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Meta launches AI agent Muse, boosting growth and new revenue beyond ads

Analyst Insights
23 Sep 2026
Seeking Alpha
View Source
Bullish
Meta launches AI agent Muse, boosting growth and new revenue beyond ads

Meta Platforms, Inc. is rated a Strong Buy following the launch of its AI agent Muse, which integrates Meta's full technology stack and wide user base. This vertical integration, including ownership of data centers, AI models, and platforms, gives Meta cost and distribution advantages over competitors. Muse enables agentic commerce, opening new revenue streams beyond advertising, with partnerships like Shopify and PayPal already established. Analysts project over 20% annual revenue growth and expanding net margins, supporting a potential $6.2 trillion market cap by 2030.

Meta Platforms shares trade near their 52-week high of $760.66, currently priced at $738.81 on Pluang as of Sep 23, 2026 19:51 WIB, showing a modest 0.30% gain in the last day. Despite strong analyst enthusiasm and a market cap of $1.88 trillion, Pluang users are predominantly selling, with 82% of order activity on the sell side compared to 18% buying. This contrast between bullish forecasts and current investor behavior highlights differing views on Meta's near-term outlook.

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