Market News for Meta Platforms Inc class A (META)
Meta Platforms remains a top pick, rated Buy, driven by robust ad revenue and strong Family of Apps performance. Heavy CapEx in AI and infrastructure is expected to fuel future margin expansion and earnings growth despite near-term free cash flow pressure. Reality Labs losses are likely peaking, with future upside tied to smart glasses and mixed-reality product adoption....
Seeking Alpha - 2/5/2026 2:16:10 PM
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Meta Platforms achieved 7% YoY growth in daily active users, reaching 3.58 billion in Q4 FY25. Ad impressions surged 18% YoY, driven by AI-powered ad redistribution using the Lattice and GEM models. Instagram Reels U.S. watch time soared 30% YoY, benefiting from advanced sequence learning and deeper interaction histories....
Seeking Alpha - 2/5/2026 12:24:13 PM
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