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Analysts welcomed the global expansion of Meta’s Business AI Agents
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Buy, $865: UBS acknowledged Meta’s global expansion of GenAI-enabled Business Agent chatbot, saying it supports their view that Meta is on track to deliver the largest of its five new GenAI revenue streams. It added that this development should alleviate investor concerns about the company’s ability to deliver returns on its GenAI Capex.
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Outperform, $835: Mizuho also welcomed the global expansion of Business AI Agents, saying it highlighted significant opportunity inside WhatsApp.
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Buy, $930: Canaccord Genuity sees Business AI Agents as a catalyst for subscription uptake and belives it could help Meta’s business subscription develop into a multi-billion dollar revenue stream.
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In reaction to the release of Meta’s Business AI Agents, Evercore’s Mark Mahaney said investors are underappreciating the ability of Meta to monetize a lot other than ads (min 00:30).
