant upside, supported by its strong historical accuracy in price predictions. Wolfe Research’s $730 target reflects similar optimism.

At press time, META is trading in the middle of its 52-week range and below its 200-day simple moving average.