Meta Shares Rise as Muse AI Agent Outpaces ChatGPT's Early Launch Curve

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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.

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Jefferies raised its Meta price target to $875 on an estimated $10.8B annualized Muse revenue opportunity.

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