Cantor Fitzgerald Lifts Meta to $828 Price Target on AI Talent, Ad Gains

Meta Platforms, Inc. (NASDAQ:META)is one of the AI Stocks Investors Are Watching Closely. On July 16, Cantor Fitzgerald raised its price target on the stock to $828.00 from $807.00, while maintaining an “Overweight” rating. The firm raised its FY26E EPS estimates by 3% and reiterated its Overweight rating / Top pick.

Earnings Preview: “We expect META to report 2Q25E results with a decent upside to consensus on revenues and EPS driven by outperformance in the core ads business as tariff-driven uncertainties moderated in May/June. The company’s 3Q25E revenue guide should indicate stable y/y growth with little deceleration (around $47.5/$48B at the high-end). On FY outlook, META is likely to reiterate its opex guidance, but recent investments in AI talent (CFe ~$500M–$1B in incremental annual opex) move the target above the low end. Our checks with digital ad agencies and performance marketers in June/early July indicated healthy ad spend and share gains by META in 2Q, including a modest acceleration from April trends (adjusted for Easter).