Analysts Debate Whether Meta Stock Will Hit $800 in 2026

Analysts are debating whether Meta Platforms, Inc. shares will reach a price of $800 per share during the 2026 fiscal year.

The debate centers on the tension between the company's massive revenue growth and the escalating costs of artificial intelligence infrastructure. As Meta pours billions into AI, investors are questioning if the immediate returns justify the current valuation.

Meta reported strong results for the first quarter of 2026, with revenue reaching $56.31 billion ^[1]. The company's earnings per share for the same period were $10.44 ^[2]. These figures demonstrate a robust core business, yet the company continues to face significant losses in its experimental divisions.

Reality Labs, the arm responsible for the company's metaverse ambitions, posted a loss of $4.03 billion in the first quarter ^[4]. This ongoing deficit persists alongside a massive increase in infrastructure spending. Meta has provided capital expenditures guidance for 2026 ranging from $125 billion to $145 billion ^[3].

Market sentiment remains split on the stock's trajectory. While some analysts discuss the possibility of the stock hitting $800 this year ^[1], other major institutions have turned cautious. JPMorgan recently downgraded Meta to a neutral rating and lowered its price target to $725 per share, down from a previous target of $825 ^[5].

The divergence in targets reflects a broader uncertainty regarding AI monetization. While the company's revenue growth is evident, the sheer scale of the 2026 capital expenditure plan creates a high bar for future earnings growth. The stock's ability to reach the $800 mark likely depends on whether AI integration can offset the losses from Reality Labs, and the cost of new data centers.