Key Points
Meta Platforms (NASDAQ: META) reported a 22% revenue growth in 2025, reaching $201 billion, with Q4 growth at 24%. Despite this operational success, its stock underperformed due to high spending, with projections indicating revenue growth may accelerate to between 26% and 34% in Q1 2026.
Meta has leveraged AI to enhance its recommendation algorithms, leading to increased ad revenue. The company is also gradually introducing ads on its WhatsApp platform and new site, Threads. For 2026, Meta plans to nearly double its capital expenditure to between $115 billion and $135 billion, shifting focus towards AI investments, particularly in AI-integrated hardware.
