Goldman Sachs maintains a $725 price target on Meta, betting that the company's massive user base will successfully monetize the new Muse AI agent despite potential compute and privacy hurdles.
Goldman Sachs analyst reiterates Buy rating with $725 target, citing potential monetization of AI agent Muse from Meta's massive user base.
Goldman Sachs analyst Eric Sheridan has reiterated a Buy rating on Meta Platforms, citing the company's transition toward AI-driven monetization. The firm highlights the potential of the new Muse AI agent, which leverages Meta's massive 3.6 billion daily active user base to drive new revenue streams through tiered subscription models.
Muse is Meta's new AI agent capable of completing multi-step tasks on a user's behalf, offered in three tiers ranging from a free version to a $100 monthly maximum tier.
The firm argues that Meta's existing 3.6 billion daily active users provide a massive, ready-made market for AI services that competitors cannot easily replicate.