Meta's AI Monetization Could Boost Revenue Growth, UBS Says

12:33 PM EDT, 10/22/2026 (MT Newswires) -- Meta Platforms (META) investments in artificial intelligence could drive stronger advertising performance and accelerate revenue growth as the company expands monetization of its AI products, UBS said in a note Thursday. The bank expects optimized versions of Meta's Muse model to improve ad targeting and content recommendations. It also sees faster monetization of Business AI and Muse as potential drivers of revenue growth in 2027 and 2028. UBS raised its 2027 and 2028 revenue estimates by about 1% and 2%, respectively, following Meta's latest results. UBS analysts now expect revenue of $317.3 billion in 2027 and $379.2 billion in 2028, while leaving its expense estimates largely unchanged. UBS maintained a buy rating and raised its price target to $892 from $884. Price: 651.66, Change: -45.86, Percent Change: -6.57