Meta Shares Surge Over 10% On Strong Q4 Earnings, Higher Superintelligence Spend

• Meta announced higher capital expenditures for 2026, in the range of $115 billion to $135 billion, up from $72.22 billion in 2025. 
• The company said that the capex increase would primarily be geared towards Meta Superintelligence Labs efforts.
• Mark Zuckerberg, Meta founder and CEO, said on a call that the company will continue to invest significantly in infrastructure to train models and deliver personal superintelligence to the world.

Meta Platforms Inc. (META) reported its fourth-quarter (Q4) 2025 results after-hours on Wednesday, beating street expectations for revenue and earnings. The company also announced higher annual capital expenditure to boost its superintelligence push.

The tech conglomerate posted revenue of $59.89 billion, 24% higher than $48.39 billion from the same period last year. The latest revenue numbers beat street expectations of $58.59 billion as per data on Fiscal.ai based on 46 analyst estimates.

Earnings also beat market estimates, with Q4 earnings per share coming in at  $8.88, 11% higher year-on-year compared to $8.02 last year, and above analyst estimates of $8.21, as per Fiscal.ai data.

Shares of META surged over 10% after-hours at the time of writing.

Superintelligence Push

The Facebook-owner announced higher capital expenditures for 2026, in the range of $115 billion to $135 billion, up considerably from $72.22 billion clocked in 2025.

The company said that the increased expenditure would include principal payments on finance leases, primarily geared towards Meta Superintelligence Labs efforts as well as towards core business.

Mark Zuckerberg, Meta founder and CEO, said on the earnings call that the company will continue to invest significantly in infrastructure to train models and deliver personal superintelligence to the world.

“This is going to be a big year for delivering personal superintelligence, accelerating our business, building infrastructure for the future, and shaping how our company will work going forward,” he said.

Meta provided a first-quarter 2026 total revenue guidance in the range of $53.5 billion to $56.5 billion.

Reality Labs

Zuckerberg also noted that AI-powered glasses were becoming one of the fastest-growing consumer electronics categories within Meta, with sales of AR glasses tripling last year.

He added that for the Reality Labs segment, most of the investment next year would be geared towards glasses and wearables.

“I expect Reality Labs losses this year to be similar to last year, and this will likely be the peak as we start to gradually reduce our losses going forward while continuing to execute on our vision as we plan,” Zuckerberg clarified.

Meta Compute

Providing an update on the recently announced Meta Compute, Zuckerberg said an important part of the unit will be to make long-term investments in silicon and energy.

“We will continue working with key partners while advancing our own silicon program. We're architecting our systems so that we can be flexible in the systems that we use, and we expect the cost per gigawatt to decrease significantly over time through optimizing both our technology and supply chain,” he said.

How Did Stocktwits Users React?

On Stocktwits, retail sentiment around META shares remained in the ‘extremely bullish’ territory in the past 24 hours amid ‘extremely high’ message volumes.

One bullish user said Meta earnings beat top and bottom, adding that they expect share prices to jump 10% in regular trading hours.

Another bullish user said the stock’s price would go up to $750.

Shares of META have declined about 5.6% in the past year.

For updates and corrections, email newsroom[at]stocktwits[dot]com.

Also Read: Corning Garners Analyst And Retail Attention After Q4 Results, Meta Deal
 

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