Shares in Meta Platforms (META) stock climbed higher after the tech giant reported better-than-expected Q4 2025 earnings. In Q4, Meta reported earnings per share (EPS) of $8.88 on revenue of $59.9 billion, ahead of the $8.16 and $58.4 billion analysts were expecting based on Bloomberg analyst consensus estimates. The company’s stock climbed as much as 10% after the report.

The company also provided its 2026 capital expenditures guidance, saying it anticipates spending between $115 billion and $135 billion in 2026, up from the $72.22 billion the company spent in 2025. This was the biggest catalyst for the stock, hooking in investors and sparking Wall Street bulls.

Mark Zuckerberg, Founder, Chairman & CEO, highlighted that Meta ended 2025 with more than 3.5 billion daily active users across its apps, noting “record-breaking holiday demand and AI-driven performance gains.” Zuckerberg expects 2026 to bring a “major AI acceleration” and emphasized, “We’re starting to see agents really work. This will unlock the ability to build completely new products and transform how we work.”

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The earnings report drove investor optimism for META stock on Wall Street higher. Analysts are optimistic about Meta’s growth potential, with all top analysts maintaining a Buy or Outperform rating. Price targets are significantly above the current market price, indicating confidence in future growth. Most analysts agree on Meta’s growth potential, with price targets ranging from $800 to $935. Guggenheim and TD Cowen excel in price target accuracy, while Tigress Financial is bullish with a Strong Buy rating and the highest target of $935.