The Investor
23 Sep 2026, 17:54
Meta Stock Rises 2% as Analysts Raise Targets and Muse App Gains Momentum
Meta Platforms shares rose 2% to $751.36 after multiple analysts issued positive updates on the stock, while the company’s newly launched Muse AI app continued to strengthen investor enthusiasm around Meta’s broader AI strategy.
Cantor Fitzgerald raised its price target to $860 from $680 while maintaining an Overweight rating. KeyCorp also kept an Overweight rating and lifted its target to $900 from $780. UBS reiterated its Overweight rating.
The analyst optimism comes as Meta’s Muse personal AI agent gains early traction. Muse can perform tasks such as sending emails, booking travel and working across connected apps, rather than functioning only as a conversational chatbot. Meta launched the service earlier this month, and the app quickly climbed U.S. download rankings.
Muse has become increasingly relevant to the investment case because it gives Meta a consumer-facing AI product beyond its traditional social-media platforms. Reuters reported that Muse has surpassed 2.5 million downloads, while Meta is continuing to test additional capabilities such as phone calls performed on users’ behalf. (Reuters)
Other reasons behind the stock’s strength include continued digital-advertising growth, AI-driven improvements in recommendations and ad targeting, and growing confidence that Meta can eventually monetize its large AI investments through products such as Muse.
The 2% gain suggests higher analyst targets and the strong early reception for Muse are reinforcing optimism around Meta’s AI strategy.
Meta Platforms shares rose 2% to $751.36 after multiple analysts issued positive updates on the stock, while the company’s newly launched Muse AI app continued to strengthen investor enthusiasm around Meta’s broader AI strategy.
Cantor Fitzgerald raised its price target to $860 from $680 while maintaining an Overweight rating. KeyCorp also kept an Overweight rating and lifted its target to $900 from $780. UBS reiterated its Overweight rating.
The analyst optimism comes as Meta’s Muse personal AI agent gains early traction. Muse can perform tasks such as sending emails, booking travel and working across connected apps, rather than functioning only as a conversational chatbot. Meta launched the service earlier this month, and the app quickly climbed U.S. download rankings.
Muse has become increasingly relevant to the investment case because it gives Meta a consumer-facing AI product beyond its traditional social-media platforms. Reuters reported that Muse has surpassed 2.5 million downloads, while Meta is continuing to test additional capabilities such as phone calls performed on users’ behalf. (Reuters)
Other reasons behind the stock’s strength include continued digital-advertising growth, AI-driven improvements in recommendations and ad targeting, and growing confidence that Meta can eventually monetize its large AI investments through products such as Muse.
The 2% gain suggests higher analyst targets and the strong early reception for Muse are reinforcing optimism around Meta’s AI strategy.
