Meta’s Earnings Surge Sparks Analyst Optimism with 71% Upside Projection

Meta Platforms Inc. delivered a robust fourth-quarter performance, surpassing Wall Street expectations with earnings of $8.88 per share on $59.89 billion revenue. Analysts had projected $8.23 per share and $58.59 billion. Rosenblatt Securities responded by raising its price target to a Street-high $1,144, implying a 71% upside from current levels.

The company's aggressive investments in artificial intelligence are yielding measurable results. Facebook ad clicks ROSE 3.5% while Instagram conversions gained over 1% last quarter. Meta's revenue grew 22% year-over-year to $201 billion in 2025, with Q1 2026 growth potentially accelerating to 34%.

Capital expenditures tell the story of Meta's ambition - jumping from $39 billion in 2024 to $72 billion in 2025, with projections reaching $135 billion for 2026. These figures eclipse the GDP of many small nations and underscore Zuckerberg's commitment to dominating the AI infrastructure race.