UBS and Deutsche Bank analysts both maintained a "Buy" rating on Meta in their latest research reports, raising their price targets to $892 and $840, respectively. They believe that although Meta's stock price plunged about 7% on Thursday due to a surge in AI capital expenditures, the AI investments made over the past three years have begun to bear fruit, with the advertising system being the first to benefit. Meta has also initiated five AI commercialization paths. Analysts pointed out that the market's pricing logic for Meta's AI spending is changing, with hashrate transitioning from a cost pressure to a revenue-generating asset.