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← Meta Platforms (META) stock news

Meta Platforms (META) Stock News: September 2026

$META · 41 stories in September 2026

September 2026

newest first · direct subject stories only

CorporateSep 30 · 6:38 AM ET

Meta's research tax credits hit $7B in 2026, aided by AI data center classification

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.

bullish 70 · impact 60

BORSA news cover: Meta's research tax credits hit $7B in 2026, aided by AI data center classification

BORSA News Sentiment is a news-derived editorial measure, separate from price action and not investment advice.

News Calendar Reports Stocks Sign in

ProductSep 29 · 9:17 AM ET

Meta launches Muse for Small Business personal AI agent

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.

bullish 65 · impact 30

Meta Muse for Small Business: a small storefront under the protective glow of a large geometric tile being positioned by a hand.

Analyst actionSep 29 · 5:51 AM ET

BofA reiterates Buy on Meta with $810 target, cites Enterprise Platform opportunity

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.

bullish 70 · impact 30

Meta's enterprise platform providing a stable foundation for businesses: a large digital-patterned block supporting a row of office buildings on uneven terrain.

Earningsdeveloping · 7 wiresSep 28 · 3:15 PM ET

Meta Stock Slips 2.5% Premarket After Muse Rally; Competition Risks Eyed

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.

bearish 30 · impact 80

Meta's enterprise AI push: Mark Zuckerberg beside a massive AI foundation block supporting a cluster of office buildings. Identity photo references adapted into illustration: Jeff Sainlar; Social Producer and Editor, Meta (CC BY-SA 4.0; https://creativecommons.org/licenses/by-sa/4.0); source https://commons.wikimedia.org/wiki/File:Mark_Zuckerberg_(2025)_(cropped).jpg

CorporateSep 28 · 1:59 PM ET

Meta starts enterprise AI business selling tools to companies

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.

bullish 70 · impact 70

Meta launches enterprise AI business: professional silhouettes receive glowing geometric nodes from a large open vault.

Corporatedeveloping · 3 wiresSep 28 · 10:30 AM ET

MongoDB CEO Desai leaves for Meta, shares drop 16% premarket

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.

bearish 20 · impact 80

MongoDB stock drops as CEO joins Meta: Mark Zuckerberg holds a glowing cube removed from a tilted database server rack. Identity photo references adapted into illustration: Jeff Sainlar; Social Producer and Editor, Meta (CC BY-SA 4.0; https://creativecommons.org/licenses/by-sa/4.0); source https://commons.wikimedia.org/wiki/File:Mark_Zuckerberg_(2025)_(cropped).jpg

Corporatedeveloping · 8 wiresSep 28 · 9:57 AM ET

MongoDB CEO Desai resigns to join Meta; interim CEO appointed

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

bearish 20 · impact 80

MongoDB CEO transition: a stack of database disks sits in a central office chair as one set of hands takes hold and another departs.

SectorSep 28 · 9:17 AM ET

AI Stocks Shift From Hardware To Software In Q3; Nvidia, Meta Gain

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%.

neutral 50 · impact 40

AI stocks shifting from hardware to software: a grounded server chassis with digital interface tiles rising from its core into the air.

Corporatedeveloping · 8 wiresSep 28 · 9:10 AM ET

Meta launches enterprise AI unit, hires former MongoDB CEO to lead it

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.

bullish 70 · impact 70

Meta's enterprise AI expansion: Mark Zuckerberg beside a heavy industrial steel girder being hoisted into place. Identity photo references adapted into illustration: Jeff Sainlar; Social Producer and Editor, Meta (CC BY-SA 4.0; https://creativecommons.org/licenses/by-sa/4.0); source https://commons.wikimedia.org/wiki/File:Mark_Zuckerberg_(2025)_(cropped).jpg

EarningsSep 28 · 7:37 AM ET

Intel, Meta, Oracle fall premarket; chip stocks lead declines

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.

bearish 35 · impact 30

Chip stocks under pressure: a large silicon wafer with etched microchips partially obscured by a heavy shadow as edge pieces slide downward.

Earningsdeveloping · 2 wiresSep 26 · 11:58 AM ET

Videogame stocks dip after Meta unveils AI game-building tools

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.

bearish 35 · impact 40

Video game stocks facing Meta's AI tools: a solid handheld gaming console remains intact behind a translucent digital mesh curtain.

