- Meta Platforms beat Q4 2025 expectations with EPS of $8.88 and revenue of $59.9 billion.
- Shares rose as much as 10% after the report.
- The company set 2026 capital expenditure guidance at $115 billion–$135 billion, up from $72.22 billion in 2025.
- Meta ended 2025 with more than 3.5 billion daily active users and cited strong holiday demand and AI gains.
- Analysts remain bullish, with top ratings at Buy/Outperform and price targets between $800 and $935.
Meta Platforms reported Q4 2025 results showing EPS of $8.88 on revenue of $59.9 billion, surpassing Bloomberg consensus estimates of $8.16 and $58.4 billion. The stronger-than-expected report sent shares up as much as 10% after the announcement.
The company said it expects 2026 capital expenditures between $115 billion and $135 billion, up from $72.22 billion in 2025. That guidance was a major catalyst for investor interest and contributed to the stock’s rally.
Mark Zuckerberg, Founder, Chairman & CEO of Meta, noted the company finished 2025 with more than 3.5 billion daily active users across its apps and pointed to improved performance. He described the period as “record-breaking holiday demand and AI-driven performance gains.”
Zuckerberg also signaled an increased focus on Artificial Intelligence, saying he expects 2026 to bring a “major AI acceleration” and adding, “We’re starting to see agents really work. This will unlock the ability to build completely new products and transform how we work.”
Wall Street analysts reacted positively, with top analysts maintaining Buy or Outperform ratings. Price targets cluster well above the market price, ranging from $800 to $935; Tigress Financial holds the highest target and a Strong Buy rating, while Guggenheim and TD Cowen are noted for strong price-target accuracy.
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