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Meta Faces AI ROIC Headwinds as Analysts Eye Cloud Rental Catalyst

Dow Jones Newswires Read original source (opens in a new tab)
The Story

News Summary

  • New Street Research reiterated a Buy rating and $700 target on Meta Platforms.
  • The firm highlighted that monetizing surplus data-center capacity through cloud rentals or launching enterprise AI products could reverse negative AI ROIC forecasts and catalyze share price upside.
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META price history

664.42 +4.70% over the displayed period

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