Meta Stocks Slides 3.6% as Muse Moves Into Glasses
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Meta Stocks Slides 3.6% as Muse Moves Into Glasses Khac Phu Nguyen Mon, September 28, 2026 at 2:49 PM EDT 1 min read META This article first appeared on GuruFocus . Meta Platforms ( NASDAQ:META ), the social media and consumer AI company, said Muse is coming to its AI glasses in the next few months. Shares fell about 3.6% from Friday's close to $724.92 at 21.02 am ET time on Monday, September 28. The pitch is simple: look at something, ask Muse to handle it, and skip the long explanation. Meta plans to offer more than 100 glasses styles by year-end. It also plans to bring a hearing-enhancement feature to supported glasses in the U.S. later this year for $149.99 or through a Meta One subscription. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is META fairly valued? Test your thesis with our free DCF calculator. More frames could put Muse in front of more users, but the investment test is whether they keep using it and pay for what it does. The chart puts Meta's GF Value at $857.84, or 15.49% above the September 28 share price. That gap is interesting; sustained device use, paid subscriptions and completed transactions would make the case stronger.
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