META
Wall Street’s latest Meta crush
Cantor Fitzgerald is still in the Meta fan club. Analyst Deepak Mathivanan kept an Overweight rating on Meta Platforms and lifted the price target from $680 to $860, with Muse — Meta’s new personal AI assistant — doing most of the heavy lifting.
The pitch is basically: if people start using Muse the way they use search, chat, or social feeds, Meta could have a whole new business hiding inside the app. That’s a pretty big deal when you remember the company already has the attention economy on speed dial.
Why Muse has analysts buzzing
Mathivanan laid out four reasons the AI assistant could matter:
- Huge market potential: even a narrow view of subscriptions and commerce commissions puts the market above $250 billion; a broader read pushes it past $1 trillion.
- Product combo power: Meta’s model, software harness, and UX are built to make agentic tasks feel less like work and more like magic.
- Near-term economics aren’t terrible: the first version reportedly costs Meta about 25 cents per task, but those costs could fall by more than 80% over 18 to 24 months.
- Compute muscle: Meta’s projected 14GW compute footprint by the end of 2027 makes it look like one of the best-positioned companies in the AI arms race.
Why investors care
This is the kind of note that tells you Wall Street isn’t just pricing Meta as an ad company anymore. It’s pricing in an AI platform that could eventually sell subscriptions, take commerce cuts, and maybe do both without lighting cash on fire.
And the stock was already acting like it got the memo: Meta shares were up 2.53% to $755.20 when the note hit.
Big picture: if Muse works, Meta’s next growth chapter could look a lot less like social media and a lot more like a digital assistant with a credit card attached.