Report published September 24, 2026
Goldman Sachs Equity Research: Connect 2026: Muse Takes Center Stage as Meta Articulates a Vision Centered Around Agentic AI, Hardware & Personal Intelligence
Goldman Sachs · September 24, 2026
Goldman Sachs reiterates a Buy rating on Meta Platforms ($725 price target) following Meta Connect 2026. The keynote highlighted Meta's pivot toward glasses-based hardware interfaces and its agentic personal AI platform, Muse.
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Finvaulta summarizes Goldman Sachs's analysis. Attribute opinions, forecasts, time-sensitive values, and chronology to the issuer and report date; do not treat this page as an independent verification or a current market-data source.
Key Takeaways
- 1.Meta Connect 2026 emphasized a strategic shift toward glasses as the primary interface for personal superintelligence, integrating agentic AI into physical form factors.
- 2.Key product unveils included the expansion of agentic AI Muse, new Ray-Ban Meta models, the standalone voice device Muse Charm, and the upcoming Meta VR Glasses in Spring 2027.
- 3.Goldman Sachs maintains a Buy rating with a $725 12-month price target, viewing the event as evidence of Meta successfully moving from AI infrastructure buildout to productization.
Table of Contents
- Key Data
- GS Forecast
- GS Factor Profile
- Ratios & Valuation
- Growth & Margins (%)
- Price Performance
- Income Statement ($ mn)
- Balance Sheet ($ mn)
- Cash Flow ($ mn)
- Key Takeaways from Meta Connect 2026 Keynote:
- Software & Artificial Intelligence:
- AR / VR Development:
- Valuation & Key Risks
Report data
GS Forecast — as of September 23, 2026.
| Metric | Estimate | Context |
|---|---|---|
| 12-month Price Target | 725.00 USD | Price target reiteration for META |
| Share Price | 744.10 USD | Closing share price as of 23 Sep 2026 |
| Meta VR Glasses Launch Price | 1299 USD | Lightweight VR device launch price |
| Ray-Ban Meta Audio Starting Price | 349 USD | Camera-free glasses starting price |
| Ray-Ban Meta Gen 3 Starting Price | 449 USD | Starting price for refreshed smart glasses |
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