Six major Wall Street trading desks have raised their price targets on Meta in the past week, with the new ranges landing between $830 and $920 per share. Every one of the increases points to the same catalyst: Muse, the company's AI agent, which the desks are treating as a product that defines the narrative around the stock. Meta was trading at $720.74 at the time of the reports, leaving room between the current price and even the lowest of the new targets.
The analyst notes all point to one product
The unusual part isn't that banks moved their numbers higher. It's that they moved them in the same direction for the same stated reason. Each of the six desks tied its revised target to Muse, framing the AI agent as the piece of the business that now shapes how investors should value the company. That kind of single-product consensus is rare among sell-side desks, which usually split their rationales between ad revenue, user growth, and cost discipline.
None of the desks provided public quotes or detailed modeling in the facts reviewed. What's clear is that Muse has become the shorthand they're using to justify targets well above the current share price.
Why the Muse agent is carrying so much weight
Meta's stock has long been anchored to its advertising machine. The shift here is that the desks are no longer writing about Muse as a feature tucked inside an existing app. They're treating it as the thing that could change what Meta is. That framing matters because price targets are supposed to reflect what a company will earn, not just what it's building. When six desks independently hang their numbers on the same unproven product, they're making a bet that the agent becomes a revenue center rather than a cost line.
The gap between $720.74 and the new target range is roughly 15% to 28%. That's not a modest tweak. It's the kind of move desks make when they think the market is mispricing something specific.
What the desks didn't say
There's no information in the reports about Muse's user numbers, monetization plans, or launch timeline. The desks raised targets without any of that being public. That leaves the stock exposed to the same product risk that any AI agent carries: it has to ship, and people have to pay for it. The targets assume both happen.
Meta itself hasn't commented on the target changes or on Muse's commercial roadmap, based on the facts available.
Where the stock goes from here
Meta's next earnings report is the first real test of whether the Muse narrative holds up against numbers. Until then, the $830-to-$920 range is a sell-side projection, not a market verdict. The stock at $720.74 is a market verdict. The distance between the two is the size of the bet Wall Street is making on an AI agent that hasn't yet shown what it earns.
