Meta Platforms (NASDAQ: META) has been the disappointment of the Magnificent Seven this year. |
The stock bottomed at $520 on March 27. It's still down roughly 11% over the last twelve months – trailing the S&P 500. |
My breakthrough AI algorithm is triggering a new trade on META. |
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That wasn't because the business was broken. Q2 revenue came in around $60.8 billion, up 28%. |
The problem was spending. Mark Zuckerberg committed $125 – $145 billion to AI infrastructure. Free cash flow got crushed. And there was nothing to show. No product. No new revenue. Just a bill. |
Then September 8 happened. |
Meta launched Muse — a consumer AI agent. You give it a goal and it works in the background across your email, calendar, travel bookings, and checkout. It runs on WhatsApp, iOS, Android, and the web. |
It hit #2 on the U.S. iOS App Store within days. Meta's Chief AI Officer Alexandr Wang says it's now pulling more daily U.S. downloads than Threads, WhatsApp, and Facebook. Internal usage is running about 10x what Meta saw in its test cohorts. |
Last week Meta also rolled out Meta One, a paid subscription tier. This could create a new multi-billion-dollar revenue stream in the coming years. |
The company is hosting the Meta Connect event on September 23. Citi just put a 90-day upside catalyst watch – with a $800 price target. |
Here's the part that matters. |
Muse is the first Meta product that makes money outside advertising. Subscriptions at $20 and $100 a month. Take-rates on bookings and checkout. Ten million people on the $20 plan is roughly $2.4 billion a year — from a base of nearly four billion daily users. |
That's the math that flipped JPMorgan from Neutral to Overweight. The firm raised its December 2027 target from $640 to $820. |
BofA is at $810. Morgan Stanley $775. Rosenblatt $886. |
The stock is trading around $682 — up about 11% in less than 2-weeks. I’m doing a deeper dive into Meta. And I’m considering adding the stock to my personal investment portfolio. |
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Ian Wyatt
Editor, Daily Profit |
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