• Earlier this week, Italy’s Competition Authority ordered Meta Platforms to suspend contractual terms that kept rival AI chatbots off WhatsApp, requiring the company to allow competing services onto the messaging platform while an antitrust investigation continues.
• This intervention goes beyond technical integration, striking at how much control Meta can exert over AI services inside WhatsApp, a core pillar of its future messaging and AI monetization plans.
• We’ll now examine how Italy’s move to open WhatsApp to competing AI chatbots could reshape Meta’s investment narrative around AI-driven growth.

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Meta Platforms Investment Narrative Recap

To own Meta today, you have to believe its heavy AI and data center spending will keep translating into stronger engagement and advertising economics, while newer bets like WhatsApp business messaging and AI agents eventually become meaningful revenue streams. Italy’s move to force open WhatsApp to rival chatbots does not change the near term catalyst of AI driven ad and messaging monetization, but it does underscore that regulatory action remains the most immediate external risk to that thesis.

In that context, Meta’s plan to turn WhatsApp AI agents and business messaging into a major new revenue stream looks directly exposed to how regulators define “fair access” on the platform. The Italian order effectively tests whether Meta can still differentiate its own Meta AI on WhatsApp while complying with competition rules, and the outcome could influence how quickly Meta can scale AI services that many analysts see as central to its next leg of growth.

Yet even as some community members see fair value as low as US$538.09 and others as high as US$908.35, across 90 Simply Wall St Community estimates, you can see how widely opinions differ on Meta’s upside. Those views sit alongside the very real risk that AI driven infrastructure and talent costs grow faster than revenue, which could weigh on margins and make Meta’s ambitious AI buildout much harder for investors to ignore…

Read the full narrative on Meta Platforms (it’s free!)

Meta Platforms’ narrative projects $275.9 billion revenue and $92.1 billion earnings by 2028.

Uncover how Meta Platforms’ forecasts yield a $841.42 fair value, a 26% upside to its current price.

Exploring Other Perspectives

Explore 90 other fair value estimates on Meta Platforms – why the stock might be worth 19% less than the current price!

Build Your Own Meta Platforms Narrative

Disagree with existing narratives? Create your own in under 3 minutes – extraordinary investment returns rarely come from following the herd.

• A great starting point for your Meta Platforms research is our analysis highlighting 4 key rewards that could impact your investment decision.
• Our free Meta Platforms research report provides a comprehensive fundamental analysis summarized in a single visual – the Snowflake – making it easy to evaluate Meta Platforms’ overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

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