Meta Platforms(US:META) 智通财经网·2025-09-19 08:56Core Insights - Meta has launched several new smart glasses, including the Ray-Ban Display smart glasses, Oakley Meta Vanguard smart glasses, and the next-generation Ray-Ban Meta smart glasses, focusing on AI-powered augmented reality (AR) technology [1] - The Ray-Ban Display is priced at $799 and will be available on September 30, featuring a wristband for gesture control, with initial public reactions being positive despite minor demonstration issues [1] - Analysts from various investment banks have expressed optimism regarding Meta's advancements in AI wearable devices and the potential for these products to shape the future of personal computing and social interaction [1][2][3] Investment Ratings - Wedbush maintains an "Outperform" rating with a target price of $920, highlighting the integration of AR and AI in Meta's new products [2] - Morgan Stanley reiterates an "Overweight" rating with a target price of $850, emphasizing the importance of a comprehensive strategy for next-generation computing platforms [2] - JPMorgan also keeps an "Overweight" rating with a target price of $875, noting the significant investments Meta has made in AI and the metaverse [2] - Truist Securities reaffirms a "Buy" rating with a target price of $880, optimistic about the long-term growth prospects of Meta's AI-enabled hardware and software ecosystem [3] - Stifel maintains a "Buy" rating with a target price of $900, considering the pricing of the Ray-Ban Display to be reasonable given its technological features [3] - Bank of America holds a "Buy" rating with a target price of $900, recognizing the functionality of the Display glasses while cautioning about potential market entry challenges [3]