UBS lifts Meta target

UBS raised its price target on Meta Platforms to $908 from $872 on April 21 and kept its Buy rating. (finance.yahoo.com) The call came from UBS analyst Stephen Ju, whose note pointed to generative artificial intelligence tools lifting ad revenue and setting up higher earnings-per-share estimates through 2026. (finance.yahoo.com) A price target is an analyst’s estimate of where a stock could trade over roughly the next 12 months. In this case, UBS is arguing Meta’s ad business can keep growing faster than many models assumed because artificial intelligence is improving how ads are created, placed, and measured. (finance.yahoo.com) Meta’s latest reported numbers give that argument some recent support. The company said fourth-quarter 2025 revenue rose 24% to $59.9 billion, while ad impressions across its Family of Apps increased 18% and average price per ad rose 6% from a year earlier. (investor.atmeta.com) For the full year, Meta reported $200.97 billion in revenue, up 22% from 2024, and said artificial intelligence is being used to recommend content, improve ad delivery, and enhance targeting and measurement tools for advertisers. (investor.atmeta.com; stocklight.com) That is the setup behind the UBS move: Wall Street is not just valuing Meta as a social-media company selling ad slots, but as a company using artificial intelligence to make each ad slot more valuable. Meta management made the same case in January, when it tied stronger ad demand and monetization efficiency to artificial-intelligence-driven engagement. (s21.q4cdn.com; finance.yahoo.com) The stock market has not fully matched UBS’s optimism. Meta traded at about $675.36 late Wednesday morning, which left the new $908 target implying roughly 34% upside from that level. (google.com) Other analysts are still more conservative. Yahoo Finance listed Meta’s average 12-month analyst target at $855.11 on April 22, below UBS’s new figure, even as the broader consensus remained a Strong Buy. (ca.finance.yahoo.com) Meta’s next test is close. Yahoo Finance showed the company’s next earnings date as April 29, 2026, which means investors will soon get a fresh read on whether ad growth and artificial intelligence spending are still moving in the same direction UBS expects. (ca.finance.yahoo.com)