Meta’s (META) Muse Math: 10 Million Paying Users Could Mean $2.4 Billion a Year

Goldman Sachs has proclaimed Meta Platforms, Inc. (NASDAQ: META) as a stock currently in transition. The Wall Street firm believes that the stock is moving from a "wall of worry" to a company that is well-positioned to monetize and productize compute in a manner that increases investor confidence. On September 14, Goldman Sachs analyst Eric Sheridan reiterated a Buy rating on the stock with a $725.00 price target, implying roughly 12% upside from the share price referenced in the note. Increased conviction in the stock follows Meta's litigation settlement and the launch of AI agent Muse.