Citizens reiterates Meta stock rating at Market Outperform with $900 target
$Meta Platforms, Inc.(META)$
Published 01/29/2026, 06:25 AM
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Investing.com - Citizens has reiterated its Market Outperform rating for Meta Platforms Inc. (NASDAQ:META) with a price target of $900.00, representing a potential 35% upside from the current price of $668.73. Meta currently trades near its Fair Value according to InvestingPro calculations, with a market capitalization of $1.69 trillion.
The research firm cited artificial intelligence as a key driver of increased user engagement through ranking and product improvements. Instagram Reels watch time grew more than 30% year-over-year in the U.S., which Citizens attributed to recommendation optimizations including simplified ranking architecture and incorporation of longer interaction histories. This engagement growth aligns with Meta’s impressive 21.27% revenue growth over the last twelve months, supported by its robust 82.01% gross profit margin.
Facebook’s U.S. video time increased by double digits year-over-year, with fourth-quarter 2025 ranking and product improvements delivering a 7% lift in views of organic feed and video posts. Meta is also focusing on content freshness and originality, with Facebook now showing over 25% more same-day published Reels compared to the previous quarter. The company operates with a moderate debt level, with a debt-to-equity ratio of just 0.26, giving it financial flexibility to continue investing in platform improvements.
On Instagram, original content prevalence increased by 10 percentage points in the U.S. during the fourth quarter, with 75% of recommendations now coming from original posts. The Threads platform has also benefited from the same recommendation engine, experiencing a 20% increase in time spent.
Citizens expects Meta’s content relevance and user engagement to continue improving throughout 2026 as the company further incorporates large language models (LLMs) into its recommendation systems.
In other recent news, Meta Platforms Inc. has reported strong fourth-quarter 2025 results, with revenue and operating income surpassing consensus expectations by 2.5% and 2.9%, respectively. This positive performance has prompted several investment firms to adjust their outlooks on the company. BMO Capital raised its price target for Meta to $730, maintaining a Market Perform rating. Meanwhile, BofA Securities increased its price target to $885, highlighting the significant role of artificial intelligence in driving Meta’s returns. Goldman Sachs also lifted its price target to $835, citing the company’s accelerating momentum in its core advertising business and investments in AI. Additionally, RBC Capital reiterated an Outperform rating, noting the company’s Q4 revenue beat and raised Q1 guidance as a positive sign for future expenditures. William Blair also maintained an Outperform rating, emphasizing Meta’s growing engagement metrics and AI strategy. These developments reflect a positive outlook on Meta’s financial health and strategic direction.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
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