MongoDB CEO CJ Desai is joining Meta Platforms as its chief enterprise platform officer and will report directly to Meta CEO Mark Zuckerberg.
Desai, who was in his role at MongoDB for less than a year, will be leading the social media giant's new Meta Enterprise Platform for businesses, according to a release.
"Initially, we will focus on bringing our full technology stack, including the Muse agent, Meta Business Agent, Muse API, Muse Code, and more to businesses and developers to help them grow," the release states.
The news sent shares of MongoDB plummeting 17%.
The MongoDB board has named Dev Ittycheria as interim president and CEO. Desai took over from Ittycheria, who served as CEO for 11 years, in November 2025. He previously served as president of product and engineering at Cloudflare.
Desai's pivot comes as Meta undergoes massive pivot and bets big on new AI tools. For months, investors have demanded a payoff from the company's hefty AI investments as the social media platform maker shells out billions on new infrastructure,
Last week, the company pushed into the AI agent market with its Muse personal AI assistant, which overtook OpenAI's ChatGPT as the leading free iOS app.
At the same time, a heated battle is unfolding in both Washington and Silicon Valley after top AI researchers and tech leaders, such as Anthropic's Dario Amodei, called for a development slowdown amid mounting concerns over AI safety.
The new enterprise platform will unite a suite of tools that includes its new Muse agenta business agent and a coding tool.
Meta plans to use "strengths that few other companies have: advanced models, leading agents, large-scale infrastructure, and years of working closely with many businesses," Zuckerberg wrote.
This is breaking news. Please refresh for updates.
Read more CNBC tech newsMark Zuckerberg debuts Muse Charm pendant, $1,299 Meta VR GlassesPalo Alto CEO says slowing down AI is 'unrealistic', extinction threat 'extremely small'Cyber startup Island hits $6.4 billion valuation in new round as AI attacks fuel spending waveOpenAI says agent hacked Australian government website without being told to do so
Meta’s new AI agent Muse took the spotlight at the company’s annual Connect event, where CEO Mark Zuckerberg made it clear that Facebook’s parent company plans to push AI features everywhere.
On the latest episode of TechCrunch’s Equity podcast, Kirsten Korosec, Sean O’Kane, and I discussed Meta’s AI announcements seemed to steal the spotlight during a week of new model launches from OpenAI and Anthropic.
With other big AI companies focused on coding and enterprise tools, it was a little surprising to see Meta move in the opposite direction, with a consumer focus and a cute, Tamagotchi-style AI device that Meta insists is for adults only. But as Kirsten noted, this could be playing to Meta’s strengths.
Sean tried Muse for himself, and while he was pleased that the agent actually found him some unclaimed money, he described the feature as more “a party-trick type thing,” rather than something that will drive ongoing usage. Plus, there’s the question of whether users can trust Meta’s AI with sensitive information.
“Meta’s business is to sell you ads,” Sean said. “And yes, they’ll make the argument that the more they know about you, the more accurate and interesting the ads will be — wake me up when we get to that fever dream.”
Keep reading for a preview of our full conversation, edited for length and clarity.
Kirsten Korosec: So how do you put Muse, which is this new personal AI agent that’s just been released by Meta and [is] clearly a bet on consumer — how does that fit into what you just described, at least with other frontier AI model companies seeing opportunity and business within enterprise? Because Meta Connect, which is their big annual event, just happened, and they are all-in on Muse, that is very clear.
Anthony Ha: That was definitely very head spinning for me, because it certainly feels like what we’ve been talking about has been this shift towards enterprise — not exclusively, but certainly that’s where the money, the attention is going.
Maybe some of that is because of the relative position of these different companies — OpenAI and Anthropic are in the lead in a lot of ways, but also, they’re planning to go public either this year, or next year in the case of OpenAI. And so there’s this feeling of, “I think we’ve got to actually make money now.” Not to say that they’re not making money [already], but because the costs are so high and the valuations are so high, they have to make money on this scale that’s essentially unprecedented. And I think they’re seeing enterprise as the way to do that.
And I wonder if Meta, for a variety of reasons, sees a different opportunity. There’s a part of me that’s like, “Wait, did they not get the memo?” But I think more charitably, you could say, “Well, if that’s where OpenAI and Anthropic are going, then maybe there is more of an opportunity for Meta to make the more consumer-friendly [version and] continue advancing AI on the consumer side.”
Kirsten: I mean, we can complain about or criticize or critique Meta all day long, but they’re very good and have [an] established track record of embedding themselves in everyday people’s lives. I mean, there’s a reason why Facebook has so many users — Instagram, WhatsApp. And I’ve never really thought of them as an enterprise product anyway. So I think it’s smart for them to continue to push on the consumer piece.
Sean, you’ve already tried Muse, which has already been out for a couple weeks. And I’m wondering if you see what your impression is, and if you see it being successful in the bid to become part of every part of your life.
Sean O’Kane: I mean, not really. I understand why some people think that is going to be the case. I’m sure a lot of people understand this, but this is roughly Meta’s kind ground-up version of an on-your iPhone, or on your Android, app of OpenClaw, which we talked about a couple months ago, which Meta went out and basically bought and integrated those folks’ work. It was the first big explosion of like, “Holy smokes, these agents can do all this stuff for me while I’m out and about, and I can just text with it and let it control my whole computer.” There’s a lot of the same elements of that at play. And having it in your hand, on an app that works like a relatively good chatbot as the interface, it does seem pretty powerful.
One of the first things that I did with it was — because it makes a bunch of suggestions for you, as to things that it can do, and one of them was, “I’ll scan to see if you have any unclaimed funds,” this thing that I think no one ever really thinks about and often is going to completely miss, because there’s just not a lot of unclaimed property funds out there in your name. Surprise, surprise, there were some for me.
It helped me make some money on my first day, and that was pretty cool. I wouldn’t have done that if I hadn’t been prompted by this thing to do it. And there’s a check on its way to me in the mail. Fantastic. [But] that ends pretty quickly, right? That was a one-time shot, but it’s not a thing that’s repeatable. That’s more like a party trick-type thing.
Kirsten: I mean, you just killed your own argument. I don’t see how that wouldn’t become wildly popular.
Sean: The more sustainable version of that, and the thing that Meta’s talked up a lot over the last couple of days, is taking that idea and applying it to your real, true everyday financials, like giving it your information for your credit card, your Gmail account, all this other stuff, do things that we’ve seen other companies do, like Rocket Money or whatever, where it’ll go cancel subscriptions that you’re not using or identify double charges, things that frankly the credit card company should be doing already.
And at that point you just run into that trust wall with Meta. I think one of the reasons that I was willing to explore this and was curious to stick with it a little bit — even through to today — is that somewhat shockingly, when I downloaded it, I just assumed that it would like really instantly prompt me and like plug me right into Threads, Instagram, Facebook, which I don’t really use ever, and pull up that context immediately.
But it didn’t. And it was working with me like I was a stranger at first, which made me more willing to use it, because I didn’t feel like Meta had everything on me already. But you can see, as you start to use it, it really tries to grab you and pull those things into the system, so that it can learn all this stuff about you.
I don’t know that I will ever trust Meta the same way. I think it’s an interesting timing for me, having just upgraded my iPhone and getting onto the new iOS with the new Siri that actually works and can do some controls on your phone in a way that is surprising and helpful, that it’s never been able to do. [I’ve been] thinking about how much I’ve been using that over the last week and how much more how much more willing I would be to have the Siri version of Muse take that information, because I just trust Apple more with that really sensitive information and not only trust it with the information from a cybersecurity perspective, but from the fact that its business is not to sell me a bunch of crappy ads.
Meta’s business is to sell you ads. And yes, they’ll make the argument that the more they know about you, the more accurate and interesting the ads will be — wake me up when we get to that fever dream.
And beyond the one-time money lever that I got, which was great, I don’t feel like I’ve found anything else that’s really all that useful — other than the fact that it is, to Anthony’s point, really tailored at keeping it sort of consumer-y in your interactions with it, with which I do think helps it and is why people are talking about it so much.
When you purchase through links in our articles, we may earn a small commission. This doesn’t affect our editorial independence.
Meta zatím nezveřejnila žádná data o používání ani tržbách z nového AI agenta Muse, přesto akcie za měsíc vzrostly o 30,56 %. Investoři čekají na říjnové výsledky.
Meta's new Muse AI agent has Wall Street buzzing and shares surging, but the company has yet to reveal a single usage or revenue figure to back up the hype before a critical October earnings report.
This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.
A recent Barron’s Roundtable segment on Fox Business put Meta (NASDAQ:META | META Price Prediction) put Meta’s new Muse AI agent through several real-world tasks, from finding forgotten subscriptions to helping book a flight. The demos were impressive, and Meta stock has rocketed more than 30% over the past month.
But Meta has yet to disclose usage or revenue from Muse, while its enormous AI spending is already weighing on cash flow. Here’s what investors should know before Meta reports earnings in October.
Meta’s New AI Agent Looks Surprisingly Capable Panelists said Muse reviewed a credit card statement to find forgotten subscriptions, took a user directly to a JetBlue shopping cart to book a flight, and returned doctor phone numbers and links.
A panelist noted this all happened without handing over credit card details or email access, which is a genuine advantage for users. On the recent July 29 earnings call, CEO Mark Zuckerburg said privacy and security will be fundamental to the company’s agent strategy and that “consumer personal agents is going to end up being an extremely important and massive market.” CNBC previously reported that Meta delayed Muse for months over security concerns, so the delay helped Meta deliver a more secure product.
A panelist argued Muse is a potential risk for Alphabet (NASDAQ:GOOGL) because task completion could substitute using Google Search. A user who books a flight inside an assistant skips the results page where Google sells ads.
Meta Is Spending a Fortune on AI The host said Meta spends roughly $200 billion a year on AI-related initiatives. Capital expenditure, the line that covers data centers and servers, was $72.22 billion for full-year 2025. Management guides 2026 capex to $130-$145 billion, and second-quarter capex was $30.12 billion. Additionally, Meta has spent a little over $70 billion on research & development in the past 12 months, bringing their total expected 2026 spend to over $200 billion.
Q2 free cash flow fell to $784M from $8.55B, and diluted EPS of $6.18 missed the $7.22 estimate.
Meta Soars 30% in a Month Meta stock has ripped about 12.98% in the past week, and over one month, shares rose 30.56%. Over one year, Meta is up only 0.69%, meaning the Muse rally has sent shareholders roughly back to where they started.
What to Watch Next Muse gives Meta another credible path to monetize its enormous AI investment, but investors still have little hard data showing what the product is worth.
That makes Meta’s next earnings report especially important. The company is expected to report Q3 results on October 28, with consensus calling for EPS of $6.40 and revenue guidance of $61-$64 billion.
Any disclosure on Muse users, engagement, or revenue would give investors their first real evidence that Meta’s newest AI product can justify the excitement already priced into the stock.
Contact [email protected] for any questions or corrections.
Meta Muse může lidem snadno najít a zrušit opakovaná předplatná, což zvyšuje tlak na firmy závislé na „zapomenutých“ platbách. Studie uvádí, že 44 % amerických spotřebitelů v roce 2025 zvýšilo výdaje za předplatné.
For years, subscription businesses have benefited from a simple fact of consumer behavior: people are much better at signing up than canceling.
They forget what they joined. They stop using services but keep paying. A $9 or $15 monthly charge can disappear into a credit card statement for months or even years.
With the rollout of Meta Muse this month, an AI personal agent that can handle tasks across many areas of personal life, it quickly became clear that subscription bloat was an easy target.
Muse can help consumers identify and cancel recurring subscriptions. While subscription-management services have existed for years, Muse brings that capability into a much broader personal assistant, potentially making forgotten recurring charges much easier to surface and cancel.
And the timing matters. Close to half (44%) of U.S. consumers increased their subscription spending in 2025, with average annual spending rising to $1,887, or about $157 a month, according to a report published by Mastercard and FT Strategies in April. Subscription spend rose 7.7% year-over-year in July, faster than overall card spending, according to Bank of America payments data, with entertainment and retail subscriptions accounting for about 43% of the total.
Neale Mahoney, an economics professor at Stanford University and director of the Stanford Institute for Economic Policy Research, has studied how much subscription businesses benefit when consumers fail to cancel.
"We found that when people are forced to decide, they are about four times more likely to cancel," Mahoney said, citing data from his 2025 American Economic Review paper "Selling Subscriptions," co-authored with Stanford economists Liran Einav and Ben Klopack.
That distinction matters in an AI agent world.
The Stanford researchers estimated that sellers can roughly double revenue because of consumer inertia, when people forget or put off canceling, and cancellation friction, when ending a subscription takes too much time or effort. AI personal agents could weaken both, Mahoney said. But not every subscription is equally vulnerable. A physical subscription, such as pet food, is hard to forget when the product keeps arriving at your door, he said, while a digital service, such as credit monitoring, can quietly keep billing long after a consumer stops thinking about it.
Ultimately, the AI personal agent's intervention with this consumer psychology could have implications far beyond the subscription and influence decision-making deep within the core financial services that banks take for granted today.
"Muse and similar agentic AI assistants could soon sweep household cash automatically into accounts paying 3.3% to 5.0%, instead of the 0.1% national average on checking accounts. If every household used AI agents to optimize the return on their cash balances, banks could lose a large share of the cheap deposits they rely on to make loans, which would be a problem for the entire financial system," Apollo chief economist Torsten Slok wrote in an analysis last week.
'More of life is becoming a recurring bill' Consumers already were becoming more aggressive about cutting subscriptions.
ScribeUp, which builds subscription-management technology into banking apps for banks, credit unions, and fintech companies, says its members are now 1.8 times more likely to initiate a cancellation than they were a year ago.
"More of life is becoming a recurring bill. Those bills cost more every year, and it becomes increasingly difficult for consumers to keep track of everything they are paying for," said Jordan Mackler, the company's co-founder and CEO. He said that increase predates ScribeUp's newer AI capabilities and reflects a broader change in consumer behavior.
According to the company, the median ScribeUp user now has more than 12 recurring subscription payments, while 1 in 4 has 20 or more. In addition, the share of users with at least eight rose from 62% to 71% over the past year.
Price hikes can accelerate the exit. Mackler said cancellations at an individual merchant can jump as much as 50% when prices rise. Health and fitness subscriptions have seen the sharpest increase in cancellation activity, up 3.8 times year-over-year, followed by video streaming at 2.2 times, news and media at 2.1 times, and music streaming at 1.9 times, said Mackler.
Mackler said AI is increasing the number of subscriptions ScribeUp can help consumers manage. The company currently tracks roughly 200,000 unique recurring billers. Before adding its newer agentic capabilities this year, it could automate cancellations for only a few hundred major subscription companies.
The average canceled subscription costs $17.39 a month, and Mackler said ScribeUp saves users more than $300 a year on average on recurring bills they didn't realize they were paying for or no longer needed.
An end to the costly economics of forgetting? Subscription companies are already dealing with significant customer turnover. The Mastercard report found average monthly churn — the percentage of subscribers who cancel or fail to renew in a given month — is 20%. But more than half of U.S. subscription businesses surveyed said at least 10% of their subscriber base was inactive, meaning those customers were still subscribed but were not actively using the service.
As consumers gain more control over recurring charges, subscription companies may need to compete harder to keep them.
Hitee Chandra Jha, principal product manager at Zendesk who specializes in product-led growth and customer retention, said companies may need to make value more visible before a customer reaches the cancellation screen.
For some companies, that could mean treating cancellation less as an all-or-nothing event. Jha said a streaming service whose customer has finished watching a series might be better off offering a pause rather than a desperate discount. A fitness-app user who has reached a goal could be moved to a maintenance tier or offered another path to stay engaged, she said.
Data from subscription-management company Recurly suggests that kind of flexibility can work. In its 2026 State of Subscriptions report, based on 76 million unique subscribers across more than 2,200 businesses, it found that the use of "pause before cancel" options jumped 337%, and three out of four customers who paused eventually returned.
Meta CEO Mark Zuckerberg envisions Muse as the "centerpiece" of an AI strategy that will be surrounded by still unproven consumer hardware, from augmented reality glasses to the Muse Charm keychain fob-like device, but it is a bet that the market has recently rewarded the company for making.
The AI has encountered pushback from Amazon, which blocked Muse from shopping on its site, saying the agent's access violated its terms of service. There are also significant concerns about privacy when giving an AI access to financial information. But 43% of consumers said they are comfortable with AI managing their subscriptions, according to the Recurly data.
"Treating cancellation as a transition, not just a loss, is what differentiates a mature retention strategy from a defensive one," Jha said. "The best defense against AI-assisted cancellation is not friction," she added.
Mastercard's research points in the same direction. Of the consumers surveyed, 74% said they are more likely to subscribe when cancellation is easy, while 70% said they are more likely to resubscribe. Another 34% said they would remain subscribed if they were given the option to pause rather than cancel.
Instead of spelling the end of subscription growth, AI could instead put more pressure on companies to find new ways to convince customers of value.
ScribeUp has seen that once users trust that the recurring charges on their accounts are the ones they actually chose, they become more comfortable with subscriptions overall and increase their total subscription spending.
"If consumers trust that they can easily see, manage, and cancel recurring charges, our data shows they are likely to expand their overall recurring spend and are more willing to try new services in the first place," Mackler said.
According to Mahoney, a healthier market should produce businesses that don't rely on ways to slow consumers down but give them more ways to stay on their own terms. "When people are trapped in subscriptions they don't want or can't get out of, market forces are limited, and companies don't have the incentives to have a high-quality product at a low price. They can just rely on a locked-in install base," he said.
Whether it is AI or the consumer taking action, when people stop paying for something they no longer want and spend that money elsewhere, "that's good for consumers, it's good for markets, and it's good for firms that are making products that people want," Mahoney said. "That's economics working the way it's supposed to work."
Meta Platforms v pátek oslabila o 3,3 % po růstu zhruba o 36 % v září, když investoři vybírali zisky. Akcie také tlačí obavy z vysokých výdajů a nových právních rizik.
Meta Platforms, Inc. (NASDAQ:META – Get Free Report) shares traded down 3.3% on Friday. The stock traded as low as $746.54 and last traded at $751.66. Approximately 25,483,508 shares were traded during mid-day trading, an increase of 46% from the average session volume of 17,474,625 shares. The stock had previously closed at $777.59.
Meta Platforms News Summary Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: Muse momentum remains the main bullish catalyst. Early reviews, rising user traction and Meta’s new early-access program for upcoming Muse features are reinforcing expectations that the AI assistant could become a major consumer product and future revenue stream. Meta opens early access program for new Muse features Positive Sentiment: Analysts are raising price targets. Deutsche Bank, TD Cowen, Canaccord Genuity and other firms lifted targets and maintained bullish ratings, citing Muse’s potential to expand Meta beyond advertising through subscriptions, commerce and AI services. Meta price targets raised as Muse gains momentum Positive Sentiment: AI hardware could broaden Muse’s distribution. Meta is integrating Muse into Ray-Ban AI glasses and introducing additional wearable and VR products, creating potential new hardware, services and commerce opportunities. Neutral Sentiment: Friday’s decline appears largely technical. After rising roughly 36% during September and approaching a $2 trillion market value, Meta faced profit-taking and a pullback from recent highs. Bullish options activity suggests some traders continue to view the weakness as a buying opportunity. Neutral Sentiment: Large capital spending remains a key debate. Investors are encouraged by Meta’s AI strategy but remain uncertain whether heavy spending on infrastructure and Reality Labs will generate sufficient returns. Negative Sentiment: New Mexico litigation adds regulatory risk. A jury found that Meta misled state residents in a case related to the Cambridge Analytica data scandal, potentially increasing legal costs and scrutiny. Meta misled consumers in New Mexico jury case Negative Sentiment: A Muse security vulnerability was identified. Meta is adding clearer safety warnings after a vulnerability reportedly could expose sensitive user information, raising concerns about trust and adoption of its AI agent. Meta bolsters Muse safety warning after vulnerability Negative Sentiment: Competition and monetization obstacles remain. Amazon blocked Muse from accessing its platform, while privacy concerns around camera-equipped glasses and skepticism toward new AI hardware could limit Meta’s growth plans. Negative Sentiment: Insider selling adds a cautionary signal. Christopher Cox sold 40,000 shares and COO Javier Olivan sold shares under pre-arranged Rule 10b5-1 plans. The transactions do not necessarily indicate reduced confidence, but they add to concerns after the stock’s rapid advance. Analyst Ratings Changes META has been the topic of several research reports. Canaccord Genuity Group lifted their price objective on shares of Meta Platforms from $930.00 to $950.00 and gave the company a “buy” rating in a report on Friday. Citic Securities lowered their target price on Meta Platforms from $770.00 to $718.00 and set a “buy” rating for the company in a report on Monday, August 3rd. The Goldman Sachs Group reaffirmed a “buy” rating and set a $725.00 target price (down from $815.00) on shares of Meta Platforms in a research report on Thursday, August 27th. Erste Group Bank upgraded Meta Platforms from a “hold” rating to a “buy” rating in a report on Tuesday, July 7th. Finally, Jefferies Financial Group boosted their price target on Meta Platforms from $710.00 to $875.00 and gave the stock a “buy” rating in a research report on Tuesday, September 22nd. Three equities research analysts have rated the stock with a Strong Buy rating, forty-four have issued a Buy rating and ten have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $785.90.
Get Our Latest Stock Analysis on Meta Platforms Meta Platforms Price Performance The stock’s 50 day simple moving average is $615.16 and its 200-day simple moving average is $613.07. The firm has a market cap of $1.91 trillion, a price-to-earnings ratio of 28.31, a price-to-earnings-growth ratio of 1.31 and a beta of 1.25. The company has a debt-to-equity ratio of 0.32, a quick ratio of 2.23 and a current ratio of 2.23.
Meta Platforms (NASDAQ:META – Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The social networking company reported $6.18 EPS for the quarter, missing the consensus estimate of $7.19 by ($1.01). Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%.The company had revenue of $60.80 billion for the quarter, compared to analyst estimates of $60.22 billion. During the same quarter in the previous year, the firm posted $7.14 earnings per share. The company’s quarterly revenue was up 28.0% on a year-over-year basis. Equities research analysts anticipate that Meta Platforms, Inc. will post 27.93 EPS for the current fiscal year.
Meta Platforms Announces Dividend The company also recently declared a quarterly dividend, which will be paid on Monday, September 28th. Shareholders of record on Monday, September 21st will be given a dividend of $0.5250 per share. The ex-dividend date of this dividend is Monday, September 21st. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. Meta Platforms’s payout ratio is currently 7.91%.
Insider Buying and Selling at Meta Platforms In other Meta Platforms news, COO Javier Olivan sold 946 shares of the business’s stock in a transaction dated Monday, September 21st. The stock was sold at an average price of $680.27, for a total transaction of $643,535.42. Following the sale, the chief operating officer owned 9,770 shares in the company, valued at approximately $6,646,237.90. The trade was a 8.83% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Aaron Anderson sold 3,240 shares of the stock in a transaction dated Thursday, September 3rd. The shares were sold at an average price of $618.06, for a total value of $2,002,514.40. Following the completion of the transaction, the chief accounting officer directly owned 6,271 shares in the company, valued at $3,875,854.26. This represents a 34.07% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 123,333 shares of company stock worth $80,795,845. 13.53% of the stock is currently owned by insiders.
Hedge Funds Weigh In On Meta Platforms A number of institutional investors have recently bought and sold shares of META. Auto Owners Insurance Co boosted its holdings in Meta Platforms by 76,587.7% in the fourth quarter. Auto Owners Insurance Co now owns 105,292,277 shares of the social networking company’s stock valued at $69,502,379,000 after purchasing an additional 105,154,977 shares during the last quarter. State Street Corp raised its stake in shares of Meta Platforms by 4.0% during the 2nd quarter. State Street Corp now owns 92,033,963 shares of the social networking company’s stock valued at $51,841,811,000 after buying an additional 3,510,123 shares during the last quarter. Geode Capital Management LLC raised its stake in shares of Meta Platforms by 1.7% during the 4th quarter. Geode Capital Management LLC now owns 52,806,712 shares of the social networking company’s stock valued at $34,734,628,000 after buying an additional 878,396 shares during the last quarter. Norges Bank acquired a new position in shares of Meta Platforms in the 4th quarter valued at about $22,152,075,000. Finally, Bank of America Corp DE lifted its holdings in shares of Meta Platforms by 14.6% in the 1st quarter. Bank of America Corp DE now owns 21,038,035 shares of the social networking company’s stock valued at $12,036,491,000 after buying an additional 2,673,494 shares during the period. 79.91% of the stock is owned by hedge funds and other institutional investors.
About Meta Platforms (Get Free Report)
Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.
Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.
The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.
See Also Five stocks we like better than Meta Platforms 3 Defense Stocks Riding Nuclear, Missile, and Aerospace Demand SoFi Is Bypassing the Banking Bottleneck With Stablecoin Settlement These 3 Overlooked Stocks Have Big Money Behind Them Darden Restaurants Serves Up Fresh Catalysts for a Stock Price Rally Receive News & Ratings for Meta Platforms Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Meta Platforms and related companies with MarketBeat.com's FREE daily email newsletter.
Saudi Central Bank grew its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 17.7% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 488,594 shares of the social networking company’s stock after purchasing an additional 73,322 shares during the period. Meta Platforms comprises about 3.9% of Saudi Central Bank’s holdings, making the stock its 4th largest holding. Saudi Central Bank’s holdings in Meta Platforms were worth $302,921,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors have also recently modified their holdings of META. RHL Group LLC bought a new stake in Meta Platforms in the 4th quarter worth approximately $28,000. Advantage Trust Co bought a new position in Meta Platforms during the second quarter valued at approximately $28,000. Philadelphia Investment Partners LLC bought a new position in Meta Platforms during the second quarter valued at approximately $32,000. Axiom Investment Management LLC purchased a new position in shares of Meta Platforms during the first quarter worth approximately $36,000. Finally, Schuylkill Financial LLC purchased a new position in shares of Meta Platforms during the second quarter worth approximately $36,000. 79.91% of the stock is currently owned by hedge funds and other institutional investors.
Meta Platforms Price Performance Shares of Meta Platforms stock opened at $751.66 on Friday. The firm has a market cap of $1.91 trillion, a PE ratio of 28.31, a price-to-earnings-growth ratio of 1.31 and a beta of 1.25. Meta Platforms, Inc. has a 12-month low of $520.26 and a 12-month high of $779.82. The company has a quick ratio of 2.23, a current ratio of 2.23 and a debt-to-equity ratio of 0.32. The company’s fifty day simple moving average is $615.16 and its two-hundred day simple moving average is $613.07.
Meta Platforms (NASDAQ:META – Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The social networking company reported $6.18 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $7.19 by ($1.01). The firm had revenue of $60.80 billion during the quarter, compared to analysts’ expectations of $60.22 billion. Meta Platforms had a net margin of 29.83% and a return on equity of 33.18%. Meta Platforms’s revenue was up 28.0% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $7.14 EPS. As a group, equities analysts expect that Meta Platforms, Inc. will post 27.93 EPS for the current year. Meta Platforms Announces Dividend The firm also recently declared a quarterly dividend, which will be paid on Monday, September 28th. Investors of record on Monday, September 21st will be issued a dividend of $0.5250 per share. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date is Monday, September 21st. Meta Platforms’s payout ratio is currently 7.91%.
Insider Activity at Meta Platforms In other news, CFO Susan J. Li sold 9,196 shares of the business’s stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $550.61, for a total transaction of $5,063,409.56. Following the transaction, the chief financial officer directly owned 13,186 shares of the company’s stock, valued at approximately $7,260,343.46. The trade was a 41.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Christopher K. Cox sold 40,000 shares of the company’s stock in a transaction that occurred on Monday, September 21st. The shares were sold at an average price of $712.76, for a total value of $28,510,400.00. Following the transaction, the insider owned 184,516 shares of the company’s stock, valued at approximately $131,515,624.16. This represents a 17.82% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 123,333 shares of company stock worth $80,795,845 over the last 90 days. 13.53% of the stock is owned by insiders.
Analyst Upgrades and Downgrades A number of brokerages have recently issued reports on META. Susquehanna cut their price objective on shares of Meta Platforms from $900.00 to $650.00 and set a “positive” rating for the company in a research note on Thursday, July 30th. Scotiabank reiterated a “sector perform” rating and issued a $600.00 target price (down from $700.00) on shares of Meta Platforms in a research report on Thursday, July 30th. China Renaissance lowered their price target on shares of Meta Platforms from $825.00 to $700.00 and set a “buy” rating for the company in a research note on Friday, July 31st. Mizuho set a $750.00 price target on shares of Meta Platforms and gave the company an “outperform” rating in a research report on Thursday, July 30th. Finally, Citigroup reaffirmed an “outperform” rating on shares of Meta Platforms in a research note on Thursday. Three equities research analysts have rated the stock with a Strong Buy rating, forty-four have assigned a Buy rating and ten have given a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $785.90.
View Our Latest Analysis on Meta Platforms
Trending Headlines about Meta Platforms Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: Muse momentum remains the main bullish catalyst. Early reviews, rising user traction and Meta’s new early-access program for upcoming Muse features are reinforcing expectations that the AI assistant could become a major consumer product and future revenue stream. Meta opens early access program for new Muse features Positive Sentiment: Analysts are raising price targets. Deutsche Bank, TD Cowen, Canaccord Genuity and other firms lifted targets and maintained bullish ratings, citing Muse’s potential to expand Meta beyond advertising through subscriptions, commerce and AI services. Meta price targets raised as Muse gains momentum Positive Sentiment: AI hardware could broaden Muse’s distribution. Meta is integrating Muse into Ray-Ban AI glasses and introducing additional wearable and VR products, creating potential new hardware, services and commerce opportunities. Neutral Sentiment: Friday’s decline appears largely technical. After rising roughly 36% during September and approaching a $2 trillion market value, Meta faced profit-taking and a pullback from recent highs. Bullish options activity suggests some traders continue to view the weakness as a buying opportunity. Neutral Sentiment: Large capital spending remains a key debate. Investors are encouraged by Meta’s AI strategy but remain uncertain whether heavy spending on infrastructure and Reality Labs will generate sufficient returns. Negative Sentiment: New Mexico litigation adds regulatory risk. A jury found that Meta misled state residents in a case related to the Cambridge Analytica data scandal, potentially increasing legal costs and scrutiny. Meta misled consumers in New Mexico jury case Negative Sentiment: A Muse security vulnerability was identified. Meta is adding clearer safety warnings after a vulnerability reportedly could expose sensitive user information, raising concerns about trust and adoption of its AI agent. Meta bolsters Muse safety warning after vulnerability Negative Sentiment: Competition and monetization obstacles remain. Amazon blocked Muse from accessing its platform, while privacy concerns around camera-equipped glasses and skepticism toward new AI hardware could limit Meta’s growth plans. Negative Sentiment: Insider selling adds a cautionary signal. Christopher Cox sold 40,000 shares and COO Javier Olivan sold shares under pre-arranged Rule 10b5-1 plans. The transactions do not necessarily indicate reduced confidence, but they add to concerns after the stock’s rapid advance. Meta Platforms Company Profile (Free Report)
Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.
Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.
The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.
Read More Five stocks we like better than Meta Platforms 3 Defense Stocks Riding Nuclear, Missile, and Aerospace Demand SoFi Is Bypassing the Banking Bottleneck With Stablecoin Settlement These 3 Overlooked Stocks Have Big Money Behind Them Darden Restaurants Serves Up Fresh Catalysts for a Stock Price Rally Want to see what other hedge funds are holding META? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Meta Platforms, Inc. (NASDAQ:META – Free Report).
Receive News & Ratings for Meta Platforms Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Meta Platforms and related companies with MarketBeat.com's FREE daily email newsletter.
Meta v září roste asi o 30 % a míří na největší měsíční růst od července 2013. Tahounem je nová AI aplikace Muse, která měla přes 2,5 milionu stažení za první dva týdny.
Shares of Meta Platforms (META -3.33%) are up around 30% so far in September as I write this, from $572.34 at the end of August to about $750. With the month ending Wednesday, this puts the stock on track for its largest monthly rise since July 2013.
The rally has taken shares to within around 5% of their record close of $790.00, hit in August 2025. And most of it has come since Sept. 8, when Meta released Muse, a personal artificial intelligence (AI) agent that can book travel, fill out forms, and send emails for its users.
Since its 2012 initial public offering, the stock has climbed 20% or more in a single month nine times, and shares were up 12 months later every time. But does this month look like the others?
Image source: Getty Images.
A perfect recordThe nine months aren't spaced evenly. Three came in 2012 and 2013, one each in 2019 and 2020, and four between November 2022 and February 2024.
Twelve months after each, shares were up anywhere from 21% (after January 2019) to 177% (after November 2022). The median one-year gain was around 68%.
It's an impressive record. But I wouldn't rely on it too much. Nine is a small sample, and some of these months overlap. The three that landed between November 2022 and March 2023 were arguably one rebound.
Earlier rallies came with reported numbersMost of those earlier months came with hard evidence (usually a reported quarter or a big cost decision) that the core business was about to earn more.
The 2012 and 2013 surges tracked the company's shift to mobile ads, when it was still called Facebook. Mobile ads made up around 14% of advertising revenue in the third quarter of 2012. By the second quarter of 2013, that share was 41%, and the next quarter it hit 49%. The July 2013 jump followed a report showing revenue up 53% year over year.
January 2019 saw a fourth-quarter report with revenue up 30%. And in April 2020, the company said ad revenue had flattened out around the previous year's level in the first three weeks of the month, after a sharp fall in March.
Next came the cost cuts. In November 2022, CEO Mark Zuckerberg announced layoffs of over 11,000 employees, around 13% of the workforce. In March 2023, he said the company expected to cut about 10,000 more.
By the fourth quarter of 2023, Meta's operating margin had climbed to 41% from 20% a year before. The February 2024 report for that quarter also brought the company's first dividend and a $50 billion boost in its share buyback authorization.
In short, the market was mostly reacting to numbers it could already see.
Does Muse match the pattern?This month is different. It came between earnings reports, and the main evidence behind it is app downloads.
Muse became the top free app on Apple's U.S. App Store and had over 2.5 million downloads in its first two weeks, according to analytics firm Sensor Tower. Shares surged over 11% on Monday, Sept. 21, amid the buzz. And at its Connect event this week, Meta said Muse is coming to its AI glasses.
The downloads are a promising start, of course, but they aren't revenue. Muse is free for most of what users need, with subscription plans for those who want to do more. At Connect, Zuckerberg said Meta expects to make money over time by taking a small fee from the transactions Muse completes.
Meta also says Muse doesn't share a user's chats or data with its ad systems. So unlike the mobile shift or the cost cuts, it doesn't feed straight into the advertising business that produced around 98% of Meta's second-quarter revenue.
Premium Feature
Moneyball Superscore
78/100
Today's Change
(
-3.33
%) $
-25.93
Current Price
$
751.66
The ads business is still growing quickly. But it's slowing. Sales rose 28% year over year in the April-to-June quarter, below the 33% rate from January through March. And management's forecast for the third quarter implies growth somewhere between 19% and 25%. Second-quarter earnings per share also dropped 13% as costs and expenses jumped 55%, partly from legal and severance charges.
Is this month like the ones before it? Only partly. The core business is strong. And at around 22 times 2027 earnings estimates, the stock looks reasonably priced for a company growing revenue so fast.
But most of the earlier 20% months came with reported results or big cost decisions behind them. This one relies mainly on a product whose revenue hasn't shown up in Meta's results yet.
I'd still consider buying shares here -- mostly for the ads business, with the historical record as a small tailwind. Whether Muse becomes a meaningful revenue line is something investors likely won't know for a while.
TD Waterhouse Canada Inc. lifted its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 2.9% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 466,932 shares of the social networking company’s stock after purchasing an additional 13,175 shares during the period. Meta Platforms makes up about 0.8% of TD Waterhouse Canada Inc.’s investment portfolio, making the stock its 29th biggest position. TD Waterhouse Canada Inc.’s holdings in Meta Platforms were worth $286,398,000 as of its most recent filing with the Securities and Exchange Commission.
Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. RHL Group LLC acquired a new position in Meta Platforms during the fourth quarter worth approximately $28,000. Advantage Trust Co acquired a new stake in shares of Meta Platforms in the 2nd quarter valued at approximately $28,000. Niles Investment Management LLC acquired a new position in Meta Platforms in the 4th quarter worth about $29,000. Axiom Investment Management LLC bought a new position in shares of Meta Platforms during the first quarter worth about $36,000. Finally, Bayban increased its stake in shares of Meta Platforms by 100.0% in the 1st quarter. Bayban now owns 70 shares of the social networking company’s stock valued at $40,000 after acquiring an additional 35 shares in the last quarter. 79.91% of the stock is owned by institutional investors and hedge funds.
Analyst Ratings Changes META has been the topic of a number of research reports. Tigress Financial restated a “strong-buy” rating and issued a $945.00 price objective (down from $995.00) on shares of Meta Platforms in a research note on Thursday. UBS Group reissued an “overweight” rating on shares of Meta Platforms in a research report on Wednesday. Truist Financial decreased their price objective on shares of Meta Platforms from $770.00 to $763.00 and set a “buy” rating for the company in a report on Thursday, August 27th. Daiwa Securities Group lowered their price target on Meta Platforms from $790.00 to $687.00 and set a “buy” rating for the company in a research report on Tuesday, August 4th. Finally, Phillip Securities upgraded Meta Platforms from a “buy” rating to a “strong-buy” rating and reduced their price objective for the stock from $795.00 to $750.00 in a report on Monday, August 3rd. Three equities research analysts have rated the stock with a Strong Buy rating, forty-four have issued a Buy rating and ten have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $785.90.
Get Our Latest Research Report on Meta Platforms Insider Buying and Selling at Meta Platforms In other Meta Platforms news, CAO Aaron Anderson sold 3,240 shares of the company’s stock in a transaction that occurred on Thursday, September 3rd. The stock was sold at an average price of $618.06, for a total value of $2,002,514.40. Following the sale, the chief accounting officer owned 6,271 shares in the company, valued at approximately $3,875,854.26. This represents a 34.07% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Javier Olivan sold 946 shares of the business’s stock in a transaction on Monday, September 21st. The shares were sold at an average price of $680.27, for a total transaction of $643,535.42. Following the completion of the transaction, the chief operating officer owned 9,770 shares of the company’s stock, valued at approximately $6,646,237.90. This represents a 8.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 123,333 shares of company stock worth $80,795,845. 13.53% of the stock is currently owned by insiders.
Key Headlines Impacting Meta Platforms Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: Muse momentum remains the main bullish catalyst. Early reviews, rising user traction and Meta’s new early-access program for upcoming Muse features are reinforcing expectations that the AI assistant could become a major consumer product and future revenue stream. Meta opens early access program for new Muse features Positive Sentiment: Analysts are raising price targets. Deutsche Bank, TD Cowen, Canaccord Genuity and other firms lifted targets and maintained bullish ratings, citing Muse’s potential to expand Meta beyond advertising through subscriptions, commerce and AI services. Meta price targets raised as Muse gains momentum Positive Sentiment: AI hardware could broaden Muse’s distribution. Meta is integrating Muse into Ray-Ban AI glasses and introducing additional wearable and VR products, creating potential new hardware, services and commerce opportunities. Neutral Sentiment: Friday’s decline appears largely technical. After rising roughly 36% during September and approaching a $2 trillion market value, Meta faced profit-taking and a pullback from recent highs. Bullish options activity suggests some traders continue to view the weakness as a buying opportunity. Neutral Sentiment: Large capital spending remains a key debate. Investors are encouraged by Meta’s AI strategy but remain uncertain whether heavy spending on infrastructure and Reality Labs will generate sufficient returns. Negative Sentiment: New Mexico litigation adds regulatory risk. A jury found that Meta misled state residents in a case related to the Cambridge Analytica data scandal, potentially increasing legal costs and scrutiny. Meta misled consumers in New Mexico jury case Negative Sentiment: A Muse security vulnerability was identified. Meta is adding clearer safety warnings after a vulnerability reportedly could expose sensitive user information, raising concerns about trust and adoption of its AI agent. Meta bolsters Muse safety warning after vulnerability Negative Sentiment: Competition and monetization obstacles remain. Amazon blocked Muse from accessing its platform, while privacy concerns around camera-equipped glasses and skepticism toward new AI hardware could limit Meta’s growth plans. Negative Sentiment: Insider selling adds a cautionary signal. Christopher Cox sold 40,000 shares and COO Javier Olivan sold shares under pre-arranged Rule 10b5-1 plans. The transactions do not necessarily indicate reduced confidence, but they add to concerns after the stock’s rapid advance. Meta Platforms Stock Down 3.3% Shares of Meta Platforms stock opened at $751.66 on Friday. The firm’s 50-day moving average is $615.16 and its two-hundred day moving average is $613.07. Meta Platforms, Inc. has a 1 year low of $520.26 and a 1 year high of $779.82. The stock has a market cap of $1.91 trillion, a price-to-earnings ratio of 28.31, a PEG ratio of 1.35 and a beta of 1.25. The company has a debt-to-equity ratio of 0.32, a current ratio of 2.23 and a quick ratio of 2.23.
Meta Platforms (NASDAQ:META – Get Free Report) last posted its earnings results on Wednesday, July 29th. The social networking company reported $6.18 earnings per share (EPS) for the quarter, missing the consensus estimate of $7.19 by ($1.01). Meta Platforms had a net margin of 29.83% and a return on equity of 33.18%. The company had revenue of $60.80 billion during the quarter, compared to analysts’ expectations of $60.22 billion. During the same quarter last year, the firm earned $7.14 EPS. Meta Platforms’s revenue for the quarter was up 28.0% on a year-over-year basis. As a group, research analysts expect that Meta Platforms, Inc. will post 27.93 earnings per share for the current fiscal year.
Meta Platforms Announces Dividend The business also recently announced a quarterly dividend, which will be paid on Monday, September 28th. Shareholders of record on Monday, September 21st will be given a dividend of $0.5250 per share. This represents a $2.10 annualized dividend and a yield of 0.3%. The ex-dividend date of this dividend is Monday, September 21st. Meta Platforms’s payout ratio is currently 7.91%.
About Meta Platforms (Free Report)
Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.
Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.
The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.
Further Reading Five stocks we like better than Meta Platforms Costco Ends Its Fiscal Year on a High Note, Eyes Big Expansion Cracker Barrel Stock Is Rallying Again, But the Turnaround Still Has a Traffic Problem Oracle’s Force Majeure Notice Exposes a Bigger Problem for the AI Build-Out Oil May Be Stronger Than It Looks—And Diamondback Is on Sale
Receive News & Ratings for Meta Platforms Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Meta Platforms and related companies with MarketBeat.com's FREE daily email newsletter.
Turner Financial Group ve 2. čtvrtletí koupila novou pozici v Meta Platforms: 1 278 akcií za zhruba 720 000 USD. Institucionální investoři drží 79,91 % akcií společnosti.
Turner Financial Group Inc. bought a new position in Meta Platforms, Inc. (NASDAQ:META – Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 1,278 shares of the social networking company’s stock, valued at approximately $720,000.
Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. RHL Group LLC purchased a new stake in shares of Meta Platforms during the fourth quarter worth about $28,000. Advantage Trust Co purchased a new position in Meta Platforms during the second quarter worth about $28,000. Philadelphia Investment Partners LLC purchased a new position in Meta Platforms in the second quarter worth approximately $32,000. Axiom Investment Management LLC acquired a new stake in shares of Meta Platforms during the 1st quarter worth about $36,000. Finally, Bayban lifted its holdings in shares of Meta Platforms by 100.0% in the 1st quarter. Bayban now owns 70 shares of the social networking company’s stock worth $40,000 after acquiring an additional 35 shares during the last quarter. Institutional investors and hedge funds own 79.91% of the company’s stock.
Analyst Upgrades and Downgrades META has been the subject of a number of recent research reports. Roth Capital decreased their price target on shares of Meta Platforms from $820.00 to $750.00 and set a “buy” rating for the company in a research note on Monday, August 3rd. Citic Securities cut their target price on Meta Platforms from $770.00 to $718.00 and set a “buy” rating for the company in a research note on Monday, August 3rd. Needham & Company LLC reiterated a “hold” rating on shares of Meta Platforms in a research report on Thursday, August 27th. Citigroup restated an “outperform” rating on shares of Meta Platforms in a research report on Thursday. Finally, TD Cowen lifted their price target on Meta Platforms from $750.00 to $865.00 and gave the company a “buy” rating in a report on Friday. Three equities research analysts have rated the stock with a Strong Buy rating, forty-four have given a Buy rating and ten have issued a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $785.90.
View Our Latest Analysis on Meta Platforms Key Stories Impacting Meta Platforms Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: Muse momentum remains the main bullish catalyst. Early reviews, rising user traction and Meta’s new early-access program for upcoming Muse features are reinforcing expectations that the AI assistant could become a major consumer product and future revenue stream. Meta opens early access program for new Muse features Positive Sentiment: Analysts are raising price targets. Deutsche Bank, TD Cowen, Canaccord Genuity and other firms lifted targets and maintained bullish ratings, citing Muse’s potential to expand Meta beyond advertising through subscriptions, commerce and AI services. Meta price targets raised as Muse gains momentum Positive Sentiment: AI hardware could broaden Muse’s distribution. Meta is integrating Muse into Ray-Ban AI glasses and introducing additional wearable and VR products, creating potential new hardware, services and commerce opportunities. Neutral Sentiment: Friday’s decline appears largely technical. After rising roughly 36% during September and approaching a $2 trillion market value, Meta faced profit-taking and a pullback from recent highs. Bullish options activity suggests some traders continue to view the weakness as a buying opportunity. Neutral Sentiment: Large capital spending remains a key debate. Investors are encouraged by Meta’s AI strategy but remain uncertain whether heavy spending on infrastructure and Reality Labs will generate sufficient returns. Negative Sentiment: New Mexico litigation adds regulatory risk. A jury found that Meta misled state residents in a case related to the Cambridge Analytica data scandal, potentially increasing legal costs and scrutiny. Meta misled consumers in New Mexico jury case Negative Sentiment: A Muse security vulnerability was identified. Meta is adding clearer safety warnings after a vulnerability reportedly could expose sensitive user information, raising concerns about trust and adoption of its AI agent. Meta bolsters Muse safety warning after vulnerability Negative Sentiment: Competition and monetization obstacles remain. Amazon blocked Muse from accessing its platform, while privacy concerns around camera-equipped glasses and skepticism toward new AI hardware could limit Meta’s growth plans. Negative Sentiment: Insider selling adds a cautionary signal. Christopher Cox sold 40,000 shares and COO Javier Olivan sold shares under pre-arranged Rule 10b5-1 plans. The transactions do not necessarily indicate reduced confidence, but they add to concerns after the stock’s rapid advance. Meta Platforms Stock Down 3.3% NASDAQ META opened at $751.66 on Friday. Meta Platforms, Inc. has a one year low of $520.26 and a one year high of $779.82. The firm has a market cap of $1.91 trillion, a PE ratio of 28.31, a price-to-earnings-growth ratio of 1.35 and a beta of 1.25. The company has a debt-to-equity ratio of 0.32, a current ratio of 2.23 and a quick ratio of 2.23. The stock’s 50 day simple moving average is $615.16 and its 200 day simple moving average is $613.07.
Meta Platforms (NASDAQ:META – Get Free Report) last released its earnings results on Wednesday, July 29th. The social networking company reported $6.18 earnings per share for the quarter, missing analysts’ consensus estimates of $7.19 by ($1.01). Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%.The firm had revenue of $60.80 billion for the quarter, compared to the consensus estimate of $60.22 billion. During the same quarter in the previous year, the firm earned $7.14 EPS. The company’s revenue was up 28.0% compared to the same quarter last year. As a group, sell-side analysts forecast that Meta Platforms, Inc. will post 27.93 earnings per share for the current fiscal year.
Meta Platforms Announces Dividend The company also recently declared a quarterly dividend, which will be paid on Monday, September 28th. Stockholders of record on Monday, September 21st will be issued a $0.5250 dividend. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date is Monday, September 21st. Meta Platforms’s payout ratio is 7.91%.
Insider Buying and Selling at Meta Platforms In other news, CAO Aaron Anderson sold 3,240 shares of the stock in a transaction dated Thursday, September 3rd. The shares were sold at an average price of $618.06, for a total transaction of $2,002,514.40. Following the completion of the transaction, the chief accounting officer directly owned 6,271 shares in the company, valued at $3,875,854.26. This represents a 34.07% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Javier Olivan sold 946 shares of the business’s stock in a transaction that occurred on Monday, September 21st. The stock was sold at an average price of $680.27, for a total value of $643,535.42. Following the transaction, the chief operating officer directly owned 9,770 shares in the company, valued at approximately $6,646,237.90. This trade represents a 8.83% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 123,333 shares of company stock worth $80,795,845. Corporate insiders own 13.53% of the company’s stock.
Meta Platforms Company Profile (Free Report)
Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.
Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.
The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.
Read More Five stocks we like better than Meta Platforms Costco Ends Its Fiscal Year on a High Note, Eyes Big Expansion Cracker Barrel Stock Is Rallying Again, But the Turnaround Still Has a Traffic Problem Oracle’s Force Majeure Notice Exposes a Bigger Problem for the AI Build-Out Oil May Be Stronger Than It Looks—And Diamondback Is on Sale Want to see what other hedge funds are holding META? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Meta Platforms, Inc. (NASDAQ:META – Free Report).
Receive News & Ratings for Meta Platforms Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Meta Platforms and related companies with MarketBeat.com's FREE daily email newsletter.
Munich Reinsurance Co Stock Corp in Munich raised its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 6.4% during the second quarter, according to its most recent filing with the SEC. The firm owned 89,665 shares of the social networking company’s stock after purchasing an additional 5,418 shares during the period. Munich Reinsurance Co Stock Corp in Munich’s holdings in Meta Platforms were worth $50,507,000 at the end of the most recent reporting period.
Several other large investors have also modified their holdings of META. RHL Group LLC bought a new position in Meta Platforms in the fourth quarter worth approximately $28,000. Advantage Trust Co bought a new stake in Meta Platforms during the 2nd quarter valued at $28,000. Niles Investment Management LLC bought a new stake in Meta Platforms during the 4th quarter valued at $29,000. Philadelphia Investment Partners LLC purchased a new position in shares of Meta Platforms in the 2nd quarter valued at $32,000. Finally, Axiom Investment Management LLC purchased a new position in shares of Meta Platforms in the 1st quarter valued at $36,000. Institutional investors own 79.91% of the company’s stock.
Analyst Ratings Changes A number of equities research analysts recently weighed in on META shares. The Goldman Sachs Group restated a “buy” rating and set a $725.00 price objective (down from $815.00) on shares of Meta Platforms in a research note on Thursday, August 27th. Wolfe Research reiterated an “outperform” rating and issued a $700.00 target price on shares of Meta Platforms in a research note on Thursday, July 30th. Bank of America reiterated a “buy” rating and issued a $810.00 target price on shares of Meta Platforms in a report on Tuesday. President Capital raised shares of Meta Platforms from a “neutral” rating to a “buy” rating and increased their price target for the company from $660.00 to $897.00 in a research report on Thursday. Finally, Citizens Jmp raised their price target on shares of Meta Platforms from $770.00 to $885.00 and gave the company a “market outperform” rating in a report on Thursday. Three equities research analysts have rated the stock with a Strong Buy rating, forty-four have assigned a Buy rating and ten have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $785.90.
Get Our Latest Stock Report on META Insider Buying and Selling at Meta Platforms In other Meta Platforms news, insider Christopher Cox sold 40,000 shares of the stock in a transaction dated Monday, September 21st. The stock was sold at an average price of $712.76, for a total transaction of $28,510,400.00. Following the sale, the insider directly owned 184,516 shares of the company’s stock, valued at approximately $131,515,624.16. This trade represents a 17.82% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Javier Olivan sold 946 shares of Meta Platforms stock in a transaction dated Monday, September 21st. The shares were sold at an average price of $680.27, for a total value of $643,535.42. Following the transaction, the chief operating officer owned 9,770 shares of the company’s stock, valued at $6,646,237.90. The trade was a 8.83% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 123,333 shares of company stock valued at $80,795,845. 13.53% of the stock is owned by insiders.
Key Meta Platforms News Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: Muse momentum remains the main bullish catalyst. Early reviews, rising user traction and Meta’s new early-access program for upcoming Muse features are reinforcing expectations that the AI assistant could become a major consumer product and future revenue stream. Meta opens early access program for new Muse features Positive Sentiment: Analysts are raising price targets. Deutsche Bank, TD Cowen, Canaccord Genuity and other firms lifted targets and maintained bullish ratings, citing Muse’s potential to expand Meta beyond advertising through subscriptions, commerce and AI services. Meta price targets raised as Muse gains momentum Positive Sentiment: AI hardware could broaden Muse’s distribution. Meta is integrating Muse into Ray-Ban AI glasses and introducing additional wearable and VR products, creating potential new hardware, services and commerce opportunities. Neutral Sentiment: Friday’s decline appears largely technical. After rising roughly 36% during September and approaching a $2 trillion market value, Meta faced profit-taking and a pullback from recent highs. Bullish options activity suggests some traders continue to view the weakness as a buying opportunity. Neutral Sentiment: Large capital spending remains a key debate. Investors are encouraged by Meta’s AI strategy but remain uncertain whether heavy spending on infrastructure and Reality Labs will generate sufficient returns. Negative Sentiment: New Mexico litigation adds regulatory risk. A jury found that Meta misled state residents in a case related to the Cambridge Analytica data scandal, potentially increasing legal costs and scrutiny. Meta misled consumers in New Mexico jury case Negative Sentiment: A Muse security vulnerability was identified. Meta is adding clearer safety warnings after a vulnerability reportedly could expose sensitive user information, raising concerns about trust and adoption of its AI agent. Meta bolsters Muse safety warning after vulnerability Negative Sentiment: Competition and monetization obstacles remain. Amazon blocked Muse from accessing its platform, while privacy concerns around camera-equipped glasses and skepticism toward new AI hardware could limit Meta’s growth plans. Negative Sentiment: Insider selling adds a cautionary signal. Christopher Cox sold 40,000 shares and COO Javier Olivan sold shares under pre-arranged Rule 10b5-1 plans. The transactions do not necessarily indicate reduced confidence, but they add to concerns after the stock’s rapid advance. Meta Platforms Trading Down 3.3% Shares of NASDAQ:META opened at $751.66 on Friday. Meta Platforms, Inc. has a 52-week low of $520.26 and a 52-week high of $779.82. The stock has a market cap of $1.91 trillion, a price-to-earnings ratio of 28.31, a PEG ratio of 1.35 and a beta of 1.25. The company has a quick ratio of 2.23, a current ratio of 2.23 and a debt-to-equity ratio of 0.32. The business has a 50-day moving average price of $615.16 and a 200-day moving average price of $613.07.
Meta Platforms (NASDAQ:META – Get Free Report) last issued its earnings results on Wednesday, July 29th. The social networking company reported $6.18 EPS for the quarter, missing analysts’ consensus estimates of $7.19 by ($1.01). The firm had revenue of $60.80 billion during the quarter, compared to analysts’ expectations of $60.22 billion. Meta Platforms had a net margin of 29.83% and a return on equity of 33.18%. Meta Platforms’s quarterly revenue was up 28.0% on a year-over-year basis. During the same quarter in the prior year, the company earned $7.14 EPS. Equities analysts predict that Meta Platforms, Inc. will post 27.93 EPS for the current year.
Meta Platforms Announces Dividend The firm also recently announced a quarterly dividend, which will be paid on Monday, September 28th. Investors of record on Monday, September 21st will be given a dividend of $0.5250 per share. The ex-dividend date is Monday, September 21st. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. Meta Platforms’s payout ratio is currently 7.91%.
Meta Platforms Profile (Free Report)
Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.
Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.
The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.
Featured Articles Five stocks we like better than Meta Platforms Costco Ends Its Fiscal Year on a High Note, Eyes Big Expansion Cracker Barrel Stock Is Rallying Again, But the Turnaround Still Has a Traffic Problem Oracle’s Force Majeure Notice Exposes a Bigger Problem for the AI Build-Out Oil May Be Stronger Than It Looks—And Diamondback Is on Sale Want to see what other hedge funds are holding META? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Meta Platforms, Inc. (NASDAQ:META – Free Report).
Receive News & Ratings for Meta Platforms Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Meta Platforms and related companies with MarketBeat.com's FREE daily email newsletter.
After one of its strongest monthly runs in more than a decade, Meta Platforms (NASDAQ: META) may still have room to climb, according to a technical analysis that projects the stock could reach $1,000 by November 2027.
The forecast comes as investors increasingly bet that Meta’s artificial intelligence push, led by its Muse personal AI agent, can unlock a new phase of growth for the social media giant.
The optimism has fueled a sharp September rally, with Meta shares posting their best monthly performance since 2013. At press time, META was trading at $751, up 30% over the past month.
According to an analysis by TradingShot published on TradingView on September 24, Meta has traded within a long-term ascending channel since its IPO and is now approaching its August 2025 all-time high.
Meta stock price analysis. Source: TradingView The analyst noted that as long as the broader uptrend remains intact and markets continue pushing higher, the stock can keep advancing within its established channel-up structure.
Based on the outlook, TradingShot identified the 1.618 Fibonacci extension as the next major upside target. That level sits near $1,000, with the projected path on the chart indicating the milestone could be reached around November 2027.
While the long-term outlook remains bullish, TradingShot warned that Meta could first correct toward its 200-week moving average (MA) near $550.
The analyst pointed to a monthly RSI pattern similar to the 2018 correction, when the stock fell to the same support level before rebounding to fresh record highs. A retreat toward the 0.5 Fibonacci level would mirror that move, though the long-term target remains the 1.618 Fibonacci extension at $1,000.
The technical target comes as Meta’s artificial intelligence strategy gains support from both investors and Wall Street.
The company launched its Muse personal AI agent in early September, with the platform quickly gaining traction among consumers. Investor enthusiasm accelerated after Meta Connect 2026 on September 23, where the company unveiled new Muse features, AI glasses integration, expanded shopping partnerships, developer tools, and upgraded AI models.
The positive reception marks a sharp shift from earlier in the year, when concerns over Meta’s heavy AI spending and pressure on free cash flow weighed on sentiment.
Meta’s improving AI narrative is also backed by strong business performance.
For the second quarter ended June 30, 2026, the company reported revenue of $60.8 billion, up 28% year-over-year, while its Family of Apps ecosystem reached approximately 3.6 billion daily active users. Meta also ended the quarter with roughly $90 billion in cash and marketable securities.
Meanwhile, the company continues investing aggressively in AI infrastructure, maintaining full-year capital expenditure guidance of $130 billion to $145 billion.
While the spending has pressured margins and free cash flow, management expects AI investments to support advertising growth and create new monetization opportunities.
Best Crypto Exchange for Intermediate Traders and Investors
Invest in cryptocurrencies and 3,000+ other assets including stocks and precious metals.
0% commission on stocks - buy in bulk or just a fraction from as little as $10. Other fees apply. For more information, visit etoro.com/trading/fees.
Copy top-performing traders in real time, automatically.
eToro USA is registered with FINRA for securities trading.
30+ million Users worldwide
Securities trading offered by eToro USA Securities, Inc. (“the BD”), member of FINRA and SIPC. Cryptocurrency offered by eToro USA LLC (“the MSB”) (NMLS: 1769299) and is not FDIC or SIPC insured. Investing involves risk, and content is provided for educational purposes only, does not imply a recommendation, and is not a guarantee of future performance. Finbold.com is not an affiliate and may be compensated if you access certain products or services offered by the MSB and/or the BD
Join Finbold's newsroom, become a Sales Executive today! Apply now to join Finbold as a crypto/finance news writer!
A jury in Santa Fe, New Mexico, found on Friday that Meta Platforms (META.O) misled the state's residents, in a case stemming from allegations that political consulting firm Cambridge Analytica, which had worked on Donald Trump's 2016 presidential campaign, obtained data from millions of Facebook users without their consent.
The verdict followed a two-week trial over a lawsuit filed by New Mexico’s attorney general in 2021, three years after news reports revealed that personal data from as many as 87 million Facebook users had been harvested through a third-party app and used in efforts to profile voters.
The lawsuit accused the company of making statements that misled New Mexicans about how their personal information would be shared with third parties; how it handled hate speech and misinformation on the platform; and whether it gave some users preference in how it applies its policies.
