Tech Giants in Focus: Insights on Meta, Alphabet, Amazon, and Snap from Zacks Analysts

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Meta Platforms Set to Release Q4 2025 Earnings

Meta Platforms, Inc. (META) will announce its fourth-quarter 2025 results on January 28, 2026. The company anticipates total revenues between $56 billion and $59 billion, with the Zacks Consensus Estimate pegged at $58.40 billion, marking a 20.7% increase year-over-year. Although earnings are expected to be $8.15 per share, showing a 1.6% growth, this estimate has slightly declined over the past month.

Ad Revenue Growth and Challenges Ahead

Meta’s ad revenue is projected to significantly contribute to its Q4 performance, expected to reach $56.85 billion, representing 21.5% growth year-over-year. The company aims to leverage its AI capabilities, with an annual ad run rate exceeding $60 billion, although it also faces rising costs in developing AI services and ongoing losses in its Reality Labs segment, projected at $6.31 billion for this quarter.

Stock Performance and Market Position

Over the past year, META shares have declined by 0.2%, underperforming against the Zacks Computer & Technology sector, which has appreciated by 28.4%. According to Zacks, META holds a Value Score of C, with a forward 12-month price/sales ratio of 6.98X compared to 4.58X for the Zacks Internet Software industry.

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