EarningsSep 25 · 3:43 PM ET

Meta's Muse AI and Plaid announce partnership

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

bullish 65 · impact 30

SectorSep 25 · 1:28 PM ET

OpenAI and Anthropic Launch New Models, but Meta's Muse Leads Consumer AI Race

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.

bullish 65 · impact 40

Earningsdeveloping · 3 wiresSep 25 · 1:14 PM ET

Meta stock surges on Muse AI hype, analysts raise price targets above $800

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.

bullish 80 · impact 60

Meta stock testing a key resistance level: a digital tile being lifted by a beam of light to clear a heavy stone barrier.

EarningsSep 25 · 12:43 PM ET

Instacart partners with Meta's Muse AI agent for grocery ordering

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.

neutral 50 · impact 20

EarningsSep 25 · 11:36 AM ET

Meta shares gain 2% as Muse AI agent momentum persists ahead of 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.

bullish 70 · impact 40

Earningsdeveloping · 2 wiresSep 25 · 8:44 AM ET

Meta's Muse AI Agent Drives Stock Rally, Sparks Market Shifts

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.

bullish 75 · impact 75

An editorial illustration showing a pair of smart glasses with a vertical stack of tiles rising from the lens to represent growth.

EarningsSep 25 · 6:58 AM ET

Muse Charm AI gadget likely to flop, but Meta's ad business insulates stock

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.

neutral 50 · impact 20

Productdeveloping · 23 wiresSep 25 · 6:07 AM ET

Meta unveils Muse AI agent, smart glasses lineup with retail partnerships

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

bullish 80 · impact 80

CorporateSep 24 · 1:28 PM ET

Meta market cap back above SpaceX

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.

neutral 50 · impact 20

CorporateSep 24 · 12:42 PM ET

Dolby and Meta Expand Dolby Atmos and Dolby Vision Across Meta's Ecosystem

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.

bullish 65 · impact 30

Earnings3 wiresSep 24 · 10:12 AM ET

Meta shares hit 52-week high, up 3%

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.

bullish 65 · impact 40

Earningsdeveloping · 4 wiresSep 23 · 8:47 PM ET

Meta unveils Muse Charm AI keychain device, shipping in December

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.

bullish 65 · impact 45

Earningsdeveloping · 6 wiresSep 23 · 8:36 PM ET

Meta unveils VR glasses headset for $1,299, shipping spring 2027

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.

bullish 80 · impact 60

Earningsdeveloping · 2 wiresSep 22 · 3:50 PM ET

Meta announces Muse AI partnerships with PayPal and Expedia

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.

neutral 50 · impact 50

An editorial illustration showing a digital interface tile where a shopping bag is joined by a miniature airplane, representing the expansion of an AI agent into travel booking.

Corporatedeveloping · 8 wiresSep 21 · 8:22 PM ET

Amazon blocks Meta's AI agent Muse; Shopify signs partnership

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.

neutral 50 · impact 70

An editorial illustration showing robotic hands being blocked by a solid black bar as they reach for a sealed shipping box.

Earningsdeveloping · 4 wiresSep 21 · 1:56 PM ET

Meta shares surge over 10%, top $700 for first time since Feb 2026

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.

bullish 85 · impact 70

Corporatedeveloping · 2 wiresSep 21 · 8:23 AM ET

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

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

bullish 65 · impact 30

An editorial illustration showing a cross-section of a massive transatlantic fiber-optic cable on the ocean floor, its multiple inner cores glowing with accent colors as it extends into the deep sea.

Analyst actionSep 21 · 6:45 AM ET

Wells Fargo lifts Meta price target to $796, keeps Overweight rating

Wells Fargo lifts Meta price target to $796, keeps Overweight rating.

bullish 65 · impact 30

An editorial illustration showing a hand stacking geometric tiles on a pedestal to represent a price target increase.

Productdeveloping · 3 wiresSep 18 · 7:48 PM ET

Meta's Muse AI app reaches #1 on US App Store, expands to Canada

Meta's new AI app Muse is the top free app on the US Apple App Store and is now available in Canada.

bullish 70 · impact 40

An illustration of a single app icon sitting at the top of a large pyramid of other icons to represent a number one ranking.

Earningsdeveloping · 2 wiresSep 17 · 12:21 PM ET

BofA: Meta could save $8.5B using own AI chips in 2027

BofA estimates Meta could save ~$8.5B in 2027 by using custom AI chips (MTIA 450/500) developed with Broadcom, targeting >1 GW capacity.

bullish 70 · impact 60

A large AI chip on a heavy balance scale outweighs and lifts several stacks of currency, representing significant cost savings.

