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Meta Platforms (NASDAQ: META) is projected to generate more than $26 billion in additional revenue by 2027 through artificial intelligence products, subscription services, and new advertising tools, according to a recent Wolfe Research report. The forecast highlights Meta’s aggressive AI expansion strategy despite investor concerns over rising capital expenditures and uncertain returns from AI investments.
Wolfe Research expects Meta’s revenue growth to reach 22% in 2027, outperforming Wall Street expectations of 19%. The firm believes AI-driven business initiatives will play a major role in accelerating Meta’s long-term growth across advertising and non-advertising segments.
The report estimates Meta could produce over $6 billion in non-advertising revenue by 2027. A significant portion is expected to come from Business AI services, which may contribute nearly $5 billion as adoption of business messaging platforms increases in countries such as India, Indonesia, Brazil, and Mexico. Subscription-based offerings linked to Instagram and Meta AI are projected to add around $1 billion, while agentic commerce initiatives could contribute more than $300 million.
Meta’s advertising business is also expected to benefit heavily from AI integration. Wolfe predicts the company could generate more than $20 billion in additional advertising revenue by 2027. AI-powered ad systems including Andromeda, Muse Spark, GEM, and Lattice are forecast to contribute over $10 billion by improving ad targeting, engagement, and conversion performance.
Threads advertising revenue is expected to climb to approximately $4 billion in 2027, compared with an estimated $2.3 billion in 2026. WhatsApp advertising could generate another $2 billion, while Click-to-Message ads are projected to reach about $26 billion in revenue.
Wolfe Research also raised its forecast for Meta’s capital expenditures, predicting spending could hit $200 billion in 2027 as the company continues expanding AI infrastructure, data centers, networking systems, and computing capacity to support growing demand for artificial intelligence technologies.