Facebook did not tell consumers it was selling their data to outsiders, and it allowed hate speech or misinformation from users to be shared on the platform when it helped the company’s bottom line, attorneys for the state said.
Following the verdict, Judge Francis Mathew will determine how much in monetary penalties Meta must pay for the violations found by the jury.
The state's lawsuit focused on specific statements, including comments made by Meta CEO Mark Zuckerberg or in company blog posts, that New Mexico said made people believe they had control over the personal information they shared on the site, or that the site had blanket policies for how it dealt with hate speech or misinformation. In reality, Meta was selling the data to third-party apps, like the one that Cambridge Analytica relied on, and had exceptions to its policies for certain users, the state said.
Attorneys for Meta had argued at trial that the allegedly misleading statements were cherry-picked snippets that ignored critical context from the same statements, in which the company had repeatedly acknowledged its handling of misinformation or privacy issues was not perfect. The company is constantly improving and does not benefit from harmful content being shared on its platform, they said.
Meta also denied that it sells users' information.
Reuters viewed the trial on Courtroom View Network.
The verdict marks the second time in six months a jury in Santa Fe has weighed a lawsuit brought by the state of New Mexico against Meta Platforms.
In the first trial, which ended in March, a Santa Fe jury found Meta misled users about young users’ safety on its Facebook, Instagram and WhatsApp platforms and ordered the company to pay $375 million in civil penalties. After a second phase of that trial, a judge directed the company to pay $567 million into a New Mexico fund for teen mental health and ordered Meta to implement measures to protect teen Facebook and Instagram users in New Mexico.
A few weeks after the judge’s ruling, Meta reached a sweeping settlement with 47 US states, Washington, D.C., and US territories, agreeing to pay a maximum of about $16.7 billion to resolve claims that it designed Facebook and Instagram to addict young children. As part of that deal, it agreed to pay a handful of states that had sued the company over privacy violations related to Cambridge Analytica $459 million to resolve those cases.
New Mexico was not part of the settlement, so its case over Cambridge Analytica moved forward to trial.
Meta and other social media companies have faced increasing scrutiny from legislators and in the courts over the impact their platforms have on users.
The companies face thousands of lawsuits in federal and state courts by individuals, school districts, municipalities and other government entities claiming they sought to addict children and caused a mental health crisis including harms such as anxiety, depression and suicide.
Trials are set for October and February in the cases over teen harms.
Meta na konferenci silně podpořila aplikaci Muse, která už má více než 3,4 milionu stažení. Sensor Tower zároveň uvedl, že denní aktivita uživatelů po akci vzrostla o 27 %.
Muse’s traction is surging, fueled by Meta’s promotion of the AI app at its annual developer conference this week and strong early reviews that praised its polished design and highly capable AI model under the hood.
At the start of the week, Muse had surpassed 2.5 million downloads since its September 8 launch. Now, the app has amassed more than 3.4 million downloads, according to the most recent estimates from market intelligence firm Sensor Tower.
The install numbers are only current as of the firm’s Thursday estimates, which can lag behind real-world adoption.
That means they don’t even capture the full impact of the big push Muse received at this week’s Meta Connect conference, where the social network company announced a range of upcoming features for the new AI app, including video chat with the Muse avatar, support for computer use on the Mac, a dedicated email address, more partners and connectors, and plans for smart glasses integrations.
Estimates from other market intelligence firms show Muse with similarly strong traction, though their numbers vary quite a bit. Apptopia, for example, puts Muse’s total number of downloads to date at 4.3 million. (Muse is currently only available in the U.S. and Canada). It estimates that 2.6 million of those were on iOS alone.
Meanwhile, another firm, Appfigures, says it sees Muse installs at roughly 2.3 million as of Thursday, almost evenly split between iOS and Android.
Image Credits:Meta/screenshot / Sensor Tower also has visibility into daily active users for the Muse app following the Meta Connect conference. It found that figure climbed 27% on Wednesday after the event wrapped.
Before the conference, Muse was already off to a strong start. Sensor Tower said the app reached an estimated 2.8 million downloads in its first two weeks on the app stores. During that time (September 8 to September 17), the Muse app averaged 55% day-over-day growth in downloads. For comparison, ChatGPT averaged 24% day-over-day download growth in its first 10 days after launch. Download growth for Claude and Grok, meanwhile, declined during their respective launches.
On Friday, September 18, Muse climbed to the top of the U.S. App Store and has retained its ranking ever since. It also reached the top spot on the Google Play Store on September 19, and remains there today.
While much of Muse’s traction so far is organic, the app is also benefiting from the same cross-platform promotion that helped one of Meta’s latest social apps, Instagram Threads, top 500 million monthly active users. That is, Meta is marketing the app to existing Facebook and Instagram users.
Image Credits:Sensor Tower However, as Meta’s Head of Threads, Connor Hayes, recently told Business Insider, Meta’s approach to marketing Muse differs from its approach with Threads. While Threads also deals in user-generated content that Meta can match to users’ interests when running its cross-promotions, the trick with Muse is to build promotional units that can showcase something the AI agent can do for the user, based on Meta’s understanding of what would be useful or helpful to them specifically.
Sensor Tower’s data indicates that Meta rolled out house ads promoting Muse on September 9, a day after its launch. Within 10 days, Muse received the majority of house advertising promotions across Meta’s properties, ahead of promotions for Facebook, Instagram, and WhatsApp. Meta has also begun advertising Muse on mobile ad networks and other social networks, including Reddit, TikTok, and YouTube.
By Tuesday, September 22, Muse ranked among the top 10 brands by advertising spend, Sensor Tower said.
Still, Muse’s growth can’t be chalked up to Meta’s marketing efforts alone, as ads promoting the app only account for 6% of the ad impressions from launch through September 19.
When you purchase through links in our articles, we may earn a small commission. This doesn’t affect our editorial independence.
Sarah has worked as a reporter for TechCrunch since August 2011. She joined the company after having previously spent over three years at ReadWriteWeb. Prior to her work as a reporter, Sarah worked in I.T. across a number of industries, including banking, retail and software.
You can contact or verify outreach from Sarah by emailing [email protected] or via encrypted message at sarahperez.01 on Signal.
Meta u chytrých brýlí nově umožní vypnout ukládání vizuálních dat pro trénování AI. Dříve se tato data při používání funkcí AI mohla sbírat automaticky.
By and Katie Notopoulos You're currently following this author! Click to unsubscribe from email alerts.
Meta's smart glasses reportedly adjusted their AI training policy. Andrej Sokolow/picture alliance via Getty Images Meta's smart glasses have a new opt-out.
Meta spokesperson Dina El-Kassaby confirmed to Business Insider that the company is changing the setting options on its camera-wielding glasses.
Previously, the glasses could collect visual data for training when the wearer used AI features. Now, those users can opt out of having their visual data stored for AI training. Engadget first reported the change.
In a blog post, Meta wrote that users can do so in four steps: Open the Meta AI app, tap the glasses settings, find "Meta AI" under "Experiences," and turn off "Store visual data from AI experiences."
Meta has long said that it doesn't save data from ordinary photos and videos taken with the glasses. A user's camera roll is private by default and not used to train AI, the company said.
That's different for visual data collected during AI use. The current privacy policy, which has been in effect since June, says Meta can "share recordings, transcripts, and related data about your voice conversations with Meta AI with vendors and service providers who assist us in improving, troubleshooting, and training our speech recognition systems."
Earlier this year, a Swedish news outlet reported that human data annotators in Kenya could video and images taken while using the AI features of Meta glasses, including during intimate moments.
Meta makes the glasses with EssilorLuxottica, Ray-Ban's parent company. The brands reported selling more than 7 million units last year. On Wednesday, during the company's Meta Connect 2026 conference, CEO Mark Zuckerberg announced that two new styles will come with camera-free, voice-only AI features.
Meta's AI glasses have spawned uneasy questions over privacy. They're designed to flash a small light to alert bystanders when they're recording — but Meta recently said it had to deactivate the hardware for thousands of users who had tampered with the lights.
Read next
Ben Shimkus You're currently following this author! Click to unsubscribe from email alerts.
Ben Shimkus is a reporter for the Business News desk. He writes about cars, transportation, retail, and jobs. Ben's reporting has appeared in Rolling Stone, The Verge, Automotive News, USA Today, AutoBody News, LGBTQ Nation, TopSpeed, and Out Magazine. He's also held staff writing positions at The U.S. Sun and the Daily Mail. He graduated from NYU with a Master's in journalism in 2024. Email Ben at [email protected] or message him privately on Signal at bshimkus.41.
Katie Notopoulos You're currently following this author! Click to unsubscribe from email alerts.
Katie Notopoulos is a senior correspondent at Business Insider who writes about technology, business, and culture. Previously, Katie was a tech reporter at BuzzFeed News and has written for The Atlantic, The New York Times, Fast Company, and MIT Technology Review.
Prosperitas Financial LLC grew its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 11.7% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 13,802 shares of the social networking company’s stock after acquiring an additional 1,446 shares during the period. Meta Platforms accounts for 2.5% of Prosperitas Financial LLC’s holdings, making the stock its 16th largest position. Prosperitas Financial LLC’s holdings in Meta Platforms were worth $7,774,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other institutional investors also recently made changes to their positions in META. Watchman Group Inc. boosted its stake in Meta Platforms by 0.3% in the 1st quarter. Watchman Group Inc. now owns 5,091 shares of the social networking company’s stock valued at $2,913,000 after purchasing an additional 15 shares during the period. Penney Financial LLC grew its position in shares of Meta Platforms by 3.9% during the 1st quarter. Penney Financial LLC now owns 399 shares of the social networking company’s stock worth $228,000 after purchasing an additional 15 shares in the last quarter. Barnes Pettey Financial Advisors LLC raised its position in shares of Meta Platforms by 1.0% in the first quarter. Barnes Pettey Financial Advisors LLC now owns 1,519 shares of the social networking company’s stock valued at $869,000 after buying an additional 15 shares in the last quarter. CWS Financial Advisors LLC raised its position in shares of Meta Platforms by 1.7% in the first quarter. CWS Financial Advisors LLC now owns 985 shares of the social networking company’s stock valued at $564,000 after buying an additional 16 shares in the last quarter. Finally, Tenzing Financial LLC boosted its stake in shares of Meta Platforms by 1.3% in the second quarter. Tenzing Financial LLC now owns 1,210 shares of the social networking company’s stock valued at $726,000 after buying an additional 16 shares during the period. Institutional investors own 79.91% of the company’s stock.
Insider Buying and Selling at Meta Platforms In other Meta Platforms news, CAO Aaron Anderson sold 3,240 shares of the firm’s stock in a transaction on Thursday, September 3rd. The shares were sold at an average price of $618.06, for a total value of $2,002,514.40. Following the transaction, the chief accounting officer directly owned 6,271 shares of the company’s stock, valued at approximately $3,875,854.26. This trade represents a 34.07% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Javier Olivan sold 946 shares of Meta Platforms stock in a transaction dated Monday, September 21st. The shares were sold at an average price of $680.27, for a total transaction of $643,535.42. Following the transaction, the chief operating officer owned 9,770 shares of the company’s stock, valued at $6,646,237.90. This represents a 8.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 123,333 shares of company stock worth $80,795,845. 13.53% of the stock is owned by corporate insiders.
Analysts Set New Price Targets META has been the subject of a number of analyst reports. Robert W. Baird dropped their price target on Meta Platforms from $830.00 to $750.00 and set an “outperform” rating for the company in a research note on Thursday, July 30th. China Renaissance cut their price target on shares of Meta Platforms from $825.00 to $700.00 and set a “buy” rating for the company in a report on Friday, July 31st. Arete Research increased their price target on shares of Meta Platforms from $735.00 to $806.00 and gave the stock a “buy” rating in a research report on Wednesday, September 16th. Royal Bank Of Canada reissued an “outperform” rating and issued a $770.00 price objective on shares of Meta Platforms in a research note on Thursday. Finally, Monness Crespi & Hardt lowered their price objective on shares of Meta Platforms from $890.00 to $730.00 and set a “buy” rating for the company in a research report on Thursday, July 30th. Three research analysts have rated the stock with a Strong Buy rating, forty-four have given a Buy rating and ten have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $780.12. Check Out Our Latest Report on META
Meta Platforms News Summary Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: Muse is strengthening Meta’s AI growth narrative. Muse reportedly reached the top of Apple’s U.S. free-app rankings and recorded approximately 642,000 U.S. daily active users during its first 12 days—outpacing ChatGPT’s early adoption at a comparable stage. Analysts see potential revenue from subscriptions, advertising, commerce and business services. Meta unveils Muse Charm handheld device as AI agent’s user base grows Positive Sentiment: Meta unveiled a broader AI hardware ecosystem. The company announced the Muse Charm handheld device for a planned December launch, camera-free Ray-Ban Meta Audio glasses and $1,299 Meta VR Glasses. Investors view these products as potential distribution channels for Muse and evidence that Meta is moving beyond advertising. Mark Zuckerberg debuts Meta VR Glasses and Muse Charm Positive Sentiment: Analyst price targets moved higher. JPMorgan raised its target to $920, Tigress Financial to $995, Loop Capital to $955, and Citizens JMP to $885. Several firms cited Muse’s potential to become a major consumer AI platform and a new monetization engine. Meta stock rises as analysts raise price targets Positive Sentiment: Agentic commerce could expand Meta’s revenue sources. Shopify, Instacart and other commerce partners are helping Muse facilitate transactions, potentially allowing Meta to earn fees on purchases rather than relying solely on ad impressions. Amazon blocked Meta’s AI shopping agent Neutral Sentiment: Short-interest data is inconclusive. One report described a large increase in short interest but also listed total short interest at zero shares, indicating a likely data inconsistency rather than a meaningful change in bearish positioning. Negative Sentiment: Investors are questioning the cost of Meta’s AI push. Capital spending is projected to approach $145 billion, while reports point to sharply lower free cash flow. The stock’s strong recent rally also raises the risk of profit-taking and a valuation reset if monetization takes longer than expected. Meta surpassed Wall Street’s price target Negative Sentiment: Competition and privacy concerns remain. Amazon blocked Muse from accessing its marketplace, while backlash over camera-equipped glasses and broader AI privacy issues could slow adoption or increase regulatory scrutiny. Several Meta insiders also sold shares under pre-arranged trading plans. Meta Platforms Price Performance Meta Platforms stock opened at $777.59 on Friday. The stock’s 50 day moving average price is $613.05 and its two-hundred day moving average price is $612.10. The stock has a market capitalization of $1.98 trillion, a price-to-earnings ratio of 29.29, a PEG ratio of 1.28 and a beta of 1.25. The company has a debt-to-equity ratio of 0.32, a quick ratio of 2.23 and a current ratio of 2.23. Meta Platforms, Inc. has a 52-week low of $520.26 and a 52-week high of $779.82.
Meta Platforms (NASDAQ:META – Get Free Report) last posted its quarterly earnings results on Wednesday, July 29th. The social networking company reported $6.18 earnings per share for the quarter, missing the consensus estimate of $7.19 by ($1.01). Meta Platforms had a net margin of 29.83% and a return on equity of 33.18%. The company had revenue of $60.80 billion during the quarter, compared to the consensus estimate of $60.22 billion. During the same period last year, the firm posted $7.14 earnings per share. The company’s revenue for the quarter was up 28.0% on a year-over-year basis. On average, equities analysts predict that Meta Platforms, Inc. will post 27.93 earnings per share for the current year.
Meta Platforms Announces Dividend The company also recently announced a quarterly dividend, which will be paid on Monday, September 28th. Stockholders of record on Monday, September 21st will be given a dividend of $0.5250 per share. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date of this dividend is Monday, September 21st. Meta Platforms’s dividend payout ratio is presently 7.91%.
About Meta Platforms (Free Report)
Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.
Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.
The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.
Featured Articles Five stocks we like better than Meta Platforms Hims & Hers Slides Nearly 7% as Legal Pressure Adds to Its Growing List of Risks Paychex Plunges, Providing the Entry Investors Have Been Waiting For The Case for Buying High-Yield General Mills Just Strengthened SanDisk’s $1,800 Breakout Turns Memory Hardware Into a Profit Story Want to see what other hedge funds are holding META? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Meta Platforms, Inc. (NASDAQ:META – Free Report).
Receive News & Ratings for Meta Platforms Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Meta Platforms and related companies with MarketBeat.com's FREE daily email newsletter.
Meta Platforms během čtvrtečního obchodování vzrostla o 4,5 % poté, co Evercore zvýšil cílovou cenu z 820 USD na 860 USD. Akcie se dostaly až na 779,82 USD.
Shares of Meta Platforms, Inc. (NASDAQ:META – Get Free Report) rose 4.5% during mid-day trading on Thursday after Evercore raised their price target on the stock from $820.00 to $860.00. The company traded as high as $779.82 and last traded at $777.59. 34,540,331 shares were traded during trading, an increase of 98% from the average daily volume of 17,451,672 shares. The stock had previously closed at $744.10.
Several other equities analysts have also recently weighed in on META. KeyCorp lifted their price target on Meta Platforms from $780.00 to $900.00 and gave the company an “overweight” rating in a research report on Wednesday. Truist Financial dropped their price objective on Meta Platforms from $770.00 to $763.00 and set a “buy” rating on the stock in a report on Thursday, August 27th. Sanford C. Bernstein restated an “outperform” rating and issued a $800.00 target price (down from $850.00) on shares of Meta Platforms in a research note on Thursday, July 30th. Susquehanna cut their target price on Meta Platforms from $900.00 to $650.00 and set a “positive” rating for the company in a research note on Thursday, July 30th. Finally, Cantor Fitzgerald lifted their target price on Meta Platforms from $680.00 to $860.00 and gave the company an “overweight” rating in a report on Wednesday. Three research analysts have rated the stock with a Strong Buy rating, forty-four have issued a Buy rating and ten have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $780.12.
Get Our Latest Stock Report on META
Insider Transactions at Meta Platforms In related news, insider Christopher K. Cox sold 40,000 shares of the business’s stock in a transaction dated Monday, September 21st. The stock was sold at an average price of $712.76, for a total transaction of $28,510,400.00. Following the completion of the transaction, the insider directly owned 184,516 shares in the company, valued at $131,515,624.16. The trade was a 17.82% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Aaron Anderson sold 3,240 shares of the company’s stock in a transaction dated Thursday, September 3rd. The stock was sold at an average price of $618.06, for a total value of $2,002,514.40. Following the completion of the transaction, the chief accounting officer owned 6,271 shares in the company, valued at $3,875,854.26. This represents a 34.07% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 123,333 shares of company stock valued at $80,795,845. Corporate insiders own 13.53% of the company’s stock. Key Headlines Impacting Meta Platforms Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: Muse is strengthening Meta’s AI growth narrative. Muse reportedly reached the top of Apple’s U.S. free-app rankings and recorded approximately 642,000 U.S. daily active users during its first 12 days—outpacing ChatGPT’s early adoption at a comparable stage. Analysts see potential revenue from subscriptions, advertising, commerce and business services. Meta unveils Muse Charm handheld device as AI agent’s user base grows Positive Sentiment: Meta unveiled a broader AI hardware ecosystem. The company announced the Muse Charm handheld device for a planned December launch, camera-free Ray-Ban Meta Audio glasses and $1,299 Meta VR Glasses. Investors view these products as potential distribution channels for Muse and evidence that Meta is moving beyond advertising. Mark Zuckerberg debuts Meta VR Glasses and Muse Charm Positive Sentiment: Analyst price targets moved higher. JPMorgan raised its target to $920, Tigress Financial to $995, Loop Capital to $955, and Citizens JMP to $885. Several firms cited Muse’s potential to become a major consumer AI platform and a new monetization engine. Meta stock rises as analysts raise price targets Positive Sentiment: Agentic commerce could expand Meta’s revenue sources. Shopify, Instacart and other commerce partners are helping Muse facilitate transactions, potentially allowing Meta to earn fees on purchases rather than relying solely on ad impressions. Amazon blocked Meta’s AI shopping agent Neutral Sentiment: Short-interest data is inconclusive. One report described a large increase in short interest but also listed total short interest at zero shares, indicating a likely data inconsistency rather than a meaningful change in bearish positioning. Negative Sentiment: Investors are questioning the cost of Meta’s AI push. Capital spending is projected to approach $145 billion, while reports point to sharply lower free cash flow. The stock’s strong recent rally also raises the risk of profit-taking and a valuation reset if monetization takes longer than expected. Meta surpassed Wall Street’s price target Negative Sentiment: Competition and privacy concerns remain. Amazon blocked Muse from accessing its marketplace, while backlash over camera-equipped glasses and broader AI privacy issues could slow adoption or increase regulatory scrutiny. Several Meta insiders also sold shares under pre-arranged trading plans. Institutional Inflows and Outflows Hedge funds and other institutional investors have recently modified their holdings of the business. QRG Capital Management Inc. increased its position in shares of Meta Platforms by 5.5% in the second quarter. QRG Capital Management Inc. now owns 372,579 shares of the social networking company’s stock worth $209,870,000 after purchasing an additional 19,353 shares during the last quarter. Envestnet Portfolio Solutions Inc. lifted its position in Meta Platforms by 6.4% during the second quarter. Envestnet Portfolio Solutions Inc. now owns 119,557 shares of the social networking company’s stock valued at $67,330,000 after purchasing an additional 7,184 shares during the last quarter. Envestnet Asset Management Inc. lifted its position in Meta Platforms by 2.0% during the second quarter. Envestnet Asset Management Inc. now owns 3,236,516 shares of the social networking company’s stock valued at $1,823,088,000 after purchasing an additional 64,136 shares during the last quarter. State Street Corp lifted its position in Meta Platforms by 4.0% during the second quarter. State Street Corp now owns 92,033,963 shares of the social networking company’s stock valued at $51,841,811,000 after purchasing an additional 3,510,123 shares during the last quarter. Finally, Silicon Valley Capital Partners grew its stake in Meta Platforms by 13.9% in the 2nd quarter. Silicon Valley Capital Partners now owns 74,799 shares of the social networking company’s stock worth $42,134,000 after buying an additional 9,114 shares in the last quarter. Hedge funds and other institutional investors own 79.91% of the company’s stock.
The stock’s 50 day simple moving average is $613.05 and its 200 day simple moving average is $612.10. The firm has a market cap of $1.98 trillion, a PE ratio of 29.29, a PEG ratio of 1.28 and a beta of 1.25. The company has a debt-to-equity ratio of 0.32, a quick ratio of 2.23 and a current ratio of 2.23.
Meta Platforms (NASDAQ:META – Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The social networking company reported $6.18 earnings per share for the quarter, missing the consensus estimate of $7.19 by ($1.01). Meta Platforms had a net margin of 29.83% and a return on equity of 33.18%. The company had revenue of $60.80 billion for the quarter, compared to analysts’ expectations of $60.22 billion. During the same quarter last year, the business posted $7.14 EPS. The business’s quarterly revenue was up 28.0% compared to the same quarter last year. On average, sell-side analysts forecast that Meta Platforms, Inc. will post 27.93 earnings per share for the current fiscal year.
Meta Platforms Announces Dividend The company also recently announced a quarterly dividend, which will be paid on Monday, September 28th. Investors of record on Monday, September 21st will be paid a $0.5250 dividend. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date of this dividend is Monday, September 21st. Meta Platforms’s dividend payout ratio is currently 7.91%.
Meta Platforms Company Profile (Get Free Report)
Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.
Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.
The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.
Further Reading Five stocks we like better than Meta Platforms Hims & Hers Slides Nearly 7% as Legal Pressure Adds to Its Growing List of Risks Paychex Plunges, Providing the Entry Investors Have Been Waiting For The Case for Buying High-Yield General Mills Just Strengthened SanDisk’s $1,800 Breakout Turns Memory Hardware Into a Profit Story Receive News & Ratings for Meta Platforms Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Meta Platforms and related companies with MarketBeat.com's FREE daily email newsletter.
Maestria Partners LLC reduced its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 15.3% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 22,000 shares of the social networking company’s stock after selling 3,960 shares during the period. Meta Platforms comprises about 4.3% of Maestria Partners LLC’s investment portfolio, making the stock its 14th biggest position. Maestria Partners LLC’s holdings in Meta Platforms were worth $12,392,000 at the end of the most recent quarter.
Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Concurrent Investment Advisors LLC grew its stake in Meta Platforms by 6.8% during the second quarter. Concurrent Investment Advisors LLC now owns 136,631 shares of the social networking company’s stock worth $76,963,000 after buying an additional 8,707 shares during the last quarter. Prosperitas Financial LLC raised its stake in shares of Meta Platforms by 11.7% in the second quarter. Prosperitas Financial LLC now owns 13,802 shares of the social networking company’s stock valued at $7,774,000 after acquiring an additional 1,446 shares during the last quarter. NEOS Investment Management LLC raised its stake in shares of Meta Platforms by 11.1% in the second quarter. NEOS Investment Management LLC now owns 1,000,247 shares of the social networking company’s stock valued at $563,429,000 after acquiring an additional 99,835 shares during the last quarter. Burford Brothers Inc. boosted its holdings in shares of Meta Platforms by 1.8% in the 2nd quarter. Burford Brothers Inc. now owns 5,907 shares of the social networking company’s stock worth $3,328,000 after acquiring an additional 105 shares in the last quarter. Finally, AXQ Capital LP boosted its holdings in shares of Meta Platforms by 10.4% in the 2nd quarter. AXQ Capital LP now owns 4,945 shares of the social networking company’s stock worth $2,785,000 after acquiring an additional 464 shares in the last quarter. Institutional investors own 79.91% of the company’s stock.
Insider Buying and Selling In related news, CFO Susan J. Li sold 9,196 shares of the stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $550.61, for a total value of $5,063,409.56. Following the transaction, the chief financial officer directly owned 13,186 shares in the company, valued at $7,260,343.46. This represents a 41.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Javier Olivan sold 3,348 shares of the firm’s stock in a transaction that occurred on Monday, July 6th. The shares were sold at an average price of $600.97, for a total transaction of $2,012,047.56. Following the completion of the transaction, the chief operating officer directly owned 9,498 shares in the company, valued at approximately $5,708,013.06. The trade was a 26.06% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 123,333 shares of company stock worth $80,795,845. 13.53% of the stock is currently owned by company insiders.
Meta Platforms Stock Up 4.5% NASDAQ META opened at $777.59 on Friday. The stock has a market capitalization of $1.98 trillion, a P/E ratio of 29.29, a price-to-earnings-growth ratio of 1.28 and a beta of 1.25. Meta Platforms, Inc. has a 52 week low of $520.26 and a 52 week high of $779.82. The company has a debt-to-equity ratio of 0.32, a quick ratio of 2.23 and a current ratio of 2.23. The stock has a fifty day moving average of $613.05 and a 200-day moving average of $612.10. Meta Platforms (NASDAQ:META – Get Free Report) last issued its quarterly earnings results on Wednesday, July 29th. The social networking company reported $6.18 earnings per share (EPS) for the quarter, missing the consensus estimate of $7.19 by ($1.01). The firm had revenue of $60.80 billion for the quarter, compared to analyst estimates of $60.22 billion. Meta Platforms had a net margin of 29.83% and a return on equity of 33.18%. The company’s revenue was up 28.0% compared to the same quarter last year. During the same period last year, the company earned $7.14 EPS. On average, equities research analysts forecast that Meta Platforms, Inc. will post 27.93 EPS for the current year.
Meta Platforms Dividend Announcement The firm also recently announced a quarterly dividend, which will be paid on Monday, September 28th. Shareholders of record on Monday, September 21st will be given a dividend of $0.5250 per share. The ex-dividend date is Monday, September 21st. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. Meta Platforms’s dividend payout ratio is presently 7.91%.
Wall Street Analysts Forecast Growth A number of equities research analysts recently weighed in on the company. President Capital raised Meta Platforms from a “neutral” rating to a “buy” rating and raised their price target for the company from $660.00 to $897.00 in a report on Thursday. Sanford C. Bernstein reissued an “outperform” rating and issued a $800.00 price objective (down from $850.00) on shares of Meta Platforms in a research note on Thursday, July 30th. Monness Crespi & Hardt decreased their target price on Meta Platforms from $890.00 to $730.00 and set a “buy” rating on the stock in a report on Thursday, July 30th. HSBC lowered their target price on Meta Platforms from $905.00 to $830.00 and set a “buy” rating for the company in a research note on Thursday, July 30th. Finally, BNP Paribas Exane reduced their price target on shares of Meta Platforms from $955.00 to $855.00 and set an “outperform” rating on the stock in a research report on Thursday, July 30th. Three analysts have rated the stock with a Strong Buy rating, forty-four have issued a Buy rating and ten have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $780.12.
View Our Latest Research Report on META
Key Meta Platforms News Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: Muse is strengthening Meta’s AI growth narrative. Muse reportedly reached the top of Apple’s U.S. free-app rankings and recorded approximately 642,000 U.S. daily active users during its first 12 days—outpacing ChatGPT’s early adoption at a comparable stage. Analysts see potential revenue from subscriptions, advertising, commerce and business services. Meta unveils Muse Charm handheld device as AI agent’s user base grows Positive Sentiment: Meta unveiled a broader AI hardware ecosystem. The company announced the Muse Charm handheld device for a planned December launch, camera-free Ray-Ban Meta Audio glasses and $1,299 Meta VR Glasses. Investors view these products as potential distribution channels for Muse and evidence that Meta is moving beyond advertising. Mark Zuckerberg debuts Meta VR Glasses and Muse Charm Positive Sentiment: Analyst price targets moved higher. JPMorgan raised its target to $920, Tigress Financial to $995, Loop Capital to $955, and Citizens JMP to $885. Several firms cited Muse’s potential to become a major consumer AI platform and a new monetization engine. Meta stock rises as analysts raise price targets Positive Sentiment: Agentic commerce could expand Meta’s revenue sources. Shopify, Instacart and other commerce partners are helping Muse facilitate transactions, potentially allowing Meta to earn fees on purchases rather than relying solely on ad impressions. Amazon blocked Meta’s AI shopping agent Neutral Sentiment: Short-interest data is inconclusive. One report described a large increase in short interest but also listed total short interest at zero shares, indicating a likely data inconsistency rather than a meaningful change in bearish positioning. Negative Sentiment: Investors are questioning the cost of Meta’s AI push. Capital spending is projected to approach $145 billion, while reports point to sharply lower free cash flow. The stock’s strong recent rally also raises the risk of profit-taking and a valuation reset if monetization takes longer than expected. Meta surpassed Wall Street’s price target Negative Sentiment: Competition and privacy concerns remain. Amazon blocked Muse from accessing its marketplace, while backlash over camera-equipped glasses and broader AI privacy issues could slow adoption or increase regulatory scrutiny. Several Meta insiders also sold shares under pre-arranged trading plans. About Meta Platforms (Free Report)
Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.
Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.
The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.
See Also Five stocks we like better than Meta Platforms Hims & Hers Slides Nearly 7% as Legal Pressure Adds to Its Growing List of Risks Paychex Plunges, Providing the Entry Investors Have Been Waiting For The Case for Buying High-Yield General Mills Just Strengthened SanDisk’s $1,800 Breakout Turns Memory Hardware Into a Profit Story Want to see what other hedge funds are holding META? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Meta Platforms, Inc. (NASDAQ:META – Free Report).
Receive News & Ratings for Meta Platforms Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Meta Platforms and related companies with MarketBeat.com's FREE daily email newsletter.
InTrack Investment Management Inc increased its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 13.2% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,151 shares of the social networking company’s stock after buying an additional 715 shares during the quarter. Meta Platforms accounts for about 1.7% of InTrack Investment Management Inc’s portfolio, making the stock its 18th largest position. InTrack Investment Management Inc’s holdings in Meta Platforms were worth $3,465,000 as of its most recent SEC filing.
Other hedge funds also recently added to or reduced their stakes in the company. RHL Group LLC acquired a new stake in Meta Platforms in the 4th quarter worth approximately $28,000. Advantage Trust Co acquired a new position in Meta Platforms during the 2nd quarter valued at approximately $28,000. Philadelphia Investment Partners LLC acquired a new position in Meta Platforms during the 2nd quarter valued at approximately $32,000. Axiom Investment Management LLC acquired a new position in Meta Platforms during the 1st quarter valued at approximately $36,000. Finally, Bayban raised its holdings in shares of Meta Platforms by 100.0% in the first quarter. Bayban now owns 70 shares of the social networking company’s stock worth $40,000 after buying an additional 35 shares during the last quarter. 79.91% of the stock is owned by institutional investors and hedge funds.
Wall Street Analysts Forecast Growth A number of brokerages recently issued reports on META. Guggenheim restated a “buy” rating and issued a $800.00 target price on shares of Meta Platforms in a research note on Tuesday, July 28th. Royal Bank Of Canada reiterated an “outperform” rating and set a $770.00 price target on shares of Meta Platforms in a research note on Thursday. President Capital raised Meta Platforms from a “neutral” rating to a “buy” rating and increased their price objective for the company from $660.00 to $897.00 in a report on Thursday. Wells Fargo & Company raised their price objective on Meta Platforms from $640.00 to $796.00 and gave the stock an “overweight” rating in a research note on Monday. Finally, Rosenblatt Securities reaffirmed a “buy” rating and set a $886.00 target price on shares of Meta Platforms in a report on Wednesday, September 16th. Three research analysts have rated the stock with a Strong Buy rating, forty-four have given a Buy rating and ten have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $780.12.
View Our Latest Research Report on META Trending Headlines about Meta Platforms Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: Muse is strengthening Meta’s AI growth narrative. Muse reportedly reached the top of Apple’s U.S. free-app rankings and recorded approximately 642,000 U.S. daily active users during its first 12 days—outpacing ChatGPT’s early adoption at a comparable stage. Analysts see potential revenue from subscriptions, advertising, commerce and business services. Meta unveils Muse Charm handheld device as AI agent’s user base grows Positive Sentiment: Meta unveiled a broader AI hardware ecosystem. The company announced the Muse Charm handheld device for a planned December launch, camera-free Ray-Ban Meta Audio glasses and $1,299 Meta VR Glasses. Investors view these products as potential distribution channels for Muse and evidence that Meta is moving beyond advertising. Mark Zuckerberg debuts Meta VR Glasses and Muse Charm Positive Sentiment: Analyst price targets moved higher. JPMorgan raised its target to $920, Tigress Financial to $995, Loop Capital to $955, and Citizens JMP to $885. Several firms cited Muse’s potential to become a major consumer AI platform and a new monetization engine. Meta stock rises as analysts raise price targets Positive Sentiment: Agentic commerce could expand Meta’s revenue sources. Shopify, Instacart and other commerce partners are helping Muse facilitate transactions, potentially allowing Meta to earn fees on purchases rather than relying solely on ad impressions. Amazon blocked Meta’s AI shopping agent Neutral Sentiment: Short-interest data is inconclusive. One report described a large increase in short interest but also listed total short interest at zero shares, indicating a likely data inconsistency rather than a meaningful change in bearish positioning. Negative Sentiment: Investors are questioning the cost of Meta’s AI push. Capital spending is projected to approach $145 billion, while reports point to sharply lower free cash flow. The stock’s strong recent rally also raises the risk of profit-taking and a valuation reset if monetization takes longer than expected. Meta surpassed Wall Street’s price target Negative Sentiment: Competition and privacy concerns remain. Amazon blocked Muse from accessing its marketplace, while backlash over camera-equipped glasses and broader AI privacy issues could slow adoption or increase regulatory scrutiny. Several Meta insiders also sold shares under pre-arranged trading plans. Insider Buying and Selling In related news, COO Javier Olivan sold 3,348 shares of the business’s stock in a transaction on Monday, July 6th. The shares were sold at an average price of $600.97, for a total value of $2,012,047.56. Following the completion of the sale, the chief operating officer owned 9,498 shares of the company’s stock, valued at approximately $5,708,013.06. The trade was a 26.06% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Christopher K. Cox sold 40,000 shares of the company’s stock in a transaction on Monday, September 21st. The stock was sold at an average price of $712.76, for a total transaction of $28,510,400.00. Following the transaction, the insider owned 184,516 shares of the company’s stock, valued at $131,515,624.16. This represents a 17.82% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 123,333 shares of company stock worth $80,795,845 in the last ninety days. 13.53% of the stock is owned by corporate insiders.
Meta Platforms Price Performance Shares of NASDAQ META opened at $777.59 on Friday. The company has a debt-to-equity ratio of 0.32, a current ratio of 2.23 and a quick ratio of 2.23. The stock has a market capitalization of $1.98 trillion, a price-to-earnings ratio of 29.29, a PEG ratio of 1.28 and a beta of 1.25. The firm’s 50 day simple moving average is $613.05 and its 200-day simple moving average is $612.10. Meta Platforms, Inc. has a 12 month low of $520.26 and a 12 month high of $779.82.
Meta Platforms (NASDAQ:META – Get Free Report) last announced its quarterly earnings results on Wednesday, July 29th. The social networking company reported $6.18 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $7.19 by ($1.01). The firm had revenue of $60.80 billion for the quarter, compared to analysts’ expectations of $60.22 billion. Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%.The business’s quarterly revenue was up 28.0% on a year-over-year basis. During the same period last year, the company posted $7.14 earnings per share. Analysts expect that Meta Platforms, Inc. will post 27.93 EPS for the current year.
Meta Platforms Announces Dividend The firm also recently declared a quarterly dividend, which will be paid on Monday, September 28th. Investors of record on Monday, September 21st will be paid a $0.5250 dividend. This represents a $2.10 annualized dividend and a dividend yield of 0.3%. The ex-dividend date is Monday, September 21st. Meta Platforms’s payout ratio is currently 7.91%.
About Meta Platforms (Free Report)
Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.
Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.
The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.
Further Reading Five stocks we like better than Meta Platforms Hims & Hers Slides Nearly 7% as Legal Pressure Adds to Its Growing List of Risks Paychex Plunges, Providing the Entry Investors Have Been Waiting For The Case for Buying High-Yield General Mills Just Strengthened SanDisk’s $1,800 Breakout Turns Memory Hardware Into a Profit Story
Receive News & Ratings for Meta Platforms Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Meta Platforms and related companies with MarketBeat.com's FREE daily email newsletter.
NEOS Investment Management zvýšila ve 2. čtvrtletí podíl v Meta Platforms o 11,1 % a nakoupila dalších 99 835 akcií. Fond nyní drží 1 000 247 akcií v hodnotě 563,429 mil. USD.
NEOS Investment Management LLC raised its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 11.1% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,000,247 shares of the social networking company’s stock after purchasing an additional 99,835 shares during the period. Meta Platforms accounts for approximately 2.1% of NEOS Investment Management LLC’s investment portfolio, making the stock its 12th biggest position. NEOS Investment Management LLC’s holdings in Meta Platforms were worth $563,429,000 as of its most recent SEC filing.
Other large investors have also recently added to or reduced their stakes in the company. Auto Owners Insurance Co boosted its holdings in Meta Platforms by 76,587.7% in the 4th quarter. Auto Owners Insurance Co now owns 105,292,277 shares of the social networking company’s stock valued at $69,502,379,000 after purchasing an additional 105,154,977 shares during the period. Norges Bank acquired a new position in Meta Platforms during the 4th quarter worth approximately $22,152,075,000. Corient Private Wealth LP lifted its stake in shares of Meta Platforms by 723.1% in the 2nd quarter. Corient Private Wealth LP now owns 8,801,764 shares of the social networking company’s stock valued at $4,957,946,000 after acquiring an additional 7,732,446 shares during the last quarter. Jupiter Topco LLC acquired a new stake in shares of Meta Platforms during the second quarter valued at about $2,948,486,000. Finally, Corient Private Wealth LLC grew its holdings in Meta Platforms by 488.1% during the 4th quarter. Corient Private Wealth LLC now owns 5,466,595 shares of the social networking company’s stock worth $3,608,445,000 after acquiring an additional 4,537,076 shares during the last quarter. Institutional investors own 79.91% of the company’s stock.
Insider Buying and Selling at Meta Platforms In other Meta Platforms news, CAO Aaron Anderson sold 3,240 shares of the business’s stock in a transaction on Thursday, September 3rd. The stock was sold at an average price of $618.06, for a total value of $2,002,514.40. Following the transaction, the chief accounting officer owned 6,271 shares of the company’s stock, valued at approximately $3,875,854.26. The trade was a 34.07% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Christopher K. Cox sold 40,000 shares of the stock in a transaction dated Monday, September 21st. The shares were sold at an average price of $712.76, for a total transaction of $28,510,400.00. Following the transaction, the insider owned 184,516 shares of the company’s stock, valued at approximately $131,515,624.16. The trade was a 17.82% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 123,333 shares of company stock valued at $80,795,845 in the last quarter. 13.53% of the stock is owned by company insiders.
Key Stories Impacting Meta Platforms Here are the key news stories impacting Meta Platforms this week: Positive Sentiment: Muse is strengthening Meta’s AI growth narrative. Muse reportedly reached the top of Apple’s U.S. free-app rankings and recorded approximately 642,000 U.S. daily active users during its first 12 days—outpacing ChatGPT’s early adoption at a comparable stage. Analysts see potential revenue from subscriptions, advertising, commerce and business services. Meta unveils Muse Charm handheld device as AI agent’s user base grows Positive Sentiment: Meta unveiled a broader AI hardware ecosystem. The company announced the Muse Charm handheld device for a planned December launch, camera-free Ray-Ban Meta Audio glasses and $1,299 Meta VR Glasses. Investors view these products as potential distribution channels for Muse and evidence that Meta is moving beyond advertising. Mark Zuckerberg debuts Meta VR Glasses and Muse Charm Positive Sentiment: Analyst price targets moved higher. JPMorgan raised its target to $920, Tigress Financial to $995, Loop Capital to $955, and Citizens JMP to $885. Several firms cited Muse’s potential to become a major consumer AI platform and a new monetization engine. Meta stock rises as analysts raise price targets Positive Sentiment: Agentic commerce could expand Meta’s revenue sources. Shopify, Instacart and other commerce partners are helping Muse facilitate transactions, potentially allowing Meta to earn fees on purchases rather than relying solely on ad impressions. Amazon blocked Meta’s AI shopping agent Neutral Sentiment: Short-interest data is inconclusive. One report described a large increase in short interest but also listed total short interest at zero shares, indicating a likely data inconsistency rather than a meaningful change in bearish positioning. Negative Sentiment: Investors are questioning the cost of Meta’s AI push. Capital spending is projected to approach $145 billion, while reports point to sharply lower free cash flow. The stock’s strong recent rally also raises the risk of profit-taking and a valuation reset if monetization takes longer than expected. Meta surpassed Wall Street’s price target Negative Sentiment: Competition and privacy concerns remain. Amazon blocked Muse from accessing its marketplace, while backlash over camera-equipped glasses and broader AI privacy issues could slow adoption or increase regulatory scrutiny. Several Meta insiders also sold shares under pre-arranged trading plans. Wall Street Analysts Forecast Growth A number of brokerages have recently issued reports on META. Bank of America restated a “buy” rating and set a $810.00 price objective on shares of Meta Platforms in a research report on Tuesday. Tigress Financial reiterated a “strong-buy” rating and issued a $945.00 price objective (down from $995.00) on shares of Meta Platforms in a research note on Thursday. Citic Securities dropped their target price on shares of Meta Platforms from $770.00 to $718.00 and set a “buy” rating on the stock in a research report on Monday, August 3rd. Citizens Jmp increased their target price on shares of Meta Platforms from $770.00 to $885.00 and gave the stock a “market outperform” rating in a research note on Thursday. Finally, Scotiabank restated a “sector perform” rating and issued a $600.00 price target (down from $700.00) on shares of Meta Platforms in a report on Thursday, July 30th. Three analysts have rated the stock with a Strong Buy rating, forty-four have assigned a Buy rating and ten have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $780.12.
View Our Latest Report on META
Meta Platforms Trading Up 4.5% META opened at $777.59 on Friday. Meta Platforms, Inc. has a fifty-two week low of $520.26 and a fifty-two week high of $779.82. The firm has a market capitalization of $1.98 trillion, a PE ratio of 29.29, a P/E/G ratio of 1.28 and a beta of 1.25. The company has a debt-to-equity ratio of 0.32, a current ratio of 2.23 and a quick ratio of 2.23. The company’s 50-day moving average is $613.05 and its 200 day moving average is $612.10.
Meta Platforms (NASDAQ:META – Get Free Report) last issued its quarterly earnings data on Wednesday, July 29th. The social networking company reported $6.18 EPS for the quarter, missing analysts’ consensus estimates of $7.19 by ($1.01). The company had revenue of $60.80 billion for the quarter, compared to the consensus estimate of $60.22 billion. Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%.The business’s revenue for the quarter was up 28.0% on a year-over-year basis. During the same period in the prior year, the firm posted $7.14 earnings per share. As a group, research analysts predict that Meta Platforms, Inc. will post 27.93 earnings per share for the current fiscal year.
Meta Platforms Dividend Announcement The company also recently disclosed a quarterly dividend, which will be paid on Monday, September 28th. Shareholders of record on Monday, September 21st will be issued a dividend of $0.5250 per share. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date of this dividend is Monday, September 21st. Meta Platforms’s payout ratio is currently 7.91%.
About Meta Platforms (Free Report)
Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.
Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.
The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.
Read More Five stocks we like better than Meta Platforms Hims & Hers Slides Nearly 7% as Legal Pressure Adds to Its Growing List of Risks Paychex Plunges, Providing the Entry Investors Have Been Waiting For The Case for Buying High-Yield General Mills Just Strengthened SanDisk’s $1,800 Breakout Turns Memory Hardware Into a Profit Story Want to see what other hedge funds are holding META? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Meta Platforms, Inc. (NASDAQ:META – Free Report).
Receive News & Ratings for Meta Platforms Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Meta Platforms and related companies with MarketBeat.com's FREE daily email newsletter.
Meta podle analytiků získává jasnější důvod pro masivní výdaje na AI díky Muse a své obří uživatelské základně. Firma tak posiluje pozici v osobní AI proti Apple, OpenAI a Anthropic.
Meta Platforms Inc. (NASDAQ:META) is drawing growing attention around its consumer AI strategy as Muse strengthens the company’s push into personal AI assistants and raises comparisons with rivals including Apple Inc. (NASDAQ:AAPL), OpenAI and Anthropic.
LightShed Partners co-founder Rich Greenfield and Constellation Research Chairman Ray Wang see Meta building a stronger position in consumer AI by combining Muse with its massive user base, software ecosystem and growing hardware ambitions.
Greenfield Sees Muse As Meta’s AI BreakthroughGreenfield told CNBC on Thursday that Meta now has "a true right to win in AI" because success will depend on more than building the best model. He argued that Meta’s strength lies in creating the software platform that brings AI into products consumers already use every day.
Meta’s massive AI spending is starting to look less like an open-ended infrastructure bet and more like a consumer growth strategy. Greenfield said Meta now has a tangible AI product in Muse and a built-in distribution network.
He pointed to Meta’s roughly 3 billion users across WhatsApp, Instagram and Facebook as a major distribution advantage. Greenfield said Muse gives investors a clearer reason for Meta’s heavy AI spending and could change how the market values that investment over the next year.
He said Meta’s massive AI investment is beginning to look more justified, arguing that "all of this spending, the massive amount of capital investment and spending, actually has a reason and a real consumer product."
LightShed also set a $925 one-year price target on Meta.
Greenfield sees Muse itself, rather than Meta’s new hardware, as the bigger opportunity. He said the company is betting on an agentic personal assistant that can work across phones, computers, glasses and other devices while learning about users and completing tasks for them.
Wang Sees AI, Hardware And Data Working TogetherWang told CNBC on Thursday that Meta has successfully combined AI, hardware and data, with Muse providing the software layer and products such as smart glasses serving as one of several possible interfaces.
He sees Meta’s 3.6 billion-user base as a major competitive moat, giving the company enormous reach if it integrates Muse across its existing platforms.
However, Wang also identified Apple as a formidable rival. He estimated Apple’s ecosystem at about 1.4 billion users and said consumers may trust Apple more than Meta when it comes to devices.
Wang also highlighted Apple’s different approach to AI, centered on more computing directly on devices rather than relying as heavily on large infrastructure investments. He said Apple’s security and device ecosystem remain important strengths even though Siri currently trails newer AI assistants.
Meta Faces OpenAI, Anthropic And AppleGreenfield said Meta does not need to prove Muse is already the best AI product. Instead, he sees an opportunity for Meta to use its distribution and consumer software expertise to compete with OpenAI, Anthropic and Apple.
He pointed to Anthropic’s rapid rise with Claude as evidence that competitive positions in AI can change quickly. Greenfield believes Muse has started moving Meta from an overlooked AI player toward a more credible consumer AI competitor.
Top ETF Exposure Invesco AI and Next Gen Software ETF (NYSE:IGPT): 8.43% Weight Natixis Loomis Sayles Focused Growth ETF (NYSE:LSGR): 8.12% Weight Invesco Nasdaq Internet ETF (NASDAQ:PNQI): 7.89% Weight Significance: Because META carries such a heavy weight in these funds, any significant inflows or outflows for these ETFs will likely force automatic buying or selling of the stock.
Meta Price ActionMETA Price Action: Meta Platforms shares were up 0.31% at $780.01 during premarket trading on Friday. The stock is trading at a new 52-week high, according to Benzinga Pro data.
Akcie Meta Platforms v září vzrostly o 36 % díky úspěchu AI agenta Muse a firma se blíží tržní hodnotě přesahující 2 biliony dolarů. Zároveň tím ustoupily obavy z masivních investic do AI.
Po dlouhém období stagnace přišel konečně zlom a akcie Meta Platforms vyletěly prudce nahoru. Jen v září vzrostly už o 36 procent. Díky tomu je společnost jen kousek od toho, aby vstoupla do elitního klubu firem s tržní hodnotou přesahující 2 biliony dolarů. Za raketovým vzestupem stojí nečekaný hit v podobě AI agenta Muse, který se během dvou týdnů od svého vydání vyšplhal na přední příčky žebříčků nejstahovanějších aplikací ve Spojených státech.
Akciím se v posledních týdnech daří také proto, že Muse kromě velkého úspěchu mezi spotřebiteli zároveň utlumil obavy investorů, že masivní investice Mety do umělé inteligence nemusí přinést odpovídající výnosy.
„Muse jasně potvrzuje správnost AI strategie Mety. Stalo se tak po roce a půl, kdy se akcie v podstatě nikam neposouvaly, protože investoři nevěděli, zda bude AI pro firmu čistým přínosem, nebo naopak zátěží,“ řekl agentuře Bloomberg Rob Biederman, spoluzakladatel a managing partner společnosti Asymmetric Capital Partners. Podle něj se AI agenti stanou pro mnoho lidí hlavní vstupní branou do internetu, což postavení Mety posiluje.
Zářijová rally představuje dramatický obrat. Akcie Mety se většinu letošního roku potýkaly s pochybnostmi ohledně nákladných AI projektů a právních rizik spojených s hromadnou žalobou namířenou proti sociálním sítím společnosti kvůli pěstování závislosti u teenagerů.
Ještě před šesti týdny byly akcie YTD v mínusu o 18 procent. Meta investory nenadchla svým výhledem tržeb zveřejněném na konci července, což z akcií činilo jednoho z 50 nejhorších titulů indexu S&P 500 do 18. srpna.
Od té doby se ale karta začala obracet a Meta je nyní třetím nejvýkonnějším titulem v benchmarku, když posílila o 43 procent, upozorňuje Bloomberg. Obrat odstartovala dohoda o urovnání soudního sporu týkajícího se sociálních sítí, za kterou Meta zaplatí až 18 miliard dolarů. Tím zmizela významná nejistota, která akcie dlouhodobě zatěžovala. Nejdůležitějším faktorem je ale nadšení kolem nových AI produktů a potenciálu budoucích příjmů.
Sílu efektu Muse dokládá i skutečnost, že investoři začali prodávat akcie firem z různých odvětví kvůli obavám, že by je nový produkt mohl narušit podobně, jako letos trhy reagovaly na průlomové AI modely Anthropicu.
Meta již oznámila partnerství s Instacartem v oblasti nákupu potravin a také spolupráci s cestovní platformou Expedia. Na středeční prezentaci navíc představila několik novinek, které analytici přijali pozitivně, včetně kapesního zařízení pro využívání Muse a nové generace chytrých brýlí bez kamer.
Prostor pro další růst?
„Meta má stále významný růstový potenciál, protože se nachází teprve v počáteční fázi uvádění špičkových AI modelů a produktů využívajících umělou inteligenci nad rámec reklamního byznysu,“ napsal analytik JPMorgan Doug Anmuth ve zprávě z 10. září, když zvýšil své doporučení na „overweight“ z předchozího „neutral“.
Společnost však stále musí dokázat, že z AI dokáže vydělat dost peněz, aby ospravedlnila obrovské investice. Kapitálové výdaje by letos měly dosáhnout téměř 140 miliard dolarů, což je oproti loňsku dvojnásobek. V příštím roce pak mají kapitálové výdaje vzrůst na 197 miliard a v roce 2028 dokonce na 215 miliard dolarů.
Tyto investice si vybírají svou daň. Po loňském free cash flow ve výši 46 miliard dolarů se letos očekává záporné free cash flow 6,4 miliardy dolarů a v příštím roce dokonce minus 29,2 miliardy dolarů.
To vytváří tlak na další růst. Podle konsenzu analytiků by tržby Mety měly letos stoupnout o 26 procent na 254 miliard dolarů a čistý zisk o 33 procent na 80,6 miliardy dolarů. V příštím roce se však očekává zpomalení růstu tržeb na 20 procent a zisku na devět procent.
Akcie se momentálně obchodují za 21násobek očekávaného zisku v následujících 12 měsících. I když je to skok oproti červnovému 14násobku, stále to přibližně odpovídá průměrnému ocenění za poslední tři roky a stále se jedná o mírnou slevu oproti indexu Nasdaq 100 , který se obchoduje za 22násobek zisku.
„Meta dnes nabízí nadprůměrný růst za podprůměrné ocenění. Navíc disponuje obrovským rozsahem a distribuční sítí, což jsou výhody, které budou konkurenti jen těžko překonávat,“ uvedl Biederman.
Podle Brandona Pizzurra z GuideStone Funds jsou ale akcie po prudké rally zranitelné vůči korekci. Nálada kolem AI firem se totiž mění velmi rychle. „Sentiment vůči velkým hráčům se mění téměř stejně rychle, jako vznikají nové AI modely. Produkty jako Muse sice trhům dodávají novou dávku optimismu, ale laťka očekávání investorů je stále vyšší a přetrvávají oprávněné obavy, zda dokážou tyto společnosti své sliby skutečně naplnit,“ míní Pizzurro.
Meta v divizi Reality Labs za 2. čtvrtletí vykázala ztrátu 4,6 miliardy USD při tržbách 431 milionů USD. Firma ale říká, že letošní ztráty mají zůstat podobné jako loni a dosáhnout vrcholu.
Meta Platforms (META +4.50%) spent Wednesday and Thursday showing off hardware. At its two-day Connect event, the company introduced a refreshed lineup of artificial intelligence (AI) glasses, including a $449 third-generation Ray-Ban model, a $349 pair with no camera at all, and $1,300 virtual reality glasses due next spring.
The keynote didn't dwell on what all of that hardware costs shareholders. Reality labs, the segment housing Meta's glasses and headsets, lost $4.6 billion in the second quarter on just $431 million of revenue. And since the end of 2020, the segment's operating losses add up to more than $85 billion.
Investors don't seem too bothered. Shares are trading near $775 as of this writing, after touching a fresh 52-week high Thursday. Still, what would it take to stop the losses?
Image source: The Motley Fool.
Slowing lossesReality labs' annual operating losses have climbed every year this decade -- from $10.2 billion in 2021 to $13.7 billion the next year, then $16.1 billion, $17.7 billion, and finally $19.2 billion in 2025. But the growth of those losses has been slowing the whole way. The annual loss grew 35% in 2022, 18% in 2023, 10% in 2024, and just 8% last year. And through this year's first half, the segment lost $8.6 billion, slightly less than the $8.7 billion it lost over the same stretch of 2025.
In other words, the annual loss was still getting bigger through 2025, but barely.
The second quarter showed why. The segment's revenue rose 16% year over year, driven by strong AI glasses sales, partially offset by lower Quest headset sales. Meanwhile, its costs and expenses grew just 3% year over year -- in a quarter when Meta's total costs and expenses jumped 55%.
The tech company is spending aggressively almost everywhere else. Its hardware unit has become the exception.
Management says this is the peakThat restraint is deliberate. On the company's fourth-quarter earnings call in January, CEO Mark Zuckerberg said Meta is directing most of its reality labs investment toward glasses and wearables going forward.
"I expect Reality Labs losses this year to be similar to last year, and this will likely be the peak as we start to gradually reduce our losses going forward," Zuckerberg said.
Chief financial officer Susan Li said the same on the call, guiding for reality labs operating losses "remaining similar to 2025 levels."
Guidance like that can change, of course. But two quarters in, the plan is holding. First-half losses came in a touch below last year's, and if the second half tracks the first, 2026 could be the first year since at least 2021 in which the segment's loss doesn't grow.
Could the losses disappear?Stopping the growth of the losses is one thing. Erasing them is another.
The gap is enormous: reality labs generated $2.2 billion of revenue in all of 2025 against $21.4 billion of costs and expenses. Revenue would need to grow nearly tenfold, with costs held flat, just for the segment to break even.
The glasses business, still in its early innings, is the one line moving in the right direction. Zuckerberg said in April that the number of people using Meta's AI glasses daily had tripled over the past year, calling the category one of the fastest-growing in consumer electronics history. And this week's lineup, with prices now running from $249 to $1,300, may widen the pool of buyers.
However, at $431 million of quarterly revenue, I think it could take years of growth like this before the losses shrink meaningfully.
In the meantime, the cost lands on shareholders. Over the past 12 months, reality labs has lost about $19 billion from operations.
That comes to about $7.50 per diluted share before taxes -- call it $6 per share after. With the stock priced at about 22 times the earnings analysts expect for next year, that lost profit is arguably worth more than $100 per share.
Premium Feature
Moneyball Superscore
79/100
Today's Change
(
4.50
%) $
33.49
Current Price
$
777.59
Ultimately, what would stop these losses from growing is already happening. Making them disappear is a much longer road, requiring glasses revenue at many times today's scale.
I think that's a tolerable trade-off. Meta's apps generated about $102 billion of operating income in 2025, enough to pay for the hardware bet more than five times over. The drag wouldn't keep me away from the stock at today's valuation.
But the number to watch from here isn't the cumulative loss. It's whether 2026 comes in around $19 billion, the way management expects.
Meta rozšířila předplatné Meta One globálně a hlásí už 15 milionů předplatných a zkušebních verzí. Analytici vidí v předplatném dlouhodobý růstový potenciál mimo reklamu.
Shares of Meta Platforms NASDAQ: META have been on an absolute tear. The stock’s closing low in August was approximately $543. Since then, shares have gained over 25%.
Meta Platforms Today
$766.76 +22.66 (+3.05%)
As of 12:33 PM Eastern
This is a fair market value price provided by Massive. Learn more.
$520.26▼
$770.900.27%
28.95
$793.16
The company’s Muse personal AI agent has been a primary driver of this surge. Muse recently became the most-downloaded free app on Apple's NASDAQ: AAPL U.S. App Store, taking the top spot from OpenAI’s ChatGPT.
Get Meta Platforms alerts:
The excitement comes as Muse could become a key avenue for Meta to drive non-advertising AI revenue.
Muse is not the only way that Meta is looking to juice its non-advertising revenue. The company also unveiled various subscription plans months ago and recently announced an update to this initiative.
Meta Pushes Forward Subscription Plan RolloutMeta released several subscription offerings in late May, called “Meta One” plans. These subscriptions cost between $2.99 per month and $19.99 per month for consumers. The more expensive plans provide more premium features across all three of Meta’s apps: Facebook, Instagram, and WhatsApp, as well as more AI usage. The company also released business and creator plans, starting at $14.99 per month and going up to $49.99 per month.
It appears the company has now introduced even more expensive business and creator plans. The Expert plan costs $149 per month, while the Max plan is $499 per month. These plans greatly increase the human support businesses can receive, with the Max plan providing unlimited support cases per month and offering the most access to the Meta Business Agent.
These plans are now globally available, following an initial rollout over the past few months. Meta notes that it has so far amassed 15 million subscriptions and trials to date. Given that this figure includes both subscriptions with an unknown price breakdown and trials, it is difficult to assess the revenue effect. However, assuming a blended price of $10 per month for 15 million users would equate to $1.8 billion in annual sales. This would be very small relative to Meta’s expected total revenue of over $250 billion in 2026, but the offerings are still in the early stages of rollout.
