META
The post-earnings hangover
Meta just gave Wall Street an earnings update, and the reaction is basically: “Cool numbers… now let’s talk about the bill.” The headline here is that analysts are revisiting their price targets after the results shook up the usual victory lap.
Why the stock crowd cares
This is the classic Meta trade in 2026: the company can still print big revenue, but if the market thinks the AI spending tab is getting too juicy, the stock can still get side-eyed. That’s why price-target resets matter — they’re the market’s way of saying the growth story is intact, but the patience level is getting tested.
The real message in the reset
Even without a named firm in the headline, the signal is pretty clear:
- analysts are recalibrating expectations after earnings
- investors are watching how much Meta keeps pouring into AI infrastructure
- the stock is now being judged less like a momentum rocket and more like a company that has to defend every giant line item
Big picture
When Wall Street starts rewriting the target sheet right after earnings, it usually means the easy part is over. Meta still has the scale, the cash flow, and the ad machine — but now it also has to convince everyone that the AI splurge is investment, not a very expensive hobby.