Meta Platforms shares rose 4.0% in morning trading to $616.53, extending gains from the prior close of $592.85 and recovering from a 52-week low of $520.26 set earlier this year. The stock opened at $604.75 and reached a session high of $618.88, outpacing broader market gains as the S&P 500 advanced 0.5%, the Dow Jones climbed 0.8%, and the Nasdaq added 0.5%.
The surge followed Meta's release of two AI models under its Superintelligence Labs initiative. Muse Spark 1.3, described as the company's most capable model to date, achieved a score of 75.4 on the DeepSWE v1.1 benchmark, surpassing OpenAI's GPT-5.6 Sol and Anthropic's Claude Fable 5.1. It also led in long-context retrieval comparisons with a 98.5 score on the MRCR 256K–512K benchmark. CEO Mark Zuckerberg characterized the model as Meta's "biggest improvement yet in coding and agentic work."
Meta also launched Muse Voice Transcribe, a real-time speech recognition model priced at $3 per 1,000 audio minutes. The offering recorded a 3.1% word error rate on the AA-WER Streaming English benchmark, outperforming comparable models from OpenAI and Google.
Analysts upgraded their outlooks on Meta's stock. Bernstein SocGen Group maintained an Outperform rating with an $800 price target, asserting that Meta's AI-enhanced advertising platform may already surpass Google Search in total ad revenue when excluding ancillary Google ad products, with the lead expected to widen by the end of 2026. UBS kept a Buy rating at $715, KeyBanc held an Overweight stance at $780, and BofA Securities maintained a Buy rating at $810.