Recent Data Shows Spiking In-App Purchase ActivitySome particularly interesting data points come from the mobile consumer data platform Apptopia. The company measured in-app purchases (IAP) revenue between Meta’s initial subscription rollout and mid-September. Up until Sept. 9, there was essentially no change in these numbers. However, that day, IAP revenue soared and has remained elevated since. Daily average IAP revenue on Instagram rose 475% to $1.2 million compared to $209,000 in the prior eight weeks. On Facebook, average daily IAP revenue rose 143% to $528,000. Both of these figures surpassed previous all-time high IAP levels. These figures imply incremental daily IAP revenue of approximately $991,000 for Instagram and $311,000 for Facebook, or around $1.3 million combined.
As an illustration, extending this over 365 days would imply a $475 million IAP uplift, a very small figure versus Meta’s revenue base. However, again, the rollout is in the early innings, meaning that a further uplift from here is fully possible. Additionally, Apptopia’s figures omit WhatsApp, which has its own subscription plan, but can also be bundled with Facebook and Instagram plans.
Notably, Wall Street analysts see Meta’s subscriptions as a significant longer-term opportunity for the Magnificent Seven giant. BNP Paribas and Truist estimate Meta’s subscriptions could generate $13.5 billion in sales by 2028 and $20 billion by 2030, respectively. These figures are equal to around 5.3% and 7.9% of Meta’s expected total revenue in 2026.
Taking BNP Paribas’s 2028 forecast with an assumed blended price of $10 per subscription would require 112.5 million paying users over a full year. While this number is large in absolute terms, it would represent just 3.1% of Meta’s 3.6 billion daily active user base. Additionally, the much more expensive business and creator plans could push the blended subscription price higher.
Subscriptions and Muse Adoption: 2 Non-Ad Metrics to WatchAt this point, it appears unlikely that Meta’s subscription plans are moving the needle significantly on the company's revenue. However, the longer-term growth potential is what is important, with recent IAP data providing encouraging early signals.
Meta’s Q3 earnings report typically takes place near the end of October, at which point the firm may provide a more substantial update on subscription adoption. However, Meta tends to remain tight-lipped until new offerings reach a critical mass, meaning that updates could be limited for some time. Still, subscription adoption and Muse adoption are two new data points for investors to monitor in future earnings calls to assess Meta’s non-advertising growth trajectory.
Should You Invest $1,000 in Meta Platforms Right Now?Before you consider Meta Platforms, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Meta Platforms wasn't on the list.
While Meta Platforms currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
MarketBeat just released its list of the 7 hottest IPOs expected to hit Wall Street in 2026. See which companies are preparing to go public and why investors are watching closely.
Get This Free Report
Continue following MarketBeat
Add MarketBeat as your preferred source on Google to see our latest stories in your feed.
EMC Capital Management bought a new stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 2,500 shares of the social networking company’s stock, valued at approximately $1,408,000. Meta Platforms comprises about 0.6% of EMC Capital Management’s holdings, making the stock its 17th largest position.
Other institutional investors and hedge funds have also bought and sold shares of the company. Auto Owners Insurance Co grew its stake in shares of Meta Platforms by 76,587.7% in the 4th quarter. Auto Owners Insurance Co now owns 105,292,277 shares of the social networking company’s stock worth $69,502,379,000 after acquiring an additional 105,154,977 shares in the last quarter. Norges Bank bought a new position in shares of Meta Platforms during the fourth quarter valued at about $22,152,075,000. Corient Private Wealth LP lifted its position in shares of Meta Platforms by 723.1% during the second quarter. Corient Private Wealth LP now owns 8,801,764 shares of the social networking company’s stock valued at $4,957,946,000 after purchasing an additional 7,732,446 shares in the last quarter. Jupiter Topco LLC purchased a new position in Meta Platforms during the second quarter worth about $2,948,486,000. Finally, Corient Private Wealth LLC boosted its holdings in Meta Platforms by 488.1% during the fourth quarter. Corient Private Wealth LLC now owns 5,466,595 shares of the social networking company’s stock worth $3,608,445,000 after purchasing an additional 4,537,076 shares during the last quarter. 79.91% of the stock is owned by hedge funds and other institutional investors.
Analyst Ratings Changes Several equities research analysts have commented on the stock. Benchmark reiterated a “hold” rating on shares of Meta Platforms in a research note on Thursday, August 27th. Mizuho set a $750.00 target price on Meta Platforms in a research note on Thursday, July 30th. Wedbush upped their target price on Meta Platforms from $595.00 to $650.00 and gave the company a “neutral” rating in a report on Friday, September 11th. Sanford C. Bernstein reaffirmed an “outperform” rating and set a $800.00 price target on shares of Meta Platforms in a research report on Thursday, July 30th. Finally, Cantor Fitzgerald lifted their price target on Meta Platforms from $680.00 to $860.00 and gave the stock an “overweight” rating in a report on Wednesday. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating and eight have assigned a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $796.95.
View Our Latest Stock Analysis on META Meta Platforms Trading Up 1.0% NASDAQ:META opened at $744.10 on Thursday. The company has a current ratio of 2.23, a quick ratio of 2.23 and a debt-to-equity ratio of 0.32. The stock has a market capitalization of $1.90 trillion, a PE ratio of 28.03, a price-to-earnings-growth ratio of 1.28 and a beta of 1.25. The firm’s 50 day moving average is $610.79 and its 200 day moving average is $611.16. Meta Platforms, Inc. has a 12 month low of $520.26 and a 12 month high of $763.90.
Meta Platforms (NASDAQ:META – Get Free Report) last announced its quarterly earnings data on Wednesday, July 29th. The social networking company reported $6.18 earnings per share for the quarter, missing the consensus estimate of $7.19 by ($1.01). Meta Platforms had a net margin of 29.83% and a return on equity of 33.18%. The firm had revenue of $60.80 billion for the quarter, compared to the consensus estimate of $60.22 billion. During the same period last year, the company posted $7.14 earnings per share. Meta Platforms’s revenue for the quarter was up 28.0% on a year-over-year basis. Sell-side analysts expect that Meta Platforms, Inc. will post 27.93 earnings per share for the current year.
Meta Platforms Announces Dividend The company also recently declared a quarterly dividend, which will be paid on Monday, September 28th. Stockholders of record on Monday, September 21st will be given a dividend of $0.525 per share. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date of this dividend is Monday, September 21st. Meta Platforms’s dividend payout ratio is currently 7.91%.
Key Meta Platforms News Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: Muse adoption is strengthening the AI growth narrative. Muse reportedly reached the top of Apple’s U.S. free-app rankings, with early downloads approaching 900,000. Investors are increasingly viewing the product as a potential consumer “killer app” and a new distribution channel for Meta’s AI capabilities. Meta’s standoff with Amazon over Muse could be a sign of things to come Positive Sentiment: Analysts raised their expectations. KeyCorp lifted its price target to $900 from $780, while Cantor Fitzgerald raised its target to $860 from $680; both maintained overweight ratings. The upgrades reflect expectations that AI agents could become a significant third growth curve for Meta. KeyBanc Adjusts PT on Meta Platforms to $900 Positive Sentiment: Commerce and hardware opportunities are expanding. Muse’s integration with Shopify’s Shop Pay could let users complete purchases through the agent, giving Meta a path to transaction-based monetization. Meta is also bringing Muse to smart glasses and advancing a broader hardware push ahead of Meta Connect. Meta is bringing its Muse AI agent to its glasses Neutral Sentiment: Meta Connect is a near-term catalyst. Investors are awaiting announcements on Muse, AI models, smart glasses and other devices that could clarify the company’s product roadmap and monetization strategy. Negative Sentiment: Competitive and regulatory risks remain. Amazon blocked Muse from accessing its site, while privacy and security concerns surrounding AI agents and camera-equipped glasses could limit adoption or invite additional scrutiny. Meta’s New AI Agent Is an Instant Hit—and the Backlash Has Already Begun Negative Sentiment: Insider selling and valuation create caution. COO Javier Olivan and Chief Product Officer Christopher Cox sold shares under pre-arranged Rule 10b5-1 plans. Technical analysts also warn that the recent rally increases the risk of a short-term pullback, even as the longer-term trend remains bullish. Insider Activity at Meta Platforms In other Meta Platforms news, CFO Susan J. Li sold 9,196 shares of the company’s stock in a transaction dated Tuesday, August 18th. The shares were sold at an average price of $550.61, for a total transaction of $5,063,409.56. Following the sale, the chief financial officer directly owned 13,186 shares of the company’s stock, valued at $7,260,343.46. This represents a 41.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Aaron Anderson sold 3,240 shares of the stock in a transaction dated Thursday, September 3rd. The stock was sold at an average price of $618.06, for a total transaction of $2,002,514.40. Following the transaction, the chief accounting officer owned 6,271 shares of the company’s stock, valued at $3,875,854.26. This represents a 34.07% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 123,333 shares of company stock worth $80,795,845 in the last three months. Corporate insiders own 13.53% of the company’s stock.
Meta Platforms Profile (Free Report)
Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.
Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.
The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.
Recommended Stories Five stocks we like better than Meta Platforms Chips to Bots: Qualcomm’s Agentic AI Breakout Ciena Fell 40%—Now One Analyst Sees 50% Upside Energy Transfer Taps the AI Power Boom Viking’s Obesity Edge May Be Staying Power, Not Weight Loss
Receive News & Ratings for Meta Platforms Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Meta Platforms and related companies with MarketBeat.com's FREE daily email newsletter.
Meta Platforms shares META slipped in premarket trading on Thursday as a sharp rise in US Treasury yields and higher oil prices weighed on broader market sentiment, even as investors digested a series of announcements from Meta Connect on Wednesday.
Meta stock was down about 1.15% during premarket trading, while Nasdaq futures fell roughly 1% and S&P 500 futures were lower by about 0.5%.
The company made many announcements at Meta Connect, including a slimmer virtual-reality headset, a new handheld device designed around its Muse AI assistant, and expanded partnerships that will allow Muse to interact with retailers and services.
However, broader market weakness overshadowed the announcements.
The 30-year Treasury bond yield touched 5.446%, its highest level since June 2004, while the benchmark 10-year Treasury note yield surged to 5.15%, approaching levels last seen in July 2007.
The 2-year Treasury yield was little changed on Thursday but had climbed to a 2023 high earlier in the week.
Oil prices added another source of pressure, with international Brent crude futures rising 2% to around $105 a barrel and West Texas Intermediate crude gaining 1.5% to roughly $93.
The combination of higher yields and rising energy prices is raising concerns about the outlook for consumers and the path of monetary policy, potentially creating a more difficult backdrop for high-growth technology stocks.
Meta shares had climbed about 22% since the AI assistant emerged on September 8, making expectations for fresh evidence of rapid adoption particularly high heading into Connect.
Gene Munster, managing partner at Deepwater Asset Management, said in an X post that investors had expected Meta stock to be flat or slightly lower following the event because the company did not provide any good data points, or "no juicy nuggets when it came to how Muse is moving forward."
Expert view
We really didn't get much. Zuck did say that there are millions of people using it and someday he hopes there will be many billions. Keep in mind, Muse is only available in the US, and my sense is that there is probably about 250 million US users of Meta products on a daily basis. So, I was hoping he would say something like tens of millions or 50 plus or something like that but millions probably gets us somewhere between 10 and 15 million people have tried this.
Munster said the lack of a more substantial adoption figure could limit the immediate impact of the Connect announcements on the stock.
"It's undoubtedly off to a good start but its not some crazy start that I think is going to push shares higher in the next couple days," he said.
Meta's Connect announcements nevertheless showed that the company is building a broader ecosystem around Muse rather than treating it solely as another AI chatbot.
Zuckerberg unveiled Meta VR Glasses, a smaller and slimmer device designed to bring capabilities associated with bulkier virtual-reality headsets into a more compact form factor.
The glasses will cost $1,299 and are scheduled to launch in spring 2027.
Meta said the device weighs roughly as much as a deck of playing cards, with the battery and processor moved into a separate puck to reduce the weight of the glasses themselves.
The product is designed to compete with more expensive and cumbersome devices such as Apple's Vision Pro, while reflecting Meta's broader shift toward making AI central to its hardware strategy.
Meta also introduced Meta Charm, a small handheld device intended to provide quick access to Muse.
The gadget is approximately the size of an Apple AirPods case and includes a roughly 2-inch touchscreen and built-in 5G connectivity.
Meta said Charm will ship during the December holiday period but did not disclose a price.
The two devices expand Meta's hardware ambitions beyond its successful smart-glasses business, while giving Muse more potential entry points into consumers' daily lives.
One of the most significant developments at Connect was the expansion of Muse's ability to interact with retailers and other services.
Meta said Muse would become the primary interface for its smart glasses, allowing users to shop, make appointments, and complete other tasks through voice commands.
The company announced new partnerships with Walmart, Best Buy, Sephora, Wayfair, Dick's Sporting Goods and Gap.
The partnerships are designed to reduce friction between discovering a product and completing a purchase.
Amazon, however, is not currently allowing Muse to access its store.
The development opens up a potential monetization model for Meta beyond advertising.
JPMorgan analysts led by Doug Anmuth said Meta could eventually generate revenue from transactions conducted through Muse using a take-rate or commission model.
JPMorgan raised its Meta price target to $920 from $820 following the event, saying Muse had the potential to become "the most widely used consumer AI application since ChatGPT."
The prospect of AI-driven commerce could become increasingly important if users begin relying on Muse not simply to retrieve information but to complete tasks on their behalf.
Morgan Stanley also maintained an Overweight rating and a $775 price target on Meta following the Connect announcements.
Analysts led by Brian Nowak said the company's latest AR glasses could represent an improvement over its previous virtual- and augmented-reality products.
"While we (and most investors) have been skeptical of META's AR/VR efforts in recent years, this product does seem to be a notable improvement in size and capabilities and will have to be watched as a potential further upside node for '27 (with META shares not pricing in any success here)," they wrote.
Morgan Stanley also expects transaction commissions from Meta's retail partnerships to remain relatively low initially as the company focuses on expanding its ecosystem.
The firm said several details remain unclear, including data-sharing arrangements, merchant-of-record status, loyalty-program integration and retail-media opportunities.
Those terms could influence the economics of Meta's commerce strategy as the partnerships develop.
Morgan Stanley also suggested that Walmart's participation could eventually increase pressure on other major retailers and platforms to participate if Muse gains meaningful shopping traction.
Other analysts also responded positively to Meta's Connect announcements.
Citizens raised its price target on Meta to $885 from $770 while maintaining an Outperform rating.
The firm pointed to Meta's increasingly AI-focused hardware ecosystem and early Muse momentum as potential sources of new monetization opportunities.
Citizens said Connect demonstrated how Meta's hardware strategy could reinforce its wider AI ecosystem, with Muse potentially expanding the company's share of consumer AI usage.
Mizuho, meanwhile, reiterated an Outperform rating and $750 price target.
The firm highlighted Muse's rapid rise in Apple's iOS App Store, app downloads and growing promotion across Meta's Family of Apps, as well as on television and out-of-home advertising.
Mizuho also pointed to the growing number of publishers and applications developing connectors for Muse.
The firm's view is that Muse's momentum could eventually support multiple expansion in Meta shares, particularly as the AI assistant becomes more deeply integrated across the company's hardware and software ecosystem.
Nan Shan Life Insurance zvýšila ve 2. čtvrtletí podíl v Meta Platforms o 6,4 % na 157 555 akcií. Meta je nyní její 8. největší pozice za 88,749,000 USD.
Nan Shan Life Insurance Co. Ltd. boosted its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 6.4% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 157,555 shares of the social networking company’s stock after purchasing an additional 9,511 shares during the quarter. Meta Platforms makes up approximately 2.9% of Nan Shan Life Insurance Co. Ltd.’s holdings, making the stock its 8th largest holding. Nan Shan Life Insurance Co. Ltd.’s holdings in Meta Platforms were worth $88,749,000 as of its most recent SEC filing.
A number of other institutional investors also recently made changes to their positions in META. Auto Owners Insurance Co increased its stake in shares of Meta Platforms by 76,587.7% in the fourth quarter. Auto Owners Insurance Co now owns 105,292,277 shares of the social networking company’s stock worth $69,502,379,000 after buying an additional 105,154,977 shares during the last quarter. Norges Bank bought a new position in Meta Platforms during the 4th quarter valued at $22,152,075,000. Corient Private Wealth LP grew its holdings in Meta Platforms by 723.1% during the 2nd quarter. Corient Private Wealth LP now owns 8,801,764 shares of the social networking company’s stock worth $4,957,946,000 after acquiring an additional 7,732,446 shares in the last quarter. Jupiter Topco LLC bought a new stake in shares of Meta Platforms in the 2nd quarter worth about $2,948,486,000. Finally, Corient Private Wealth LLC increased its position in shares of Meta Platforms by 488.1% in the 4th quarter. Corient Private Wealth LLC now owns 5,466,595 shares of the social networking company’s stock worth $3,608,445,000 after purchasing an additional 4,537,076 shares during the last quarter. 79.91% of the stock is owned by institutional investors and hedge funds.
Analyst Upgrades and Downgrades A number of research analysts have commented on the company. DA Davidson reduced their target price on Meta Platforms from $850.00 to $700.00 and set a “buy” rating on the stock in a report on Thursday, July 30th. Citigroup reaffirmed a “buy” rating and issued a $800.00 price objective on shares of Meta Platforms in a report on Wednesday, September 16th. The Goldman Sachs Group lowered their target price on Meta Platforms from $815.00 to $725.00 and set a “buy” rating for the company in a report on Thursday, July 30th. Citizens Jmp lowered their price objective on Meta Platforms from $800.00 to $770.00 and set a “market outperform” rating for the company in a research note on Thursday, July 30th. Finally, Arete Research set a $735.00 price objective on shares of Meta Platforms and gave the stock a “buy” rating in a report on Tuesday, June 2nd. Four analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and eight have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Meta Platforms has an average rating of “Moderate Buy” and an average price target of $796.95.
Get Our Latest Report on META Insider Activity In other Meta Platforms news, CAO Aaron Anderson sold 3,240 shares of the business’s stock in a transaction dated Thursday, September 3rd. The shares were sold at an average price of $618.06, for a total value of $2,002,514.40. Following the sale, the chief accounting officer directly owned 6,271 shares in the company, valued at approximately $3,875,854.26. The trade was a 34.07% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Andrew Bosworth sold 7,848 shares of Meta Platforms stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $558.00, for a total transaction of $4,379,184.00. Following the completion of the transaction, the chief technology officer directly owned 828 shares in the company, valued at $462,024. This represents a 90.46% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 123,333 shares of company stock valued at $80,795,845 over the last quarter. Insiders own 13.53% of the company’s stock.
Meta Platforms News Summary Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: Muse adoption is strengthening the AI growth narrative. Muse reportedly reached the top of Apple’s U.S. free-app rankings, with early downloads approaching 900,000. Investors are increasingly viewing the product as a potential consumer “killer app” and a new distribution channel for Meta’s AI capabilities. Meta’s standoff with Amazon over Muse could be a sign of things to come Positive Sentiment: Analysts raised their expectations. KeyCorp lifted its price target to $900 from $780, while Cantor Fitzgerald raised its target to $860 from $680; both maintained overweight ratings. The upgrades reflect expectations that AI agents could become a significant third growth curve for Meta. KeyBanc Adjusts PT on Meta Platforms to $900 Positive Sentiment: Commerce and hardware opportunities are expanding. Muse’s integration with Shopify’s Shop Pay could let users complete purchases through the agent, giving Meta a path to transaction-based monetization. Meta is also bringing Muse to smart glasses and advancing a broader hardware push ahead of Meta Connect. Meta is bringing its Muse AI agent to its glasses Neutral Sentiment: Meta Connect is a near-term catalyst. Investors are awaiting announcements on Muse, AI models, smart glasses and other devices that could clarify the company’s product roadmap and monetization strategy. Negative Sentiment: Competitive and regulatory risks remain. Amazon blocked Muse from accessing its site, while privacy and security concerns surrounding AI agents and camera-equipped glasses could limit adoption or invite additional scrutiny. Meta’s New AI Agent Is an Instant Hit—and the Backlash Has Already Begun Negative Sentiment: Insider selling and valuation create caution. COO Javier Olivan and Chief Product Officer Christopher Cox sold shares under pre-arranged Rule 10b5-1 plans. Technical analysts also warn that the recent rally increases the risk of a short-term pullback, even as the longer-term trend remains bullish. Meta Platforms Trading Up 1.0% Meta Platforms stock opened at $744.10 on Thursday. Meta Platforms, Inc. has a 12-month low of $520.26 and a 12-month high of $763.90. The stock has a market capitalization of $1.90 trillion, a PE ratio of 28.03, a price-to-earnings-growth ratio of 1.28 and a beta of 1.25. The firm has a 50 day simple moving average of $610.79 and a 200-day simple moving average of $611.16. The company has a debt-to-equity ratio of 0.32, a current ratio of 2.23 and a quick ratio of 2.23.
Meta Platforms (NASDAQ:META – Get Free Report) last issued its quarterly earnings results on Wednesday, July 29th. The social networking company reported $6.18 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $7.19 by ($1.01). Meta Platforms had a net margin of 29.83% and a return on equity of 33.18%. The firm had revenue of $60.80 billion for the quarter, compared to the consensus estimate of $60.22 billion. During the same period in the previous year, the business posted $7.14 earnings per share. The business’s revenue for the quarter was up 28.0% compared to the same quarter last year. As a group, equities research analysts expect that Meta Platforms, Inc. will post 27.93 EPS for the current fiscal year.
Meta Platforms Announces Dividend The company also recently announced a quarterly dividend, which will be paid on Monday, September 28th. Investors of record on Monday, September 21st will be issued a dividend of $0.525 per share. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date of this dividend is Monday, September 21st. Meta Platforms’s payout ratio is presently 7.91%.
Meta Platforms Profile (Free Report)
Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.
Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.
The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.
See Also Five stocks we like better than Meta Platforms Chips to Bots: Qualcomm’s Agentic AI Breakout Ciena Fell 40%—Now One Analyst Sees 50% Upside Energy Transfer Taps the AI Power Boom Viking’s Obesity Edge May Be Staying Power, Not Weight Loss Want to see what other hedge funds are holding META? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Meta Platforms, Inc. (NASDAQ:META – Free Report).
Receive News & Ratings for Meta Platforms Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Meta Platforms and related companies with MarketBeat.com's FREE daily email newsletter.
Muse získává uživatele a Wall Street vidí v Meta Platforms nové příležitosti k růstu tržeb z předplatného, reklamy, commerce i malých firem. Meta má zhruba 200 milionů malých firem. Někteří analytici čekají rychlé rozšíření a vyšší poptávku po výpočetním výkonu.
Meta Platforms Inc. (NASDAQ:META) is giving Wall Street a new reason to reassess its AI strategy as Muse gains users and opens potential revenue opportunities across subscriptions, advertising, commerce, and small-business services.
Jefferies Sees Multiple Revenue PathsJefferies analyst Brent Thill told CNBC on Thursday that Muse is showing encouraging early adoption across shopping, travel, planning, and other everyday tasks.
Thill sees potential revenue from subscriptions, advertising, and commerce. He also highlighted Meta’s roughly 200 million small businesses as an opportunity to offer AI agents that help companies manage their operations.
He believes Meta still needs to prove that these new revenue streams can generate sustainable returns and fully justify its large AI investments.
Thill said broader Muse adoption could also drive significantly higher compute demand.
Evercore Expects Rapid Muse AdoptionEvercore’s Mark Mahaney told CNBC on Wednesday that he expects Muse could reach 100 million users within six to 12 months.
Mahaney believes consumer-facing companies will need to build their own AI agents or partner with services such as Muse as users demand simpler, more personalized online experiences.
However, he remains skeptical that Muse will capture all the economic value from commerce conducted through AI agents.
Dan Ives Says Meta AI Spending Is Starting To Pay OffYorkville Ives’ Dan Ives told CNBC on Tuesday that investors previously discounted Meta’s massive AI spending because they could not see clear results.
He believes Muse changes that narrative by giving Meta a consumer-facing product that can tap its roughly 3.5 billion users.
Ives also sees Meta’s user data and distribution network strengthening its position as AI value increasingly shifts toward data and real-world applications.
Goldman Sachs Sees Muse Supporting A Higher ValuationGoldman Sachs Asset Management’s Brook Dane told CNBC on Wednesday that Muse provides the first clear example of Meta creating a new growth opportunity from its AI investments.
Dane believes Meta’s history of monetizing user growth could allow it to generate revenue from Muse over time.
He said Muse’s early success is already helping investors reassess Meta’s valuation, although Meta must still contend with competing products from Alphabet Inc. (NASDAQ:GOOGL) Google, and other AI companies.
Dane also said Muse could drive significant infrastructure demand. He estimated that 100 million Muse users could require about 1.6 to 1.7 gigawatts of compute capacity. He said each gigawatt could require roughly $50 billion in capital spending.
The spending could create opportunities across the AI supply chain, including chips, memory and networking infrastructure.
Dane said the optical networking segment could be particularly well positioned as data centers shift toward co-packaged and near-packaged optics.
He highlighted Lumentum Holdings Inc. (NASDAQ:LITE) as one company that could benefit, saying its revenue could grow faster than the market expects over the next two years as AI infrastructure requires more optical components.
Top ETF Exposure To Meta Platforms Invesco AI and Next Gen Software ETF (NYSE:IGPT): 8.43% Weight Natixis Loomis Sayles Focused Growth ETF (NYSE:LSGR): 8.12% Weight Invesco Nasdaq Internet ETF (NASDAQ:PNQI): 7.89% Weight Significance: Because META carries such a heavy weight in these funds, significant inflows or outflows will likely force automatic buying or selling of the stock.
Meta Price ActionMETA Stock Price Activity: Meta Platforms shares were down 2.60% at $724.77 during premarket trading on Thursday, according to Benzinga Pro data.
Meta představila Muse Charm, kapesní zařízení, které přenáší AI asistenta Muse z telefonu do reálného světa. Zuckerberg tím posouvá zaměření firmy k osobní superinteligenci.
Mark Zuckerberg took repeated digs at Apple during Meta's (META.O) annual event on Wednesday, only to borrow a page from Steve Jobs' playbook for a surprise reveal: a pocket-watch-sized device that carries Meta's viral Muse AI agent into the real world.
The device, called Muse Charm, highlights a broader shift at the social media giant that has long sought to escape Apple (AAPL.O) and Google's (GOOGL.O) operating systems with a platform of its own. Users can tap the gadget to access Muse directly, bypassing AI apps on smartphones.
Having once championed the metaverse — the immersive digital world that inspired the company's name change in 2021 — as the next computing platform, Zuckerberg now sees "personal superintelligence" as the bigger and more immediate breakthrough, after his previous costly wager failed.
"It is actually quite clear personal superintelligence will not only come first; it will be much bigger and more important," Zuckerberg said at the company's annual Meta Connect conference.
"So we have shifted our focus to building the best devices for personal superintelligence," he said, adding that Muse would also soon be available across Meta's smart glasses lineup.
The remarks follow a blockbuster few days for Muse, which has drawn millions of downloads in what some analysts have said could be the biggest app launch in the US since ChatGPT arrived in November 2022 and kicked off the AI boom.
Investors have embraced Muse's potential to automate tasks ranging from booking flights to filing taxes, lifting shares of partners such as Shopify (SHOP.TO) while dumping companies seen as vulnerable to disruption, including online travel agency Booking (BKNG.O) and TurboTax software creator Intuit (INTU.O).
MAY APPEAL TO GEN Z, MASS ADOPTION DIFFICULT
Muse Charm could resonate with younger consumers at a time when digital cameras, flip phones and MP3 players are enjoying nostalgic comebacks, analysts say.
Gen Z consumers, aged about 14 to 29, treat AI assistants as companions or brainstorming partners rather than simply search tools. Many interact with technology through voice notes, short videos and AI chatbots, unlike older users who are often more comfortable with PCs and smartphone apps.
"Muse Charm could find some traction among Gen Z and younger consumers. The combination of AI, fashion and personalization could appeal to younger users, especially if it is affordable and easy to use," said Linda Sui, founder of Smart Analytics Global, a market research firm.
The device features a roughly 2-inch (5-cm) screen that can be navigated with a thumb, with a customizable Muse character at its center. A built-in 5G modem allows access to Muse even without Wi-Fi, though it cannot make calls.
"They are appealing to people who might not want to wear glasses or might not trust glasses," said IDC director Jitesh Ubrani.
"Some people might remember Tamagotchi and this might evoke that," Ubrani said, referring to colorful virtual pets that became a cultural phenomenon in the late 1990s. "They might be able to run a small language model locally. So you can run AI on such a small package."
Whether Muse can sustain its momentum and the device can amplify that appeal is a question for the months ahead.
Similar devices have had limited success. The Rabbit R1, a handheld generative AI device from startup Rabbit Inc with a screen and a button, had a buzzy launch in early 2024 only to flop because it overpromised on AI features and delivered an unreliable experience.
"I would be cautious about its mass-market potential," Sui said. "Unless Muse Charm can offer unique functions that smartphones, watches, earbuds or smart glasses cannot easily replace, it is more likely to remain a nice-to-have device for early adopters than become a mainstream product."
Dolby a Meta rozšiřují podporu Dolby Atmos a Dolby Vision v ekosystému Meta, včetně brýlí Meta AI, Instagramu a nového VR headsetu. Brýle Meta AI jsou prvním globálním spotřebitelským zařízením, které umí zachytit zvuk v Dolby Atmos.
Dolby and Meta Expand Dolby Atmos and Dolby Vision Across Meta's EcosystemPR Newswire
SAN FRANCISCO and MENLO PARK, Calif., Sept. 23, 2026
Across Meta AI glasses, Instagram, and VR devices, Dolby Atmos and Dolby Vision bring greater depth, authenticity, and emotion to the experiences that matter most
, /PRNewswire/ -- Today, Dolby Laboratories (NYSE: DLB) and Meta (NASDAQ: META) announced the expansion of Dolby experiences within the Meta ecosystem of devices and platforms. This includes new Dolby experiences coming to Meta AI glasses and Instagram.
