Meta Platforms stock gains 11.43 percent on Muse AI adoption

Published on 09/22/2026 at 14:43 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Meta Platforms stock closed at USD 741.25 on September 21, 2026, after an 11.43 percent gain. Q2 revenue rose 27.96 percent to USD 60.80 billion, while EPS missed consensus.

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Meta Platforms stock (ISIN US30303M1027) closed at USD 741.25 on Nasdaq on September 21, 2026, up 11.43 percent from USD 665.75. The move followed strong early adoption of Meta's Muse personal AI agent ahead of Meta Connect later in September, as The Crypto Basic reported on September 22, 2026.

Analysts raise their targets

The rally also brought fresh target increases. According to GuruFocus on September 22, 2026, Jefferies raised its Meta target from USD 710 to USD 875 and maintained a Buy rating. The USD 165 increase represents a 23.24 percent uplift in the target itself.

Wells Fargo also maintained its Overweight rating and lifted its target from USD 640 to USD 796 on September 21, 2026, according to 247 Wall St. That change amounts to a 24.38 percent increase and puts the target USD 54.75 above the September 21 closing price.

Revenue growth meets a cost problem

Meta's Q2 2026 revenue reached USD 60.80 billion, up 27.96 percent from the prior year, according to 247 Wall St. Diluted EPS was USD 6.18, below the USD 7.22 consensus estimate, while legal charges of USD 2.40 billion and severance costs of USD 1.18 billion contributed to higher expenses.

The figures create a sharper investment debate than the share-price reaction alone suggests: advertising revenue growth is accelerating, but the Q2 earnings shortfall and cost increases provide a measurable counterweight to the Muse narrative. MarketBeat reported on September 21, 2026, that Meta had a consensus rating of Moderate Buy and an average target of USD 792.68, alongside a market capitalization of USD 1.89 trillion.

Stock remains below yearly high

Meta traded between USD 679.60 and USD 753.00 during the September 21 session, with volume of about 48.72 million shares. The closing price was USD 49.55 below the 52-week high of USD 790.80 and USD 220.99 above the 52-week low of USD 520.26, based on the market data reported on September 22, 2026.

At USD 741.25 on Nasdaq as of September 21, 2026, Meta Platforms stock is priced below the latest USD 796 Wells Fargo target and the USD 875 Jefferies target, while the Q2 EPS miss keeps execution and spending central to the valuation discussion.