🔥🎯Morgan Stanley raises $META target price to $820: Not sentiment, but pricing logic is changing

Morgan Stanley raised the target price of Meta Platforms ($Meta Platforms(META.US)) from $750 to $820 while maintaining an "Overweight" rating. The move itself is not aggressive, but the signal is very clear: the core judgment remains unchanged, and confidence in future cash flows and long-term value is strengthening.

The key is not the number 820, but the context in which the increase occurred. When a top investment bank chooses to raise the target price while the stock is already in a high range, it usually means two things: first, greater certainty about earnings visibility, and second, increased tolerance for valuation multiples. In other words, they are starting to accept that Meta is "worth this price."

Meta's narrative has clearly changed. In the past, the market largely viewed it as a platform company heavily dependent on the advertising cycle. Now, AI is becoming a new valuation anchor. From ad delivery efficiency and user recommendation systems to computing power investment and model capabilities, AI is no longer just a cost item but is gradually transforming into a profit lever.

This is also why the combination of an "Overweight rating + target price increase" is worth noting. It is not betting on short-term sentiment but expressing a judgment: Meta is transitioning from the "efficiency repair phase" to the "platform-level cash flow amplification phase." As long as this path is not interrupted, there is room for further upward revision of the valuation logic.

Of course, target prices are never trading instructions. The real question is: Has the current price already reflected this shift in advance? In the coming quarters, can AI investments continue to translate into revenue and profits rather than reverting to cost pressures?

Do you interpret this increase as a confirmation of the trend, or do you think the market has already moved ahead of the sell-side's judgment?

📣 I will continue to share the 10x growth stock opportunities I'm watching and how I assess the long-term evolution of tech giants based on AI, platform effects, and execution rhythm.

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