Announced today at Meta Connect, Meta AI glasses are the first global consumer device capable of capturing audio in Dolby Atmos. Users can capture their favorite moments and share them on Instagram with their community, helping them relive those experiences and feel closer to what made them special. The news builds on the launch of Dolby Vision on Instagram last year.
"Today, creating and sharing content is part of everyday life," said John Couling, Senior Vice President of Entertainment, Dolby Laboratories. "As the lines between entertainment, creation, and social sharing get closer, people want experiences that feel more emotionally engaging. Together with Meta, we're bringing Dolby Atmos and Dolby Vision to more of the experiences people enjoy every day, making them more authentic and true to life."
Meta also announced today that its newest VR device will support Dolby Vision and Dolby Atmos, enabling more immersive experiences for movies, shows, sports, concerts, and other premium VR experiences when it launches next year.
Today's announcement reflects a broader shift in how people watch, create, and share their stories. The same technologies trusted by filmmakers, artists, and storytellers are increasingly becoming part of everyday consumption and self-expression. With Dolby, people can create, experience, and share moments in ways that feel more authentic and emotionally engaging.
The expansion also broadens Dolby's presence across one of the world's largest ecosystems for entertainment, creation, and social sharing, bringing Dolby experiences to more of the ways people connect, create, and engage every day.
Together, Dolby Atmos and Dolby Vision help people feel closer to the stories, experiences, and moments that matter most.
About Dolby:
Dolby Laboratories (NYSE: DLB) is a world leader in immersive entertainment. From movies and TV, to music, sports, gaming, and beyond, Dolby transforms the science of sight and sound into spectacular experiences for billions of people worldwide across all their favorite devices. We partner with artists, storytellers, and the brands you love to transform entertainment and digital experiences through groundbreaking innovations like Dolby Atmos, Dolby Vision, DolbyCinema, and Dolby OptiView.
Dolby, Dolby Vision, Dolby Atmos, Dolby Cinema, Dolby OptiView and the double-D symbol are trademarks or registered trademarks of Dolby Laboratories Licensing Corporation in the United States and/or other countries. Other trademarks are the property of their respective owners.
Media Contacts:
Dolby
Cairon "Jamie" Armstrong
[email protected]
Kaitlyn Kazan
[email protected]
View original content to download multimedia:https://www.prnewswire.com/news-releases/dolby-and-meta-expand-dolby-atmos-and-dolby-vision-across-metas-ecosystem-302888324.html
Meta začne v příštích týdnech vylepšovat AI zážitek na svých chytrých brýlích a přidá do nich agenta Muse. Ten má přes brýle zvládat úkoly bez nutnosti sahat po telefonu.
Meta is bringing its Muse AI agent to its glasses By You're currently following this author! Click to unsubscribe from email alerts.
Meta glasses. Meta Meta is bringing its hot new AI agent Muse to its smart glasses.
The move, announced Wednesday at its annual Connect conference in Menlo Park, California, gives Meta a new way to put Muse directly in front of users throughout the day.
Muse has become a fast-rising entrant in the increasingly competitive AI agent market: software that can take actions on a person's behalf, rather than merely answer questions or generate text. Instead of opening an app or sitting down at a computer, people could eventually ask Muse for help through a pair of glasses already on their face.
With a connection to your Muse personal AI agent, Meta's glasses "offer more ways than ever to help you manage daily life, whether you're building healthy habits or navigating a busy calendar, all without reaching for your phone," the company said in an announcement.
At Connect, CEO Mark Zuckerberg said the company will "start upgrading the AI experience on Meta glasses" in the coming weeks.
The announcement makes clear that the company sees its hardware business as important for the agent, which launched earlier this month and quickly rose to the top of the App Store charts, beating rivals like ChatGPT.
Meta's broader hardware blitz at Connect also included Ray-Ban Meta Audio, a new audio-focused pair of glasses. It said it expects to offer more than 100 styles across Ray-Ban, Oakley, and Meta Glasses by the end of the year. It also announced Meta VR Glasses, which it said will offer a more immersive way to watch movies, play games, and work in virtual reality, and will go on sale next spring.
Meta is waging a bigger battle over AI agents. Already, Muse can browse the web, make calls, shop, and handle other chores. Meta has also announced partnerships with companies including Shopify, PayPal, Expedia, and Instacart.
That puts Meta in a heated race with startups such as Instinct, an invite-only personal AI assistant founded by 23-year-old Noah Shinn. Instinct launched before Muse and quickly caught on with Silicon Valley, turning the tiny startup into an unlikely rival for Meta.
Personal AI agents are still early products, with uneven results. In a recent hands-on review, Business Insider's Katie Notopoulos found that Muse could help organize an inbox and identify subscriptions, while it struggled with school forms, medical scheduling, and some online checkouts.
Muse also faces resistance from the websites and services they are meant to navigate. Earlier this week, Amazon blocked Muse from its shopping site, signaling that some companies may not embrace agents as readily as users do.
Have a tip? Contact Pranav Dixit via email at [email protected] or Signal at 1-408-905-9124. Use a personal email address and a nonwork device; here's our guide to sharing information securely.
Read next
Pranav Dixit You're currently following this author! Click to unsubscribe from email alerts.
Pranav Dixit is the Meta Correspondent at Business Insider based in the San Francisco Bay Area. He writes about Meta’s products, policies, and internal workings while examining how the company’s decisions shape how billions of people connect and communicate.Previously, Pranav was the India-based technology correspondent for BuzzFeed News, covering the impact of Silicon Valley’s largest companies on the culture, society, and politics of more than a billion people in South Asia. He has also been a senior news editor at Engadget and ran technology coverage at the Hindustan Times, one of India’s largest national newspapers.Pranav’s reporting has shed light on the human consequences of Big Tech’s quest for growth in emerging markets, and sparked widespread conversations about the impact of American technology companies on the Global South. In 2019, he won Syracuse University’s Mirror Award for a boots-on-the-ground feature about how WhatsApp misinformation sparked gruesome lynchings in rural India. He has also reported from Kashmir, a volatile geopolitical hotspot, documenting the world’s longest-running internet shutdown.His work has been widely cited by major national and international publications, and he has been featured on the BBC, Al Jazeera, and podcasts such as Vox Media’s Land of the Giants to discuss his work. He has also spoken in journalism classes including at UC Berkeley’s graduate journalism program. His writing has appeared in The Guardian, Vox, Time, The Information, and Al Jazeera.Pranav moved to the United States in 2021 from New Delhi, India, to be a fellow at Harvard University’s Nieman Foundation for Journalism, where he studied the evolution of the American tech press and ways newsrooms around the world can cover technology and society more effectively.Got a tip about Meta or anything else in Silicon Valley? Contact Pranav via encrypted messaging app Signal (+1408-905-9124), or email him at [email protected] or [email protected]. You can also reach him on WhatsApp at +857-753-3949 or DM him on X (@PranavDixit) or BlueSky (@pranavdixit.bsky.social).Pranav keeps sources anonymous. Please use a non-work device to reach out.Expertise: Meta, Facebook, WhatsApp, Llama, AI, Threads, Instagram, Mark Zuckerberg, social media, platforms, immigration
Meta představila nové VR brýle, které jsou pětkrát lehčí než Meta Quest 3 a mají být prvním zařízením s certifikací IMAX Enhanced. Do prodeje půjdou příští jaro za 1 299,99 USD.
Meta is renewing its quest to make virtual reality a thing. At Connect on Wednesday, the company announced Meta VR Glasses, its newest entry into the VR market. These glasses actually seem quite promising given their substantially lighter form factor and a host of new entertainment integrations — including (allegedly) IMAX compatibility.
Moments before unveiling the VR glasses, MEta CEO Mark Zuckerberg reminded the audience that the company had decided awhile back to focus less on Metaverse and to build fewer VR devices until it has real breakthroughs.
“This is a breakthrough,” he exclaimed before showing off the glasses. “A lot of people agree that augmented reality glasses with holograms are clearly going to be part of the future, but we’ve also heard that a lot of people are less interested in wearing a headset. So we have built a new kind of VR device that delivers the same magical feeling of presence and immersion with high-resolution displays and views of the world around you in a form factor that is a pair of glasses for the first time.”
The company says that the glasses are five times lighter than the Meta Quest 3 — and they look much more like normal glasses than the bulky headsets that Meta previously released. Made of magnesium alloy, the glasses are powered by Qualcomm’s Snapdragon Reality Elite processor. They are powered by a computing puck, which also acts as their battery. Presumably, a user can just slip the puck into their pocket, which allows the glasses to be used on the go.
The glasses are largely entertainment-focused and come with micro-OLED panels built into the lenses, which provide a 5K Infinite Display with 37 pixels per degree, as well as Dolby Vision and support for Dolby Atmos audio. Users will be able to download and watch movies.
Perhaps one of the more unique features of the glasses, however, is that Meta is pitching them as a great way to enjoy IMAX-captured films.
Indeed, the company calls the glasses the “first IMAX Enhanced certified VR device ever.” What does that mean? Meta maintains that their glasses will be one of the only ways to experience the expanded aspect ratio that defines the distinct high-resolution viewing experience.
The glasses are also compatible with 3D experiences — and even movies that integrate a user’s physical space is integrated into their viewing experience. Meta says that it has teamed up with Disney and that, in November, Disney+ users will be able to stream specific movies — including certain Marvel movies — in 3D.
Meta says that users will be able to watch specific movies and have their surroundings “transformed with immersive environments, dynamic effects, stunning 3D visuals, and spatial audio” — essentially converting the movie into a VR gaming-type experience.
The glasses will also come with Meta AI — its automated virtual assistant — built in, which means that users will be able to talk to the glasses and automate various tasks via voice command. For instance, Meta says you’ll be able to start a movie just by asking your glasses to do so. Other ways to issue commands include hand gestures.
Meta says the glasses will be available next spring with a starting price of $1,299.99.
When you purchase through links in our articles, we may earn a small commission. This doesn’t affect our editorial independence.
Lucas is a senior writer at TechCrunch, where he covers artificial intelligence, consumer tech, and startups. He previously covered AI and cybersecurity at Gizmodo. You can contact Lucas by emailing [email protected].
Meta announced an advanced new set of virtual reality glasses and a collection of new smart glasses Wednesday, including an audio-only version without a camera.
At the firm’s Meta Connect conference in Menlo Park, California, executives said the new Ray-Ban Meta models set new standards for battery life and weight. They said the new glasses with screens in the lenses squeeze capabilities previously reserved for a full headset into a light set of spectacles that rest on a user’s ears.
The new wearables come at a time of uncertainty for the smart glasses category, which is broadly facing a backlash from sceptics and privacy campaigners around their ability to record video, frequently being dubbed “perv glasses” or “spy glasses”. Meta’s smart glasses are the most popular gadget in the category.
The Ray-Ban Meta Audio AI glasses Photograph: MetaThe Ray-Ban Meta Audio AI glasses seem tailored for the time. Lacking a camera, they may help avert some privacy worries, though Meta claims they have been in the works for several years. The glasses have microphones and speakers for music, calls and interacting with the company’s AI assistant, taking the recognizable form of Ray Ban’s Clubmaster or Burbank styles. The new versions are thinner and lighter than the camera versions and last up to 12 hours on battery and will cost £319 (€349/A$529).
The Ray-Ban Meta (Gen 3) aviators Photograph: MetaThe new Ray-Ban Meta Gen 3 glasses, which do sport cameras, have longer battery life than their predecessors, lasting up to nine hours with support for Dolby Atmos audio. They will cost £409 (€449/A$679). Meta is also launching two new styles of its own-brand glasses in partnership with singer and actor Lisa. All of the firm’s smart glasses have an LED warning light that flashes when recording, but Meta said it has made improvements to its tampering detection, including during a livestream.
A set of Meta Glasses by Lisa in Adventurer style with their case. Photograph: MetaFinally, Meta is expanding availability of its Meta Ray-Ban Display smart glasses to outside the US for the first time since their announcement a year ago. The glasses with a virtual display in the right lens will go on sale in the UK and Canada from 23 September priced at £749 (CA$1,149) and will later expand to France, Germany and Italy on 13 October for €899.
The Meta VR glasses and tethered compute puck Photograph: MetaThe new Meta VR glasses are an evolution of the company’s pioneering Quest VR headsets, which have become some of the most popular on the market. But instead of being a bulky plastic headset, the 100g device is made of magnesium alloy and looks like an oversized set of glasses. The wearer peers through small lenses on to a 5K microOLED screen with a crisp 37 pixels per degree, making text look sharp and rivalling Apple’s high-end Vision Pro headset. Users can see out of the sides and through a camera system at the front for augmented reality features and awareness of their surroundings.
The glasses are tethered by a cable to a pocketable 300g puck containing the computing power and three-hour battery pack, which helps to remove the weight from a user’s head and makes the glasses five times lighter than the Quest 3 headsets, according to Meta.
The glasses are fully compatible with the vast Quest software library, but are designed for productivity and entertainment rather than games. The company described the glasses as “IMAX Enhanced” and supportive of 3D for movies. At launch, they will showcase a new Disney+ immersive experience that reflects landscapes from films such as Avengers: Infinity War surrounding a virtual cinema screen.
A woman works with multiple virtual windows in a cafe wearing the Meta VR glasses. Composite: MetaThe glasses have the ability to display multiple virtual windows and to connect to a Mac or PC to mirror its displays. They have eye-tracking and hand-gesture control, including a virtual keyboard projected on to any desk or table, but also support Quest’s hand controllers or an Xbox game pad for games.
The Meta VR glasses will cost $1,299.99 and will be available from spring 2027 in North America, Europe and Asia.
Meta představila malé zařízení Charm s AI agentem Muse, které lze ovládat hlasem. Firma uvedla, že by mělo být připravené k dodání do vánoční nákupní sezony.
Meta beat OpenAI to the punch on announcing an AI gadget By You're currently following this author! Click to unsubscribe from email alerts.
Meta CEO Mark Zuckerberg. Andrej Sokolow/picture alliance via Getty Images Meta could be beating OpenAI to the punch on the hardware front.
The social media giant announced that it has put its viral new AI agent, Muse, into a small device you can speak to.
The gizmo is called "Charm," and only a few have been made so far, Meta CEO Mark Zuckerberg announced Wednesday at the company's Connect event. He said it should be ready to ship in time for the holiday shopping season.
"We've packed a lot of technology into this little guy," Zuckerberg said onstage. "If you're not wearing glasses, this is going to be by far the best way to talk to your Muse and show it what's going on around you."
It signals that Meta is becoming a serious competitor in the race to build an AI device that goes beyond smartphones. It's also a shot across the bow at OpenAI, which has created a lot of buzz around its own efforts to build an AI device.
Last year, OpenAI bought legendary Apple designer Jony Ive's startup to work on a physical device. So far, little is publicly known about that device.
Zuckerberg only teased Charm at the very end of the conference. Charm has a screen, which showcases "Jolly," the mascot of Muse, which Meta launched earlier this month.
While the overwhelming majority of Meta's revenue comes from its ads business, it's making a big bet on hardware. Getting people to use Meta products through its own devices would unlock major advantages for the tech giant.
Charm was born out of Meta's new design lab, led by former Apple interface design chief Alan Dye, Bloomberg reported. Meta didn't immediately respond to a request for comment on the report.
Meta has been expanding its hardware efforts elsewhere.
Earlier this year, Meta tapped Rui Xu, a veteran with years of experience at China's top tech companies, to lead a hardware effort inside its superintelligence division, Business Insider previously reported.
OpenAI didn't immediately respond to a request for comment from Business Insider.
Have a tip? Contact this reporter via email at [email protected] or on Signal and WhatsApp at 628-282-2811. Use a personal email address, a nonwork WiFi network, and a nonwork device; here's our guide to sharing information securely.
Read next
Charles Rollet You're currently following this author! Click to unsubscribe from email alerts.
Charles Rollet is Business Insider's tech correspondent in San Francisco, where he focuses on breaking major news about the AI industry. In 2025, he led an investigation which revealed that Scale AI had inadvertently exposed confidential data about its workers and clients. In 2026, he was the first to break the news that Meta had halted a controversial keystroke tracking program.Prior to joining BI, Charles worked at TechCrunch covering startups and VC in San Francisco. Before that, he was based in Southeast Asia for a decade, where his work won a Gerald Loeb award and was nominated for a Society of Publishers in Asia award. His reporting on the surveillance industry led to US human rights sanctions on five Chinese security camera manufacturers.Charles is especially interested in how frontier AI models are built and trained. He has a master's degree in business reporting from NYU and a bachelor's degree in history from Northwestern.You can contact Charles securely on Signal at charlesrollet.12 or +1-628-282-2811. Charles keeps sources anonymous. Please use a non-work device to reach out.
Meta dostala vyšší cenové cíle od KeyBanc na 900 USD a od Cantor Fitzgerald na 860 USD díky dynamice kolem AI asistenta Muse a novým zdrojům růstu tržeb.
Two major Wall Street firms just handed Meta dramatically higher price targets, and the reasoning goes well beyond advertising. The real question is whether Meta's AI spending spree is finally opening doors that could redefine its growth story.
This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.
Meta Platforms (NASDAQ:META | META Price Prediction) is drawing a fresh wave of bullish Wall Street revisions, with KeyBanc analyst Justin Patterson lifting his price target to $900 from $780 and Cantor Fitzgerald raising its target to $860 from $680, both keeping Overweight ratings.
Both firms cite momentum around Meta’s Muse AI assistant and multiple emerging revenue lanes. For long-term investors, the coordinated price target raised signals conviction that Meta’s AI spend is starting to translate into tangible growth paths.
Ticker Company Firm Action Old Rating New Rating Old Target New Target META Meta Platforms KeyBanc Price target raised Overweight Overweight $780 $900 META Meta Platforms Cantor Fitzgerald Price target raised Overweight Overweight $680 $860 Analyst Case KeyBanc’s Patterson argues that Muse’s momentum reinforces the view that sentiment around consumer AI is poised to improve, and that Meta now has “multiple paths to drive revenue growth.” The firm expects product innovation to drive faster medium-term revenue and earnings growth, supporting multiple expansion.
Cantor Fitzgerald frames personal agents as a potential “third S-curve” in AI, with Meta positioned as a leading beneficiary. Cantor calls Muse a “competitive model” trained to lead in agentic tasks and, while unit economics are currently subsidized, sees “several paths to a profitable freemium model.”
Company Snapshot Meta carries a market cap near $1.67 trillion and trades around a P/E of 27. Q2 FY2026 revenue reached $60.80 billion, up 27.96% year over year, with advertising revenue of $59.36 billion (+27% YoY).
Diluted EPS came in at $6.18, missing the $7.22 consensus as costs jumped on $2.40B in legal charges and $1.18B in severance. Capex hit $31.1 billion in the quarter, and management guided FY2026 capex to $130 to $145 billion to fund AI infrastructure.
Why the Move Matters Now Meta stock has ripped higher into these revisions, up 37.6% over the past month and 12.9% in the past week, trading near $756.15.
The 2026 consensus EPS sits at $31.4292, rising to $33.9428 for 2027, with revenue estimates of roughly $254 billion and $306 billion, respectively.
CEO Mark Zuckerberg said on the call that “on a dollar basis, our ads business is reporting faster year over year revenue growth than any other company’s reported ad business.” Reddit sentiment mirrors the tone, with the latest aggregate score at 72 (bullish).
What It Means for Your Portfolio For retirement-focused investors, the case for Meta stock hinges on whether AI monetization, from ad ranking gains to Advantage Plus reaching over $75 billion in annual revenue run rate and business agents on WhatsApp, can outpace the heavy capex cycle.
With operating margin compressed to 31% from 43% YoY, execution on the “multiple paths” thesis will determine whether these higher targets prove justified.
Contact [email protected] for any questions or corrections.
Meta představila AI agenta Muse, který může nakupovat a provádět transakce jménem uživatele, a Amazon ho už ve svém obchodě zablokoval. Pro Instacart je to hrozba hlavně pro reklamu, která je jeho vysoce maržovým motorem.
Meta's new AI shopping agent is rattling Instacart investors, but the real threat may not be the one the market is pricing in right now.
Instacart (NASDAQ:CART | CART Price Prediction) closed at $44.41 on September 22, 2026, down 10.88% over the past month and 5.13% in the past week alone. That is a real move for a name that beat revenue expectations in its most recent quarter and grew gross transaction value 14% year over year.
The market is telling you agentic shopping breaks the Instacart model. A trailing price-to-earnings ratio of 25x and a forward multiple of 14x suggests otherwise. That gap between the price action and the multiple is the core investment question.
What Meta Launched Meta (NASDAQ:META) introduced a personal artificial intelligence agent called Muse on September 8, 2026, as a standalone app and WhatsApp tool that can perform transactions on your behalf.
Adoption was faster than Meta expected. Alexandr Wang said usage was well beyond expectations, and Meta shares popped nearly 7% the day after the unveiling. The pricing is tiered, with monthly payments of $20 to $100 above a free option.
Amazon (NASDAQ:AMZN) blocked the agent from its store after requesting to be opted out. Companies build walls when traffic is at risk.
What an Agent Can and Cannot Disintermediate Instacart earns money in three ways: transaction fees on orders, advertising from brands paying for placement, and enterprise software sold to grocers. Transaction revenue was $746 million in the second quarter, and advertising was $297 million, up 16%.
An agent that picks products attacks the advertising line, because sponsored placement only has value when a human eye scans a screen. It does not solve the physical problem of moving perishable goods from shelf to kitchen within an hour.
Advertising crossed $1 billion for 2025 and is the high-margin engine supporting the multiple.
Why the Fulfillment Network Is the Defense The actual asset is boring and hard to copy: contracts with grocery chains, store-level catalog and inventory data, roughly 600,000 shoppers, and enterprise integrations that let a grocer sell online without building anything. Storefront powers more than 380 grocery sites.
An agent still needs someone to pick a ripe avocado and hand it to a driver. The question is whether Muse becomes the front door and demotes Instacart to a low-margin utility. Commoditization is slower and more damaging than disintermediation.
Valuation and the Falsifiable Trigger A market cap of $10.28 billion against $3.99 billion in trailing revenue prices in uncertainty.
Instacart embraces agents. It became Google’s first grocery partner to integrate with Gemini, launched ChatGPT Instant Checkout late last year, and integrated Anthropic’s Claude in the first quarter. Instacart has not announced a partnership with Meta.
The trigger to watch: whether advertising and other revenue growth decelerates from the 15% to 18% range guided for the third quarter in the next two earnings reports. That is where this thesis shows up.
Bull and Bear Case for CART Stock The bull case: the selloff punishes a profitable marketplace for theoretical risk. Free cash flow was $480 million in the second quarter, and the company repurchased $325 million of stock.
The fulfillment network is hard to replicate. Management integrates with agents customers use elsewhere while building its own AI assistant, producing baskets above the $115 industry-leading average order value.
The bear case: advertising is the high-margin dollar carrying the multiple, and agents make sponsored placement less valuable by design. A business reduced to fulfillment deserves a lower multiple, and Amazon blocking Muse suggests incumbents believe the threat is real.
Watch the third-quarter report in early November for a possible deceleration below the guided range.
Contact [email protected] for any questions or corrections.
Rothschild Capital Partners ve 2. čtvrtletí snížil svůj podíl v Meta Platforms o 37,6 % a držel ve vlastnictví 1 402 akcií v hodnotě 790 000 USD. Zároveň Jefferies zvýšila cílovou cenu na 875 USD a Bank of America na 810 USD díky AI agentu Muse.
Rothschild Capital Partners LLC reduced its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 37.6% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,402 shares of the social networking company’s stock after selling 843 shares during the period. Rothschild Capital Partners LLC’s holdings in Meta Platforms were worth $790,000 at the end of the most recent quarter.
Other institutional investors also recently bought and sold shares of the company. Auto Owners Insurance Co increased its holdings in shares of Meta Platforms by 76,587.7% during the 4th quarter. Auto Owners Insurance Co now owns 105,292,277 shares of the social networking company’s stock worth $69,502,379,000 after buying an additional 105,154,977 shares during the last quarter. Geode Capital Management LLC lifted its holdings in Meta Platforms by 1.7% in the fourth quarter. Geode Capital Management LLC now owns 52,806,712 shares of the social networking company’s stock valued at $34,734,628,000 after acquiring an additional 878,396 shares during the last quarter. Norges Bank purchased a new position in Meta Platforms in the fourth quarter worth approximately $22,152,075,000. Bank of America Corp DE grew its position in Meta Platforms by 14.6% in the first quarter. Bank of America Corp DE now owns 21,038,035 shares of the social networking company’s stock worth $12,036,491,000 after acquiring an additional 2,673,494 shares during the period. Finally, Invesco Ltd. increased its stake in Meta Platforms by 6.1% during the fourth quarter. Invesco Ltd. now owns 18,200,469 shares of the social networking company’s stock worth $12,013,948,000 after acquiring an additional 1,046,715 shares during the last quarter. 79.91% of the stock is owned by hedge funds and other institutional investors.
Analyst Upgrades and Downgrades Several equities analysts have recently commented on the company. Monness Crespi & Hardt decreased their price target on Meta Platforms from $890.00 to $730.00 and set a “buy” rating on the stock in a research note on Thursday, July 30th. Jefferies Financial Group boosted their price objective on shares of Meta Platforms from $710.00 to $875.00 and gave the company a “buy” rating in a report on Tuesday. The Goldman Sachs Group decreased their target price on shares of Meta Platforms from $815.00 to $725.00 and set a “buy” rating on the stock in a research report on Thursday, July 30th. KeyCorp decreased their price target on Meta Platforms from $790.00 to $780.00 and set an “overweight” rating on the stock in a research note on Thursday, July 30th. Finally, Sanford C. Bernstein reissued an “outperform” rating and issued a $800.00 price objective on shares of Meta Platforms in a research note on Thursday, July 30th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and nine have assigned a Hold rating to the company. Based on data from MarketBeat, Meta Platforms presently has an average rating of “Moderate Buy” and a consensus price target of $789.63.
Get Our Latest Stock Analysis on Meta Platforms Insider Transactions at Meta Platforms In other news, insider Christopher K. Cox sold 20,000 shares of the firm’s stock in a transaction on Wednesday, September 9th. The shares were sold at an average price of $650.28, for a total value of $13,005,600.00. Following the completion of the sale, the insider owned 244,516 shares in the company, valued at approximately $159,003,864.48. This trade represents a 7.56% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Andrew Bosworth sold 7,848 shares of Meta Platforms stock in a transaction dated Tuesday, August 18th. The shares were sold at an average price of $558.00, for a total transaction of $4,379,184.00. Following the completion of the sale, the chief technology officer directly owned 828 shares in the company, valued at approximately $462,024. The trade was a 90.46% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 81,758 shares of company stock worth $51,214,020 over the last quarter. 13.53% of the stock is currently owned by corporate insiders.
Meta Platforms News Roundup Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: Muse is gaining significant consumer traction. The agent reportedly surpassed ChatGPT’s early mobile download pace and can handle tasks such as shopping, travel bookings, email and financial-related services. Investors increasingly view Muse as a potential new revenue platform rather than simply another AI feature. Wall Street expects Meta’s AI agent to shape into a new revenue engine Positive Sentiment: Commercial partnerships strengthen the monetization case. Shopify is integrating Shop Pay checkout with Muse, while PayPal is also expected to use the agent. These deals could help Meta capture value from AI-powered commerce and create a platform for outside developers and services. Shopify Brings Shop Pay Checkout Solution to Meta’s Muse AI Agent Positive Sentiment: Analysts raised their targets. Jefferies increased its Meta price target to $875 from $710 and maintained a Buy rating, while Bank of America reaffirmed Buy with an $810 target. Analysts cited Muse’s early adoption and potential to add a new earnings stream. Jefferies Adjusts Price Target on Meta Platforms Positive Sentiment: The core advertising business remains supportive. Meta’s latest reported revenue increased 28% year over year to $60.8 billion, with stronger ad pricing helping offset slower impression growth. Investors are also looking ahead to additional AI announcements at Meta Connect. Neutral Sentiment: Meta continues to expand its AI infrastructure. Its planned Petal subsea cable and reported custom CPU work with Arm could improve long-term computing capacity and efficiency, but these projects require substantial capital and will not produce immediate revenue. Negative Sentiment: Execution and spending concerns remain. Meta’s recent EPS missed consensus despite revenue growth, while rising capital expenditures, debt and weaker cash-flow expectations could limit near-term upside after the stock’s large advance. Negative Sentiment: Amazon’s refusal to allow Muse shopping highlights platform friction. Meta is also testing human contractors to complete some Muse calls, raising questions about reliability, privacy, scalability and the cost of delivering the service. Meta testing a human concierge for Muse Meta Platforms Trading Down 0.6% NASDAQ:META opened at $736.59 on Wednesday. The stock’s 50 day moving average price is $609.53 and its 200 day moving average price is $610.57. The company has a market capitalization of $1.88 trillion, a PE ratio of 27.74, a P/E/G ratio of 1.29 and a beta of 1.25. Meta Platforms, Inc. has a 52-week low of $520.26 and a 52-week high of $770.60. The company has a quick ratio of 2.23, a current ratio of 2.23 and a debt-to-equity ratio of 0.32.
Meta Platforms (NASDAQ:META – Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The social networking company reported $6.18 EPS for the quarter, missing the consensus estimate of $7.19 by ($1.01). Meta Platforms had a net margin of 29.83% and a return on equity of 33.18%. The business had revenue of $60.80 billion during the quarter, compared to analysts’ expectations of $60.22 billion. During the same quarter last year, the company earned $7.14 EPS. The firm’s revenue for the quarter was up 28.0% compared to the same quarter last year. On average, research analysts anticipate that Meta Platforms, Inc. will post 27.93 EPS for the current year.
Meta Platforms Dividend Announcement The business also recently declared a quarterly dividend, which will be paid on Monday, September 28th. Investors of record on Monday, September 21st will be issued a dividend of $0.525 per share. The ex-dividend date of this dividend is Monday, September 21st. This represents a $2.10 annualized dividend and a dividend yield of 0.3%. Meta Platforms’s dividend payout ratio (DPR) is currently 7.91%.
Meta Platforms Profile (Free Report)
Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.
Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.
The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.
Featured Stories Five stocks we like better than Meta Platforms Meta’s Muse Highlights Arm’s Growing Role in AI Infrastructure Oura’s $15.6 Billion IPO Is Betting Investors See More Than a Smart Ring AMD Chips Away at NVIDIA’s AI Throne Is the Fed Playing Chess With Rates—Or Just Behind the Curve Again?
