Benchmark Reiterates Hold Rating on Meta
Benchmark analyst Mark Zgutowicz reiterated a Hold rating on Meta Platforms Inc. (NASDAQ: META).
“Meta’s upcoming 2Q report (7/29, AMC) needs to put real numbers behind an AI infrastructure strategy where aspiration and reality are increasingly diverging, particularly on compute capacity.
We discuss “Meta Compute” variables and holes in what we believe are aspirational ‘26/‘27 GW targets vs. realistically available next-gen capacity, highlighted in our low/base/high capex model discussion on page 2.
We also share our top 5 related questions for management immediately below and our earnings cheat sheet on page 3. We maintain our Hold rating on an uncertain ROIC outlook.”
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