Morgan Stanley Reaffirms Buy Rating on META Stock, Citing $5B WhatsApp Ad Opportunity
Morgan Stanley maintains its bullish outlook on Meta Platforms (META) as the company explores monetization strategies for WhatsApp. Analyst Brian Nowak highlights the platform's potential to generate $3–$5 billion in annual revenue through ads in the Updates tab by 2027, with an optimistic scenario reaching $6 billion.
The firm acknowledges challenges, including WhatsApp's predominantly non-U.S. user base, where ad rates are typically lower. Meta's strategic MOVE to introduce ads without disrupting core functionality reflects its focus on long-term growth catalysts.