Meta Platforms (META) Stock News

Truist Securities increased its price target for Meta Platforms from $763.00 to $1000.00 per share.

Rosenblatt maintained its price target for Meta Platforms at $886.00 per share.

The Dow Jones Industrial Average rose 0.4% Monday for a third straight gain, while the Nasdaq composite fell 0.4% as memory-chip stocks slumped on competition from China's ChangXin Memory Technologies. Micron Technology dropped nearly 4%. Lumentum tumbled 11% after Friday's all-time high. Meta Platforms rose 3.4% on its new Muse AI model. Oil prices climbed 1.5% on Middle East supply concerns, lifting energy stocks. Salesforce gained 2% on a BofA upgrade. The S&P 500 edged down 0.1%.

Meta launches Muse Wonder, its most capable AI model, claiming frontier-level performance in coding, finance, law.

Meta launched Muse Wonder, claiming it beats OpenAI and Anthropic on benchmarks. Improved memory, reasoning, and domain expertise. Available on $20 and $100 tiers. Muse has nearly 9M downloads but slowing growth and retention issues. Model will power personal AI agents.

Cantor Fitzgerald lowered its price target for Meta Platforms from $860.00 to $840.00.

Barron's argues the math for making Meta's Muse AI agent profitable doesn't add up. Free-tier token allocations far exceed Meta's average revenue per user, and privacy constraints limit ad targeting. Paid tiers offer even larger subsidies. The analysis questions how Meta can bridge the gap given its $145B AI capex and declining margins.

Meta confirmed it banned advertisements from ByteDance, the former owner of TikTok, on its US platforms.

TD Cowen has maintained its price target for Meta Platforms at $865.00 per share.

Wells Fargo analyst Ken Gawrelski raised Meta's price target to $1,000 but warned 2027 will be a trough year due to AI costs and modest Muse revenue. He expects a large AI payoff starting in 2028.

Meta classified parts of its AI data center buildout as experimental pilot models to claim research tax credits on equipment including AI chips. Total research tax credits: $700M in 2023, $2B in 2024, $3.9B in 2025, and roughly $7B in 2026. The credits cover R&D labor and equipment costs. Meta's filings note the IRS could challenge these positions.

Meta announced Muse for Small Business, a new personal AI agent. The company called it one of its most important products for the era of personal superintelligence.

BofA reiterated a Buy on Meta (META) with an $810 price target. The analyst believes Meta's new Enterprise Platform could create a more durable, less macro-sensitive revenue stream by selling AI models, agents, APIs, and coding tools directly to businesses.

Meta stock down 2.5% premarket. Still up 30% this month on Muse AI. Analyst warns of competition from Google, Apple, and startups. Stock near record high.

Meta is starting a new business focused on selling artificial-intelligence tools to enterprise customers, as previously reported. The unit will be led by former MongoDB CEO CJ Desai.

MongoDB CEO Chirantan Desai is leaving to join Meta Platforms as head of its new Meta Enterprise Platform Unit. MDB shares fell more than 16% in premarket trading. Former CEO Dev Ittycheria returns as interim CEO. MongoDB reaffirmed its guidance.

MongoDB CEO Desai resigns to join Meta; interim CEO appointed.

Meta is launching Meta Enterprise Platform, a new business unit selling AI tools to companies. Former MongoDB CEO CJ Desai will lead the unit, reporting to Mark Zuckerberg. The move aims to monetize Meta's $100B+ AI infrastructure investment.

IBD's Q3 scorecard shows a rotation from AI infrastructure into enterprise software. Nvidia rose 12% on Vera Rubin anticipation. Meta gained 33% on Muse. Microsoft added 38% after Copilot revamp. Broadcom fell 6% on margin concerns. Ciena dropped 27%.

Chip stocks Intel, Nvidia, and Micron fell premarket and were the most actively traded shares. Meta slipped about 3% after recent gains from its Muse AI agent. Oracle extended losses from last week after cracks emerged in a debt-fueled data-center project in New Mexico. UK housebuilders Persimmon and Taylor Wimpey surged after the UK government announced a first-time buyer program.

