08:25 AM EDT, 10/30/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We cut our 12-month target to $804 from $880, on lower P/E of 24x our '27 EPS view, within historical. After better-than-expected Q3 sales/EPS (ex. one-time tax charge), we up our '25 EPS to $28.90 from $28.03, '26 to $30.31 from $29.27, and '27 to $33.49 from $32.70. We think META remains committed to becoming the leading AI lab to unlock new revenue streams, pursuing an aggressive strategy to front-load infrastructure investment with the view that compute capacity can support existing ad platforms and new initiatives even if it overspends. This vision carries a big price tag, with capex likely growing to $100B in 2026 (up from $70B in '25 and $40B in '24), resulting in the highest capital intensity rate among big tech at 36% based on our '26 estimates. While AI monetization, new products like Threads, and device initiatives show promising early traction, we view META as the weakest earnings compounder among big tech given elevated spending, though valuation reflects this as it trades at the lowest multiple.