Meta Platforms Will Be a $2 Trillion Company On This Date

Quick Read

• Meta (META) posted Q1 2026 gross of $56.311B (+33.08% YoY), EPS of $10.44 beating estimates by 57%, and regular progressive users of 3.56B crossed its Family of Apps, but shares fell 9.55% implicit the past period arsenic absorption raised capex guidance to $125-145B amid dense AI spending.

• Meta trades astatine 15x guardant net contempt 62.4% net growth, positioning it for aggregate enlargement toward Wall Street’s $826.60 statement people and perchance toward $910 per stock ($2 trillion valuation) if AI capex translates into advertizing gross oregon caller merchandise monetization by 2027.

• The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks and Meta wasn't 1 of them. Get them present FREE.

Meta Platforms (NASDAQ:META | META Price Prediction) delivered a beardown net beat, yet shares drift lower. Q1 2026 gross jumped 33.08% to $56.311 billion, EPS came successful astatine $10.44 versus a $6.6587 estimate, and CEO Mark Zuckerberg said the institution is "on way to present idiosyncratic superintelligence to billions of people."

Shares commercialized astatine $610.26 with a marketplace headdress of $1.549 trillion. Can Meta wide $910 per share, the level that turns it into a $2 trillion company, by 2027?

Why Meta Shares Are Stuck Despite Strong Revenue Growth

The disconnect is striking. Meta is down 7.47% twelvemonth to date, down 9.55% implicit the past month, and level implicit 1 week.

The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks and Meta wasn't 1 of them. Get them present FREE.

Management raised full-year 2026 superior expenditures to $125 to $145 billion, up from $115 to $135 billion, with full expenses astatine $162 to $169 billion. Investors saw expenses up 35% twelvemonth implicit year, a $4.03 cardinal Reality Labs operating loss, and younker litigation trials ahead, and took profits. The banal dropped from $671.77 astatine the net filing to $608.745 the adjacent day. A large concern is being punished for spending aggressively connected AI.

Wall Street Sees 35% Upside. Our Model Says 40%

Wall Street is firmly bullish. The statement people sits astatine $826.60 with 9 Strong Buys, 47 Buys, 7 Holds, and zero Sells. Our basal lawsuit astatine 24/7 Wall St. lands astatine $854.52, implying 40.03% upside, with a bull lawsuit of $885.03 and a carnivore lawsuit of $738.63.

With 89% of analysts bullish and quarterly net maturation moving astatine 62.4% twelvemonth implicit year, adjacent statement looks conservative. The Street is anchoring to past year's aggregate alternatively of adjacent year's earnings.

The Path to $910 Per Share

Reaching $910 from today's terms of $610.26 requires a 49.1% gain. At 2.196 cardinal shares outstanding, that terms tags Meta astatine astir $2 trillion. With guardant EPS of $41.12, a terms of $910 implies a guardant P/E of 22x. Our basal lawsuit of $854.52 already implies 18x, meaning the people requires 4x further aggregate expansion.