Meta's AI Agent Poised as New Revenue Engine Amid Wall Street Optimism

By EC Assets · Published 22 September 2026

Wall Street anticipates Meta Platforms Inc.'s artificial intelligence (AI) agent will evolve into a new revenue driver. Analysts across the Street are largely bullish on Meta's stock. This optimism comes amid broader trends of AI optimism reigniting across Wall Street. Most analysts hold a buy or overweight rating for Meta's stock. Approximately 88% of analysts maintain such a rating. Wall Street analysts also project a 20%-plus gain for the stock. This follows Bloomberg News reports that Meta plans to implement cuts to its metaverse unit. Meta's stock climbed 5% on Thursday after the Bloomberg report. Meta Platforms has committed $65 billion. Forbes contributors analyze tech stocks through the prism of cultural change. Wall Street is reportedly hyper bullish on the company's stock. Investors are exposed if AI technology does not perform as expected. Meta faces AI leadership changes as Yann LeCun, the company's Chief AI Scientist, plans to exit. This departure prompts a strategic shift towards commercial AI deployment under Mark Zuckerberg. Wall Street considers Meta to be one of the best AI opportunity stocks. This article is intended for informational purposes only. It does not constitute investment advice.