Key Points
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In early 2026, shares of Meta Platforms (NASDAQ: META) fell nearly 30% from their all-time highs near $780 in late 2025, with a year-to-date drop of about 14%.
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The company’s revenue for 2025 reached $201 billion, a 22% increase from the previous year, driven by AI-enhanced ad targeting, while operating margins remained steady at 41%.
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Meta’s capital expenditure for 2026 is projected to reach $135 billion, raising concerns among investors about the company’s focus amid rising legal and regulatory pressures.
Shares of Meta Platforms have seen significant declines as concerns mount over aggressive capital spending and regulatory challenges. Despite these setbacks, the company’s financial performance remains robust, with a reported $201 billion in revenue and a steady operating margin of 41% in 2025. Analysts suggest that Meta’s substantial investment in AI may ultimately bolster its advertising business, although the projected $135 billion in capex for 2026 has generated skepticism among investors.
