Meta's Muse Tops US App Store; 1% of Users Paying $20/mo Could Mean $8B Revenue
kimmonismus · x · 2026-09-25
Yahoo Finance reports Meta's Muse AI agent is the No.1 free app on the US App Store with a 4.9-star rating across 25,000+ reviews. Key points:
- JPMorgan: reiterated Overweight, $820 target; Muse's virality plus Meta's distribution could make it the most widely used consumer AI app since ChatGPT and prove AI returns beyond ads.
- BofA: Buy rating, $810 target, sees improving AI return sentiment.
- Evercore's Mark Mahaney: just 1% of Meta's 3.6B users paying $20/month could generate $8B in revenue.
Analysts say adoption is early but engagement should keep ramping.
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