META ▲ +1.0% - Meta Platforms, Inc. $META upgraded to Overweight from Neutral at JPMorgan JPMorgan analyst Doug Anmuth upgraded Meta Platforms to Overweight from Neutral with a price target of $820, up from $640. The shares offer "meaningful upside potential" as Meta is in the early stages of releasing frontier models and AI-driven products beyond advertising, notably Muse AI agent and Meta Model API access, the analyst tells investors in a research note. The firm says frontier models are at the core of Meta's product and monetization pipeline and its path toward superintelligence. JPMorgan expects Watermelon to unlock additional opportunities for Meta around consumer products, business intelligence and advertising. The firm cites Meta's new AI product monetization for the upgrade. JPMorgan upgraded Meta to Overweight from Neutral and raised its price target to $820 from $640, citing the company's early-stage rollout of frontier AI models and new AI-driven products including Muse AI agent and Meta Model API access. The analyst sees "meaningful upside potential" in Meta's AI monetization strategy across consumer products, business intelligence, and advertising, which the firm views as central to the company's long-term growth trajectory. 10-SEP-2026 05:16 AM ET