Meta Platforms shares fell about 3% in Monday’s premarket trading after a similar decline Friday, potentially producing consecutive losing sessions for the first time since mid-August. Despite the weakness, the stock remained up 32% for September through Friday’s close. The monthly rally has been closely tied to Muse, Meta’s standalone AI personal assistant, which debuted on September 8 and quickly reached leading positions across major app stores. Momentum has since shown signs of cooling. Broader pressure on AI stocks followed OpenAI’s temporary halt to training its latest model iterations while it implements enhanced safety protocols. BNP Paribas analyst Nick Jones said investors should focus on expected rival consumer AI-assistant launches from Google and OpenAI. He retained an $855 target, implying 14% upside from Friday’s close. Muse’s long-term revenue model remains uncertain because it currently relies mainly on modest transaction fees and carries no advertising, although advertising could become a future revenue source. Jefferies maintained its Buy rating and $875 target after Meta’s AI Summit, calling Muse an unexpectedly successful launch and citing increasingly complex user tasks, including parking-violation payments and building elaborate tracking systems. Canaccord raised its target to $950 after Muse recorded 2.5 million downloads in its first two weeks, while TD Cowen lifted its objective to $865 and Piper Sandler raised its target to $875. TD Cowen cited improved visibility into AI revenue after Meta’s Connect conference, which included new virtual-reality hardware and AI Audio Glasses; Piper Sandler referenced CEO Mark Zuckerberg’s AI-focused comments at Connect 2026. Oppenheimer kept a Perform rating because of concerns about Muse’s revenue potential and Meta’s 2027 operating expenses, despite roughly 340,000 daily U.S. downloads. BMO Capital maintained Market Perform with a $580 target, citing Meta’s planned virtual-reality glasses priced at $1,299 and scheduled for spring 2027 availability.