Meta 'Overweight' Rating Maintained; AI Strategy and Smart Glasses Highlighted
Total 180 words · 1 min read
Key Takeaways
- Barclays maintained 'overweight' rating with $810 target; Canaccord Genuity reiterated 'Buy' with $900 target.
- Barclays projects WhatsApp and Threads could generate up to $25 billion in ad revenue.
- Canaccord cites Meta's AI strategy and AI-powered smart glasses as reasons for 'Buy' rating.
- William Blair was positive on Meta Platforms, among other AI stock rating adjustments.
Top Stories
Barclays: Meta 'Overweight,' $810 Target, WhatsApp & Threads Revenue Potential.
On September 22, 2025, Barclays maintained an 'overweight' rating on Meta Platforms Inc. with an $810 target. Barclays projects WhatsApp and Threads could generate up to $6 billion and $19 billion in incremental ad revenue in 2026 and 2027, respectively.
Canaccord: Meta 'Buy,' $900 Target, Cites AI Strategy, Smart Glasses.
On September 22, 2025, Canaccord Genuity reiterated a 'Buy' rating and a $900 target for Meta Platforms Inc., citing the company's AI strategy and recent product launches like AI-powered smart glasses.
Analysts mixed on AI stocks: Meta positive, Tesla upgraded, Intel downgraded.
On September 20-21, 2025, analysts adjusted ratings for AI-related companies: William Blair was positive on Meta Platforms, Baird upgraded Tesla, Citi downgraded Intel, Wedbush added Palo Alto Networks, and Goldman Sachs raised Baidu's target price.
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