Meta Platforms Inc Class A (META)
Big Tech Earnings Live: Meta and Tesla Shares Surge on Strong Results; Microsoft Drops as Cloud Revenue Growth Slows
The Big Tech earnings reporting season kicked off this afternoon with Meta, Microsoft and Tesla releasing quarterly results after the closing bell. Follow our live coverage here.
Meta Just Proved The AI Bulls Right
Meta Platforms, Inc.'s core ad business continues to compound at scale, delivering 24% revenue growth and 41% operating margins even in a peak investment year. AI is already improving monetization and efficiency, lifting ad pricing, engagement, and employee productivity without requiring new revenue streams. Strong cash generation allows Meta to fund AI internally while buying back shares, avoiding the debt and dilution risk seen across much of the AI trade.
Meta burned $19 billion on VR last year, and 2026 won't be any better
Earlier this month, Meta laid off 10% of the staff for Reality Labs, its virtual reality unit, reportedly cutting as many as 1,000 employees. Now, in a development that seems directly related, the company has revealed that the unit lost many billions of dollars last year.
Fed Pauses, Mag 7 Brings Earnings Beats
While the FOMC kept interest rates steady, MSFT, META and TSLA all beat earnings estimates after the close.
Meta Platforms (META) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for Meta Platforms (META) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Meta: Shock And Awe (Rating Downgrade)
Meta Platforms just delivered a triple play quarter for Q4 2025, with quarterly revenue up 24% y/y and EPS handily exceeding consensus. That said, META guided for significant 2026 expense growth, with CAPEX rising to $115-135B, raising ROI and cash flow wobble concerns despite immense balance sheet strength. After a post-earnings surge to ~$729, META is now fairly valued, with a Hold rating recommended in the low-to-mid-$700s.
Meta Platforms Q4 Review: AI Train Full Steam Ahead
Meta Platforms, Inc. delivered strong Q4 and full-year results, with sales up 24% y/y and robust guidance for Q1 2026. META's aggressive AI-driven capex is set to surge to $115B–$135B in 2026, signaling an all-in push for AI leadership. Reality Labs continues to weigh on margins, but META is pivoting toward AI-powered AR/XR wearables and premium app monetization.
Meta Platforms (META) Q4 Earnings and Revenues Surpass Estimates
Meta Platforms (META) came out with quarterly earnings of $8.88 per share, beating the Zacks Consensus Estimate of $8.21 per share. This compares to earnings of $8.02 per share a year ago.
Meta: Q4 Shows Why I Still Want To Buy
Meta Platforms, Inc. delivered a strong Q4 double beat, with revenue and EPS significantly above expectations and robust top-line momentum. User growth and ad monetization remain impressive, with daily active people up 7% YoY and ad impressions up 18% YoY. Expense growth, particularly in R&D and G&A, and a 40% YoY increase in 2026 cost guidance raise medium-term META margin concerns.
Meta stock price soars on strong Q4 ad sales. Spending on AI is way up, too
Meta's fourth-quarter results jumped past Wall Street's expectations thanks to solid advertising revenue, sending shares sharply higher in after-hours trading Wednesday.
Meta Shares Rise After Company Reports 24% Rise In Revenue—Smashing Expectations
Meta will host a call with investors at 4:30 p.m. EST, with an option to listen in on its investor relations website.
Meta beats Q4 revenue and EPS estimates, raises 2026 capex guidance
Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) reported stronger-than-expected fourth-quarter earnings on Wednesday, powered by growth in advertising and its family of apps, while its Reality Labs division posted a wider-than-expected loss. The social media and technology giant posted Q4 revenue of $59.89 billion, up 24% from a year earlier and above analysts' estimate of $58.42 billion.
