Meta Stock Jumps 6% on Muse AI Debut — SkimNews
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- Meta stock rallied more than 5% (6.06%) on Wednesday, September 9, 2026, after the company debuted Muse, a standalone consumer AI assistant.
- Mizuho Securities analysts issued an Outperform rating with a $750 price target, calling Muse 'the beginning of a substantial product cycle for Meta that is not priced into shares.'
- KeyBanc Capital Markets maintained an Overweight rating with a $780 price target, writing that 'the market underestimates Meta's AI positioning and product cycle.'
- Mark Zuckerberg promoted Muse's privacy architecture in a video message, highlighting a Secure Credential Store that prevents the assistant from reading passwords or credit cards and requires user confirmation before sensitive actions such as payments or messages.
- Muse is designed to function like messaging another person, available through a dedicated app or directly within WhatsApp, with encryption modeled on WhatsApp's system so that 'even Meta can't see the messages.'
- Meta shares have recovered most of their earlier-year declines, though the stock remains down roughly 1% year to date.
Why it matters: Two major sell-side firms placing $750 and $780 price targets on Meta frame Muse as the start of a fresh AI product cycle that current trading levels don't reflect, and the WhatsApp-native distribution gives Meta a built-in consumer reach that pure-stand-alone chatbot rivals lack. With the stock still down ~1% YTD despite a 6% one-day pop, the analyst consensus is that Wall Street is undercounting this launch.
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