Cantor Calls Meta (META) Its Favorite Megacap Stock, Reiterates $920 Price Target

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Cantor Calls Meta (META) Its Favorite Megacap Stock, Reiterates 0 Price Target — Cantor Calls Meta META Its Favorite Megacap Stock Reiterates 920.jpeg

Meta Platforms, Inc. (NASDAQ:META) is making waves as one of the top Trending AI Stocks on Wall Street. Cantor Fitzgerald analyst Deepak Mathivanan recently reiterated an Overweight rating on the stock with a $920.00 price target, emphasizing the growth of Meta’s Reels feature across its various platforms.

According to a recent filing by META for its defense in the FTC Antitrust case, Reels as a percentage of total time spent on Facebook and Instagram has seen significant increases between 2023-2025. The daily time spent per daily active user on Reels has also seen substantial growth, contributing to overall engagement increases across Meta’s platforms.

Moreover, under or unmonetized surfaces have experienced a sharp decline, leading to healthy impression growth for Meta’s advertising business. In FY22, Facebook feed monetized at the highest rate on a per-minute basis, ahead of Instagram Stories and Instagram Feed, and approximately five times that of Reels. Recent commentary from Meta on monetization suggests that Reels likely represents around 45% of US ad revenues in FY25.

The disclosures from Meta highlight the company’s successful efforts over the past three years, with trends expected to continue as advanced AI models are integrated further into its surfaces. Cantor Fitzgerald notes, “META remains our favorite megacap stock.”

While Meta shows promise as an investment, there are other AI stocks with potentially greater upside potential and less downside risk. For those seeking an undervalued AI stock with significant potential, especially in light of Trump-era tariffs and the onshoring trend, a free report on the best short-term AI stock is available.

In conclusion, Meta Platforms, Inc. continues to innovate and grow in the AI space, positioning itself as a key player in the tech industry. With a focus on engagement, monetization, and advanced AI integration, Meta is poised for continued success in the coming years.

Disclosure: None.