Meta (META.US) AI commercialization prospects bullish on Wall Street! Bernstein raises price target to $850; Morgan Stanley maintains "Overweight" rating.

Zhitong Finance APP has learned that after Meta Platforms (META.US) released its Q3 2026 financial report, both Bernstein and Morgan Stanley expressed optimistic views on its artificial intelligence (AI) business prospects. The two investment banks believe that Meta's core advertising business continues to maintain strong growth, and the newly launched Muse personal intelligent assistant has initially demonstrated commercialization potential, which is expected to open up new revenue sources for the company beyond advertising. However, as the scale of AI infrastructure investment continues to expand, massive capital expenditures and future financing needs remain the main risks that investors are focused on.