Citi Puts Meta (META) on 90-Day Catalyst Watch Ahead of Earnings, Keeps $915 Target

Meta Platforms, Inc. (NASDAQ:META) is one of the AI Stocks in Focus on Wall Street. On October 13, Citi opened an “upside 90-day catalyst watch” on the stock while reiterating a Buy rating and a $915 price target. The firm said it is bullish heading into earnings.

According to the firm, Meta’s engagement is improving, and its recent advertising products are leading to a greater return on spend. The company is poised to report upside to revenue and earnings estimates, analysts noted.

It particularly mentioned the role of Business AI, its newest AI tool for businesses that helps answer questions, recommend products, and also handle sales transactions, in capturing a larger share of return on spend.

“On 3Q25 earnings—expected 10/29 AMC—our industry checks suggest Meta is gaining share of ad budgets as newer products (like Business AI) launch and we are initiating a 90-day Catalyst Watch as a result. Meta remains our Top Pick as we reiterate our Buy rating & $915 TP.”

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