Receive News & Ratings for Meta Platforms Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Meta Platforms and related companies with MarketBeat.com's FREE daily email newsletter.
Meta Platforms získává od investorů podporu díky Muse, která od spuštění 8. září rychle stoupá v žebříčcích a za prvních 12 dní získala 2,8 milionu globálních instalací, což pomohlo akcii vzrůst o více než 20 %. Jensen Investment Management ale prodal podíl kvůli nejistým výnosům z rostoucích investic do AI.
Meta Platforms Inc. (NASDAQ:META) has something new to show investors after years of pouring billions into artificial intelligence: consumers appear to want the product. Muse has raced up app charts since its Sept. 8 launch, helping push Meta shares more than 20% higher. But Jensen Investment Management recently sold its Meta position over concerns about the returns on the company’s escalating AI investment — putting that decision under a new spotlight.
"META validated an important part of our original thesis," Allen Bond, Managing Director and Portfolio Manager at Jensen Investment Management, told Benzinga in an exclusive email interview. But he said Meta’s subsequent acceleration in capital spending and R&D was "greater than we anticipated," while the returns on much of that additional investment remain uncertain. "Our sale reflected this change in incremental ROIC," Bond said, "rather than deterioration in META’s high-quality core business."
Muse Changes the AI DebateThe early traction has quickly made Muse the centerpiece of Meta’s AI story.
Early adoption has given investors plenty to celebrate. Apptopia estimates Muse generated 2.8 million global installs during its first 12 days, while its U.S. and Canada iOS downloads outpaced ChatGPT’s comparable early mobile launch, reported TechCrunch. Muse has also reached No. 1 on the U.S. App Store.
Meta shares have responded accordingly. The stock gained more than 20% since Muse launched, with the stock’s rally adding about $200 billion in market value as investors began viewing the agent as a potential new revenue engine.
But Bond’s assessment goes beyond whether Meta has built a hit. The issue for Jensen is what happens to the economics as Meta’s AI investment gets larger. While AI has already demonstrated benefits for "user experience, ad targeting and monetization," the acceleration in capex and R&D means Meta now has to generate enough additional economic value to justify the expanding investment.
Read Next
Investors Need More Than DownloadsFor Bond, the evidence of sufficient AI returns would have to show up in the financial statements.
"Evidence of sufficient AI returns would include sustained revenue benefits," he said, followed ultimately by "a return toward historical free-cash-flow and margin profiles" across the major hyperscalers as investment growth normalizes.
And Bond sees several variables that make the return equation difficult to forecast. He points to "the magnitude and duration of the capex cycle," AI-model monetization, political pushback and "rapid improvements in chip efficiency and technology."
The ROI TestBut Bond’s framework shifts the investor question from "Will people use Muse?" to "Will the economics justify what Meta is spending to build it?"
For META, downloads may have fueled the rally; sustained revenue, cash flow and margins will determine whether the AI investment can ultimately earn its keep.
Meta rozšiřuje partnerství pro svého AI agenta Muse: po Shopify se přidává Instacart, přes který budou moci lidé nakupovat potraviny online. Muse má také prémiové tarify od 20 do 100 USD měsíčně.
Meta Platforms (META +2.64%) has been one of the hottest big tech companies in the stock market this fall. Meta stock is up more than 30% over the last month, following a series of moves that are reshaping investor views of the social media monolith.
First, Meta CEO Mark Zuckerberg published a 6,500-word manifesto that laid out a bold vision for Meta and artificial intelligence, pledging to create free AI-powered personal agents and "superintelligence."
Then the company launched Meta One, its subscription service that provides expanded AI usage and premium features on Facebook, Instagram, and WhatsApp. The subscription model has great potential for Meta's bottom line, providing an important secondary revenue source to the company's already-dominant advertising business.
And finally, Meta has launched Muse, its AI agent that the company says will work on a user's behalf and interact with apps to perform tasks the user requires. "It helps people stay on top of things, takes tasks and projects off their plate, and turns long-term goals into action plans," the company said.
Now, companies are starting to fall in line to have access to Muse. Instacart (CART -3.99%) announced on Sept. 22 that it is partnering with Meta to allow shoppers to use Muse to purchase groceries online through its platform. (Instacart's official name is Maplebear, but the company does business under the Instacart name.)
"Connectors like Muse expand access to online grocery," Instacart's chief technology officer, Anirban Kundu, wrote in an article on the company's website. "For some, a connector may be their first experience shopping for groceries online, with a simple path to create an Instacart account and place their first order. Instacart's AI grocery ecosystem is built to meet customers wherever they shop -- on our platform, on retailer sites, and in the AI experiences they already use."
Image source: Getty Images.
First Shopify, then InstacartThe announcement comes a day after Shopify (SHOP -3.27%) and Meta announced a collaboration that will provide Muse with access to Shopify's merchant catalog and checkout infrastructure, allowing it to shop and complete purchases for users. Shopify CEO Tobias Lütke called it an "easy and delightful way to check out with Muse," while Meta CEO Mark Zuckerberg said the partnership would make it easier for people to shop and check out. "More partnerships like this coming soon," he wrote on an X social media post.
Muse offers some free services -- fulfilling the vision outlined in Zuckerberg's manifesto -- but also offers premium tiers ranging from $20 to $100 a month, thereby generating additional revenue for Meta.
Premium Feature
Moneyball Superscore
79/100
Today's Change
(
2.64
%) $
19.44
Current Price
$
756.04
What are analysts saying about Meta stock?Wall Street experts have high expectations for Muse, with one analyst comparing it favorably to ChatGPT, the generative AI tool that debuted nearly four years ago and triggered the massive build-out of AI and hundreds of billions in revenue for top tech companies.
"While it is still early, we believe that Muse has the potential to become the most widely used consumer AI application since ChatGPT," J.P.Morgan analysts said in a note.
Jefferies analyst Brent Thill set a $875 price target for Meta stock, representing potential upside of 17% on top of Meta's gains this month. "Prior to Muse, investors had completely dismissed the idea that Meta would be able to release a personalized consumer AI agent, favoring (Alphabet) instead," he said.
It's clear that Muse is becoming more than just another AI assistant. Meta seems poised to attract major partners while opening the door to new subscription and e-commerce opportunities. We may be seeing the next major growth engine for Meta Platforms stock.
Rehmann Capital Advisory Group boosted its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 12.1% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 18,094 shares of the social networking company’s stock after purchasing an additional 1,953 shares during the period. Rehmann Capital Advisory Group’s holdings in Meta Platforms were worth $10,189,000 as of its most recent filing with the SEC.
Other hedge funds have also recently bought and sold shares of the company. Auto Owners Insurance Co boosted its holdings in shares of Meta Platforms by 76,587.7% in the 4th quarter. Auto Owners Insurance Co now owns 105,292,277 shares of the social networking company’s stock valued at $69,502,379,000 after buying an additional 105,154,977 shares during the last quarter. Geode Capital Management LLC increased its holdings in Meta Platforms by 1.7% during the fourth quarter. Geode Capital Management LLC now owns 52,806,712 shares of the social networking company’s stock worth $34,734,628,000 after buying an additional 878,396 shares during the last quarter. Norges Bank bought a new stake in Meta Platforms during the fourth quarter worth $22,152,075,000. Bank of America Corp DE lifted its stake in Meta Platforms by 14.6% in the first quarter. Bank of America Corp DE now owns 21,038,035 shares of the social networking company’s stock valued at $12,036,491,000 after acquiring an additional 2,673,494 shares during the last quarter. Finally, Invesco Ltd. lifted its stake in Meta Platforms by 6.1% in the fourth quarter. Invesco Ltd. now owns 18,200,469 shares of the social networking company’s stock valued at $12,013,948,000 after acquiring an additional 1,046,715 shares during the last quarter. 79.91% of the stock is currently owned by institutional investors.
Analyst Ratings Changes Several research firms have recently weighed in on META. Bank of America restated a “buy” rating and set a $810.00 price objective on shares of Meta Platforms in a research note on Tuesday. Citigroup reiterated a “buy” rating and set a $800.00 price target on shares of Meta Platforms in a report on Wednesday, September 16th. BNP Paribas Exane assumed coverage on Meta Platforms in a research report on Tuesday, June 2nd. They set an “outperform” rating on the stock. Evercore restated an “outperform” rating on shares of Meta Platforms in a research note on Thursday, July 30th. Finally, UBS Group reduced their target price on Meta Platforms from $766.00 to $715.00 and set a “buy” rating for the company in a research note on Thursday, July 30th. Four analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and nine have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Meta Platforms currently has an average rating of “Moderate Buy” and a consensus price target of $789.63.
View Our Latest Stock Analysis on Meta Platforms Insider Activity at Meta Platforms In related news, insider Christopher K. Cox sold 20,000 shares of the firm’s stock in a transaction dated Tuesday, September 15th. The shares were sold at an average price of $675.23, for a total transaction of $13,504,600.00. Following the transaction, the insider directly owned 224,516 shares of the company’s stock, valued at approximately $151,599,938.68. This trade represents a 8.18% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Susan J. Li sold 9,196 shares of Meta Platforms stock in a transaction dated Tuesday, August 18th. The stock was sold at an average price of $550.61, for a total transaction of $5,063,409.56. Following the completion of the sale, the chief financial officer owned 13,186 shares of the company’s stock, valued at $7,260,343.46. This trade represents a 41.09% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 81,758 shares of company stock valued at $51,214,020. 13.53% of the stock is currently owned by insiders.
Meta Platforms Trading Down 0.6% Shares of META stock opened at $736.59 on Wednesday. Meta Platforms, Inc. has a 12-month low of $520.26 and a 12-month high of $770.60. The company has a market capitalization of $1.88 trillion, a PE ratio of 27.74, a price-to-earnings-growth ratio of 1.29 and a beta of 1.25. The firm has a 50 day moving average price of $609.53 and a two-hundred day moving average price of $610.57. The company has a quick ratio of 2.23, a current ratio of 2.23 and a debt-to-equity ratio of 0.32.
Meta Platforms (NASDAQ:META – Get Free Report) last posted its earnings results on Wednesday, July 29th. The social networking company reported $6.18 EPS for the quarter, missing the consensus estimate of $7.19 by ($1.01). The firm had revenue of $60.80 billion during the quarter, compared to analyst estimates of $60.22 billion. Meta Platforms had a net margin of 29.83% and a return on equity of 33.18%. Meta Platforms’s revenue for the quarter was up 28.0% compared to the same quarter last year. During the same period in the previous year, the company posted $7.14 EPS. As a group, analysts predict that Meta Platforms, Inc. will post 27.93 earnings per share for the current year.
Meta Platforms Announces Dividend The company also recently announced a quarterly dividend, which will be paid on Monday, September 28th. Stockholders of record on Monday, September 21st will be issued a dividend of $0.525 per share. The ex-dividend date of this dividend is Monday, September 21st. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. Meta Platforms’s dividend payout ratio (DPR) is currently 7.91%.
Meta Platforms News Roundup Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: Muse is gaining significant consumer traction. The agent reportedly surpassed ChatGPT’s early mobile download pace and can handle tasks such as shopping, travel bookings, email and financial-related services. Investors increasingly view Muse as a potential new revenue platform rather than simply another AI feature. Wall Street expects Meta’s AI agent to shape into a new revenue engine Positive Sentiment: Commercial partnerships strengthen the monetization case. Shopify is integrating Shop Pay checkout with Muse, while PayPal is also expected to use the agent. These deals could help Meta capture value from AI-powered commerce and create a platform for outside developers and services. Shopify Brings Shop Pay Checkout Solution to Meta’s Muse AI Agent Positive Sentiment: Analysts raised their targets. Jefferies increased its Meta price target to $875 from $710 and maintained a Buy rating, while Bank of America reaffirmed Buy with an $810 target. Analysts cited Muse’s early adoption and potential to add a new earnings stream. Jefferies Adjusts Price Target on Meta Platforms Positive Sentiment: The core advertising business remains supportive. Meta’s latest reported revenue increased 28% year over year to $60.8 billion, with stronger ad pricing helping offset slower impression growth. Investors are also looking ahead to additional AI announcements at Meta Connect. Neutral Sentiment: Meta continues to expand its AI infrastructure. Its planned Petal subsea cable and reported custom CPU work with Arm could improve long-term computing capacity and efficiency, but these projects require substantial capital and will not produce immediate revenue. Negative Sentiment: Execution and spending concerns remain. Meta’s recent EPS missed consensus despite revenue growth, while rising capital expenditures, debt and weaker cash-flow expectations could limit near-term upside after the stock’s large advance. Negative Sentiment: Amazon’s refusal to allow Muse shopping highlights platform friction. Meta is also testing human contractors to complete some Muse calls, raising questions about reliability, privacy, scalability and the cost of delivering the service. Meta testing a human concierge for Muse Meta Platforms Profile (Free Report)
Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.
Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.
The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.
Featured Stories Five stocks we like better than Meta Platforms Meta’s Muse Highlights Arm’s Growing Role in AI Infrastructure Oura’s $15.6 Billion IPO Is Betting Investors See More Than a Smart Ring AMD Chips Away at NVIDIA’s AI Throne Is the Fed Playing Chess With Rates—Or Just Behind the Curve Again?
Receive News & Ratings for Meta Platforms Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Meta Platforms and related companies with MarketBeat.com's FREE daily email newsletter.
Triumph Capital Management ve 2. čtvrtletí zvýšila podíl v Meta Platforms o 50,6 % na 5 767 akcií v hodnotě 3,249 milionu USD. Meta zároveň oznámila výnosy 60,8 miliardy USD, meziročně o 28 % více.
Triumph Capital Management boosted its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 50.6% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,767 shares of the social networking company’s stock after purchasing an additional 1,938 shares during the period. Triumph Capital Management’s holdings in Meta Platforms were worth $3,249,000 at the end of the most recent quarter.
Several other large investors have also modified their holdings of META. Watchman Group Inc. lifted its stake in Meta Platforms by 0.3% during the first quarter. Watchman Group Inc. now owns 5,091 shares of the social networking company’s stock worth $2,913,000 after purchasing an additional 15 shares in the last quarter. Penney Financial LLC lifted its stake in Meta Platforms by 3.9% in the first quarter. Penney Financial LLC now owns 399 shares of the social networking company’s stock worth $228,000 after acquiring an additional 15 shares during the last quarter. Barnes Pettey Financial Advisors LLC lifted its position in shares of Meta Platforms by 1.0% during the 1st quarter. Barnes Pettey Financial Advisors LLC now owns 1,519 shares of the social networking company’s stock worth $869,000 after purchasing an additional 15 shares during the last quarter. CWS Financial Advisors LLC lifted its holdings in Meta Platforms by 1.7% during the 1st quarter. CWS Financial Advisors LLC now owns 985 shares of the social networking company’s stock worth $564,000 after buying an additional 16 shares during the last quarter. Finally, Tenzing Financial LLC boosted its holdings in Meta Platforms by 1.3% in the second quarter. Tenzing Financial LLC now owns 1,210 shares of the social networking company’s stock valued at $726,000 after purchasing an additional 16 shares in the last quarter. Institutional investors and hedge funds own 79.91% of the company’s stock.
Meta Platforms News Roundup Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: Muse is gaining significant consumer traction. The agent reportedly surpassed ChatGPT’s early mobile download pace and can handle tasks such as shopping, travel bookings, email and financial-related services. Investors increasingly view Muse as a potential new revenue platform rather than simply another AI feature. Wall Street expects Meta’s AI agent to shape into a new revenue engine Positive Sentiment: Commercial partnerships strengthen the monetization case. Shopify is integrating Shop Pay checkout with Muse, while PayPal is also expected to use the agent. These deals could help Meta capture value from AI-powered commerce and create a platform for outside developers and services. Shopify Brings Shop Pay Checkout Solution to Meta’s Muse AI Agent Positive Sentiment: Analysts raised their targets. Jefferies increased its Meta price target to $875 from $710 and maintained a Buy rating, while Bank of America reaffirmed Buy with an $810 target. Analysts cited Muse’s early adoption and potential to add a new earnings stream. Jefferies Adjusts Price Target on Meta Platforms Positive Sentiment: The core advertising business remains supportive. Meta’s latest reported revenue increased 28% year over year to $60.8 billion, with stronger ad pricing helping offset slower impression growth. Investors are also looking ahead to additional AI announcements at Meta Connect. Neutral Sentiment: Meta continues to expand its AI infrastructure. Its planned Petal subsea cable and reported custom CPU work with Arm could improve long-term computing capacity and efficiency, but these projects require substantial capital and will not produce immediate revenue. Negative Sentiment: Execution and spending concerns remain. Meta’s recent EPS missed consensus despite revenue growth, while rising capital expenditures, debt and weaker cash-flow expectations could limit near-term upside after the stock’s large advance. Negative Sentiment: Amazon’s refusal to allow Muse shopping highlights platform friction. Meta is also testing human contractors to complete some Muse calls, raising questions about reliability, privacy, scalability and the cost of delivering the service. Meta testing a human concierge for Muse Meta Platforms Stock Down 0.6% NASDAQ META opened at $736.59 on Wednesday. The business has a 50 day moving average price of $609.53 and a two-hundred day moving average price of $610.57. The company has a quick ratio of 2.23, a current ratio of 2.23 and a debt-to-equity ratio of 0.32. The stock has a market cap of $1.88 trillion, a PE ratio of 27.74, a P/E/G ratio of 1.29 and a beta of 1.25. Meta Platforms, Inc. has a fifty-two week low of $520.26 and a fifty-two week high of $770.60. Meta Platforms (NASDAQ:META – Get Free Report) last announced its quarterly earnings data on Wednesday, July 29th. The social networking company reported $6.18 earnings per share for the quarter, missing the consensus estimate of $7.19 by ($1.01). The firm had revenue of $60.80 billion during the quarter, compared to the consensus estimate of $60.22 billion. Meta Platforms had a net margin of 29.83% and a return on equity of 33.18%. The firm’s quarterly revenue was up 28.0% compared to the same quarter last year. During the same period in the prior year, the firm earned $7.14 earnings per share. As a group, sell-side analysts predict that Meta Platforms, Inc. will post 27.93 EPS for the current fiscal year.
Meta Platforms Announces Dividend The firm also recently announced a quarterly dividend, which will be paid on Monday, September 28th. Investors of record on Monday, September 21st will be given a $0.525 dividend. This represents a $2.10 annualized dividend and a yield of 0.3%. The ex-dividend date is Monday, September 21st. Meta Platforms’s dividend payout ratio (DPR) is currently 7.91%.
Insider Activity In other Meta Platforms news, CFO Susan Li sold 9,196 shares of the business’s stock in a transaction dated Tuesday, August 18th. The shares were sold at an average price of $550.61, for a total transaction of $5,063,409.56. Following the sale, the chief financial officer directly owned 13,186 shares in the company, valued at approximately $7,260,343.46. The trade was a 41.09% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Javier Olivan sold 3,348 shares of the business’s stock in a transaction on Monday, July 6th. The stock was sold at an average price of $600.97, for a total value of $2,012,047.56. Following the completion of the sale, the chief operating officer directly owned 9,498 shares in the company, valued at $5,708,013.06. This represents a 26.06% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 81,758 shares of company stock worth $51,214,020 in the last 90 days. 13.53% of the stock is currently owned by corporate insiders.
Analyst Upgrades and Downgrades A number of research firms recently issued reports on META. TD Cowen dropped their price target on Meta Platforms from $800.00 to $750.00 and set a “buy” rating on the stock in a research note on Thursday, July 30th. Wedbush raised their price objective on shares of Meta Platforms from $595.00 to $650.00 and gave the company a “neutral” rating in a research report on Friday, September 11th. Robert W. Baird decreased their target price on shares of Meta Platforms from $830.00 to $750.00 and set an “outperform” rating on the stock in a research report on Thursday, July 30th. Citizens Jmp reduced their price objective on Meta Platforms from $800.00 to $770.00 and set a “market outperform” rating for the company in a report on Thursday, July 30th. Finally, Wells Fargo & Company increased their price target on shares of Meta Platforms from $640.00 to $796.00 and gave the company an “overweight” rating in a research report on Monday. Four investment analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and nine have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $789.63.
Check Out Our Latest Report on Meta Platforms
Meta Platforms Company Profile (Free Report)
Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.
Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.
The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.
Read More Five stocks we like better than Meta Platforms Meta’s Muse Highlights Arm’s Growing Role in AI Infrastructure Oura’s $15.6 Billion IPO Is Betting Investors See More Than a Smart Ring AMD Chips Away at NVIDIA’s AI Throne Is the Fed Playing Chess With Rates—Or Just Behind the Curve Again? Want to see what other hedge funds are holding META? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Meta Platforms, Inc. (NASDAQ:META – Free Report).
Receive News & Ratings for Meta Platforms Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Meta Platforms and related companies with MarketBeat.com's FREE daily email newsletter.
Susquehanna Fundamental Investments LLC bought a new position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 2,874 shares of the social networking company’s stock, valued at approximately $1,619,000.
Other large investors have also modified their holdings of the company. RHL Group LLC acquired a new position in Meta Platforms during the fourth quarter worth $28,000. Advantage Trust Co acquired a new stake in shares of Meta Platforms in the 2nd quarter worth $28,000. Niles Investment Management LLC purchased a new position in shares of Meta Platforms during the 4th quarter worth $29,000. Philadelphia Investment Partners LLC acquired a new position in shares of Meta Platforms during the 2nd quarter valued at about $32,000. Finally, Axiom Investment Management LLC purchased a new position in Meta Platforms during the first quarter worth about $36,000. Hedge funds and other institutional investors own 79.91% of the company’s stock.
Wall Street Analyst Weigh In A number of analysts have recently issued reports on META shares. Monness Crespi & Hardt cut their price target on shares of Meta Platforms from $890.00 to $730.00 and set a “buy” rating for the company in a report on Thursday, July 30th. TD Cowen lowered their price objective on Meta Platforms from $800.00 to $750.00 and set a “buy” rating for the company in a research report on Thursday, July 30th. Benchmark restated a “hold” rating on shares of Meta Platforms in a research report on Thursday, August 27th. Royal Bank Of Canada reiterated an “outperform” rating and set a $810.00 price target on shares of Meta Platforms in a report on Monday, June 1st. Finally, Sanford C. Bernstein restated an “outperform” rating and issued a $800.00 price objective on shares of Meta Platforms in a report on Thursday, July 30th. Four research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and nine have issued a Hold rating to the stock. According to MarketBeat, Meta Platforms has an average rating of “Moderate Buy” and a consensus target price of $789.63.
Get Our Latest Research Report on Meta Platforms Meta Platforms Trading Down 0.6% NASDAQ:META opened at $736.59 on Wednesday. Meta Platforms, Inc. has a 12-month low of $520.26 and a 12-month high of $770.60. The firm has a market cap of $1.88 trillion, a PE ratio of 27.74, a price-to-earnings-growth ratio of 1.29 and a beta of 1.25. The company has a current ratio of 2.23, a quick ratio of 2.23 and a debt-to-equity ratio of 0.32. The stock has a fifty day moving average price of $609.53 and a 200 day moving average price of $610.57.
Meta Platforms (NASDAQ:META – Get Free Report) last announced its quarterly earnings data on Wednesday, July 29th. The social networking company reported $6.18 EPS for the quarter, missing analysts’ consensus estimates of $7.19 by ($1.01). Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%.The company had revenue of $60.80 billion for the quarter, compared to analyst estimates of $60.22 billion. During the same period in the prior year, the firm posted $7.14 earnings per share. The business’s quarterly revenue was up 28.0% compared to the same quarter last year. Sell-side analysts anticipate that Meta Platforms, Inc. will post 27.93 earnings per share for the current fiscal year.
Meta Platforms Dividend Announcement The company also recently disclosed a quarterly dividend, which will be paid on Monday, September 28th. Stockholders of record on Monday, September 21st will be given a dividend of $0.525 per share. This represents a $2.10 annualized dividend and a dividend yield of 0.3%. The ex-dividend date of this dividend is Monday, September 21st. Meta Platforms’s payout ratio is 7.91%.
Insider Activity In related news, CAO Aaron Anderson sold 3,240 shares of the stock in a transaction on Thursday, September 3rd. The stock was sold at an average price of $618.06, for a total value of $2,002,514.40. Following the transaction, the chief accounting officer owned 6,271 shares of the company’s stock, valued at $3,875,854.26. This represents a 34.07% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Susan Li sold 9,196 shares of the firm’s stock in a transaction on Tuesday, August 18th. The shares were sold at an average price of $550.61, for a total value of $5,063,409.56. Following the completion of the sale, the chief financial officer owned 13,186 shares in the company, valued at approximately $7,260,343.46. This represents a 41.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 81,758 shares of company stock valued at $51,214,020. Insiders own 13.53% of the company’s stock.
Key Meta Platforms News Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: Muse is gaining significant consumer traction. The agent reportedly surpassed ChatGPT’s early mobile download pace and can handle tasks such as shopping, travel bookings, email and financial-related services. Investors increasingly view Muse as a potential new revenue platform rather than simply another AI feature. Wall Street expects Meta’s AI agent to shape into a new revenue engine Positive Sentiment: Commercial partnerships strengthen the monetization case. Shopify is integrating Shop Pay checkout with Muse, while PayPal is also expected to use the agent. These deals could help Meta capture value from AI-powered commerce and create a platform for outside developers and services. Shopify Brings Shop Pay Checkout Solution to Meta’s Muse AI Agent Positive Sentiment: Analysts raised their targets. Jefferies increased its Meta price target to $875 from $710 and maintained a Buy rating, while Bank of America reaffirmed Buy with an $810 target. Analysts cited Muse’s early adoption and potential to add a new earnings stream. Jefferies Adjusts Price Target on Meta Platforms Positive Sentiment: The core advertising business remains supportive. Meta’s latest reported revenue increased 28% year over year to $60.8 billion, with stronger ad pricing helping offset slower impression growth. Investors are also looking ahead to additional AI announcements at Meta Connect. Neutral Sentiment: Meta continues to expand its AI infrastructure. Its planned Petal subsea cable and reported custom CPU work with Arm could improve long-term computing capacity and efficiency, but these projects require substantial capital and will not produce immediate revenue. Negative Sentiment: Execution and spending concerns remain. Meta’s recent EPS missed consensus despite revenue growth, while rising capital expenditures, debt and weaker cash-flow expectations could limit near-term upside after the stock’s large advance. Negative Sentiment: Amazon’s refusal to allow Muse shopping highlights platform friction. Meta is also testing human contractors to complete some Muse calls, raising questions about reliability, privacy, scalability and the cost of delivering the service. Meta testing a human concierge for Muse Meta Platforms Company Profile (Free Report)
Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.
Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.
The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.
See Also Five stocks we like better than Meta Platforms Meta’s Muse Highlights Arm’s Growing Role in AI Infrastructure Oura’s $15.6 Billion IPO Is Betting Investors See More Than a Smart Ring AMD Chips Away at NVIDIA’s AI Throne Is the Fed Playing Chess With Rates—Or Just Behind the Curve Again?
Receive News & Ratings for Meta Platforms Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Meta Platforms and related companies with MarketBeat.com's FREE daily email newsletter.
Meta s agentem Muse předstihla ChatGPT v App Storu a sází na jednoduchý produkt pro běžné uživatele. Firma chce díky své obří uživatelské základně prosadit AI, která „prostě funguje“.
Muse's normie-friendly design is the playbook for how Meta can win at AI
You're currently following this author! Click to unsubscribe from email alerts.
Senior Correspondent covering technology and culture
Mark Zuckerberg, CEO of Meta, dropped hints about Meta's AI agent playbook way back in April. Chris Graythen/Getty Images With Meta's Muse agent shooting to the top of the App Store charts, I'm reminded of something Mark Zuckerberg said earlier this year.
"There's a lot of agents out there," Mark Zuckerberg told investors on an April earnings call. "There aren't that many that I would want to give to my mother."
The Meta CEO said the company was willing to tinker until it had an AI agent "more polished and dialed and easy" than the competition. Something that "just works." Something that would pass his "mother" test.
Nearly a half a year later, that strategy is paying off, with Meta's Muse agent overtaking ChatGPT as the top free AI app.
This is the playbook for how Meta wins at AI — not by having the best frontier models, but by having the most successful consumer app and pushing it out to its billions of existing users.
Alex Schultz talks about Meta Ray-Ban Glasses and its 'big breakthrough' with the SuperBowl
People seem to like Muse! Like, really like it! I've been playing around with it myself, and am pleasantly delighted by some of the tasks I've asked it to do (to be fair, it's also failed a bunch of tasks I asked it to do).
It's debatable whether Muse is the most powerful or "best" agent. Instinct is a similar product that I know one of my colleagues was really enjoying, and it seems to have a growing fanbase. Others have noticed how similar Muse is to OpenClaw, which appeals to more technically proficient users and kicked off the personal AI agent craze.
we built muse from scratch, but it is definitely heavily inspired as a product by openclaw. After I used openclaw in january I bought hundreds of mac minis for the MSL team and lots of us fell in love with using openclaw (and other personal agents). @steipete is a genius and his…
— Nat Friedman (@natfriedman) September 21, 2026 But neither Instinct nor OpenClaw has the sheer power of Meta's massive user base, where it can cross-promote its apps. Nor do they have Meta's knack for creating a normie-friendly, easy-to-use consumer app.
That last part is the key.
Say what you want about Meta, but you have to concede they are very good at making apps so easy to use and popular that your mother (or even grandmother) can — and loves — to use. They make apps that are so easy and compelling to use that their biggest criticism is that their apps are addictive and people — kids, even! — spend too much time using them.
Meta hasn't been winning the AI race in terms of creating the most cutting-edge models, so far. Up until now, they've failed at creating the most popular consumer-facing AI apps. They launched celebrity-voiced chatbots early on (a John Cena one now lives in infamy because it was found to engage in lewd talk with what it was told was an underage user), as well as the ability to create your own character chat on Instagram. Their AI video app, Vibes, was a huge flop compared to OpenAI's Sora 2 at launch.
But finally, Muse is the thing that clicked. It's impressive enough it's won over the tech crowd, but easy enough to use that regular people are playing around with it. The biggest hurdle of an AI agent for normies is figuring out what kinds of things you can ask it to do — and nudging people in the right direction for how to start using a product is something Meta is great at.
