Shay Boloor(@StockSavvyShay):Oppenheimer sees $META Muse reaching $28B of AI agent revenue by 2027 driven by 115M paying users at the same 6% conversion rate as ChatGPT. Wild to see 80% Agentic AI operating margins which would make Muse way more profitable than Meta’s core ads engine.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

Joined February 2019

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Shay Boloor@StockSavvyShay

2026.09.19 14:08

Oppenheimer sees $META Muse reaching $28B of AI agent revenue by 2027 driven by 115M paying users at the same 6% conversion rate as ChatGPT. Wild to see 80% Agentic AI operating margins which would make Muse way more profitable than Meta’s core ads engine.