Shares in Meta Platforms rose after the company reported better-than-expected fourth-quarter 2025 results. The stock climbed as much as 10% on the market after the release.
Meta reported EPS of $8.88 and revenue of $59.9 billion for the quarter. Analysts had expected $8.16 in EPS and $58.4 billion in revenue overall, based on Bloomberg consensus estimates.
The company guided $115 billion to $135 billion in capital spending for 2026. This compares with about $72.2 billion the firm spent in 2025 overall (Ed. note: Capex guidance was the biggest catalyst for the stock).
Founder and CEO Mark Zuckerberg said Meta’s apps ended 2025 with over 3.5 billion daily users. He noted “record-breaking holiday demand and AI-driven performance gains.”
He expects 2026 to bring a “major AI acceleration.” He added “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 remained optimistic, keeping Buy or Outperform ratings on the stock. Price targets ranged from $800 to $935, with Guggenheim and TD Cowen noted for accuracy and Tigress Financial setting the highest target at $935.
