Meta Rallies as Muse AI Chatbot Tops App Store Downloads

Wall Street is repricing Meta Platforms as a potential new revenue engine after its Muse AI agent drew 2.8 million downloads in its first 12 days and outpaced ChatGPT's early curve on a comparable-launch basis, according to Apptopia data. Meta shares rose 1.37% intraday, extending a run that has added more than $200 billion in market value since Muse launched September 8. Muse, which can send emails, book travel, and complete transactions on a user's behalf, is free at the basic tier with subscriptions at $20 and $100 a month. Jefferies estimated that if Muse reaches 1 billion users by the end of 2027 and at least 3% convert to paid tiers, it could generate $10.8 billion in annualized revenue, and raised its price target to $875. JPMorgan called Muse potentially the most widely used consumer AI app since ChatGPT, crediting Meta's distribution reach and a free tier that lowers the trial barrier.

24/7 Wall St. has issued a buy rating on Salesforce with a $331.33 price target, implying 39.26% upside from the current $237.79. The firm's bull case rests on Agentforce, whose annual recurring revenue alone crossed $1.5 billion, up over 240% year over year, while the combined Agentforce and Data 360 ARR reached nearly $3.90 billion, up over 210%. Q2 FY27 revenue landed at $11.35 billion, up 10.83%, and non-GAAP earnings per share of $5.90 beat the $3.2712 consensus by 80.36%. Management noted that 50% of Agentforce bookings came from customers refilling credit pools, and only 5% of knowledge workers have upgraded to premium editions carrying a 60% to 80% premium. Salesforce's free cash flow surged 81.49% while Oracle burned $5.4 billion, yet CRM trades at a P/E of 26, nearly identical to Microsoft's 27. The bull scenario points to $372.12, a 56.4% total return, while the bear scenario still lands at $271.37, a 14.06% gain.