Meta Shares Jump 36% in September, Best Month Since 2013

Price Action Product / Tech Analyst Impact 4

โดย Bloomberg·

Summary · why it matters

Meta Platforms Inc. shares have surged 36% in September, putting the Facebook parent on pace for its best month since July 2013 and on the cusp of joining an elite group of companies worth at least $2 trillion. The rally follows the release of Meta's Muse personal AI assistant, which has risen quickly to the top of app charts and quieted concerns that heavy spending on AI won't pay off. The recovery began after Meta agreed late last month to pay as much as $18 billion to settle a social-media lawsuit, removing a major overhang; since Aug. 18, Meta is the third-best performer in the S&P 500 with a 43% gain, a dramatic reversal from less than six weeks ago when the stock was down 18% for the year. Meta has already announced a grocery-selling partnership with Instacart-owner Maplebear Inc. and one with online travel agency Expedia Inc., and at an event on Wednesday it unveiled products analysts praised, including a palm-sized gadget for using Muse and camera-free versions of its smart-glasses lineup. JPMorgan analyst Doug Anmuth raised his rating on the stock to overweight from neutral in a Sept. 10 note, citing meaningful upside potential as Meta is in the early stages of releasing frontier models and AI-driven products beyond advertising, though capital spending is expected to be nearly $140 billion this year, double the roughly $70 billion Meta spent in 2025, and is expected to swell to $197 billion next year and $215 billion in 2028.