Meta launched Muse, an AI agent that can act across apps and services. The product could create new subscription revenue to complement Meta’s advertising business and influence investor sentiment, but it comes amid heavy AI spending and emerging security and behavior issues.
Meta is making large AI infrastructure investments—projected 2026 capex of $130–$145 billion and $31.08 billion spent in Q2—which pressures near-term margins but enables products like Muse.
Muse’s rollout has drawn positive investor attention (Goldman Sachs maintained a Buy with a $725 target) and scrutiny over security and unexpected behavior reported by outlets such as ArsTechnica and Inc.
The company recently made a big step in that direction by launching Muse AI. Meta says the agent can work on a user's behalf as it interacts with apps, learns, adapts, and actually does work that the user requires. Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox.
Based on 54 experts with coverage, META stock has a consensus "Strong Buy" rating on Wall Street and a mean price target of $758.26, which is even higher than Goldman Sachs' target. It helps people stay on top of things, takes tasks and projects off their plate, and turns long-term goals into action plans," the company said in an announcement posted on Sept. The launch of Muse answers a central question that has faced Meta since Zuckerberg laid out his vision in August.
The forward price-to-earnings (P/E) ratio is a relatively reasonable 24.4 times right now, and in-line with the five-year mean. www.barchart.com Meta Is Overly Reliant on Advertising Meta reported strong Q2 revenue of $60.8 billion, up 28% year-over-year (YOY). Labs business — which Zuckerberg had previously hoped would help the company launch the Metaverse, where people could create avatars to live and work in the digital world — provided only $431 million in revenue while losing $4.62 billion.
Meta's new Muse AI agents could be a game changer for the stock.
Meta's New AI App Grew Almost as Fast as ChatGPT in Its First 5 Days. Is Meta Stock a Buy?
Ian has found Meta's new AI assistant to be incredibly helpful. And it gave him a clear vision of where consumer AI is headed.
Muse is gaining popularity and helping convince investors that Meta’s AI bets are paying off.
A simple ClickFix attack is only one way to completely hijack the new agent.
The company’s new AI Agent for the masses is causing the company to explain why it doesn’t always behave as expected.
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