Meta Platforms: Cantor Fitzgerald's Overweight Rating; New AR Glasses and AI Tools Unveiled at Connect 2025
Key Takeaways
- Cantor Fitzgerald reiterated Overweight rating ($920 PT); Meta shares up 5% in September.
- Meta Connect 2025 unveiled Ray-Ban Display ($800) & Gen 2 ($379) glasses.
- Meta's AI tools boost ad conversions and user engagement, driving video time spent.
Top Stories
Meta Platforms: Analyst Ratings, Stock Performance, and Momentum
Cantor Fitzgerald reiterated an Overweight rating with a $920 price target for Meta Platforms, citing its market cap and revenue growth. Zacks highlighted Meta as a strong momentum stock, while CNBC reported Meta shares up 5% in September; Anthony Lee identified Meta as a market-beating stock with a five-year return of +208%.
Meta Connect 2025: New AR Glasses and AI Tools Announced
Bank of America Securities maintained a Buy rating after Meta's Connect event, where new Ray-Ban Display glasses ($800) and more affordable Ray-Ban Gen 2 glasses ($379) were debuted. Meta, led by Mark Zuckerberg, also unveiled Oakley Meta “Vanguard” glasses ($499) and updates to its Ray Ban AI glasses.
Meta Platforms vs. Snap: AI Advancements and User Engagement
An analysis compared Meta Platforms and Snap, concluding Meta has an edge due to its larger user base, AI advancements, and rising earnings estimates. Meta's AI tools are driving ad conversions and user engagement, with significant growth in video time spent.
Stock Market Pulse
Market Overview: Dow Jumps, S&P 500 Up Slightly, Nasdaq Down
On September 17, 2025, the Dow Jones Industrial Average rose roughly 200 points, the S&P 500 rose 0.04% to 6,609.32, and the Nasdaq fell 0.17% to 22,287.23.