Bank of America Securities reaffirmed its buy rating on Meta and an $810 price target after the Meta Connect 2026 conference, identifying Muse, the company’s personal AI agent (software that performs tasks for users), as a key part of its consumer AI strategy. Muse has posted initial user growth and formed partnerships with Walmart, Best Buy, Shopify, Expedia and Instacart. Meta plans to extend the assistant to smart glasses and gradually across its products and Reality Labs devices, potentially strengthening assistant capabilities on its hardware. The company also plans to charge commissions on transactions completed through Muse, although it has not set a commission rate and revenue contribution remains at an early stage. The eventual scale of monetization and conversion performance remain to be seen.