---
title: "Meta Muse Monetization ‘Somewhat Limited’ In Near Term: Analyst"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/298940645.md"
description: "Wedbush analyst Ygal Arounian raised Meta's price target to $650, citing AI progress with the new 'Muse' agent, though near-term monetization is viewed as limited. Muse operates on a freemium model, with subscriptions projected to reach $5 billion by 2027. The analyst maintained a Neutral rating, noting that meaningful paid adoption may take time as consumers learn the product's capabilities."
datetime: "2026-09-14T15:19:12.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/298940645.md)
  - [en](https://longbridge.com/en/news/298940645.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/298940645.md)
generator: "portal-rs"
---

# Meta Muse Monetization ‘Somewhat Limited’ In Near Term: Analyst

While **Meta Platforms Inc**’s **(NASDAQ:META)** Muse consumer AI agent represents a significant advance in AI product execution, monetization remains "somewhat limited" in the near term, according to Wedbush analyst Ygal Arounian.

**The Meta Platforms Analyst:** Arounian maintained a Neutral rating and raised the price target from $595 to $650.

Meta’s stock rallied around 6% following the release of its personal AI agent, Muse.

**Check out other analyst stock ratings**.

He added the following about Muse:

-   Will operate as a freemium model, with subscriptions of $20 per month or $100 per month depending on usage.
-   Proactively assists users with personal goals and provides tailored suggestions.
-   Interacts with conversational language to help manage daily lives.

Meta Muse is an interesting development at the intersection of AI and commerce, Arounian said. It is a "brand-new-to-world product" that requires consumers to learn what an agent can do for them, he added. Any meaningful paid adoption could take time and even management has positioned the personal agent as a longer-term AI monetization opportunity.

Muse subscriptions could reach around $5 billion in 2027, representing about 1.5% of Meta Platforms’ total revenue estimate, Arounian said. For what Meta calls “Business AI,” the analyst’s base-case assumption is roughly $1 billion in revenue in 2027.

He added that the geographic distribution could be:

-   The US and Canada creating a $3.3 billion opportunity
-   Europe representing an opportunity of $2.1 billion

Explaining the reason for the target price being raised, Arounian said, "While still taking a more measured approach on monetization, we do acknowledge progress on Meta’s AI model and product improvement cadence and reflect that in our target multiple."

**META Price Action:** Shares of Meta Platforms had risen by 0.64% to $652.16 at the time of publication on Monday.

 **Read Also: Top Analyst Warns AI Slowdown Could ‘Crimp’ Microsoft, Alphabet, Meta, Amazon and Other Earnings — S&P 500 Rally Faces New Threat** 

*Image: Shutterstock*

### Related Stocks

- [META.US](https://longbridge.com/en/quote/META.US.md)
- [FBL.US](https://longbridge.com/en/quote/FBL.US.md)
- [METD.US](https://longbridge.com/en/quote/METD.US.md)
- [METW.US](https://longbridge.com/en/quote/METW.US.md)
- [METU.US](https://longbridge.com/en/quote/METU.US.md)
- [FBY.US](https://longbridge.com/en/quote/FBY.US.md)
- [FBYY.US](https://longbridge.com/en/quote/FBYY.US.md)
- [MAGX.US](https://longbridge.com/en/quote/MAGX.US.md)
- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)
- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)
- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md)
- [.SPX.US](https://longbridge.com/en/quote/.SPX.US.md)

## Related News & Research

- [Meta is asking some of its employees to become managers again in a new reorg](https://longbridge.com/en/news/298642956.md)
- [Top AI researcher Andrew Tulloch ditches Meta to work on training and inference at Anthropic](https://longbridge.com/en/news/298646874.md)
- [Meta AI Officially Launches in Hong Kong, Available on IG, Threads and WhatsApp](https://longbridge.com/en/news/298704676.md)
- [Mark Zuckerberg's Meta Is Charging Consumers for a Personal AI Agent for the First Time. Here's What $20 and $100 a Month Could Add to Revenue.](https://longbridge.com/en/news/298687939.md)
- [20:12 ETFunction Now Connects to Meta's Muse, Allowing Members to Bring Their Personal Health Data to the New AI Agent](https://longbridge.com/en/news/298377828.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**