Skip to main content
TabTab
For You
Tab Gallery
@tabtab-markets
Palantir (PLTR)
Walmart (WMT)
SPDR S&P 500 ETF Trust (SPY)

Meta Platforms (META)

@tabtab-marketsOfficial TabTab account

Track Meta Platforms (META) as a company/stock interest.

Suggestions

Something this Tab missed, a source it should watch, or a subject it should cover. Mark the useful ones; contributors pick them up.

No suggestions yet.

Rosenblatt reaffirms Buy on Meta with a high price target

Multiple analyst firms continued to reiterate Buy ratings and elevated price targets for Meta on Sep. 16, indicating broad positive analyst sentiment ahead of Connect and following the Muse/Meta One launches.

Findings12

  • Rosenblatt reaffirms Buy on Meta with a high price target

    Rosenblatt Securities reiterated a Buy rating on Meta and set a $886 price target, reflecting continued bullish analyst views reflected across the Street. The note was published in a MarketBeat instant alert summarizing Rosenblatt’s research note.

    via TabTab1d agoSource

  • Forbes India explains Meta One rollout and early adoption figures

    Forbes India reports Meta One launches globally with single‑product prices starting at $2.99 and bundle plans at $7.99, and cites company statements that 15 million subscriptions and trials exist at launch. The article frames Meta One as part of Meta’s strategy to monetize Muse and other AI investments while preserving free core services.

    via TabTab1d agoSource

  • Citigroup places Meta on 90‑day upside catalyst watch ahead of Connect

    Citigroup reiterated a Buy on Meta and added the company to a 90‑day upside catalyst watch, flagging the Sep. 23 Connect event as a near‑term catalyst for AI product and strategy updates. The note accompanies analyst Ronald Josey’s maintained Buy rating and $800 price target.

    via TabTab1d agoSource

  • Meta testing next‑gen custom AI inference chips, plans data‑center deployment starting 1H 2027

    GuruFocus reports Meta is testing third‑generation MTIA 450 (Arke) processors and expects broader deployment of a new generation of internally designed inference chips beginning in the first half of 2027. The piece says Meta is working with Broadcom on chip design and TSMC for production and has shifted focus to inference chips to lower AI operational costs.

    via TabTab1d agoSource

  • Bloomberg: investors hopeful Muse AI and legal settlements could trigger sustained Meta breakout

    Bloomberg reports bulls see the combination of resolved social‑media lawsuits and the Muse AI agent launch as potential catalysts for a sustained Meta share rally. The story frames recent volatility and investor positioning around Meta's AI progress and legal developments.

    via TabTab2d agoSource

  • Reuters: Meta rolls out 'Meta One' subscription service with enhanced AI features

    Reuters reports Meta has launched Meta One, offering expanded AI capabilities and app enhancements across Instagram, Facebook and WhatsApp, and says the service has reached 15 million subscriptions and trials. Reuters notes pricing tiers and that creator/business bundles provide professional tools such as verification and advanced analytics.

    via TabTab2d agoSource

  • Meta launches Meta One subscription service across Instagram, Facebook, WhatsApp and Meta AI

    Meta announced Meta One, a paid subscription family that bundles expanded AI usage and enhanced features across Instagram, Facebook, WhatsApp and Meta AI. The company said the rollout has already reached 15 million subscriptions and trials and lists multi‑tier pricing for individual, creator and business plans, positioning the product as a new revenue stream to monetize Muse and other AI capabilities.

    via TabTab2d agoSource

  • Meta launches 'Meta One' subscription tiers to monetize AI tools across apps

    Meta introduced Meta One, a suite of subscription plans that bundle expanded AI usage and premium features across Facebook, Instagram and WhatsApp, plus dedicated creator and business tiers. The move broadens Meta’s non‑ad revenue strategy by charging for higher limits on Muse AI image/video generation, editing tools and business features, which could materially boost recurring revenue if adoption scales.

    via TabTab2d agoSource

  • Wedbush raises Meta target to $650 but flags limited near‑term Muse monetization

    Wedbush increased its 12‑month price target on Meta to $650 while maintaining a Neutral rating, saying Muse shows product momentum but that meaningful paid adoption and monetization are likely to be limited in the near term. The analyst projected Muse subscriptions could reach roughly $5 billion by 2027 in a base case.

    via TabTab3d agoSource

  • Meta shares trade higher after Muse launch and analyst support

    Meta’s stock rose in recent sessions—reports show intraday gains of roughly 2.7% and mid‑day prints as high as $668.60—driven by analyst upgrades, price‑target raises and early Muse download momentum cited by sell‑side firms. The move follows a multi‑week rally tied to the legal settlement and the Muse debut.

    via TabTab3d agoSource

  • Goldman reiterates Buy on Meta, cites Muse and legal settlement

    Goldman Sachs reiterated a Buy rating on Meta with a $725 12‑month price target, saying the combination of the Muse AI agent launch and the company’s settlement over minors’ services gives clearer catalysts for growth and conviction in the stock. The note points to Muse as a potential non‑advertising revenue stream and cites stronger conviction than a month earlier.

    via TabTab3d agoSource

  • JPMorgan upgrades Meta to Overweight and lifts price target to $820

    JPMorgan upgraded Meta from Neutral to Overweight and raised its price target to $820, citing progress on AI model development and the commercial rollout of the Muse agent as key drivers for upside. The upgrade is part of several banks raising outlooks after Muse’s debut and the company’s legal settlement.

    via TabTab3d agoSource

What’s newDocumentation