META
Meta Platforms, Inc.
September 21, 2026 · market open
- Rarity
- 1.87
- Peak move
- +13.14%
- Float cap
- $1.45T
Meta Platforms develops social technologies including its Family of Apps – Facebook, Instagram, Messenger, and WhatsApp – that let people connect and share across devices. Its primary revenue source is selling advertising placements on these platforms to marketers. The company also invests in immersive technologies through Reality Labs, producing VR devices like Meta Quest and AI glasses.
Where do you see this going?
no votes yetVoting closed at 4:00 PM ET.
What we found
17 events · 1 from SEC or newswire · 0 timed with the move- Key event
customer_lossAmazon blocked Meta's Muse AI agent from shopping on Amazon.com on behalf of users, showing a popup that continued access by an unauthorized AI agent violates Amazon's Conditions of Use, citing Meta's failure to notify it and privacy and credential-capture concerns.
- Key event
analyst_ratingWells Fargo raised its Meta price target to $796 from $640 while keeping an Overweight rating, citing recent model launches and early Muse traction ahead of Meta Connect, and cut its 2026 operating profit estimate by 12% on a $10 billion legal charge expected in Q3 2026.
operational_disruptionFacebook and Instagram suffered a brief U.S. outage around September 20-21, 2026, peaking at more than 17,000 Downdetector reports for Facebook and over 5,000 for Instagram before largely recovering; Meta did not publicly comment.
- Key event
debt_financingCleanSpark priced $2.28 billion of five-year senior secured notes due 2031 at 98.5 cents on the dollar for an 8.25% yield, over four times oversubscribed, to fund a Sandersville, Georgia data center fully leased to Meta subsidiary Anviran LLC under a $6.6 billion 20-year contract.
product_launchMeta unveiled Muse, a personal AI agent that plans trips, negotiates bills and shops online, running on its Muse Spark model and rolling out in the US on iOS, Android and web, with payment via Stripe's Link.
regulatory_actionMeta's Oversight Board ordered the company to remove two AI-generated deepfake videos targeting a Scottish Labour councillor and a Muslim health-education activist, calling Meta's deepfake protections 'consistently and profoundly inadequate' and issuing nine policy recommendations with a 60-day deadline.
regulatory_actionThe Philippine House of Representatives summoned Meta CEO Mark Zuckerberg to a hearing with the Department of Information and Communications Technology on social media safety, covering child protection, illegal online gambling, cyberbullying and addiction, with DICT saying Meta lags in protecting children.
operating_metricsAppfigures data reported by TechCrunch showed Instagram daily global subscription revenue averaged $1.2 million in the week of September 9, up 475% week-over-week, while Facebook subscription revenue rose 143% to $528,000/day, following Meta One's launch.
insider_saleMeta Platforms Chief Product Officer Christopher K. Cox sold 20,000 shares on September 15, 2026 at $675.23 per share for about $13.5 million, per an SEC filing.
analyst_ratingBofA Securities maintained or reiterated a Buy rating and $810 price target on Meta Platforms, citing plans to deploy third-generation MTIA 'Arke' (MTIA 450) chips in H1 2027 and 'Astrid' (MTIA 500) from late 2027 co-developed with Broadcom, and over 1 GW of custom AI chip capacity in the next 12 months potentially saving about $8.5 billion.
product_launchThe Information reported Meta is developing camera-free smart glasses code-named Luna, with six microphones, a side button for Meta AI and the Muse agent, and two styles (Clubmaster and Burbank), possibly unveiled at Meta Connect on Sept 23-24 with October shipments.
product_launchMeta launched 'Meta One', a bundled subscription offering expanded AI usage across Facebook, Instagram and WhatsApp, with Core at $7.99/month, Premium at $19.99/month, and creator/business tiers from $14.99 to $499/month; Appfigures showed Instagram daily subscription revenue up 475% to $1.2 million in the week of Sept 9.
major_contractCleanSpark revealed Meta Platforms as the tenant of its 175-megawatt Sandersville, Georgia data center, leased under a 20-year contract expected to bring about $6.6 billion in contracted revenue, with rent starting November 2027 and Meta subsidiary Anviran LLC as lessee.
analyst_ratingCiti analyst Ronald Josey opened or added an upside 90-day catalyst watch on Meta Platforms ahead of the Sept 23-24 Meta Connect event, reiterating a Buy rating and $800 price target, citing Muse app downloads exceeding Instagram and Facebook and the planned 'Watermelon' frontier model.
executive_remarkMeta Chief AI Officer Alexandr Wang posted on X that Meta's consumer AI agent Muse is 'the biggest consumer AI launch since ChatGPT' and is getting more daily U.S. downloads than Threads, WhatsApp and Facebook.
analyst_ratingGoldman Sachs reiterated a Buy rating and $725 price target on Meta Platforms, calling the Muse AI agent launch a critical strategic shift toward autonomous consumer agents and a potential new monetization stream beyond advertising.
executive_remarkMeta CEO Mark Zuckerberg said in a Sept 15 X post that the company deliberately delayed the launch of its Muse AI agent by several months for additional safety testing, and rejected calls to slow AI development, arguing market mechanisms and litigation risk are the best safeguards.