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Stock impact report

Meta Platforms (META) Price Target Lifted as Evercore Sees AI-Driven Revenue Inflection [Yahoo! Finance]

Evercore Inc. Class A (EVR) 
Last evercore inc. class a earnings: 4/22 06:00 am Check Earnings Report
Company Research Source: Yahoo! Finance
the price target on the stock to $900.00 (from $875.00) while reiterating an “Outperform” rating. The firm's rating affirmation follows META's beat and raise quarter, with analysts noting AI-driven revenue inflection and momentum heading into 2026. “We reiterate our Outperform rating on META and raise our PT from $875 to $900 (25% upside), based on 25X our '27 EPS of $36, in the wake of Beat & Raise Q4 EPS results.” Evercore ISI highlighted how META has issued an aggressive fiscal year 2026 capital expenditure guidance, anticipating capex growth of an estimated $55 billion and total expenditure growth of 40%. Photo by Joshua Hoehne on Unsplash The firm, however, noted that the after-market rally was particularly driven by stronger-than-expected Q4 revenue results, stronger-than-expected Q1 revenue outlook, and Meta's implied $50 billion step-up in 2026 revenue. All of this is an implication that META is at an AI-driven revenue inflection point. The firm further noted how Met Show less Read more
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