Meta Plans to Expand Financial Services — Analysts Expect Billions in New Revenue

Meta Platforms may implement new subscription models around social media and artificial intelligence products in the coming years, which could become a source of billions of dollars in recurring revenue for the company.

Investment company Rosenblatt Securities has maintained a "Buy" recommendation on Meta's shares and set a target price of $1,015. According to analysts' assessment, a new subscription ecosystem called "Meta One" could become a significant growth direction for the company alongside its advertising business.

According to available information, Meta is working on premium versions of Instagram and Facebook, which could cost $3.99 per month. Users will additionally receive profile personalization, expanded Stories features, and engagement-boosting tools.

WhatsApp's premium subscription is also being considered, which will cost $2.99 per month and will include exclusive stickers, themes, and personalization options.

The company is simultaneously testing paid AI services. The "Meta One Plus" package could cost $7.99 per month and offer users enhanced image and video generation features, while a more premium version priced at $19.99 will be designed for professional AI users.

According to analysts' estimates, Meta already generates approximately $1 billion from subscription products such as Meta Verified and ad-free service in the European market. However, the company's greatest advantage is its scale — Meta's platforms are used by more than 3.5 billion people daily.

Rosenblatt projects that Meta's revenue will reach approximately $256 billion in 2026, while this figure is expected to be around $201 billion in 2025. Analysts believe that the development of artificial intelligence and subscription models will be one of the main catalysts for the company's future growth.