Oppenheimer analyst Jason Helfstein estimates Meta would require about 115 million paying Muse subscribers at $20/month to generate nearly $28 billion annually from AI services. Despite Meta's strong push into AI and increased user interactions, Helfstein is skeptical about Muse's ability to convert enough users due to competition, privacy concerns, and high expectations already priced in by Wall Street. Meta's recent earnings show strong revenue growth but margin compression and rising costs, highlighting the challenges ahead. Investors should watch Muse's subscriber growth and Meta's cost management before betting on a major AI-driven profit surge.
Meta Platforms is currently trading at USD 665.75 on Pluang, down 2.43% as of Sep 20, 2026 23:21 WIB. The stock's market cap stands at $1.70 trillion with a typical hold time of 126 days, reflecting steady investor interest despite the challenges highlighted by analysts.
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