Goldman Sachs: Meta Launches Tiered Muse Subscriptions, Sets $725 Price Target

TechFlow reports, according to Chaoxiang Research, Goldman Sachs' September 13, 2026 research report states that Meta has launched Muse AI subscription tiers: the free tier offers 100 million tokens per week, the Power tier at $20 per month provides 500 million tokens, and the Maximum tier at $100 per month provides 3 billion tokens. Goldman Sachs maintains a Buy rating on Meta with a 12-month target price of $725, representing an 11.9% upside from its current price of $648.03. Based on the Muse Spark 1.3 model, Muse can autonomously browse the web, fill out forms, complete purchases, and supports agent commerce via Stripe.

Goldman Sachs believes that Muse marks a transition in consumer AI from passive dialogue to proactive task execution, and Meta's scale and distribution advantages represent the most difficult-to-replicate asset in the consumer AI agent competitive landscape. Potential risks include consumer data privacy concerns and consistent performance execution.