Meta declined 1.88% to $647.67 amid broader tech weakness, despite strong underlying fundamentals and strategic moves to dominate agentic AI development.
- Wall Street maintains a "Strong Buy" consensus, citing the massive 4 billion user base and AI monetization potential, with price targets ranging from $900 to $1,100.
- The recent $2 billion acquisition of AI agent startup Manus strengthens the company's position as a serious contender in agentic AI development.
- Analysts expect the January 2026 earnings call to serve as a clearing event, establishing an earnings floor of $30 per share for the year.