Meta Platforms (NASDAQ: META) has seen its fair value estimate cut from approximately $828.80 to approximately $754.10, reflecting a more conservative position in updated financial models.

The revision comes as analysts remain divided on the company’s long-term prospects, with debate centering on the pace and certainty of AI monetization against a backdrop of surging capital expenditure.

Bullish voices including BofA, Rothschild & Co Redburn, and Arete have pointed to opportunities in small business AI tools, subscription services, and a potential role for Meta as a neocloud provider of excess compute.

Citizens, Barclays, Piper Sandler, and UBS have described core advertising and engagement trends as strong, also…