This article first appeared on GuruFocus. Jefferies is pushing back on fears that Meta Platform's (META) new Muse AI agent could threaten Life Time Group Holdings (LTH), arguing that investors are confusing a subscription-cancellation problem with a high-engagement membership business. Is META fairly valued? Test your thesis with our free DCF calculator.META GF Value chart Life Time shares came under pressure after Muse's launch prompted concern that AI agents could make it easier for consumers to shed recurring subscriptions. Analyst Randal Konik says that logic does not fit Life Time particularly well. Muse attacks friction, and although it's a powerful tool, it is unable to complete a cancellation of an LTH membership, Konik wrote.
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