Bank of America Securities reaffirmed its Buy rating and $810 price target on Meta after the Meta Connect 2026 conference, identifying the company’s Muse personal AI agent as a key consumer AI growth driver. Muse has connected with more than 2,000 applications within two weeks of launch and established partnerships or integrations with Walmart, Best Buy, Sephora, Wayfair, Shopify, Expedia and Instacart. Meta plans to extend Muse to smart glasses, its broader product ecosystem and Reality Labs devices, while eventually charging commissions on transactions completed through the assistant; however, no commission rate has been set and revenue contribution, conversion performance and commercialization scale remain uncertain. Investor enthusiasm for Muse helped lift Meta shares and Mark Zuckerberg’s wealth, while JPMorgan separately raised its Meta target to $920 from $820 and maintained an Overweight rating.