Overview
- BNP Paribas reiterated an Outperform rating with a $955 target and said it expects first‑quarter revenue growth of 32% to 33% and GAAP EPS above $7.
- Wall Street’s MarketBeat consensus rates the stock a Moderate Buy with a mean 12‑month target of $843.57, suggesting roughly 47% upside from recent levels.
- Meta guided 2026 capital spending to $115 billion to $135 billion to expand data centers and buy advanced chips for AI, up from $72.22 billion in 2025.
- In 2025, revenue rose 22% to $200.97 billion, fourth‑quarter ad sales grew 24% to $58.14 billion, daily active people reached 3.58 billion, and Reality Labs cut operating profit by $19.19 billion on $2.21 billion in sales.
- Meta says AI already improves ad targeting and reports rising use of its Meta AI assistant, though it has not disclosed specific revenue from these tools.