Analysts Bullish on Meta Platforms (META) Amid AI Expansion and Long-Term Power Deals

Meta Platforms, Inc. (NASDAQ:META) is one of the best stocks to buy right now.

On January 12, 2026, Meta Platforms, Inc. (NASDAQ:META) saw Wells Fargo lower its price target from $802 to $795, while reiterating an ‘Overweight’ rating. The update comes as a valuation reset rather than a shift in fundamentals. The firm remains optimistic about Q4 earnings and the 2026 outlook, reiterating its confidence in $31- $32 EPS for 2026, TheFly reported. Furthermore, Wells Fargo believes Street CapEx estimates will likely go up as the company makes further progress in scaling AI infrastructure.

Looking ahead, the firm projects growth to accelerate with the next-generation Llama model release, expected in the first half of the year, and the rollout of associated AI-driven products. These factors will help offset the company’s short-term spending concerns, while re-anchoring its long-term growth expectations, according to Wells Fargo.

Meanwhile, Meta Platforms, Inc. (NASDAQ:META) reinforced analyst confidence on January 9, 2026, disclosing 20-year power purchase agreements with Vistra for electricity from three U.S. nuclear plants. Including facilities in Ohio and Pennsylvania, the deals reflect the translation of rising AI and data center demand into long-term duration, baseload power commitments.

Meta Platforms, Inc. (NASDAQ:META) focuses on developing social media and immersive technologies through its Family of Apps and Reality Labs segments. The company operates Facebook, Instagram, WhatsApp, and virtual and augmented reality platforms globally.

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