It didn't need to be the most bleeding-edge AI; it didn't even need to be the first AI agent app. It just needs to be the easiest to use that gets the job (mostly) done.
As one former Googler summed it up: "User experience matters. Design matters. Making products easy to use matters."
Here's Meta's play right now: Let Anthropic and OpenAI be the ones to worry about AI accidentally killing humanity and all the burdens, regulations, and misery that go along with that. There's little upside in rolling in the muck with the doomers or the accelerationists. Instead, Meta will capture the normies who just want something to help manage their inbox — and all the spoils that come with that.
It's not hard to imagine how Muse could become lucrative for Meta — a company that mainly runs an ad business — as a shopping app. Amazon has already blocked it, but other services like PayPal and Shopify are partnering with Muse, happy to let Muse connect shoppers through their payments.
Meta has the money and political capital to get massive data centers built. They have the ability to aggressively promote their internal apps, like Threads, to their billions of users.
It's the game plan Zuckerberg described to Wall Street back in April, while bemoaning how complicated the AI agent OpenClaw was to install and set up.
"I think if you had something like that, that worked quite a bit better than those systems and was easy enough that people could just get, then I think you go from having something that hundreds of thousands or millions of people are going to use to something that is going to be addressable to billions of people."
And eventually, when you win billions of users, you win the war.
Read next
Katie Notopoulos You're currently following this author! Click to unsubscribe from email alerts.
Katie Notopoulos is a senior correspondent at Business Insider who writes about technology, business, and culture. Previously, Katie was a tech reporter at BuzzFeed News and has written for The Atlantic, The New York Times, Fast Company, and MIT Technology Review.
Meta má na konferenci Connect představit nové chytré brýle bez kamer kvůli rostoucím obavám o soukromí. Současně má ukázat i novou verzi Meta Ray-Ban s kamerou.
Meta Platforms (META.O) is expected to unveil new smart glasses at its annual Connect conference on Wednesday, including a pair without cameras, amid growing privacy concerns about AI devices that can be used to record people without their consent.
The social media giant is the early leader in the race to put AI devices in the hands of customers, with sales of the smart glasses it co-developed with EssilorLuxottica (ESLX.PA) surging last year to more than 7 million. That has given Meta a dominant share of a market where it mainly faces competition from Chinese companies such as RayNeo and Xiaomi (1810.HK).
But the devices' growing popularity has sparked concern globally about their ability to covertly record people, with several UK restaurants, pubs and theaters restricting their use.
The glasses have also drawn lawsuits, including a proposed class action in California alleging Meta misled users about privacy protections and that human annotators training its AI viewed and labeled footage of people's private moments, including changing clothes, after the recordings were uploaded to its servers.
Meta, which contests the allegations and plans to defend itself, is expected to unveil the glasses without cameras in two styles, one called Clubmaster and another named Burbank, according to the Information.
Analysts expect the company to also launch a new version of its Meta Ray-Ban glasses that come with cameras, as well as a thinner and lighter pair of augmented-reality glasses that reports say is code-named Phoenix.
The potential Phoenix launch comes days after Snap unveiled new partnerships and software details about its $2,195 Specs augmented-reality glasses that launch later this year.
Some analysts are, however, doubtful that removing cameras alone could allay the privacy concerns about AI devices that can still record audio. Losing the camera may also blunt demand as capturing photos and video ranks among the devices' most popular features.
"Microphones and audio collection could trigger similar concerns, although likely to a lesser degree," said Linda Sui, founder of Smart Analytics Global, a market research firm.
"More importantly, removing the camera from glasses that also lack a heads-up display will create a product differentiation challenge. Consumers may ask why they need smart glasses rather than Bluetooth earbuds if the primary experience is limited to voice interaction, microphones and speakers."
Evercore ISI udělil společnosti Meta status top tipu a cílovou cenu 860 USD, když sází na růst tržeb o 30 % a asistenta Muse AI. Sám ale čeká, že volný peněžní tok se zlepší až v roce 2028.
Evercore's top analyst just named Meta his number one pick with a bold price target, but his own timeline for free cash flow recovery quietly signals how much has to go right before the bull case actually pays off.
This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.
Evercore ISI’s Mark Mahaney went on CNBC Tuesday morning and planted a flag on Meta Platforms (NASDAQ:META | META Price Prediction), calling the company’s new Muse AI assistant “the best product coming to market” and making Meta his number one pick with an $860 price target. The call landed the morning after one of Meta’s strongest sessions in over a year, with the stock trading around $739.99 intraday and up 34.66% over the past month.
Mahaney’s math is simple. He wants investors to pay 25 times earnings for “an asset that can grow 30%,” drawing a comparable to Google’s re-rating from 15 to 30 times earnings inside 12 months. On the current 2026 consensus EPS of $31.43, that stretch to $860 requires the market to accept a growth-stock multiple on a business that just posted a very different quarter.
Where the Bull Case Meets the Reported Numbers Meta’s Q2 2026 report, filed July 29, 2026, showed revenue of $60.80 billion, up 27.96% year over year, but net income of $15.85 billion, down 13.57%. EPS came in at $6.18, missing the $7.22 consensus by 14.42% and ending a six-quarter beat streak. Operating margin compressed to 31% from 43% a year earlier, weighed down by $2.40 billion in legal charges and $1.18 billion in severance tied to an 8,000-person headcount cut. Shares dropped roughly 10% the day after the earnings report, from $597 to $527 within an hour of the filing. The 8-K exhibit lays out the full damage.
Mahaney’s 30% figure lines up cleanly with the revenue trajectory rather than earnings. Q1 2026 revenue grew 33.1% and Q2 grew 28%, with ad impressions up 14% and average price per ad up 12%. Family of Apps daily active people hit 3.60 billion. That is the top line story feeding the bull case.
Free Cash Flow Problem Mahaney Named Himself The tension in Mahaney’s own thesis is the timeline. He told CNBC that free cash flow “is probably going to turn up in 2028”. Meta’s Q2 free cash flow collapsed to $784 million, down 91.31% year over year, as capex ran $30.12 billion in the quarter, up 82.1%. Full-year 2026 capex guidance was narrowed higher to $130 billion to $145 billion, and full-year expenses were raised to $165 billion to $169 billion. Capex covers Meta’s entire AI infrastructure buildout, including the one gigawatt data center in El Paso, Texas being developed with BlackRock. All of that concrete and silicon has to be powered and cooled by someone, and we profiled seven of the suppliers riding that wave in a free report on the AI infrastructure buildout. Muse is only one product riding on top of that stack.
Muse and the Monetization Menu The product case is real. Since Meta rebuilt its assistant and integrated Muse Spark, the company reported a 60% increase in daily interactions. Business agents are already active with more than 1 million businesses on WhatsApp and Messenger weekly. Mahaney’s monetization framing hits every lever: “Can they put advertising on this? Yes. Subscriptions. Yes. Transaction revenue shares. Yes.” He notes that with 3.6 billion users, “all you need is 1% to sign up for a subscription” to generate roughly $8 billion in revenue.
Reading the Outlier The Street average price target sits at roughly $755, making Mahaney’s $860 an outlier well above consensus. Analyst behavior tells its own story: 2026 EPS consensus has seen 45 downward revisions versus 4 upward in the trailing 30 days. Meta is still down 4.56% over the past year even after this month’s rip. The bull needs Muse to scale before the capex cycle finishes chewing through operating income, which is why 2028 keeps showing up as the punchline. Meta’s investor relations site and the September 23rd Connect event are the next checkpoints to see whether the product velocity Mahaney is buying actually lands.
Contact [email protected] for any questions or corrections.
Meta testuje u asistenta Muse „lidského concierge“, kdy hovory za uživatele obsluhují smluvní pracovníci. Muse má za dva týdny od debutu v USA více než 2,5 milionu stažení.
Meta (META.O) has been testing a “human concierge” for its new personal AI assistant, Muse, which entails having human contractors quietly handle some of the phone calls placed via the digital agent, according to internal company posts seen by Reuters.
The Facebook and Instagram owner told employees about the test last week, shortly after the company publicly launched a phone calling feature for Muse.
Some employees have raised privacy concerns about human agents handling the calls, warning that it could result in sensitive information being shared unintentionally with contractors in call centers, the posts showed.
Asked about the feature, a Meta spokesperson said the response from employees has been "overwhelmingly positive" and that the purpose of the test was to "get feedback so we can implement safety and privacy protections and improve features before we release them publicly."
"We're working with merchants to continue improving this potential calling feature, and will only roll it out when it's ready and with the proper disclosures," said the spokesperson, Daniel Roberts.
MUSE TOPS US DOWNLOAD CHARTS
Meta's Muse agent has topped US app download charts in the two weeks since its debut, with more than 2.5 million downloads, according to data provided by market intelligence firm Sensor Tower.
The centerpiece of CEO Mark Zuckerberg's plan to supply "personal superintelligence" to the billions of people who use Meta's services daily, the AI bot can autonomously perform tasks like sending emails, shopping and booking travel on a person's behalf.
Meta heavily emphasized the AI assistant's safety protections during its launch, telling would-be users that each agent would have its own secure “virtual machine,” or a dedicated computer in the cloud designed to keep people’s sessions isolated, and would keep sensitive information like passwords in separate secure storage.
With the phone calling feature, a Muse user can tell the agent to dial phone numbers for US businesses and talk with people on the other end to handle errands like booking haircuts, checking whether a store has an item in stock and getting quotes from different contractors.
After the call, the agent provides a summary and transcript of how the exchange played out in the Muse app.
Meta began having employees test out, or “dogfood,” the phone calling capability in August and gradually started rolling it out to Muse users in the days after the app’s debut, the internal posts showed.
It enabled the human concierge feature, also referred to as “human agent calls,” for half of Meta’s employees last week, according to the post announcing the feature to employees.
“Muse is now able to hand requests to a trained agent, who places the call and works it through,” the post said.
Employees who did not want to be included could join an opt-out group, according to the post.
Dan Niles říká, že Meta může překonat trh díky novému enterprise API a AI agentovi Muse, které ukazují, že kapitálové výdaje mohou přinášet tržby mimo reklamu.
Meta spent over $130 billion on infrastructure with nothing to show investors beyond ad revenue, until two new products shipped this month and changed the conversation entirely.
This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.
Dan Niles argues that Meta (NASDAQ:META | META Price Prediction) is a re-rating candidate because of two new products. The Niles Investment Management founder pointed to the enterprise API Meta released about two weeks ago and the Muse AI agent that launched roughly a week ago as proof that Meta can monetize capital spending outside advertising.
Meta is up 12.57% year to date but rose 11.43% in a single session on September 21, 2026 to $741.25, and is still down 4.4% over the past year. That combination: a huge single day, a modest year, and a negative twelve months, is exactly the setup for a re-rating candidate rather than a compounder about to accelerate.
What Actually Changed at Meta This Month The Q2 2026 report on July 29, 2026 showed diluted EPS of $6.18, missing expectations of $7.22, breaking a six-quarter beat streak.
Operating margin compressed to 31% from 43% due to $2.40 billion in legal charges and $1.18 billion in severance tied to an 8,000-employee headcount reduction. The Q2 2026 exhibit showed free cash flow of $784 million against capital expenditures of $30.12 billion, up 82.1% year over year.
Meta then shipped the enterprise API and Muse, giving investors two products that show capital spending has customers outside the ad auction. Joe Terranova described the shift as Meta finally “delivering on a tangible product the consumer can actually see”.
Why the Multiple Gap Is a Perception Argument Meta trades at roughly 27 times earnings, with a 30.2% return on equity and an 82% gross margin, while growing revenue 27.96% year over year to $60.8 billion. Those are megacap-quality metrics.
Niles argues investors have discounted Meta because the $130 to $145 billion 2026 capex plan looked like a cost with no external revenue attached. The API and Muse change that narrative without changing the P&L yet.
That capex figure is also why the power, cooling, and networking suppliers behind hyperscaler data centers keep showing up in our free AI infrastructure report (seven picks that aren’t the chipmakers), since Meta’s $130 billion to $145 billion plan lands mostly in their order books.
Performance Chasing Is a Flow Signal Underweight positioning across long-only funds is real, and a stock up 34.89% in a month forces reallocation.
Flows can extend a move, but positioning alone is not a thesis. It explains why the stock moves fast when sentiment flips.
Susan Li disclosed that Advantage Plus advertising solutions reached over $75 billion in annual revenue run rate, and more than 1 million businesses used business agents weekly on WhatsApp and Messenger. These numbers define whether the re-rating sticks.
What Would Break the Case Capex is scheduled to rise faster than external revenue can arrive. If enterprise adoption remains negligible against $165 to $169 billion in 2026 total expense guidance, the re-rating weakens.
Long-term debt reached $83.66 billion to fund the buildout.
Youth-related legal trials could produce more charges like those that compressed Q2 margins. Dan Nathan noted that “these moats are very, very fragile” in consumer AI.
Bull and Bear Case for META Stock The bull case: Meta’s ad engine compounds at double digits on 14% impression growth and 12% price per ad, 3.60 billion daily users anchor the funnel, and the enterprise API plus Muse let the market value capex as a revenue-generating asset rather than a sunk cost.
The bear case: free cash flow collapsed to $784 million while capex intensity nearly doubled, and the re-rating rests on products measured in weeks of shipping history.
External AI revenue decides this. If enterprise API usage, business agents, and compute rental produce a visible run rate by early 2027, the multiple expands. If not, the market gets a slower-growing ad business with a bigger fixed-cost base.
Zuckerberg said, “there will continue to be a significantly higher margin on selling intelligence rather than selling compute directly”. That is the sentence the re-rating is priced against, and it is the one to watch when Meta reports Q3.
Contact [email protected] for any questions or corrections.
Meta s novým AI agentem Muse získává platformu, která má ambici stát se výchozím bodem pro online aktivity. Muse je nejstahovanější bezplatná aplikace a Meta otevřela konektory pro vývojáře.
Meta CEO Mark Zuckerberg Jeff Chiu/AP Meta's new personal AI agent, Muse, gives Mark Zuckerberg another chance to build the kind of technology platform he has chased for years.
Muse jumped to the top of the App Store last week and remained the most downloaded free app on Monday, beating ChatGPT.
If enough people use Muse as their main way to get things done online, developers could flock to the nascent platform, and businesses may have little choice but to engage with it.
Meta surged 11% on Monday, getting the stock within striking distance of a record it hit last summer. Investors appear to be betting the company has found a new way to sit between consumers and the businesses trying to reach them.
This broad idea has been driving Zuckerberg for years.
What are the real-life consequences of AI?
Meta spent tens of billions of dollars trying to build the next major computing platform through virtual reality and, more recently, smart glasses. Part of that ambition came into focus in 2021 when Apple made it harder for Meta to track people across apps and target ads, reminding Zuckerberg how much power platform owners have over companies that depend on them.
Developers invitedMuse offers a different path. Its swift climb up the app charts gives Meta the kind of early consumer momentum that attracts developers.
Last week, the company opened Muse to outside developers through a new connector platform that lets businesses plug their services directly into the AI agent. Those connectors help Muse do useful work on a person's behalf. A travel service can book flights. A calendar app can manage appointments. An email service can send messages.
Developers can create their own Muse connectors and submit them to Meta's agent platform for review. No coincidence: The company describes this in very similar terms to how Apple guards its mobile platform.
"We'll review your connector for functional, security, and legal requirements, and complete end to end testing," Meta wrote on the Muse developer website. "Once approved, users will be able to find your connector in Muse. Editors will review connectors for featured placement."
Adding to the allure for developers: On Monday, Shopify announced support for shopping on Muse through its Shop Pay service, sparking a jump in Shopify stock. Meanwhile, Stripe is providing the payment technology that lets Muse complete purchases across much of the web.
Top of the funnelThe platform strategy is tried and true, but difficult to pull off. If millions of people begin asking Muse to shop, book appointments, compare products, and manage subscriptions, businesses will increasingly want their services available through the agent.
That is how internet platforms become valuable. By controlling the starting point of online activity — the top of the funnel — they can become very powerful and lucrative.
Google Search is one of the most profitable businesses in internet history because it became the starting point for finding information online and taking valuable actions afterward. Apple's App Store became indispensable because developers wanted access to hundreds of millions of iPhone users.
In both cases, businesses adapted because that was where the customers were. Meta hopes Muse can become a similar starting point.
"Being early could be as valuable as being early to the App Store in 2009," tech entrepreneur Greg Isenberg wrote on X. "Every business will need an agent strategy, just like every business needed a mobile strategy."
He thinks Muse connectors could become "the new app listings," with businesses competing for visibility inside AI agents instead of app stores or search results.
In that world, a company's API could become more important than its app because AI agents, not people, would increasingly decide which services to use, he explained.
Amazon blocks, Shopify embracesWhether Meta gets there is far from certain. Amazon has already blocked Muse from parts of its shopping site, showing that some companies may resist handing customer relationships to another tech giant.
That's a stark contrast to Shopify's reaction to Muse. And it shows the potential risk of not engaging with a potential new platform like this.
If millions of users embrace Muse, Amazon could miss out on selling to this large customer base. For instance, Amazon could just as easily block Google Search from its online store, too. But it doesn't because Google is used by billions of consumers to search for products.
"If Instacart embraces agents while Amazon blocks them, the agent will increasingly route demand to Instacart. Customers will be happy, and Amazon will eventually face the dilemma: keep protecting the relationship, or match the better value proposition," Nicolas Bustamante, who works on AI at Microsoft, wrote on X.
Muse also has competitors that could grab this new spot at the top of the funnel. OpenAI, SpaceX, and others are racing to build AI agents that become consumers' default assistants.
Still, Muse may represent Zuckerberg's clearest opportunity yet to build the kind of platform he has been pursuing for years.
If AI agents become the primary way people get things done online, owning a leading agent platform could prove every bit as valuable as owning a mobile operating system or a search engine.
Sign up for the AI Insider newsletter here. Reach out to me via email at [email protected]
Read next
Alistair Barr You're currently following this author! Click to unsubscribe from email alerts.
Alistair Barr is the driving force behind Business Insider's AI Insider franchise, including the AI Insider newsletter. Sign up here. Before that, he was Business Insider's Global Tech Editor and the Big Tech team leader at Bloomberg, following a reporting career at The Wall Street Journal, USA Today, Reuters, and MarketWatch. Alistair covers all things Big Tech, along with startups and venture capital. He writes analysis and columns about topics including AI, cloud computing, data centers, semiconductors, online search, e-commerce, EVs, robotics, and autonomous vehicles.
Meta Mark Zuckerberg AI More Big Tech Amazon Stripe App Store Apple
Muse od Meta se krátce po spuštění dostal na první místo mezi bezplatnými aplikacemi pro iPhone v USA a za zhruba pět dní nasbíral 730 000 stažení. Překonal ChatGPT, Claude i Grok.
Meta's Muse AI personal agent tool has only been out for nearly two weeks, and it's topping the app store charts.
The social media giant's Muse app is currently ahead of popular services like OpenAI's ChatGPT, Polymarket and Kashi on Apple's iOS app store for the category of free smartphone programs in the U.S. as of Monday. It's also ahead of rival AI apps like Anthropic's Claude and SpaceXAI's Grok AI, in addition to the Facebook-parent's own Meta AI app.
The Muse app overtook ChatGPT as the leading iOS free app in the U.S. on Friday, and racked up 730,000 downloads over about five days after it launched on Sep. 8, according to the analytics firm Sensor Tower.
Muse's cumulative downloads topped ChatGPT, Claude and Grok during the same post-launch window, Sensor Tower said. The firm noted that the apps had staggered platform releases split between Apple and Google Play, which would impact their totals.
Meta pitched the app as a way for consumers to manage and direct supercharged digital assistants that can perform a number of tasks across the web, like filling out electronic forms and organizing email inboxes. The app, which is powered by Meta's Muse Spark family of AI models, represents a major push by CEO Mark Zuckerberg into the AI agent market, which the freely available OpenClaw tool helped popularize earlier this year among developers and technology enthusiasts.
"I think up to this point most of the agentic use cases have not really been for normal people," Bernstein analyst Stacy Rasgon told CNBC in a "Squawk on the Street" interview on Monday. "Now you've got Meta's Muse and other agents out there that are starting to maybe get more potential for more broad-based adoption."
Read more CNBC tech newsElon Musk talks up AI safety while fighting regulation in wild week of strange alliancesOpenAI's latest AI revelation is a 'serious situation,' Microsoft's Suleyman tells CNBCAnthropic and OpenAI need truly independent safety evaluators, experts say in public letterAI safety debate meets reality at Dreamforce as business leaders say last year's models are enoughThe buzz around Meta was also reflected in the stock, which surged more than 11% on Monday. Wells Fargo lifted its price target on the company's stock to $796, according to multiple reports.
Although people can use the Muse app for free, Meta is also offering monthly subscriptions that will cost $20 or $100, depending on usage. It's a way for Meta to potentially make money off AI agents that isn't centered on the company's core online advertising business.
But Meta's debut of Muse comes amid broader societal concerns around AI's safety and cybersecurity risks that have rocked the tech industry over the past few weeks. Meta also recently agreed to pay roughly $17 billion to settle with a coalition of state attorneys general that had sued the company for misrepresenting alleged harms to children and teenagers caused by apps like Facebook and Instagram.
It's unclear how long the Muse app will remain a hit, considering that other AI services have experienced similar boom times upon their release but failed to remain blockbusters, such as OpenAI's Sora and Meta's Vibes AI video tool, which helped bolster downloads of the Meta AI app when it was first released last September.
"They care about security, I don't know how much they care about privacy," Rasgon said, referring to whether the personal data-hungry Muse app will sting Meta in the long run.
Late Sunday, GeekWire reported that Amazon had blocked access to its site for the Muse bot, citing privacy and security risks.
"We think it's fairly straightforward that third-party applications that offer to make purchases on behalf of customers from other businesses should operate openly and respect service provider decisions about whether or not to participate," an Amazon spokesperson told GeekWire in a statement.
Shopify, however, is working with Meta on Muse access. Shopify CEO Tobias Lütke announced Monday that the e-commerce site was partnering with Muse to allow agentic checkout in its online stores.
Meta oznámila Petal, transatlantický podmořský kabel pro přenos 1 petabitu za sekundu mezi Francií a USA, který má být v provozu v roce 2029. Firma tvrdí, že zdvojnásobí kapacitu dnešních nejpokročilejších kabelů.
Meta just announced a transatlantic cable project so large it redefines what undersea internet infrastructure can look like, and the company is betting its entire AI future on whether it works.
This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.
1 Petabit Per Second, Across an Ocean Meta (NASDAQ:META | META Price Prediction) has put a number on its AI ambitions that lives outside the income statement. The company unveiled Petal, a transatlantic subsea cable engineered to move 1 petabit per second (1,000 terabits per second) across roughly 7,000 km between France and the United States, with the system expected to enter service in 2029. Meta says Petal will double the capacity of today’s most advanced transoceanic cables while moving more AI traffic with less added power and infrastructure. It is the single largest generational jump in repeatered subsea capacity the industry has seen.
What a Petabit Actually Buys Meta Capacity at this scale is a strategic asset. Petal uses 2-core fiber technology in a 24 fiber-pair system (equivalent to 48 fiber pairs), with ultra-pure synthetic silica and counter-propagating signals to hold crosstalk to nearly nothing inside a standard 125 micrometer fiber. The efficiency piece is the part long-term shareholders should underline: the cable stays within existing power feeding equipment limits rated up to 18 kV, avoiding a costly requalification of the subsea ecosystem. In plain terms, Meta doubled the pipe without doubling the power bill or the deployment complexity. That matters because the company already reports 3.60 billion family daily active people and is routing an expanding share of AI inference and training traffic between U.S. and European data centers. Petal is engineered to carry enough capacity to support roughly 75% of the world’s population streaming music simultaneously. The customer for that pipe is Meta’s own AI stack.
Market Reaction Meta shares are trading at $681.34 as of the September 21, 2026 premarket session, up 5.14% over the past week and 24.78% over the past month. Year to date the stock is up 3.4%, and it remains down 12.4% over the past year. Shares did not show a notable reaction tied specifically to the Petal announcement in available data, but the recent one-month move suggests investors are warming again to Meta’s AI infrastructure narrative.
Bull Case Petal is the physical layer of a story management has been telling all year. CFO Susan Li told analysts on the Q2 call that “the industry has underbuilt historically for the wave of AI adoption, making existing capacity, including our own, extremely valuable”, and that Meta’s “longer-term capacity strategy aims to give us the flexibility to continue growing compute in 2028 and beyond by laying down data center and network foundations to accommodate future server decisions.” A transatlantic petabit cable landing in 2029 is exactly that kind of foundation.
The financial scaffolding is already in place. Meta guided FY2026 capital expenditures (including finance lease payments) to $130 to $145 billion, narrowed from a prior range, on top of FY2025 capex of $72.22 billion. Q2 2026 revenue came in at $60.80 billion, up 27.96% year over year, beating the $60.29 billion consensus, with advertising revenue of $59.36 billion, up 27% and ad impressions up 14% with price per ad up 12%. Return on equity sits at 30.24%, gross margin at 82.00%. CEO Mark Zuckerberg framed it directly: “There is just nowhere near enough compute for all the demand.” Petal is Meta pouring concrete for that demand a full three years ahead.
Bottom Line For retirement-focused holders, the read is straightforward. Meta is spending at a pace that pressures near-term free cash flow ($784 million in Q2 2026, down 91.31% year over year) and has lifted long-term debt to $83.66 billion to fund the buildout. In exchange, it is locking in the transatlantic bandwidth needed to keep 3.6 billion daily users, millions of business agents, and its own frontier models talking to each other efficiently through the next decade. Analysts covering the stock carry a consensus price target of $755.28, with 55 buy or strong buy ratings against 7 holds and zero sells. The next scheduled catalyst in the provided data is the ex-dividend date of September 21, 2026, ahead of the September 28, 2026 dividend payment. Petal will show up in Meta’s cost curve, its AI product velocity, and its ability to serve enterprise compute without renting someone else’s pipe, though not in a quarterly report for years. One petabit is a number worth remembering.
Contact [email protected] for any questions or corrections.
Meta vzrostla v pondělním odpoledním obchodování o 12 % na 747,91 USD, protože investoři reagovali na raný úspěch asistenta Muse a vyšší cílovou cenu od Wells Fargo. Muse se po spuštění 8. září dostal 18. září na 1. místo v americkém App Store a v tomto období zaznamenal více než 730 000 stažení v USA.
Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) shares surged 12% to $747.91 in afternoon trading on Monday, putting the stock on track for a strong daily gain, as investors responded to early traction for its new Muse artificial intelligence (AI) assistant and a higher price target from Wells Fargo.
Meta shares opened at $680.27 on Monday, slightly above their previous close of $665.75, before climbing steadily during the session to an intraday high of $749.49.
Wells Fargo raised its price target for Meta to $796 from $640 and maintained its 'overweight' rating, citing early adoption of Muse and momentum from recent AI model launches.
Muse reached No. 1 on Apple's US App Store on September 18, ten days after its September 8 launch, drawing more than 730,000 US downloads over that period, according to Sensor Tower data cited by Yahoo.
The assistant is designed to perform tasks on behalf of users, including research, completing forms and online shopping, making its early adoption an important test of Meta's strategy to build consumer-facing AI agents.
Meta also announced Petal, a new subsea cable connecting the US and France over about 7,000 km that will deliver 1 petabit per second of capacity, twice that of today's most advanced transoceanic cables.
The system is expected to enter service in 2029.
The cable will use two-core fibre technology to increase capacity without a proportional increase in power or physical infrastructure, and will be built with NEC and Sumitomo Electric Industries, with Orange supporting the French landing.
Meta said subsea cables carry about 99% of intercontinental data traffic, making the project part of its broader investment in infrastructure to support rising demand for connectivity and data, including from AI.
However, Amazon blocked Muse from shopping on its website, saying the agent violated its conditions of use and raising concerns about unauthorized access and transparency, while Meta has disputed some of the retailer's claims.
The dispute highlights a broader challenge for AI agents, which need access to third-party websites and services to complete tasks but could face restrictions from companies that control those platforms.
Meanwhile, Meta Connect, the company's annual developer conference, begins on Wednesday, when investors are expected to focus on Muse usage, new AI models and evidence that the technology can support future revenue growth.
The renewed enthusiasm comes as Meta continues to commit heavily to AI, with investors increasingly looking for evidence that its spending can translate into products and services beyond its core advertising business.
No Investment Advice
Proactive Investors is a publisher of financial news and information. No content in this record, or published on the Proactive Investors website (the "Site"), constitutes a recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable or advisable for any specific person. No content is tailored to any specific person's needs, objectives, or financial situation.
Proactive Investors is not a registered investment adviser or broker-dealer and does not provide personalized investment advice. Nothing in this record constitutes investment advice or a recommendation to buy, hold, or sell any security. None of the information providers or their affiliates will advise you personally concerning the nature, potential, advisability, value, or suitability of any particular security, portfolio, transaction, or investment strategy. Any decision to buy, sell, or hold a security should be made only after consulting an appropriately qualified, licensed financial adviser and reading all relevant offering documentation.
This record, and any record we publish by or on behalf of our clients, should not be construed as an offer or solicitation to buy or sell any product or security. Our content is independent financial journalism, produced in a neutral, objective style with full source attribution.
In accordance with the Federal Trade Commission's guidelines on material connections, Proactive Investors discloses the following: we may receive cash or, in some cases, equity compensation from companies whose news is distributed through our platform. This compensation is for news distribution and media services, not for editorial content or coverage decisions. Where Proactive Investors has a commercial relationship with a company covered in this record, that relationship is disclosed within the article. Any such relationship does not determine, influence, or shape the editorial content produced. Where we receive equity compensation, such securities are held independently by a third-party broker and sold at the broker's discretion.
The Site may contain opinions from time to time regarding securities mentioned in other products, including company-related products, and those opinions may differ from those obtained through another Proactive Investors product. Opinions and commentary reflect the views of the named author at the time of writing and are subject to change without notice.
Price and other data is supplied by sources believed to be reliable. Any calculations are made using such data. Neither the data nor the calculations are guaranteed by those sources, by Proactive Investors, by the information providers, or by any other person or entity, and may not be complete or accurate.
From time to time, reference may be made in our marketing materials to previously published articles or opinions. Such references may be selective, may reference only a portion of an article, and are likely not to be current. As markets change continuously, previously published information and data may not be current and should not be relied upon.
