The video discusses the Meta Platforms stock crash following recent quarterly earnings results, where the management team talked about spending on Artificial Intelligence (AI). The stock fell from $750 to below $600 but has since recovered slightly. The analyst aims to estimate where the stock price will be by the end of 2026, using estimates, assumptions, and scenario analysis. The analyst keeps the earnings per share for 2027 constant at $33.18 and evaluates scenarios based on forward P/E multiples. If the forward P/E multiple remains unchanged, the stock price could increase to $725 per share. Should the forward P/E multiple increase to 24, the stock price could reach $796 per share. If the forward P/E multiple increases to 28, the stock price could rise to $929 per share. In an optimistic scenario, if the forward P/E multiple rises to 32, the stock price could go up to $1,062 per share. The analyst estimates the stock price will rise to between $750 and $825 per share by the end of next year.