Meta’s stock has surged sharply into September 24 on momentum from the Connect 2026 event, where CEO Mark Zuckerberg detailed expanded capabilities for the Muse personal AI agent—including voice integration with smart glasses, shopping partnerships with major retailers, and a planned wearable pendant—alongside new camera-free Ray-Ban Meta styles and $1,299 VR glasses slated for spring. Analysts from JPMorgan, KeyBanc, Cantor Fitzgerald and others have lifted price targets as high as $995, citing rapid Muse adoption (hundreds of thousands of daily downloads) and multiple paths to monetization beyond advertising. This follows strong Q2 ad revenue growth of 28% and an August youth-safety settlement that eased regulatory pressure, though elevated 2026 capex guidance of $130–145 billion continues to weigh on free cash flow. Trader sentiment reflects optimism that consumer AI execution can sustain the recent 30%+ monthly gains near all-time highs.