Meta Platforms is a buy following the release of its long-awaited artificial intelligence model this week, according to JPMorgan. The investment bank reiterated its overweight rating for Meta. It also reaffirmed its $825 price target on shares, suggesting 34.7% upside from Wednesday’s close. “The launch of Muse Spark should provide increased confidence in Meta’s scaling trajectory and improve investor sentiment,” JPMorgan analyst Doug Anmuth said Wednesday in a note to clients. On Wednesday, Meta rolled out its Muse Spark AI model, putting the tech giant company in direct competition with the likes of OpenAI’s ChatGPT and Anthropic’s Claude. The product is the first of its kind to come out of Meta Superintelligence Labs , an AI-focused unit at Meta that was spun up last year. The new division is part of the company’s multibillion-dollar push into AI hat has raised eyebrows among some of its investors. Former Scale AI CEO Alexandr Wang is leading the unit after Meta poured an eye-watering $14.3 billion into the startup last year to poach its leadership. Following the Muse Spark’s release, Meta shares soared as much as 9.5% on Wednesday before ending the day with a 6.5% advance. The stock carried that momentum into Thursday, climbing more than 3%. META YTD mountain META year to date Those gains mark a reversal for the technology stock, which has underperformed alongside most of its “Magnificent Seven” peers in 2026. In that time, shares of the Facebook owner have declined more than 4%, while Alphabet and Amazon have eked out small gains. Nvidia is down 1.5%. But JPMorgan thinks Meta can continue rising as investors’ confidence in the AI-focused firm grows. “This initial MSL model represents the first step in what Meta believes is a predictable and efficient scaling trajectory in which each generation validates and builds on the last before Meta goes bigger,” Anmuth wrote. “Larger, increasingly capable models are in development, and Meta will continue to move along the path to personal superintelligence.” The analyst added that Meta’s investments into costly AI projects should not deter investors from scooping up shares of the stock, adding that the company has historically remained “disciplined” toward funding its major growth verticals. “Meta is focused on the two big tech waves of AI and Metaverse, and it will spend into those major growth opportunities while also remaining disciplined,” Anmuth wrote. “We recognize these [long-term] ambitions are driving increasing infrastructure investments, but we project outsized revenue growth in ’26, and Meta has a strong track record of driving returns on increased spending.”
