Cantor Fitzgerald Boosts Meta (META) PT to $807 on Confidence in WhatsApp Ad Monetization
Meta is now focused on integrating advertisements into WhatsApp's Updates tab, which improved Mathivanan's outlook on the company as he believes that the move will unlock new revenue streams for Meta without compromising user experience. He also highlighted new ad formats, such as 'Promoted Channels' and 'Status Ads.'
Mathivanan estimates that if ad adoption reaches even 5% of the current levels seen on Instagram and Facebook, it could substantially impact Meta's earnings by FY2027. WhatsApp has a user base of over 3 billion monthly users globally, with 82% of monthly users active daily, viewing an average of 50 stories. Given this engagement, even a small increase in ad presence is expected to boost Meta's earnings shortly.
Meta Platforms Inc. (NASDAQ:META) develops products that enable people to connect and share with friends & family through two segments: Family of Apps (FoA) and Reality Labs (RL).
While we acknowledge the potential of META as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the .
READ NEXT: and .
Disclosure: None. This article is originally published at Insider Monkey.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
13 minutes ago
- Yahoo
Solar Firms Surge as Senate Drops Excise Tax From Trump Bill
(Bloomberg) -- Shares for solar companies rose on Tuesday on the Senate's decision to remove an excise tax on wind and solar projects from President Donald Trump's tax and spending bill. Struggling Downtowns Are Looking to Lure New Crowds Philadelphia Transit System Votes to Cut Service by 45%, Hike Fares Sprawl Is Still Not the Answer Shares in Sunrun Inc. were up about 11%, Enphase Energy Inc. was up about 4% and Solaredge Technologies Inc. were up 9% at around 12:49 p.m. in New York after news reports on the change. The Senate passed the $3.3 trillion bill on Tuesday after making the last-minute change and other modifications meant to mollify some Republicans. The measure spiked a previously proposed excise tax on wind and solar projects that contained a certain threshold of components made in China, Senator James Lankford, a Republican from Oklahoma, told reporters Tuesday. That proposed tax, which had been tucked into the Senate bill unveiled days ago, was supported by some US manufacturers who said the country needs to urgently wean clean energy supply chains off China. But it had sparked alarm from renewable developers who said it could hike costs for wind farms and solar arrays that still rely on some foreign components and supply chains dominated by Beijing. Senator Ed Markey, a Democrat from Massachusetts, hailed the removal of the excise tax in a post on X ahead of passage. The bill would still phase out subsidies for wind and solar projects placed in service after December 31, 2027; some Republicans had made a last-ditch push to ease the credit cutoff. The various iterations of Trump's tax and spending package have whipsawed much of the renewable energy industry — and, with it, shares of developers, installers and manufacturers. The proposed addition over the weekend of the tax on some wind and solar projects stunned the industry, prompting shares to slide Monday. But now, with the excise tax's removal, shares popped on a day that would otherwise have threatened the pace of the growth of renewable energy in the US. Clean energy trade groups had warned that without changes, Trump's 'Big, Beautiful Bill' would have threatened some wind farms and solar arrays already under construction. The changes weren't enough to satisfy renewable developers who on Tuesday said the Senate-passed bill still poses a major threat to the industry. 'Despite limited improvements, this legislation undermines the very foundation of America's manufacturing comeback and global energy leadership. If this bill becomes law, families will face higher electric bills, factories will shut down, Americans will lose their jobs, and our electric grid will grow weaker,' Abigail Ross Hopper, president of the Solar Energy Industries Association, said in a statement. --With assistance from Erik Wasson. America's Top Consumer-Sentiment Economist Is Worried How to Steal a House SNAP Cuts in Big Tax Bill Will Hit a Lot of Trump Voters Too China's Homegrown Jewelry Superstar Pistachios Are Everywhere Right Now, Not Just in Dubai Chocolate ©2025 Bloomberg L.P. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
14 minutes ago
- Yahoo
Today's Market: Tax Bill Uncertainty Ignites Dow Rally, Sends Nasdaq Tumbling
July 1 - U.S. equity benchmarks diverged Tuesday as lawmakers debated extending Trump?era tax cuts. The Dow Jones Industrial Average edged up about 1%, while the S&P 500 slipped less than 0.5%. The Nasdaq Composite slid about 0.5% from its record high. Investors are weighing the prospects of a fresh tax package that could roll back individual and corporate rates, which some see as a boon for consumer stocks and small?caps. Uncertainty over the bill's details, such as the duration of rate extensions and offsets for lost revenue, has prompted traders to pare back exposure to high?valuation technology names. Technology shares led declines, with semiconductors and software companies under pressure. Meanwhile, financials and industrials found modest support, buoyed by expectations of sustained consumer spending if tax relief is approved. Treasury yields held near recent peaks, reflecting growing confidence in near?term economic strength but also fears of higher deficits. Market participants will focus on upcoming congressional sessions for clues on the bill's final shape. With fiscal policy negotiations set to intensify, investors may see further volatility as new details emerge. This article first appeared on GuruFocus.
Yahoo
14 minutes ago
- Yahoo
BYD Sparks EV Firestorm: Sales Soar, $20B Vanishes, Tesla in Sight
BYD (BYDDF) just posted its strongest sales month of 2025, moving 377,628 vehicles in Juneincluding over 206,000 battery electric cars. That pushed first-half volumes to 2.1 million units. The surge followed a round of deep price cutsup to 34% on some modelsrolled out in late May. But while the discounts may have supported unit growth at home and nearly quadrupled sales in Europe, the move has been a double-edged sword. Investors didn't love it. The stock has shed more than $20 billion in market value, as concerns over margins and profitability mount. Warning! GuruFocus has detected 4 Warning Sign with AMZN. Regulators didn't love it either. Beijing pushed back hard on what it called rate race competition, pressuring automakersincluding BYDto dial it down and stabilize the market. In response, BYD walked back some of its discounts and joined a new industry agreement: suppliers must now be paid within 60 days. That's a clear sign that policymakers are watching pricing behavior closelyand scrutinizing the use of supply chain financing as a hidden form of leverage. Meanwhile, the global EV leaderboard could be in for a shakeup. In Europe, BYD nearly matched Tesla (NASDAQ:TSLA) in registrations in May after outperforming in April. Geely's June deliveries jumped 59% year-over-year, prompting a new 2025 target of 3 million units. But as China's EV giants look overseas to offset domestic slowdown, investor focus is shiftingfrom who sells the most, to who protects their margins best. This article first appeared on GuruFocus.
