Meta's AI Will Kill Agencies And Capture The Spoils
Summary
- Meta’s AI advancements are already driving higher ad revenue, engagement, and efficiency, especially benefiting small businesses with automated campaign creation and creative generation.
- By 2026, Meta aims to fully automate ad creation and targeting, eliminating agency middlemen and unlocking significant margin expansion and new advertiser classes.
- Meta’s valuation remains attractive, with Wall Street underestimating both current momentum and the multi-year AI-driven growth cycle ahead.
- I remain extremely bullish and continue to add to my META position, confident that AI’s impact is not yet priced into the stock.
Analyst’s Disclosure:I/we have a beneficial long position in the shares of META either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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