Jim Cramer, host of CNBC’s Mad Money, today urged investors to reconsider their perception of Meta Platforms (META) as an enterprise company, moving beyond its traditional consumer focus. On Tuesday, September 29, 2026, Cramer posted on X, stating, "Today you must begin to think of Meta as an enterprise company, not just a consumer company. That's how powerful Muse is. I am going to spend a great deal of time learning and telling this story. It's how an 18 times multiple goes to a 24-25."
Meta Platforms is currently trading at $715.62, down 4.8% today. The company's valuation has been a frequent topic of discussion, with its business model traditionally centered on advertising revenue from its social media platforms. Recent Gokhshtein Media coverage has explored how protocols are linking revenue to token value, driving buyback surges, and also noted how Aurora targets $5 billion in revenue by 2030 through an asset-light shift.
Cramer's statement implies that the market has yet to fully price in the impact of Muse, suggesting it represents a significant shift in Meta's revenue potential and overall business strategy. He predicts this re-evaluation could lead to a substantial increase in Meta's valuation multiple, from 18 times to 24-25 times, based on its enterprise capabilities. Investors will be watching for further details on Muse and its contribution to Meta's financial outlook.
