MS breaks down 4 META major engines, each capable of contributing $1–3 to '28 EPS
$Meta Platforms, Inc.(META)$ (Morgan Stanley Overweight, target price $775 (new))
Meta Platforms (META) — this forward-looking strategy research report was published on June 2, 2026. Morgan Stanley named META its Top Pick, with a target price of 775, implying roughly ~30% upside versus the current price of 600.47 📈 Closed up at 622.98 (+4.2%, previous close 597.63)
The market currently assigns META roughly a 30% valuation discount relative to $Alphabet(GOOGL)$ (NTM P/E discount of about -8.7x, deviating nearly 2 standard deviations from the historical average of -0.4x). Morgan Stanley believes this discount severely underestimates the moat the company is building.
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- LEESIMON·06-04 21:43🩷GoodLikeReport