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Exclusive News Meta Platforms Posted Its Fastest Growth Guide in Years—Now What?Author: Leo Miller. Article Published: 2/3/2026. 
Summary - Meta's latest earnings report swayed many investors, as shares rose by a double-digit percentage the next day.
- The company's Q1 2026 guidance implies growth that the company has not seen in years, especially when adjusting for pandemic-driven abnormalities.
- Updated price targets imply +20% upside ahead, with one particularly bullish forecast projecting +50% gains.
All things considered, Meta Platforms (NASDAQ: META) delivered a very strong Q4 2025 earnings report. It comfortably beat estimates on sales and adjusted earnings per share (EPS) in its Jan. 28 release and showed meaningful underlying improvements in the business. The Magnificent Seven company's outlook was particularly notable. Despite forecasting sharply higher spending in 2026, Meta projected sales would increase by 30% in Q1 2026 — its fastest growth rate since Q3 2021. Wall Street analysts have taken notice: many raised their price targets after the report. Meta's growth outlook is striking, and analysts are adjusting expectations upward for the stock. Growth at Scale: Putting Meta's 30% Guidance in Context The highest technology standards in the world are set in the United States. It's where companies like Google, Meta, and NVIDIA were built – companies that now command multi-trillion-dollar market capitalizations. They didn't get there by retrofitting for scale, compliance, or scrutiny later. They were built for it from day one.
RAD Intel was built the same way. Developed inside real Fortune 1000 workflows, the platform was shaped by U.S. enterprise requirements around performance, governance, and accountability. Today, revenue has grown 2x year over year, and the company's valuation has increased more than 5,000% in roughly four years. Learn more before the share price moves. As noted, Meta has not posted 30% growth since Q3 2021 — more than four years ago — which already provides important context for how strong the guidance is. A deeper look makes the outlook even more impressive. The results many companies reported in 2021 were boosted by an unusual external factor: the COVID-19 pandemic. With the economy effectively shut down in 2020, that year was weak for many businesses, including Meta. In 2020, Meta's sales growth was roughly 22% — at the time its slowest growth rate since at least 2015. When pent-up demand was unleashed in 2021, many companies saw a spike in sales, making growth comparisons to 2020 unusually easy. Given that distortion, it is reasonable to evaluate Meta's guidance against pre-pandemic periods. Excluding 2020 and 2021, Meta has not achieved a 30% growth rate since Q4 2018 — roughly seven years ago. That is notable because as a company's revenue base grows, sustaining very high growth rates becomes harder: each additional dollar of revenue represents a smaller percentage increase. Achieving 30% growth in Q1 2026 would put Meta's quarterly revenue near $55 billion. When Meta generated 30% growth in Q4 2018, its revenue was just $16.9 billion. The contrast highlights how much larger the company's opportunity set is today: Meta expects to generate similar percentage growth from a revenue base that is more than three times bigger. Meta Price Targets Rise, Most Bullish Forecast Pushed Higher The MarketBeat consensus price target on Meta shares currently sits near $849, implying roughly 20% upside. Looking only at price targets updated after Jan. 28 paints an even clearer picture: MarketBeat tracked more than 25 analysts who revised their targets after the earnings release, and all but one raised their forecasts. Among those updates, the average target is $870, implying about 23% upside. Although the change is modest, analysts have generally stayed bullish on Meta while many investors were cautious. The average of the targets updated one week after the company's Q3 2025 report was $857, despite the stock falling more than 10% over that period. The lowest post-Jan. 28 target tracked by MarketBeat comes from Scotiabank at $700, implying about 1% downside versus the stock's Feb. 2 close near $706. The most bullish updated target comes from Rosenblatt Securities. After Q3, Rosenblatt had a $1,117 target; it has now raised that forecast to $1,144, implying nearly 62% upside. Historically Conservative Forecasts Provide Potential for Upward Revisions Meta's Q4 report helped win back many investors: shares rose 10.4% the next day. Most Wall Street analysts remain confident in the company, and notably Meta has beaten sales estimates in each of its last 14 earnings releases. That consistent track record supports the case that analysts could continue to raise targets above the stock's current level. Still, investors and markets will watch Meta's spending closely and expect the company to deliver on its ambitious growth projections.
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