Jefferies Financial Group reiterated its "Buy" rating for Meta Platforms. The firm maintained a $910 price objective. Analysts anticipate improved AI execution will drive a "sentiment reversal" for the stock in 2026. This outlook persists despite investor concerns regarding massive capital spending on artificial intelligence initiatives.
Meta's stock rose approximately 4% during trading on January 22. This surge followed the positive analyst commentary. The gain outpaced the 1% to 2% increases seen by most other 'Magnificent Seven' tech companies that day. The Jefferies note served as a key catalyst for the surge. The movement creates room for a potential catch-up after the stock recently underperformed peers like Alphabet and Amazon.