Meta Platforms is expected to report Q4 2025 revenue of approximately $58.4 billion and EPS of $8.20, while the stock’s current price of $674.34 sits below the average analyst price target of $822.00. Investors are laser-focused on the company's initial 2026 capital expenditure guidance, seeking clarity on the rising costs of AI infrastructure and the path to monetization.
While core advertising revenue remains a robust growth driver, the market is increasingly wary of the financial headwind from aggressive data center spending and sustained losses in the Reality Labs division. Management has reiterated that investment in hardware and large language models will accelerate into the coming year to maintain its competitive edge in generative AI.