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Platforms' Muse Shows Early Momentum, Monetization Remains Unclear, Oppenheimer Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2670426290","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670426290?lang=en_us&edition=fundamental","pubTime":"2026-09-26 00:45","pubTimestamp":1790354723,"startTime":"0","endTime":"0","summary":"Meta Platforms'  Muse has strong early adoption, but uncertain monetization raises concerns, Oppenheimer said.The investment firm said in a Thursday note that Muse saw about 340,000 US downloads per day but said even if downloads reached 500,000 per day for more than a year, 2027 revenue would rise only about 4%.This scenario assumes every downloader becomes a daily active user, no user churns, and 28% of users pay-all of which are highly unlikely, the analysts added.The company said Muse will likely rely on an agentic e-commerce business rather than subscriptions, which would require gross merchandise value larger than Walmart's  current non-grocery GMV, the analysts said, adding, \"While not impossible, consumer adoption could take years.\"Oppenheimer reiterated its perform rating on Meta Platforms.The company's shares were down 3.8% in Friday afternoon trading.Price: 747.87, Change: -29.72, Percent Change: 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Platforms' Muse Tracking Ahead of Recent AI App Launches, Deutsche Bank Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2670426930","media":"MT Newswires Live","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670426930?lang=en_us&edition=fundamental","pubTime":"2026-09-26 00:23","pubTimestamp":1790353406,"startTime":"0","endTime":"0","summary":"Meta Platforms'  Muse is tracking far ahead of recent app launches within the AI space as the company has found a clear gap among current agentic offerings, Deutsche Bank said in a Friday research report.The intersection of a mobile app-based ecosystem with a consumer-focused user interface, alongside the always-on feature within its own virtual machine, makes Muse a virtually unique service in today's market.Muse represents the first time a consumer-friendly agentic AI option is available in the market, and its high level of downloads points to significant product-market fit, according to the note.Deutsche Bank has a buy rating on the stock, with a $820 price target.The company's shares were down 3.6% in Friday afternoon trading.Price: 749.80, Change: -27.79, Percent Change: 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Stock is Falling. 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Though certain e-commerce and communications platforms stand to benefit from the rollout, one Wall 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500 Top and Bottom Performing Stocks at About 12:00 P.m. 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