Meta’s stock surged as much as 9.5 percent intraday on Wednesday following the launch of Muse Spark, its first significant AI model release in over a year, before closing with a 6.5 percent gain. The rally continued into Thursday as JPMorgan reiterated its overweight rating and $825 price target — implying roughly 35 percent upside — calling the release a catalyst for renewed investor confidence in Meta’s AI trajectory.
Wall Street’s Verdict on Muse Spark
“The introduction of Muse Spark is expected to enhance confidence in Meta’s growth trajectory and elevate investor sentiment,” JPMorgan analyst Doug Anmuth wrote in a note to clients on Wednesday. Anmuth argued that Meta’s high AI infrastructure costs should not deter investors, noting the company “remains disciplined in its investments and is capable of delivering significant revenue growth in 2026.”
Muse Spark is the first model to emerge from Meta Superintelligence Labs, the AI division assembled under Chief AI Officer Alexandr Wang, who joined the company as part of a landmark deal involving Scale AI. The model marked a departure from Meta’s earlier open-source Llama strategy — Muse Spark is proprietary, though the company has indicated future iterations may be released publicly.
A Sequential Scaling Play
JPMorgan views the Muse Spark release as the opening move in a larger sequential scaling strategy, with larger and more powerful models already in development at Meta’s Superintelligence Labs. The bank’s broader Wall Street consensus target implies roughly 29 percent upside for Meta shares, reflecting broad analyst confidence in the company’s ability to monetize its AI investments across its family of apps.
Muse Spark is currently available through the Meta AI app and website, with a planned rollout to Facebook, Instagram, WhatsApp, and Messenger in the coming weeks, replacing the Llama models currently powering those platforms. Meta also introduced a new Shopping mode alongside the model, leveraging creator content to assist users with purchase decisions — a direct monetization path that analysts are watching closely.