Meta's Muse AI and Plaid have announced a partnership. Plaid enables users to connect stock apps and bank accounts to applications.

Meta stock rose 13% this week on Muse AI hype, but remains range-bound below $800. Multiple analysts raised price targets to $820-$995, citing Muse's subscription and commerce potential. The $800 level is a key breakout test.

Meta's new AI agent Muse reached 700,000 US daily users in its first month. The app, launched Sept. 8, is free with paid tiers. Meta stock rose 30% in a month. Partnerships include Shopify, Expedia, Instacart. Amazon blocked purchases. Analysts see it as a consumer AI catalyst.

Meta's new Horizon AI tools can generate mobile games from text prompts, spooking videogame investors. Take-Two fell 1.6%, Unity dropped 6.1%, and Roblox edged down 0.3%. Analysts caution the threat is likely years away.

A claim circulated Thursday that Meta Platforms' market capitalization has overtaken SpaceX's. Meta shares have risen in recent sessions on product unveilings and AI momentum.

Meta shares were reported up 3% and trading at a 52-week high. The move follows the company's Connect event and an analyst upgrade earlier today. No official price data has been confirmed.

Meta launched Muse AI agent, new smart glasses models, and retail partnerships at Connect. Monetization via transaction fees, but Amazon blocked purchases.

Barron's analysis argues Meta's new Muse Charm AI keychain gadget faces long odds given the track record of similar wearables like the Humane AI Pin, but Meta's massive advertising revenue and 3.6 billion daily active users mean a hardware flop would not materially hurt the stock. The device ships in December; no pricing has been announced. Meta's CTO called it an 'exploration' product.

Meta Platforms unveiled the Muse Charm, a palm-sized 5G AI gadget designed to attach to a keychain. The device runs the company's Muse AI agent and is scheduled to ship in December, ahead of the holiday season.

Meta announced it has created a full VR headset in a glasses form factor. The device starts at $1,299, weighs about 100g with an external battery and compute pack, ships in spring 2027. It features a 5K display, full-color passthrough, Snapdragon chip, 3-hour battery, Dolby Vision/Atmos, and IMAX Enhanced certification. Hand and eye tracking, virtual keyboard, Quest library with controllers, Xbox Cloud Gaming, Disney+ Immersive Cinema, and hologram calls on WhatsApp and Zoom are included. Meta says hardware is on track to be sold without a loss.

Meta AI glasses are the first consumer device to capture Dolby Atmos audio. Instagram gets Dolby Atmos. A new VR device next year will support both Dolby Atmos and Dolby Vision. Announced at Meta Connect.

Meta stock up 2% on Wednesday, adding to Monday's 11% pop, despite Nasdaq falling 1%. Company set to announce more about Muse AI agent at Meta Connect. Muse app reached No.1 in App Store. Stock closed Monday at highest since October.

Instacart (Maplebear) will connect its grocery ordering system to Meta's Muse AI agent. Users can chat with Muse and place orders without leaving the app. Maplebear stock fell 2.1% to $43.38; Meta rose 1%. The company also announced partnerships with Airbnb and GoPuff. Instacart has previous AI integrations with OpenAI, Anthropic, and Alphabet.

OpenAI and Anthropic released lower-cost AI models. The launches were overshadowed by Meta's Muse consumer agent. Anthropic's IPO is reportedly delayed to November. OpenAI may launch its own personal assistant. The AI race has shifted to consumer agents.

Meta has reportedly announced partnerships with PayPal and Expedia for its Muse AI Agent, giving the agent access to both platforms. No official confirmation or details have been provided.

Amazon has blocked Meta's Muse AI agent from its retail site. Shopify has partnered with Muse to enable AI-powered checkout on all Shopify stores.

META jumped more than 10% on Monday, crossing $700 and adding roughly $190 billion in market cap. The move is the stock's largest single-day gain since July 2025.

Meta unveils first petabit-scale transatlantic subsea cable between US and France.