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Morgan Stanley rates Meta as focusing on cloud computing and computing power leasing, target price $775.

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Deep TechFlow News, according to Chaoxiang Research, Morgan Stanley released a research report on July 1 stating that in response to Bloomberg's report on Meta's planned cloud computing business, it judges that Meta is more likely to choose the lighter path of leasing idle computing power rather than building a complete cloud service comparable to AWS. The report estimates that leasing 250 megawatts of computing power at $40 per watt could increase earnings per share by about 8% in 2028, and when the scale reaches 1,000 megawatts, the increase could reach 33%. However, this earnings boost is seen as a transitional buffer and not the core logic supporting the rating. Morgan Stanley also mentioned that Meta's self-owned computing power will expand to 1.9 GW and 3.4 GW in 2026 and 2027, providing room for the leasing calculations. Morgan Stanley maintains an overweight rating on Meta with a target price of $775, implying about 37.6% upside from the closing price of $563.29. At the same time, it sets the 2027 capital expenditure forecast at $175 billion, with the possibility of upward revision if the cloud computing business scales up.
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