Wall St Engine(@wallstengine):JPMORGAN UPGRADES $META TO OVERWEIGHT, RAISES PT TO $820 FROM $640 JPM sees Meta’s AI upside moving well beyond ads, with Muse, Model API and Business Agents opening new revenue streams, while its ~4B-user distribution gives it a major scaling advantage. It also sees further upside to Meta’s core ad business from AI-driven recommendations, engagement and better targeting. JPM expects the upcoming Watermelon model to be another meaningful step up in intelligence and capabilities, with post-Watermelon models already scaling on Meta’s Prometheus cluster in Ohio.

2026.09.10 08:18

JPMORGAN UPGRADES $META TO OVERWEIGHT, RAISES PT TO $820 FROM $640 JPM sees Meta’s AI upside moving well beyond ads, with Muse, Model API and Business Agents opening new revenue streams, while its ~4B-user distribution gives it a major scaling advantage. It also sees further upside to Meta’s core ad business from AI-driven recommendations, engagement and better targeting. JPM expects the upcoming Watermelon model to be another meaningful step up in intelligence and capabilities, with post-Watermelon models already scaling on Meta’s Prometheus cluster in Ohio.

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