No deadline · not checked
- Price when said
- $614.99 closeprice data
- Fair value
- $850+38%
Joseph Carlson's $850 fair value for Meta Platforms
On November 2, 2026, Joseph Carlson estimated the fair value of Meta Platforms at $850 per share on YouTube. Meta Platforms closed at $614.99 on October 30, 2026, the trading day before, so the estimate was 38% above the price when said. Joseph Carlson gave no date by which the price should reach it, so this is a fair value estimate, not a prediction: we record it as said and do not mark it as Hit or Missed.
Updated
What was said
Joseph Carlson
Host of the YouTube channels Joseph Carlson and Joseph Carlson After Hours
YouTube, Nov 2, 2026, at 10:38Source
14 fair value estimates
My price target or fair value assessment of Meta is around $850 today, which is around a 40% upside.
Carlson pointed to Meta's growth, the adoption of its agentic tool Muse, management's decisions and the cash flow he expects it to generate over the next 10 years. He said that at $850 the forward P/E would be around 26, which he called reasonable.
The estimate
A fair value estimate is the speaker's view of what an asset is worth, given without a date by which the price should get there. With no deadline there is nothing to check, so we record the estimate as said, next to the close of the day before, and never mark it as Hit or Missed.
Fair value estimates: Joseph Carlson 13
| Asset | Said | Price when said → Fair value |
|---|---|---|
| Alphabet | Price when said: $279.84 Fair value: $350 (+25%) | |
| Amazon | Price when said: $240.35 Fair value: $350 (+46%) | |
| ASML | Price when said: $1,566 Fair value: $1,800 (+15%) | |
| Costco | Price when said: $1,012 Fair value: $800 (−21%) | |
| DoorDash | Price when said: $178.99 Fair value: $250 (+40%) | |
| Duolingo | Price when said: $131.59 Fair value: $200 (+52%) | |
| Mastercard | Price when said: $638.01 Fair value: $700 (+9.7%) | |
| Microsoft | Price when said: $521.91 Fair value: $550 (+5.4%) | |
| Moody's | Price when said: $493.91 Fair value: $500 (+1.2%) | |
| Netflix | Price when said: $62.08 Fair value: $100 (+61%) | |
| S&P Global | Price when said: $466.55 Fair value: $550 (+18%) | |
| Texas Roadhouse | Price when said: $182.52 Fair value: $200 (+9.6%) | |
| Uber | Price when said: $65.25 Fair value: $90 (+38%) |