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Meta Platforms:Quarterly Results/2025 Q2: Difference between revisions
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== Analysts opinions and insights == | == Analysts opinions and insights == | ||
==== Analysts welcomed Meta's recent product launches ==== | |||
* Outperform, $635->$740: Baird [https://www.investing.com/news/analyst-ratings/meta-platforms-stock-price-target-raised-to-740-from-635-at-baird-93CH-4120932 said] (July 02) recent product launches across WhatsApp and Messenger represents an "important step" to unlock incremental revenue. It estimates '''click-to-message (CTM) ads are approaching $15-20 billion run rate while WhatsApp ads could bring in additional $10 billion over many years'''. They estimate additional subscriptions and fees could bring in another $10 billion, creating total messaging monetization opportunity of $40-$50 billion by 2030. | |||
* Overweight, $664: '''Wells Fargo [https://www.investing.com/news/analyst-ratings/meta-stock-price-target-maintained-by-wells-fargo-on-whatsapp-ad-potential-93CH-4098476 sees] (June 17) WhatsApp ads bringing in $6 billion in additional revenue'''. They expect WhatsApp to finally achieve cost-per-thousand impressions (CPMs) and ad load as those seen in Instagram. | |||
==== Meta stands to benefit from AI ==== | |||
* Buy, $683->$812: UBS [https://www.investing.com/news/analyst-ratings/meta-stock-price-target-raised-to-812-from-683-at-ubs-on-ai-potential-93CH-4112363 pointed] out (June 26) that potential revenue from AI initiatives such as Business Messaging and Meta AI are not yet reflected in analysts estimates. They added that a potential slowdown in AI monetization will not materially impact Meta since it primarily uses its own technology. | |||
== References == | == References == | ||