Goldman Sachs maintains Buy rating on Meta, sets $725 price target

Goldman Sachs issued a report on September 13, 2026, highlighting Meta's launch of the Muse AI subscription tiers. The service includes a free tier with 100 million tokens per week, a Power tier at $20 per month for 500 million tokens, and a Maximum tier at $100 per month for 3 billion tokens. Goldman Sachs maintains a Buy rating on Meta with a 12-month price target of $725, representing an 11.9% upside from the current price of $648.03. Muse, based on the Muse Spark 1.3 model, enables autonomous web browsing, form filling, and purchases, with agentic commerce supported via Stripe. The firm views Muse as a shift from passive conversation to active task execution, noting Meta's scale and distribution as key competitive advantages.