Morgan Stanley reiterated its Overweight rating and raised its META price target to $820 from $775, according to CNBC, but flagged that Muse's daily active users are not growing as fast as its downloads. Muse is still drawing about 300,000 new U.S. downloads per day, while 14-day retention is around 20%. In fiscal Q2, Meta's revenue rose 28% year over year to $60.8 billion and its operating margin narrowed to 31% from 43%, with Q3 revenue guidance of $61 billion to $64 billion and full-year capex of $130 billion to $145 billion. META shares are up over 8% so far this year, trailing the roughly 12% gain in VTI and 18% in QQQ, while retail sentiment on Stocktwits remains bearish. Meta reports third-quarter results after the closing bell on Wednesday.
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Related tickers and likely impact
META
▲ Likely positiveMeta Platforms
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $1.9T |
| Close on 10/16/2026 | 709.34 |
| Change that session | -3.72% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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