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Meta's stock jumps as new AI agent Muse tops app charts and boosts growth outlook

Company Fundamentals
22 Sep 2026
Seeking Alpha
View Source
Bullish
Meta's stock jumps as new AI agent Muse tops app charts and boosts growth outlook

Meta Platforms unveiled Muse, its personal AI agent, which quickly became the top app on the U.S. App Store and introduced paid subscription tiers. The company reported a 28% year-over-year revenue growth in Q2, strong advertising performance, and $130 billion in trailing twelve months cash from operations despite significant capital expenditures. Muse is seen as a promising new revenue stream that could add nearly $3 to earnings per share, a factor not yet priced into current analyst estimates. The positive momentum and robust cash flow support a bullish outlook on Meta's stock, with potential buying opportunities on any dips following the announcement.

As of Sep 22, 2026 21:02 WIB, Meta Platforms (META) trades at USD 745.48 on Pluang, showing a modest 0.57% gain in the last day. Despite the strong revenue growth and new AI initiatives highlighted in the news, the platform data reveals a predominantly sell-side order activity at 81%. META's market cap stands at $1.89 trillion, underscoring its massive scale in the media sector.

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