META
The bulls are still in the building
TD Cowen didn’t flinch on Meta. The firm reiterated its Buy rating and held the price target at $820, which is Wall Street’s way of saying: “Yes, the stock has already done a lot, but we still think the ride isn’t over.”
Why investors should care
Meta is one of those names where every new note gets treated like a weather report for the whole market. A Buy reiteration at a chunky $820 target matters because it reinforces the idea that ad growth, AI spend, and product momentum can keep doing the heavy lifting.
That said, this is still just an opinion with a price tag attached — not a fresh business update. So don’t expect this to change Meta’s fundamentals overnight. But sentiment can matter, especially for a stock that tends to move when the Street starts revving the confidence engine.
Big picture
For now, Meta’s bull case is still pretty simple: the company keeps finding ways to turn scale into cash, and analysts keep giving it the thumbs-up. In market terms, that’s a pretty comfortable place to be — assuming the legal drama doesn’t steal the spotlight again.