Meta Platforms Inc Class A (META)
Is Meta Stock Headed For $900?
Meta Platforms has reported its Q4 2025 results, and the figures are remarkable. However, as the stock fluctuates, investors are wondering: Is Mark Zuckerberg constructing a gold mine or a financial sinkhole?
Meta Platforms (NASDAQ: META) Stock Price Prediction for 2026: Where Will It Be in 1 Year (Jan 29)
Last year, one of the better performers among the Magnificent 7 was Meta Platforms Inc.
Meta: Set For New Highs In 2026
Meta Platforms delivered a blowout Q4, surpassing earnings and revenue estimates on robust holiday-driven ad demand. META maintains exceptional free cash flow, even amid aggressive CapEx, fueling AI investments and strategic acquisitions. Shares remain attractively valued at 20.2X FY 2027 P/E, below big tech rivals, with a fair value target of $826 based on an industry-like 25X P/E.
Here's why Meta stock is soaring
The stock of the technology giant Meta (NASDAQ: META) soared in the extended session between January 28 and January 29. Specifically, the equity rallied 8.06% from its Wednesday closing price of $668.73 to $722.60 in the early morning of Thursday.
Zuckerberg Shrugs Off Wall Street Fears and Pledges Up to $135B for AI
Just hours before its after-the-bell Q4 earnings call Wednesday (Jan. 28), it was common to see a headline calling for Meta to defend and maybe even trim its artificial intelligence (AI) spending. “Meta to Report Q4 Earnings Amid AI Spending Concerns” was typical.
Meta Platforms, Inc. (META) Q4 2025 Earnings Call Transcript
Meta Platforms, Inc. (META) Q4 2025 Earnings Call Transcript
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.
