Bank of America reiterated its 'buy' rating and $810 price target on Meta after the company launched two new AI models, Muse Wonder and Muse Wonder Full, which it sees as progress from Meta Superintelligence Labs, formed 16 months ago. Meta shares rose about 6% over the two days after the launch, while the S&P 500 was broadly flat. Benchmarks from Artificial Analysis placed Muse Wonder Full's intelligence score at 56, in line with leading rival models scoring 53 to 58. The bank expects the models could support revenue from enterprise contracts, API access and cloud partnerships, and reduce reliance on third-party AI. It also flagged risks including slower Muse adoption, competing AI agents from Google, and concerns about rising capital expenditure in 2027.
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Related tickers and likely impact
META
▲ Likely positiveMeta Platforms
Relevance: high
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $1.9T |
| Close on 10/13/2026 | 762.50 |
| Change that session | +2.63% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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