Roth MKM analyst Rohit Kulkarni raised the firm’s price target on Meta Platforms (META) to $730 from $660 and keeps a Buy rating on the shares after its “big” Q4 revenue beat and despite the “soft” Q1 revenue guide. CEO Zuckerberg sounded enthusiastic on the planned AI infrastructure investments and didn’t change record-high CapEx outlook, despite the recent Deepseek efficiency announcements, the analyst tells investors in a research note, adding that Meta is “investing from a position of strength”.
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