Bank of America Securities reaffirmed Meta's “buy” rating and a target price of $810 after the Meta Connect 2026 conference, believing that the newly launched personal intelligence Muse is becoming an important starting point for the company's consumer-grade AI strategy. The agency pointed out that Muse has already received initial user growth and has established cooperation with Walmart, Best Buy, Shopify, Expedia, and Instacart. In the future, it will also integrate smart glasses and gradually cover Meta's products and Reality Labs devices, which is expected to make up for the shortcomings of its hardware in terms of smart assistant functions. On the commercialization side, Meta plans to charge commissions on transactions completed through Muse to add new monetization channels. However, at present, the company has not officially set a share ratio, the relevant revenue contribution is still in the early stages, and the scale of commercialization and transformation effects still need to be further observed.

Bank of America Securities reaffirmed Meta's “buy” rating and a target price of $810 after the Meta Connect 2026 conference, believing that the newly launched personal intelligence Muse is becoming an important starting point for the company's consumer-grade AI strategy. The agency pointed out that Muse has already received initial user growth and has established cooperation with Walmart, Best Buy, Shopify, Expedia, and Instacart. In the future, it will also integrate smart glasses and gradually cover Meta's products and Reality Labs devices, which is expected to make up for the shortcomings of its hardware in terms of smart assistant functions. On the commercialization side, Meta plans to charge commissions on transactions completed through Muse to add new monetization channels. However, at present, the company has not officially set a share ratio, the relevant revenue contribution is still in the early stages, and the scale of commercialization and transformation effects still need to be further observed.