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Meta's Q4 Earnings: Analysts Expect Revenue Surge Amid AI Costs

1/29/2026

32 7 Full Breakdown

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Meta Earnings Forecast

Meta is set to report its Q4 earnings, with analysts forecasting revenue of $58.41 billion and earnings per share of $8.18, up from the prior year.
Several analysts lowered price targets for Meta stock due to rising AI expenses.
Bank of America maintains a Buy rating and expects Meta to beat estimates.
Meta plans paid tiers for its platforms, which could enhance monetization.

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Meta Revenue Surge

Meta Platforms, Inc. announced Q4 2025 revenue of $59.89 billion and earnings per share (EPS) of $8.88, beating expectations, as CEO Mark Zuckerberg signaled shift to artificial intelligence and a $6 billion Corning fiber optic cables deal.
Meta will lay off over 1,000 Reality Labs employees and focus investments on glasses and wearables.
Microsoft posted $81.27 billion in revenue and Satya Nadella cited AI boom amid slowing cloud growth.

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Meta Earnings Forecast

Meta is set to report its Q4 earnings, with analysts forecasting revenue of $58.41 billion and earnings per share of $8.18, up from the prior year.
Several analysts lowered price targets for Meta stock due to rising AI expenses.
Bank of America maintains a Buy rating and expects Meta to beat estimates.
Meta plans paid tiers for its platforms, which could enhance monetization.

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