From Financial Modeling Prep: 2025-03-17 12:23:00

Analysts at Wolfe Research project Meta’s business messaging market to be undervalued, potentially generating $30-40 billion in revenue. With a focus on integrating AI into WhatsApp, Meta aims to boost its current $1.5-2 billion business messaging revenue. The company’s strategic position leveraging WhatsApp’s user base could lead to substantial growth.

As AI technology advances, Meta’s business messaging automation could see significant revenue acceleration, especially in high-growth markets like India, Indonesia, and Brazil. Analysts anticipate incremental revenue in the high-single-digit to low-double-digit billions in the medium term. Meta’s Threads monetization and AI innovations are expected to drive revenue alongside improvements in Reality Labs.

Wolfe Research views Meta’s business messaging strategy, Threads monetization, and AI innovations as key revenue drivers, offering significant long-term upside. The firm remains bullish on Meta’s prospects, citing its strong outlook and evolving enterprise solutions as reasons for continued investment confidence.



Read more at Financial Modeling Prep:: Wolfe Research Sees Meta’s Business Messaging as a…