Meta's Muse AI Agent Draws 57 Buy Ratings as Wall Street Bets on New Revenue Stream

Wall Street analysts are betting Meta Platforms' Muse AI agent, launched September 8, 2026, will become a new revenue driver, with 57 of 64 brokerages tracking the stock issuing "buy" or higher ratings, per LSEG data. The median price target stands at $760. Muse performs email, scheduling and transaction tasks, with a free base tier and subscription plans at $20 and $100 per month. Meta shares have risen over 20% since launch, outpacing the Magnificent Seven and adding more than $200 billion in market capitalization to a seven-month high. JPMorgan said Muse could become the most widely used consumer AI application since ChatGPT. Apptopia data shows Muse reached 1.8 million downloads in its first 12 days versus ChatGPT's 1.3 million. Jefferies raised its Meta target to $875, estimating $10.8 billion in annualized revenue if Muse reaches 1 billion users by end-2027 with at least 3% converting to paid.