Meta Platforms, Inc. is highlighted as one of the AI stocks to watch in 2026, with Jefferies analyst Brent Thill reiterating a Buy rating and $910 price target. The firm is optimistic about Meta’s AI capabilities, pointing to five bullish drivers for the year.

Thill believes Meta is poised for success in 2026 due to factors like the potential for upside to estimates, strong AI hires, and continued momentum from AI investments in Meta’s Core Flywheel. The stock is seen as having an attractive risk-reward profile compared to Google.

Meta recently acquired AI agent startup Manus for $2 billion, aiming to enhance its capacity to commercialize AI tools and expand services for SMAs. The acquisition aligns with Meta’s strategy to leverage AI technology for growth and innovation in the market.

While Meta shows promise as an investment, some AI stocks may offer greater upside potential with less downside risk. Investors seeking undervalued AI stocks can explore opportunities beyond Meta for potential short-term gains and long-term growth in the evolving AI market.

Read more at Yahoo Finance: Five Reasons META Could Outperform in 2026, According to Jefferies