Meta Platforms Inc. (NASDAQ:META) stock surged after the company said ad sales are picking up fast and profits will keep growing, giving Wall Street fresh confidence that its AI push is paying off. The big question now is whether that momentum can hold as Meta ramps up spending on data centers, chips, and new tech to fuel its next wave of growth.JP Morgan analysts maintained their Overweight rating on Meta with a December 2026 price forecast of $825, according to a research note released Sunday by lead anal ...

Core Viewpoint - Meta Platforms Inc. is experiencing a surge in stock price due to increasing ad sales and anticipated profit growth, indicating that its AI initiatives are yielding positive results. The sustainability of this momentum is questioned as the company increases investments in data centers, chips, and new technologies for future growth [1] Revenue Outlook - JP Morgan analysts maintain an Overweight rating on Meta, projecting a price target of $825 by December 2026 [2] - The first-quarter revenue acceleration is significant, with analysts noting that Meta has substantial potential for AI-driven ad growth through new products and enhanced computing capacity [3] - Projected revenue growth is 25.5% in 2026, with a deceleration expected throughout the year, followed by 17% growth in 2027. Investor discussions suggest 2026 growth could range from 25% to 30%, with some believing the anticipated deceleration may be conservative [4] Infrastructure Investments - Meta's GAAP expenses are projected to be between $162 billion and $169 billion in 2026, reflecting a year-over-year growth of 38% to 44%. Capital expenditures are expected to be between $115 billion and $135 billion, marking a year-over-year increase of 65% to 94% [4] - The company's net property, plant, and equipment grew by 45% year-over-year in 2025, primarily driven by servers and network assets valued at $98 billion. Capital expenditures are projected at $133 billion in 2026 and $168 billion in 2027, leading to free cash flow estimates of $5 billion in 2026 and $6 billion in 2027 [5] Reality Labs and Losses - JP Morgan anticipates that losses from Meta's Reality Labs will peak in 2026 at approximately $19.7 billion, with 70% of operating expenses allocated to wearables and 30% to VR and Horizon projects [6] - Non-cancelable contractual commitments surged to $131 billion by the end of 2025, up from $33 billion at the end of 2024, mainly due to third-party cloud capacity agreements and infrastructure investments [6] Future Focus - Investor attention is expected to shift towards Meta's ability to sustain revenue growth beyond the first quarter, the emergence of new monetization strategies, and the progress of its large-language-model initiatives [7]

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On Jan. 28, 2026, Meta Platforms, Inc. ( META ) reported fourth-quarter and full-year 2025 earnings - and the numbers were impressive. For the quarter , revenue came in at $59.89 billion, which outpaced estimates byRick is a Wall Street Journal best-selling author with over 20 years of experience trading stocks and options. The most authoritative publications, including Good Morning America, Washington Post, Yahoo Finance, MSN, Business Insider, NBC, FOX, CBS, and ABC News, cover his work. His passion is bu ...

On Jan. 28, 2026, Meta Platforms, Inc. ( META ) reported fourth-quarter and full-year 2025 earnings - and the numbers were impressive. For the quarter , revenue came in at $59.89 billion, which outpaced estimates byRick is a Wall Street Journal best-selling author with over 20 years of experience trading stocks and options. The most authoritative publications, including Good Morning America, Washington Post, Yahoo Finance, MSN, Business Insider, NBC, FOX, CBS, and ABC News, cover his work. His passion is bu ...

Meta Platforms' foray into hardware with AI glasses could potentially be another major growth avenue. However, Reality Labs continues to remain a drag on the company's finances. The segment posted an operating loss of over $6 billion in Q4. The segment also lost $19.1 billion last year, while cumulative losses since 2020 have topped $80 billion.Instagram Reels, which was launched to take on TikTok, continues to show strong traction as well. Meta said that, in Q4, total watch time on the platform rose 30% ye ...

Meta Platforms (NASDAQ: META) beat Wall Street estimates when it recently reported revenue of $59.9 billion and diluted earnings per share of $8.88 for Q4 2025 (ended Dec. 31). Shares of the social media and digital ad leader are up 9% this year (as of Jan. 29). And they have climbed 372% in the past 36 months. Here's one prediction for Meta Platforms in 2026. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advi ...

Meta Platforms（META）周一早盘下跌1%。该公司正在新墨西哥州接受审判。检方指控称Facebook和 Instagram因其设计选择助长了儿童剥削；Meta反驳了这些指控，并表示长期以来一直投资于安全功 能。 责任编辑：张俊 SF065 Meta Platforms（META）周一早盘下跌1%。该公司正在新墨西哥州接受审判。检方指控称Facebook和 Instagram因其设计选择助长了儿童剥削；Meta反驳了这些指控，并表示长期以来一直投资于安全功 能。 责任编辑：张俊 SF065 ...

Investment Rating - The report maintains a "Buy" rating for Meta (META) [1] Core Insights - The AI-driven social advertising is still in its early stages, with substantial long-term growth momentum [6][11] - Meta's Q4 2025 revenue reached $59.893 billion, a year-over-year increase of 24%, with net profit of $22.768 billion, up 9% year-over-year [5][6] Summary by Relevant Sections Financial Performance - In Q4 2025, Meta's revenue from AI-driven social advertising grew by 25% to $58.938 billion, exceeding consensus expectations of $57.5 billion [6] - The company reported a diluted earnings per share (EPS) of $8.88, reflecting an 11% year-over-year increase [5] Growth Drivers - Video content has become a core growth driver, with Facebook Reels short video push increasing by over 25% quarter-over-quarter, and Instagram Reels viewing time in the U.S. growing by over 30% year-over-year [6] - The AI recommendation system has improved advertising efficiency, with a 12% increase in ad quality and a 3% increase in conversion rates due to new models [6] Capital Expenditure and AI Expansion - Meta's capital expenditure in Q4 2025 was $22.1 billion, with a full-year total of $72.2 billion, and guidance for 2026 is set between $115 billion and $135 billion [7] - The number of active users creating media content with AI has tripled year-over-year, with new models set to launch in 2026 [7] Strategic Focus - RealityLabs revenue decreased by 12% year-over-year to $0.955 billion, prompting significant layoffs and a focus on core business and AI [7] - The company plans to continue iterating on its AI recommendation systems, with expectations for substantial improvements in 2026 [8] Future Projections - Revenue projections for Meta are $244.481 billion in 2026, $275.231 billion in 2027, and $305.038 billion in 2028, with corresponding net profits of $76.364 billion, $87.391 billion, and $99.930 billion [10][11] - The target price for Meta has been raised to $860, reflecting the company's strong growth potential in AI-driven advertising [11]

Core Insights - The tech sector is experiencing a bifurcation, particularly in the AI value chain, as market rotation themes evolve [1] Group 1: Investment Strategy - The company is recognized as an opportunistic investor, focusing on identifying attractive risk/reward opportunities that can generate alpha above the S&P 500 [1] - The investment approach combines price action analysis with fundamental analysis, avoiding overhyped stocks while targeting beaten-down stocks with recovery potential [1] - The investing group specializes in high-potential opportunities across various sectors, emphasizing stocks with strong growth potential and appealing turnaround plays [1] Group 2: Analyst Recognition - The analyst has been acknowledged by TipRanks and Seeking Alpha as a top analyst in technology, software, and internet sectors, as well as for growth and GARP strategies [1] - The analyst's picks have consistently outperformed the market over time, demonstrating a strong track record [1]