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]

Core Insights - Meta Platforms is making significant investments in AI, which are expected to lead to higher Return on Invested Capital (ROIC) and should not raise concerns regarding the company's substantial capital expenditures [1]. Group 1: Company Overview - Meta Platforms is focused on leveraging AI technology to enhance its financial performance and operational efficiency [1]. Group 2: Investment Perspective - The company's high capital expenditures are viewed positively in the context of long-term value creation and potential returns from AI investments [1].

As the XLK and VGT hover near all-time highs, the tech sector is facing what I would call a crisis of identity. This week’s reactions to earnings from the 'Magnificent 7' are confirmation of that.I write about stocks I’m personally interested in adding to my portfolio. I’m not a professional advisor, but I study business and economics and analyze markets full-time. My writing is meant for both complete beginners — I avoid unnecessary complexity — and advanced readers, as I always aim to offer a distinct and ...

出品｜虎嗅科技组 作者｜赵致格 编辑｜苗正卿 头图｜视觉中国 "我们的AI眼镜正在重塑人们体验世界的方式，为创造力和自我表达开辟新路径，同时让你能够以更 直观的方式学习与交流。此外，它们还在推动经济和社会价值的创造：为农民提供农作物的实时农业 数据，帮助大学体育教练在赛场实时记录伤病情况，为有志成为电影制片人的学生提供支持。" 近日，Meta在官网发文宣布 "AI眼镜影响力资助计划"(AI Glasses Impact Grants)时这样描述AI眼镜 带给世界的积极影响。为了更好地推广AI眼镜在各个领域的落地，Meta计划为 30 余家组织和开发者 提供近 200 万美元的资助。 除资金支持外，所有入选者还将受邀加入 Meta可穿戴技术社区。这个由全球开发者组成社区旨在促 进技术交流、跨界合作，并加速可穿戴设备在教育、医疗、农业、环保等关键领域的落地应用。 实际上，Meta削减元宇宙业务，转向加码AI硬件的决心可以从近期一系列动态，尤其是最新的财报 会议中看到。 1月28日，Meta公布了2025财年第四财季的业绩。财报显示，Meta在第四财季Meta营收598.93美 元，较去年同期增长24%；净利润为2 ...

Meta Platforms, Inc. (NASDAQ:META) is among the Ken Fisher Stock Portfolio: 12 Best Stocks to Buy. Barclays Keeps an Overweight rating on Meta Platforms, Inc. (META) On January 29, 2026, TheFly reported that Barclays kept its Overweight rating. It boosted its price objective for Meta Platforms, Inc. (NASDAQ:META) to $800 from $770. The corporation reported that the firm was back to business in the fourth quarter and that the first quarter’s growth in advertising revenue exceeded thirty percent. Barclays ...

Core Insights - MetalQuest Mining Inc. (MQM) has released its ESG/Sustainability Report for 2025, focusing on its Lac Otelnuk Iron Ore Project in Quebec [1][3] ESG Commitment - MQM's project activities have been limited to desktop studies and technical analyses, resulting in minimal emissions primarily from administrative work, which are not material to the company's environmental footprint [2] - The company emphasizes the importance of early stakeholder engagement in project development, dedicating resources to build relationships with local communities and First Nations [4][5] - The report aligns with frameworks from TCFD and SASB to ensure industry-standard transparency and accountability [8] Project Development - MQM has signed an Exploration and Pre-Development Agreement with the Naskapi Nation of Kawawachikamach, indicating a commitment to responsible project development [5] - The company has invested approximately $120 million in the Lac Otelnuk project to date and is working with AtkinsRéalis to update the 2015 Feasibility Study to align with current market and regulatory standards [11] Strategic Acquisitions - On December 3, 2025, MQM announced the acquisition of the ROF-1 Project in Ontario's Ring of Fire, which consists of 1,034 claims covering approximately 20,800 hectares [12] - The company is pursuing a multi-project strategy in the Ring of Fire, with plans for systematic exploration and environmental studies at the recently acquired Superior Iron Project [16] Shareholder Engagement - MQM holds approximately 1.8 million free trading shares and 2.5 million warrants of Canadian Copper Inc. (CCI), with CCI's shares trading at $0.61 as of January 19, 2026 [17] - The company has two NSR royalties in the Murray Brook deposit and is completing a Preliminary Economic Assessment (PEA) on the project, with results expected in the first half of 2026 [19]

Workers at British defence group BAE Systems in northwest England plan to take part in strikes from February 2 until at least February 20 in a dispute over pay and conditions, a union representing the... ...