Time To Buy META Stock? BofA Analyst Sees 44% Upside After Superintelligence Labs Releases Major AI Model Ahead Of Schedule

• BofA noted that the model launch was ahead of prior press reports and should help enhance Meta's AI capabilities and positioning.
• Still, META shares are 7.1% lower since the start of 2026 and nearly 33% lower than their record high in August last year.
• Stocktwits sentiment for META improved to ‘neutral’ from ‘bearish.’

Meta Platforms Inc.’s shares surged 6.5% to nearly four-week highs on Wednesday after it released its first major new AI model in more than a year amid a broader market rebound on the U.S.-Iran ceasefire.

Now, Bank of America analysts say META stock, which was down 13% year-to-date before Wednesday’s rally, offers a great entry point. BofA analyst Justin Post reiterated a ‘Buy’ rating and $885 price target on the stock following the introduction of Muse Spark, the inaugural LLM from Meta Superintelligence Labs. 

The target implies a 44.5% upside from the stock’s current level. Meanwhile, Wall Street’s average price target stands at $860.25, according to Koyfin, suggesting a roughly 40% upside.

BofA’s View On META

BofA noted that the model launch was ahead of prior press reports and should help enhance Meta's AI capabilities and positioning. The research firm sees the current valuation as attractive given a large AI opportunity, above industry ad growth, and a strong financial position for AI.

The rollout of the model — spearheaded by chief AI officer Alexandr Wang, who joined the company in June 2025 and leads Meta Superintelligence Labs — marks a critical moment for Meta as it competes with AI offerings from OpenAI, Anthropic, and Google DeepMind. Wang previously led Scale AI, in which Meta agreed to purchase a 49% non-voting stake for over $14 billion.

In a departure from its previous models, Muse Spark is a closed model that will power Meta’s AI chatbot and other AI features. It is released as a private preview to a few partners via an application programming interface, or API, and at some later point might open-source some versions of the model.

Iran Ceasefire Rally Puts Mag7s In Focus

On Wednesday, Big Tech stocks rose sharply amid gains across the market as a temporary truce between the U.S. and Iran eased investor concerns about a prolonged disruption and elevated energy prices.

Still, all “Magnificent Seven” stocks, barring Alphabet, continue to be in the red for the year. Despite Wednesday’s gain, META shares are still 7.1% lower than at the start of 2026 and nearly 33% below their record high hit in August last year.

On Stocktwits, retail sentiment for META improved to ‘neutral’ on Wednesday, from ‘bearish’ the previous day, amid high message volume. 

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