Meta Platforms, Inc. (META)
TD Cowen raised its 12 month price target on Meta Platforms to $820 from $810, reflecting continued strength in the company’s core advertising business and effective cost discipline. The firm highlighted improving advertising demand, supported by better return on investment for marketers as Meta’s AI-driven targeting and recommendation tools enhance user engagement and ad efficiency across its platforms.
The update also reflects growing confidence in Meta’s operating leverage, as revenue growth is increasingly outpacing expense growth following sustained cost controls. TD Cowen views Meta’s expanding monetization of AI-driven engagement, particularly within feeds, Reels, and messaging as a key driver of margin expansion and earnings durability. The valuation adjustment underscores a positive outlook on Meta’s ability to translate technological investments into profitable growth while maintaining spending discipline.
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