Meta AI models debut ahead of earnings expectations, sell-side analysts react

Investing.com -- Meta Platforms launched its Muse Wonder and Muse Wonder Full AI models on Monday, marking the company's first frontier-class release since its August 2025 AI reorganization under Alexandr Wang.

The models were trained at Meta's gigawatt-scale Prometheus data center and are designed to power personal and professional agents that complete complex, extended tasks rather than simply answer questions. Muse Wonder is available through the Meta Model API and Muse Code, while Wonder Full is available to Muse Code subscribers.

Meta's published benchmark comparisons show Wonder Full leading competing models on DeepSWE and SWE-Marathon, while standard Wonder leads Meta's internal MemoryBench. The models combine Active Memory, which retrieves relevant context across conversations, with Active Focus, which helps agents work through obstacles and check with users before important actions.

Baird noted that the launch serves as an example of tangible product progress from Meta's heavy investment into AI infrastructure. The firm said Wonder models are both directly monetizable through Muse Code subscriptions and Meta Model API usage, as well as indirectly through Wonder's ability to help Muse and other apps remain competitive.

Pivotal Research raised its year-end 2026 target to $930 from $790, citing Muse's early mobile launch performance and the Wonder launch. The firm said Muse outpaced ChatGPT's early mobile launch on a like-for-like US and Canada iOS basis, reaching approximately 2.8 million total installs in its first 12 days.

Evercore maintained its Outperform rating and $860 price target on Meta, while TD Cowen maintained its Buy rating and $865 price target. Truist raised its price target to $1,000 from $763. BMO Capital maintained its Market Perform rating and $580 target price, citing caution on the scale and timing of monetization.

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