Meta Platforms stock closed near $655.66 after reporting strong Q4 2025 earnings of $8.88 EPS and $59.89 billion revenue.
AI tools are driving higher ad pricing and user engagement, supporting Meta Stock's long-term growth.
Planned capital spending of $115 billion–$135 billion signals aggressive expansion in AI infrastructure and future innovation.
Meta Platforms is seeing strong movement recently. In mid-February, the price closed near $655.66. This is much higher than most of 2025, when the stock stayed lower and moved in a smaller range. The recent rise came after better-than-expected earnings and growing interest in its artificial intelligence plans.
Investors are feeling more positive as revenue and profits are rising. Many believe AI tools are helping improve advertising results. Even though the market has had some ups and downs, the stock trend has mostly moved higher in recent weeks.
The fourth quarter of 2025 played a key role in boosting confidence. Meta reported non-GAAP earnings per share of $8.88. Revenue reached $59.89 billion for the quarter. Both numbers were higher than analysts had predicted.
Advertising remained the main driver of revenue. The company saw growth in daily active users across its platforms. Ad impressions increased, and the average price per advertisement also improved. This means businesses are paying more for ads, partly as AI systems are improving targeting and performance. Strong engagement across platforms helped support these gains.
Higher earnings showed that operating margins remain healthy despite large spending plans. These results supported the stock price and helped push shares to new highs.
Artificial intelligence is now central to the company’s long-term strategy. Management announced a significant increase in capital expenditures. Expected spending is projected to range between $115 billion and $135 billion. This is a large jump compared to previous years.
Most of this investment will go toward data centers, advanced chips, and AI infrastructure. The goal is to improve ad targeting, automate systems, and build new AI-based products. Stronger computing power will also support generative AI services and other advanced digital tools.
While high capital spending can reduce short-term free cash flow, investors appear willing to accept this trade-off. The belief is that heavy investment today may lead to stronger growth and higher profits in the future.
Meta has signed a big supply and design deal with a leading chipmaker. This is important as strong processors are needed to run advanced AI systems. The agreement helps make sure the company gets the chips required for large data centers and heavy computing work.
Having a steady chip supply lowers the risk of delays in AI projects. It also shows that Meta wants to stay strong in the global tech race. This partnership supports future plans to improve advertising technology and build better AI tools for users and businesses.
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Meta has also adjusted its compensation approach. Stock-based awards have been reduced for broad employee groups for a second year in a row. At the same time, performance-based rewards for top talent have increased. This strategy aims to control dilution while still attracting skilled engineers and AI experts.
Higher capital spending combined with tighter equity grants shows a focus on disciplined resource management. The company is concentrating financial power on technology infrastructure rather than widespread stock distribution. This may help protect long-term shareholder value.
At current levels near $655.66, Meta stock reflects high expectations. Investors are pricing in continued revenue growth, stable profit margins, and strong returns from AI investments. Analysts continue to monitor quarterly results to confirm that ad growth remains steady.
Future performance will depend on several factors. Sustained improvement in ad pricing and engagement will be critical. Capital spending must produce measurable returns. Legal challenges need to remain manageable. Broader economic conditions will also influence advertising budgets and market direction.
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Meta is currently in a position of strength. Fourth-quarter earnings of $8.88 per share and revenue of $59.89 billion demonstrate solid operational progress. Planned capital expenditures of $115 billion to $135 billion highlight confidence in AI expansion. Its stock price of $655.66 reflects strong investor belief in future growth.
The company faces risks, including regulatory scrutiny and large spending commitments. However, strong advertising performance and aggressive AI investment continue to drive positive sentiment. If execution remains consistent and revenue growth stays firm, Meta stock price’s upward trend could continue throughout 2026.
What is the latest Meta stock price?
Meta Platforms Stock recently closed around $655.66 in February 2026.
How did Meta perform in Q4 2025?
The company reported earnings per share of $8.88 and revenue of $59.89 billion, beating expectations.
Why is AI important for Meta?
AI Tools improve ad targeting, increase efficiency, and support new product development.
How much is Meta planning to invest in 2026?
Capital expenditures are expected to range between $115 billion and $135 billion.
What are the main risks for Meta Platforms Stock?
Key risks include regulatory scrutiny, legal challenges, and the impact of high capital spending on short-term cash flow.
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