{"id":67039,"date":"2026-01-26T21:06:52","date_gmt":"2026-01-26T21:06:52","guid":{"rendered":"https:\/\/crowdfundjunction.com\/blog\/strong-comeback-or-continued-slump\/"},"modified":"2026-01-26T21:06:52","modified_gmt":"2026-01-26T21:06:52","slug":"strong-comeback-or-continued-slump","status":"publish","type":"post","link":"https:\/\/crowdfundjunction.com\/blog\/strong-comeback-or-continued-slump\/","title":{"rendered":"strong comeback or continued slump?"},"content":{"rendered":"

(Originally posted on : Invezz )<\/b>
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Meta Platforms (NASDAQ: META) has pushed meaningfully down in recent months, but a senior Rothschild & Co Redburn<\/em> analyst believes the company\u2019s upcoming earnings will resume upward momentum.<\/p>\n

The social media behemoth is expected to report $8.15 a share of earnings on $58.4 billion in sales for its fiscal Q4 on January 28th. This would translate to a 1.6% bottom-line and a whopping 21% top-line growth on a year-over-year basis.<\/p>\n

At the time of writing, Meta\u2019s stock is down more than 15%<\/a> versus its 52-week high.<\/p>\n


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According to James Cordwell, a senior expert at Rothschild & Co Redburn,<\/em> Meta\u2019s advertising lead and rapidly growing artificial intelligence (AI) footprint will push its stock much higher from here in 2026.<\/p>\n

Cordwell upgraded the multinational this morning to \u201cbuy\u201d and raised his price objective to $900, indicating potential upside of a staggering 38% from current levels.<\/p>\n

\u201cWith imminent FY26 outlook set to leave estimates factoring in all the cost and little upside from AI, now seems opportune for investors to start building positions,\u201d the analyst argued in his latest research note.<\/p>\n

Note that META stock pays a 0.32% dividend yield. Additionally, the giant has billions authorized for buybacks this year, making it all the more exciting to own for the long-term.<\/p>\n


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In his research report, Cordwell dubbed Meta Platforms\u2019 ads business a \u201cdemand machine\u201d, which he believes could accelerate further by \u201cextending Andromeda, GEM, and Lattice.\u201d<\/p>\n

He recommended long-term investors to stick with Meta shares also because the firm\u2019s AI chief, Alexandr Wang, is \u201cbetter qualified than appreciated.\u201d<\/p>\n

According to him, investors are growing excited again about artificial intelligence as new tech and products like Nvidia\u2019s most sophisticated chips (Rubin) roll out in 2026<\/a>.<\/p>\n

This AI reboot could significantly benefit Meta Platforms that\u2019s positioned to capitalise on two big opportunities \u2013 developing agentic AI subject-matter experts and transforming entertainment with AI video, Cordwell added.<\/p>\n

Technicals also point to a rally ahead<\/h2>\n


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All in all, the Rothschild & Co Redburn<\/em> analyst believes both advertising and AI offer \u201ccompelling incremental revenue potential\u201d that could drive META shares higher in 2026.<\/p>\n

The Nasdaq-listed firm has an extensive SME customer base and strong position in video, which positions it \u201cuniquely\u201d within those two industries, he concluded. \u00a0<\/p>\n

While Meta Platforms remains significantly below its record levels, the AI stock has started seeing upward momentum build up in recent sessions, and the fact that it\u2019s trading handily above its \u201c50-day moving average<\/a>\u201d signals that it may accelerate after the company\u2019s earnings on Jan. 28.<\/p>\n

Investors could also take heart in the fact that Rothschild<\/em> isn\u2019t the only investment firm that favours buying Meta stock heading into its earnings release this week.<\/p>\n

The consensus rating on META also currently sits at \u201cstrong buy\u201d with the mean target of roughly $835, according to Barchart<\/em>.<\/p>\n<\/p><\/div>\n

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(Originally posted on : Invezz ) Meta Platforms (NASDAQ: META) has pushed meaningfully down in recent months, but a senior Rothschild & Co Redburn analyst believes the company\u2019s upcoming earnings will resume upward momentum. The social media behemoth is expected to report $8.15 a share of earnings on $58.4 billion in sales for its fiscal […]<\/p>\n","protected":false},"author":30,"featured_media":67040,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0},"categories":[37],"tags":[],"_links":{"self":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/posts\/67039"}],"collection":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/users\/30"}],"replies":[{"embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/comments?post=67039"}],"version-history":[{"count":0,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/posts\/67039\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/media\/67040"}],"wp:attachment":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/media?parent=67039"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/categories?post=67039"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/tags?post=67039"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}