Meta Reports Q4 2025 Earnings Beat Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
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Source: stocktwits
- Significant Revenue Growth: Meta reported Q4 2025 revenue of $59.89 billion, a 24% increase from $48.39 billion year-over-year, surpassing market expectations of $58.59 billion, indicating strong market performance and sustained growth potential.
- Improved Profitability: Earnings per share reached $8.88, an 11% year-over-year increase, exceeding analyst estimates of $8.21, reflecting successful strategies in cost control and revenue growth, thereby enhancing investor confidence.
- Capital Expenditure Plans: Meta announced a 2026 capital expenditure range of $115 billion to $135 billion, primarily aimed at developing Meta Superintelligence Labs and core business, demonstrating the company's commitment to future technological innovation and long-term investment.
- Positive Stock Reaction: Following the earnings report, Meta's stock rose approximately 3.4% in after-hours trading, reflecting market optimism regarding the company's performance and future prospects, potentially attracting more investor interest.
Analyst Views on META
Wall Street analysts forecast META stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for META is 824.71 USD with a low forecast of 655.15 USD and a high forecast of 1117 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
44 Analyst Rating
37 Buy
6 Hold
1 Sell
Strong Buy
Current: 672.970
Low
655.15
Averages
824.71
High
1117
Current: 672.970
Low
655.15
Averages
824.71
High
1117
About META
Meta Platforms, Inc. is building human connections, powered by artificial intelligence and immersive technologies. The Company's products enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality (VR) and mixed reality (MR) headsets, augmented reality (AR), and wearables. It also helps people discover and learn about what is going on in the world around them, enabling people to share their experiences, ideas, photos, videos, and other content with audiences ranging from their closest family members and friends to the public at large. The Company's segments include Family of Apps (FoA) and Reality Labs (RL). FoA segment includes Facebook, Instagram, Messenger, WhatsApp and Threads. RL segment includes its virtual, augmented, and mixed reality related consumer hardware, software and content. Its product offerings in VR include its Meta Quest devices, as well as software and content available through the Meta Horizon Store.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
