Ad Dollars And AI: Meta's Massive Infrastructure Bet Could Fuel 2026 Surge

BofA Securities analyst Justin Post reiterated a Buy on Meta Platforms (META.OQ) while trimming his price target to $820 from $885, citing upside from ad-market recovery and aggressive AI infrastructure investment. He projects Q1 revenue of $56.0B and GAAP EPS of $7.44 (above Street), and Q2 revenue of $60.1B with EPS $7.49, and expects Meta to guide Q2 revenue roughly $57.5B–$60.5B. Post highlights expense discipline and potential headcount reductions, and views the Muse Spark model and a planned ~ $145B AI infrastructure program as drivers of improved ad monetization and efficiency. While the lowered target signals tempered near-term valuation, the analyst’s outlook is constructive and could support upside into 2026 if AI gains translate into stronger ad demand and margins. META shares were trading down ~2.25% near $673 at publication.