Meta's stock has surged more than 35% in September 2026 on strong early traction for its newly launched Muse personal AI agent, which quickly topped app store charts with hundreds of thousands of daily downloads and prompted multiple Wall Street firms to raise price targets above $900. The rally accelerated after Meta's Connect event showcased expanded Muse features, smart glasses integrations, and retail partnerships, shifting perceptions from AI cost concerns to revenue potential in agentic applications. Following profit-taking that trimmed gains on September 25, with shares near $758, the September 28 close will hinge on whether momentum holds or broader market sentiment triggers further consolidation ahead of the next catalysts.