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Morgan Stanley analyst Brian Nowak reiterated on June 6 that Meta is being overlooked by Wall Street, citing the company's planned $380 billion（約61兆円） capital expenditure for 2027 and 2028 and its potential to launch products that could add $1 to $3 to earnings per share in 2028.
Why it matters
Nowak expects Meta's search tool, integrated into Meta AI, could become a multibillion-dollar revenue source if it retains 1 billion users and monetizes just 10% of daily queries—potentially generating over $10 billion（約1.6兆円） in annual revenue. The company is already rolling out tiered subscription packages to pursue higher-margin revenue streams.
What to watch
Nowak reiterated a $775 price target for Meta Platforms, Inc. (NASDAQ:META), positioning it as a top pick among mega-cap stocks.
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