Muse Could Make Meta a Major Consumer AI Hit, Analysts Say

Meta's Muse AI assistant is topping the US App Store’s free charts, with JPMorgan predicting Muse could become the most widely used consumer AI app since ChatGPT and could start showing AI returns beyond Meta’s ads. Bank of America also flags Muse’s strong early reception as a positive signal for Meta’s AI strategy. Evercore’s Mark Mahaney notes monetization paths (ads, subscriptions, revenue share) and estimates that even 1% of Meta’s 3.6 billion users paying $20/month could yield about $8B in revenue; JPMorgan maintains an Overweight rating with a $820 target, while BofA keeps a Buy rating with an $810 target.