Ro_Patel
Sep 24, 3:11 PM
Morgan Stanley maintained its overweight rating on
$META & gives "Top Pick" designation w/ a TP of
$775
Cites: Muse network continues to expand thru new retail partnerships, voice & wearables integrations, productivity tools & international rollout
Muse's retail partnerships may streamline shopping, w/ early transaction commissions likely to be small & longer-term monetization coming from data sharing, loyalty programs & retail media.
Meta has locked in partnerships w/ companies like Stripe and Shopify, illustrating that the company sees Muse as an important tool for shopping. New integrations including
$WMT Best Buy, Dick’s Sporting Goods, Sephora, Wayfair & Gap. Muse will be able to connect w/ these retail apps as well as w/
$EXPE & soon, Instacart. Other connectors include GitHub, Granola, & Notion
Meta's upcoming Muse Voice & augmented-reality glasses integration could help drive adoption, alongside plans to expand Muse beyond the US & Canada and to
$AAPL computers
Meta also announced lightweight virtual-reality glasses starting at
$1,299 & slated for spring, w/ Muse built into the operating system. The device combines VR & 3D gaming, entertainment & productivity features and may offer additional upside in 2027
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