Meta’s aggressive move into AI video streams with its new “Vibes” feature demonstrates how rapidly the company is redefining social media. On the surface, a $900 price target might seem high, but it’s an indication of the faith that Wall Street has in Meta’s potential to translate its enormous user base and AI technology into long-term growth.

The actual strength in this move is not merely in the release of yet another feature, but the manner in which Meta is placing its bet on AI-created content to shape the future of internet engagement. Since two out of five consumers are already following AI content, the company is situated at the center of a cultural transformation around how the population is consuming media.

Vibes is not simply just a tactic. Meta has experience of taking products that succeed globally and scaling them up, and if AI videos become popular, it will be able to own the space in minutes where competitors are only starting to discover and experiment with it. On one hand, this presents new thrilling opportunities for advertisers and influencers who will flourish in a universe where AI creates infinite streams of personalized content.

On the other hand, it also fuels concerns regarding authenticity, algorithm overdependence, and whether consumers will grow tired of content that no longer feels human. For investors, the larger point is Meta’s capacity for diversifying revenue streams, ranging from AI-based advertising boosts to its ventures into dating apps and even Google Cloud partnerships, to show a multidirectional approach to staying relevant and lucrative.

With Instagram already at 3 billion users and Meta so eager to push the boundaries of innovation, it’s obvious that the company has consumers and the desire to support its ambitious goals. Ultimately, whether or not Meta makes it to $900 in the near future, what is impressive is how willing it is to take risks when everyone else plays it safe. For long-term players, that’s where the greatest rewards often exist. If AI is the future of social media, then Meta is already making its move, and the market is beginning to sit up and take notice.

Citizens JMP reiterated its Market Outperform rating and $900 price target on Meta Platforms Inc. (NASDAQ:META) following the company’s announcement of Vibes, a feed of AI videos within the Meta AI app. The target aligns with the broader analyst consensus, as InvestingPro data shows Meta maintains a strong “Buy” rating with analyst targets ranging from $658 to $1,086. The research firm described Vibes as a test but noted its potential significance in the evolving social media landscape, where AI-generated content is gaining traction among consumers. According to data cited by Citizens JMP, two in five consumers are already following AI-generated content, based on information from Whop.