By Kit Norton

Meta Platforms has seen continued customer momentum for its new consumer artificial-intelligence agent. Wall Street believes this could be just the beginning and that there is more upside for the shares of the Facebook parent over the next three months.

Meta stock gained 1% to $679.74 in premarket trading on Thursday and was on pace to close higher for a fifth consecutive trading session. Shares have risen 10% since Sept. 8, when the company launched Muse, Meta's personal AI agent.

Citi analyst Ronald Josey wrote Thursday that ahead of the company's "Meta Connect" event next week he was adding an "upside 90-day catalyst watch" on Meta stock. He also reiterated a Buy rating and $800 price target on the shares.

Key to this positive catalyst momentum is Muse.

Meta Chief AI Officer Alexandr Wang posted on social-media platform X that Muse is "the biggest consumer AI launch since ChatGPT," adding that Meta's consumer AI agent is "getting more daily U.S. downloads than Threads, WhatsApp, and Facebook."

Write to Kit Norton at kit.norton@barrons.com

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September 17, 2026 07:24 ET (11:24 GMT)