‘It's time to buy Meta.' Why Morgan Stanley sees 45% upside for the stock.

Meta is trading at an unusually large discount to its historical average as AI concerns and regulatory worries weigh on the stock, and an analyst labels the move a “tactical buying opportunity.” The call implies potential upside for selective purchases, but ongoing regulatory and AI execution risks justify a cautious, tactical allocation rather than a broad increase in exposure.

Analysis

Meta is trading at an unusually large discount to its historical average as AI concerns and regulatory worries weigh on the stock, and an analyst labels the move a “tactical buying opportunity.” The call implies potential upside for selective purchases, but ongoing regulatory and AI execution risks justify a cautious, tactical allocation rather than a broad increase in exposure.