“Meta Just Saved the Stock. Muse Did It.”
Meta's AI strategy is gaining traction with the launch of Muse, supported by robust ad revenue; despite high capex impacting free cash flow, the stock is viewed as undervalued relative to future earnings growth.
2026 was a rough start for Meta Stock and as of last month it was down over 10% year to date. That was significantly lagging the overall market. However, something has changed.
Over the past month, the stock is up 31% and earlier this week on Monday, it went up 11% in 1 day.
Today, I'm going to explain what saved Meta Stock. There were two big things that happened over the past month. And the one that caused the recent 11% increase in one day is from the launch of their new personal AI agent called Muse that hit number one in the app store ahead of Chat GPT.
That's both in productivity and overall in free apps.