JPMorgan raises Meta target to $920 from $820, says Muse could be the top consumer AI app

Meta META Meta AI and Muse models

JPMorgan analyst Doug Anmuth raised his Meta price target to $920 from $820 and kept an Overweight rating after the Connect event. He said Muse could become the most widely used consumer AI application since ChatGPT, though he called it an early view. The note adds to a run of target increases after Connect, and it makes Muse adoption the bull case that traders are tracking.

Price target raised to $920 from $820; Overweight rating kept
Note published after Meta's Connect conference on Wednesday, September 23
Says Muse could become the most widely used consumer AI app since ChatGPT

META around the story · hourly24 h reaction ▼ 2.96%

Moves this explains

META+5.57%Sep 23 · Meta rose 5.57% on the day JPMorgan raised its price target to $920 from $820, saying Muse could be the top consumer AI app, a day after Meta Connect 2026. The S&P 500 was down 0.17% that day, so the gain is attributed to the analyst target increase.

Source

Dow Jones (via Tiger Brokers)

Sep 24, 2026

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