Stories
Meta's Muse Agent Poised to Dominate AI Space, JPMorgan Predicts
C
CNBC TV18•25-09-2026, 06:30
Meta's Muse Agent Poised to Dominate AI Space, JPMorgan Predicts
- •JPMorgan believes Meta's Muse AI agent could become one of the most popular consumer AI applications since ChatGPT, raising its price target on Meta shares to $920.
- •Analyst Doug Anmuth highlights Muse's rapid iteration, improvement, and expansion, with the potential to deliver a highly capable personal agent to billions of users.
- •Muse, rolled out earlier this month and powered by the multimodal Muse Spark AI model, has already connected with over 2,000 applications and integrated with major retailers like Walmart and Best Buy.
- •JPMorgan sees Connectors and open APIs as crucial steps for businesses to adopt Muse, envisioning future agent-to-agent interactions replacing traditional browsing or calling.
- •Meta could monetize Muse through a take-rate or commission model, similar to its advertising revenue, as millions of businesses integrate their own agents onto the platform.
Key Questions Answered
JPMorgan gave Meta shares an overweight rating and raised its price target from $820 to $920, representing a 24% upside from Wednesday's close.
In just two weeks, Muse has made connections with over 2,000 applications, securing major integrations with Walmart, Best Buy, Sephora, and Wayfair.
JPMorgan expects that as tens of millions of businesses deploy their own agents on Muse, Meta will monetize interactions through a take-rate, commission model, or business objectives, similar to current digital advertising.
