Meta Gets Higher Wall Street Targets as Muse AI Leads App Charts

Meta is attracting fresh Wall Street attention following the early performance of its new Muse AI app. The personal AI agent quickly climbed Apple’s U.S. App Store charts after its September launch, while analysts raised their price targets for Meta amid growing interest in the company’s artificial intelligence strategy.

Muse is designed to do more than answer questions. Meta says the assistant can perform tasks on behalf of users, including helping with travel, email, shopping and other online activities.

Muse AI Makes a Strong Start

Muse reached the No. 1 position among free iPhone apps in the U.S. during September, according to third-party app-tracking data.

TechCrunch, citing Apptopia, reported that Muse generated an estimated 1.8 million iOS downloads across the United States and Canada during its first 12 days. ChatGPT recorded an estimated 1.3 million downloads across the same markets during the comparable period following its iOS launch. 

Separate third-party estimates put Muse’s global installs at around 2.8 million during its first 12 days. These are estimates from app-intelligence companies rather than official figures released by Meta.

The comparison with ChatGPT therefore applies to specific early download measurements and does not establish that Muse has surpassed ChatGPT in overall users, engagement or capabilities.

How Muse AI Works

Meta developed Muse as a personal AI agent that can take actions instead of simply generating responses.

The company says Muse operates through a dedicated virtual computer environment called Muse Secure VM. The setup gives the agent access to a browser and other tools that allow it to interact with websites and connected services.

Users can interact with Muse through its dedicated app and WhatsApp. Meta says it can assist with activities such as sending emails, planning travel and completing certain online tasks.

This agent-based approach reflects a broader move in consumer AI toward systems designed to complete multiple steps after receiving a user’s instructions.

Third-Party Integrations Expand Its Reach

The usefulness of Muse AI depends partly on the services it can access.

Meta has been developing integrations with outside companies. Ticketmaster, for example, has introduced a Muse connector that allows users to discover live events and access ticket options, while purchases continue through Ticketmaster’s platform.

Shopping is another area of development, with Meta working with commerce companies including Shopify as it explores how AI agents can interact with product information and online services.

Access is not universal, however. Amazon has reportedly restricted Muse from using its platform for automated shopping activity. This shows that AI agents remain dependent on the permissions and policies of individual services.

Wall Street Raises Meta Targets

Muse’s early performance has become part of the discussion around Meta’s broader AI investments.

Reuters reported that Meta shares gained significantly following the launch as investors considered the potential of personal AI agents. Several analysts subsequently raised their price targets for Meta. These are analyst expectations rather than guaranteed outcomes, and they should not be interpreted as evidence that Muse has already generated substantial revenue. 

The market response can also reflect factors beyond Muse, including Meta’s wider AI investments and expectations for future products.

Reliability and Privacy Questions

Despite its capabilities, Muse is still an emerging technology.

Reuters reported that Meta’s internal testing found instances where the agent stopped tasks or encountered difficulties while performing actions. Multi-step tasks can be challenging because an agent must interpret information, navigate changing webpages and respond when unexpected situations occur.

Meta has also tested human assistance for certain tasks. Reuters reported that contractors were involved in an internal experiment handling some phone calls initiated through Muse. This should not be interpreted as meaning that ordinary Muse interactions are routinely handled by humans.

These developments highlight questions around reliability, permissions, privacy and transparency as AI agents gain access to personal information and online services.

Muse AI Is Coming to Smart Glasses

Meta is also expanding Muse beyond smartphones.

At Connect 2026, the company announced plans to bring Muse to its AI glasses, allowing users to interact with the assistant through a hands-free interface. Meta said the feature would arrive in the coming months.

The move could make Muse part of a wider ecosystem connecting Meta’s apps, messaging services and wearable devices.

What Comes Next?

The early performance of Muse AI gives Meta another major consumer AI product as competition in the sector increases.

Its app-store position and third-party download estimates indicate strong initial interest, but they do not show long-term retention or profitability. Continued adoption will depend on reliability, useful integrations, privacy controls and the ability to complete tasks consistently.

For Meta, Muse represents an attempt to move beyond conventional chatbots toward an AI agent that can work across services and devices.

FAQs

What is Muse AI?

Muse AI is Meta’s personal AI agent designed to perform tasks for users rather than simply provide conversational answers.

Did Muse AI surpass ChatGPT?

Muse has outperformed ChatGPT in certain early mobile-download comparisons, including estimated iOS downloads across the U.S. and Canada during comparable launch periods. This does not mean Muse has surpassed ChatGPT in overall usage or capabilities.

Can Muse AI perform tasks?

Yes. Meta says Muse can assist with activities such as email, travel and online tasks. However, reported testing has also identified situations where tasks failed or stopped.

Is Muse coming to Meta’s AI glasses?

Yes. Meta has announced plans to bring Muse to its AI glasses in the coming months.

Are Muse’s download figures official?

No. The widely reported figures come from third-party app-intelligence companies and should be treated as estimates.

Conclusion

Muse AI is giving Meta a strong early presence in the growing market for consumer AI agents. Its rapid rise on app charts has attracted investor attention, while analysts have raised Meta price targets amid broader interest in the company’s AI strategy.

However, early download figures do not establish long-term success. Reliability, privacy, third-party access and continued user engagement will be important as Meta develops the service.