Meta Shares Surge 27% in September on Muse AI Launch

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Summary · why it matters

Meta Platforms shares surged approximately 27% in September, closing the month at $725.18 after hitting an intraday 52-week record of $779.82 on Sept. 24, marking the stock's strongest monthly performance in nearly four years. The rally was driven primarily by the Sept. 8 launch of Muse, Meta's personal AI agent, which became the top free app in Apple's U.S. App Store with over 3.4 million downloads in its first few weeks, surpassing ChatGPT. Analysts responded positively, with JPMorgan raising its price target to $920 and Monness Crespi lifting its target to $830, both citing Muse's success. Meta is expanding monetization through subscription tiers priced at $20 and $100 per month, and TD Cowen analysts estimate Muse could reach 1 billion daily active users by 2031 and generate potentially $27 billion in annual revenues. The company also launched its Meta Enterprise Platform in late September to sell software, APIs and AI solutions directly to enterprise clients and developers, while its core advertising business saw revenues rise 27.5% year over year in the second quarter of 2026.

Impact on assets 4

Artificial Intelligence▲ · 2 stocks
Spatial Computing / AR/VR▲ · 1 stocks
Meta Platforms Inc.
META
▲ PositiveCapitalDemandrelevance

Analysts raised Meta price targets (JPMorgan to $920, Monness Crespi to $830) and TD Cowen projected $27B annual Muse revenue.

Digital Finance & Tokenization▲ · 1 stocks
JPMorgan Chase & Co
JPM
▲ PositiveCapitalrelevance

JPMorgan raised its Meta price target to $920 citing Muse's success, a positive analyst valuation event for the bank's research franchise.

Off-coverage companies 1

Monness, Crespi, Hardt & Co.Private▲ Positive
Capitalrelevance

Monness Crespi lifted its Meta price target to $830 citing Muse's success, a positive analyst valuation event.

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