Meta's stock has seen sharp moves around the week of September 7, 2026, driven primarily by the early September rollout of its Muse AI agent, which performs autonomous tasks such as sending emails and processing payments, alongside subscription tiers at $20 and $100 monthly. The agent quickly reached the top three in the U.S. app store, while the Muse Spark 1.3 model demonstrated competitive capabilities in coding and agentic workflows. On September 10, JPMorgan upgraded the shares to Overweight with an $820 price target, citing frontier AI progress and new monetization paths beyond advertising, prompting a 6.55% single-day gain to $653.69 on September 9 before partial retracement. Analyst consensus remains strongly bullish with 12-month targets near $755–$820, and a new quarterly dividend was declared the same day. These AI developments and upgrades have shaped near-term trader sentiment amid Meta's heavy infrastructure spending.