Meta Platforms AI Developments

[Aron]

Meta Platforms Analysts Opinions

I=5 Analysts are bullish on Meta’s reported cloud business Outperform, $835: Mizuho said Meta’s compute business adds “margin of safety” to mid-term EPS, adding that investors continue to struggle to see a credible path to AI monetization at Meta. Full Details Buy, $825: Jefferies analyst Brent Thill said the cloud business is strategic to Meta’s long-term AI initiatives though the company is late to the cloud strategy. Full Details Market Perform, $720: BMO analyst Brian Pitz said c…