From Metaverse to Muse: Bernstein says Meta (META.US) sees a “full return” to bullish logic, Muse expected to unlock “endless” development opportunities

According to Golden Ten Data, the team of analyst Mark Shmulik at Bernstein has released its latest research report, maintaining an "Outperform" rating on Meta Platforms (META.US) with a target price of $800. The report states that Meta is shifting its business focus around Muse, positioning Muse as a new AI Operating System (AI OS), with various products under its umbrella serving as extensions of AI core capabilities. This is expected to unlock a series of unknown developmental opportunities. However, in the short term, both the valuation and expectation thresholds have already risen, and the company is expected to face greater challenges in its fundamental environment.