After a tough week for California-based tech giant Meta Platforms (META), Morgan Stanley has stated that it is time to buy the company following a significant drop in the stock. The company had been dealing with legal losses, layoffs, and concerns about AI spending. Morgan Stanley analyst Brian Nowak believes that the recent drop has created a rare opportunity as he lowers the stock’s price target from $825 to $775, suggesting roughly 50% upside. The firm argues that investor fear has already been priced in and that much of the downside is already priced in. Despite the recent selloff, Meta's core business is still performing well, with Q4 2025 report showing a 28% increase year-over-year ad revenue and a 25% increase in active users.