Meta Platforms Stock Forecast: AI Investments Fuel Optimism Amid Market Volatility
Meta Platforms surpassed Wall Street expectations with Q4 2025 earnings of $8.88 EPS and $59.9 billion revenue, beating estimates of $8.16 and $58.4 billion respectively. The company's aggressive AI spending—projected at $115-$135 billion for 2026—signals a long-term commitment to artificial intelligence infrastructure, despite causing short-term stock fluctuations.
While Microsoft's disappointing earnings dragged down tech stocks, Meta's revenue growth remained resilient. CEO Mark Zuckerberg emphasized front-loading AI capabilities as a strategic priority, though some analysts question the risks of overconcentration in AI development during turbulent market conditions.