Barclays sees up to $6B and $19B of incremental ad revenue from WhatsApp and Threads in 2026 and 2027 for Meta Platforms (META), respectively. The firm sees upside potential to consensus estimates. The WhatsApp Status advertising should bring a “huge pool of inventory” across the 1.5B daily active users over time, the analyst tells investors in a research note. Barclays adds that while Threads is smaller in comparison, its feed-ads might carry higher monetization potential given the users in higher-per-capita ad revenue geographies. WhatsApp and Threads alone should allow Meta to exceed the consensus growth estimates of 16% and 15%, respectively, over the next two years, the firm contends. It keeps an Overweight rating on Meta with an $810 price target
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