$30B AI Opportunity: Will It Power Meta’s Next Surge?
From Nasdaq: 2025-05-21 17:51:00
– Meta Platforms (NASDAQ: META) has seen numerous Wall Street analyst upgrades, with nearly 20 analysts raising their price targets on the stock after its last earnings report. Wolfe Research recently issued a price target update of $750, implying an 18% potential upside.
– Mark Zuckerberg highlighted five key AI growth opportunities for Meta, including business messaging, which Wolfe estimates could be a $30-$40 billion opportunity. This could help Meta achieve its $750 price target.
– With over 3 billion monthly active users on WhatsApp, Meta aims to monetize its messaging user base aggressively. Wolfe estimates Meta is generating $1.5 billion to $2 billion annually from WhatsApp, with potential for significant growth.
– Wolfe’s estimates suggest Meta could achieve $30-$40 billion in business messaging revenue, a substantial growth driver. Meta plans to use AI to increase monetization through business agents handling customer service and sales campaigns.
– While Meta’s focus on monetizing AI in developed countries raises questions, the company believes AI agents can make business messaging profitable. With a large user base in emerging economies, the potential for increased profitability remains promising.
– Meta’s business messaging ambitions present a significant growth opportunity if executed properly. Investors should monitor progress on AI features and profitability. Success in business messaging could be a major growth driver for Meta.
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