Cantor Fitzgerald Sees Meta Poised for Sentiment Reversal, Maintains $920 Target

Meta Platforms, Inc. (NASDAQ:META) is one of the AI Stocks Making Moves on Wall Street. On October 16, Cantor Fitzgerald maintained its Overweight rating on the stock with a price target of $920.00. The rating affirmation comes ahead of an anticipated sentimental shift for Google’s 2026 ad recovery.

The firm compared current investor sentiment towards Meta to the concerns that surrounded Alphabet back in 2024 ongoing fears of disruption risks to search.

During this time in 2024, Alphabet shares underperformed both Meta and Amazon by 19 percentage points. However, the firm has since experienced a sharp sentiment improvement with the launch of Gemini 2.5 and the success of the Gemini app and AI overviews.

The firm believes that Meta is likely to experience a similar turnaround in 2026 and that current market concerns will eventually pave the way for renewed investor optimism. Overall, improving AI execution is anticipated to counter bearish views with strong upside potential.

While we acknowledge the potential of META as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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