Analyst actionSep 16 · 7:49 AM ET

Citi reiterates Buy on Meta, keeps $800 price target ahead of Meta Connect

Citi reiterates Buy on Meta, keeps $800 price target ahead of Meta Connect.

bullish 70 · impact 40

A pair of high-tech glasses on a pedestal with complex AI structures growing out of the lenses.

Corporatedeveloping · 3 wiresSep 15 · 9:38 PM ET

Zuckerberg opposes coordinated AI pause,: meta delayed Muse for safety

Meta CEO Mark Zuckerberg said each AI lab should self-regulate on safety, and that alignment will become a competitive advantage. He noted Meta delayed its Muse AI agent for months without asking others to pause.

neutral 50 · impact 40

Productdeveloping · 2 wiresSep 15 · 11:15 AM ET

Meta launches Meta One subscription bundling AI tools across Instagram, Facebook, WhatsApp

Meta launches Meta One subscription bundling AI tools across Instagram, Facebook, WhatsApp.

bullish 65 · impact 40

A single thick black band tightly binds a vertical stack of four blank tiles into a unified bundle.

Productdeveloping · 6 wiresSep 15 · 10:09 AM ET

Meta plans 2027 rollout for new in-house AI chips, Astrid and Arke

Meta will deploy its next-generation Astrid AI chip by the end of 2027 and its Arke chip in the first half of 2027. Meta says the chips will deliver better performance per watt and per dollar than current Nvidia systems, reducing AI model costs.

bullish 70 · impact 50

A large semiconductor chip is partially revealed behind a heavy curtain, resting on a stone base.

Analyst actiondeveloping · 3 wiresSep 10 · 6:15 AM ET

JPMorgan upgrades Meta to Overweight, lifts price target to $820 from $640

JPMorgan upgraded Meta to Overweight and raised its price target to $820 from $640. The bank sees AI-driven revenue streams beyond advertising—including Muse, Model API, and Business Agents—as new growth drivers. It also expects further upside from AI-powered recommendations, engagement, and ad targeting. The upcoming Watermelon model is cited as a meaningful intelligence step, with future models already scaling on Meta's Prometheus cluster.

bullish 75 · impact 60

Earningsdeveloping · 3 wiresSep 9 · 4:03 PM ET

Meta shares up more than 5% in premarket trading

Meta shares rose more than 5% in premarket trading. The move follows yesterday's launch of Muse, Meta's personal AI agent, which is available in the US with free and paid tiers. No new catalyst was cited in the post.

bullish 70 · impact 70

Earningsdeveloping · 9 wiresSep 9 · 8:02 AM ET

Meta launches Muse personal AI agent with free and paid tiers

Meta rolled out Muse, a personal AI assistant, in the US on Tuesday. It runs in a secure cloud environment, can take actions across apps, and remembers user preferences. Free and paid tiers are available. Muse reached #4 on the App Store within 24 hours, and early usage exceeded projections by 10x.

bullish 80 · impact 65

A conceptual illustration of a large hand and mechanical arms organizing a field of geometric tiles on ivory paper.

CorporateSep 4 · 11:07 AM ET

Meta Connect set for September 23, 2026

Meta's annual Connect developer conference is scheduled for September 23, 2026.

neutral 50 · impact 30

Corporatedeveloping · 4 wiresSep 2 · 4:05 PM ET

Meta rolls out Muse Spark 1.3,: biggest coding/agentic jump yet

Meta released Muse Spark 1.3, its latest AI model, available in Muse Code and the API. CEO Zuckerberg called it the biggest coding/agentic jump yet, matching GPT-5.6 Sol on Terminal-Bench 2.1.

bullish 70 · impact 40

ProductSep 1 · 1:37 PM ET

Meta CEO Zuckerberg announces Muse Voice Transcribe real-time audio model

Meta CEO Mark Zuckerberg announced the launch of Muse Voice Transcribe, described as the company's first real-time audio perception model. The model handles speech-to-text, speaker diarization, and endpointing natively in a single model, and is claimed to be state-of-the-art in streaming speech-to-text. The rollout begins today.

neutral 50 · impact 20

More Meta Platforms coverage$META

Latest META stock news · October 2026 · August 2026

BORSA News Sentiment is a news-derived editorial measure, separate from price action and not investment advice.