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Three Wall Street firms raise Meta price targets on Muse AI's growing revenue potential beyond ads

Analyst Insights
25 Sep 2026
24/7 Wall Street
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Bullish
Three Wall Street firms raise Meta price targets on Muse AI's growing revenue potential beyond ads

After Meta's Connect event, three Wall Street firms—Canaccord, Piper Sandler, and TD Cowen—raised their price targets for Meta Platforms, citing strong momentum for Muse AI as a new revenue source beyond advertising. Muse AI has seen over 2.5 million downloads in two weeks and is expanding across multiple devices, with revenue projections reaching up to $27 billion by 2031. Despite a recent earnings miss and some near-term profit concerns, analysts remain optimistic about Meta's long-term AI investments funded by its core business. Investors should watch upcoming earnings for Muse revenue and subscription growth to validate this optimism.

Meta Platforms shares are trading at USD 751.14 on Pluang, down 3.40% in the past day. The stock's market cap stands at $1.98 trillion, with a 52-week high of $777.59 and a low of $525.72. As of Sep 25, 2026 22:32 WIB, the platform shows a typical hold time of 126 days and a dividend yield of 0.27%.

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