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Raymond James said Meta Platforms is demonstrating strong ad spending performance relative to other social media and search companies, supported by its Advantage+ advertising tools and recent enhancements to Business Messaging. Among these changes is a new pricing model that offers free service conversations and charges to outbound messages. In addition, Meta’s AI chatbot is currently in beta testing and could see a broader rollout in the third quarter of 2025.
Buy, $683->$812: UBS said Meta Platforms stands to benefit from consumer and advertiser demand for AI. The analysts noted that Meta is is “not necessarily exposed” to the danger of what may be slower-than-anticipated enterprise AI spending since it’s the primary user of AI technology.
https://seekingalpha.com/news/4462816-meta-gets-a-meaty-pt-hike-from-ubs-on-ai-demand-optimism
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Overweight, $920: Cantor Fitzgerald analyst Deepak Mathivanan highlighted Meta’s successful efforts in the last three years to increase engagement on commercial surfaces. He pointed to Meta’s recent filling in their defense against the FTC trial which shows total time spent on Facebook and Instagram has increased by 25-pts and 35-pts, respectively, between 2023 and 2025. Similarly, daily time spent per daily active user on Reels has increased by approximately threefold on Facebook and fourfold on Instagram.
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Overweight, $810: Barclays said WhatsApp could contribute $6 billion in additional ad revenue by 2026 while Threads could bring in $19 billion in 2027.
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WhatsApp could become a a “$40B by 2030” business segment
Outperform, $875: Evercore ISI said WhatsApp could become a “$40B by 2030” business segment, generating $20 billion in operating income and adding $7.15 to Meta’s EPS.
Evercore believes Meta is pursuing AI leadership from a position of strength.
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Metaverse budget cut signals Meta has a better sense of discipline as it embarks on AI spending, Mizuho analyst Lloyd Walmsley said
- Outperform, $815: Mizuho analyst Lloyd Walmsley said Metaverse budget cut as reported by Bloomberg signals Meta has a better sense of discipline as it embarks on AI spending.
- He expects significant share price increase and project that the cost-savings will increase 2026’s EPS by around $2.