SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is trending as community members intensely debate Donald Trump's recent State of the Union address, fueling highly polarized opinions regarding his economic claims and the political implications for his media company.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is trending as investors digest reported earnings, which showed revenue growth but wider losses, alongside a significant workforce reduction aimed at improving profitability. The community is actively debating the company's substantial cash burn and the ongoing leadership situation, balanced by discussion around increasing production efficiency and future EV model launches.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is trending amidst a battle between bullish enthusiasm for its reported $8.5 billion Meta-backed loan for AI infrastructure expansion and bearish concerns over its credit profile after reports of difficulty securing financing for another data center, a claim the company denies. The market is sharply divided ahead of upcoming earnings, with many anticipating a significant AI-driven rally while others fear potential debt-related headwinds, also closely watching NVIDIA's sector-influencing report.

Pieverse

PIEVERSE CRYPTO is trending due to reports of a significant short squeeze and liquidations, coupled with observations of quiet accumulation. The community is actively discussing PIEVERSE's distinction as the "true pie universe" amidst broader concerns around "Pi Coin" scams.

FIST is the governance token of FstSwap, a decentralized exchange protocol based on BSC Binance Smart Chain, with a total of 200 million tokens in full circulation

Fistbump

FIST CRYPTO is trending as it's being heavily tagged alongside promotional messages for the newly launched MIGA token, with the community actively discussing an immediate airdrop opportunity for those who purchase MIGA.

MEFAI is an institutional-grade trading intelligence system leveraging AI to process high-frequency data streams from on-chain activity, derivatives markets, order book depth, and behavioral sentiment. It delivers real-time structural market bias signals for strategic decision-making. Designed for professionals, MEFAI eliminates emotional bias and provides a transparent, rules-based edge in modern algorithmic environments.

META FINANCIAL AI

MEFAI is trending as community discussions revolve around the launch and rapid promotion of a new token, MIGA, with users actively participating in airdrop incentives and highlighting its initial momentum, while also mentioning MEFAI itself as a low-cap prospect.

Binance Coin is the cryptocurrency of the Binance platform. It is a trading platform exclusively for cryptocurrencies. The name "Binance" is a combination of binary and finance.  Thus, the startup name shows that only cryptocurrencies can be traded against each other. It is not possible to trade crypto currencies against Fiat. The platform achieved an enormous success within a very short time and is focused on worldwide market with Malta headquarters. The cryptocurrency currently has a daily trading volume of 1.5 billion - 2 billion US dollars and is still increasing.  In total, there will only be 200 million BNBs. Binance uses the ERC20 token standard from Ethereum and has distributed it as follow: 50% sold on ICO, 40% to the team and 10% to Angel investors. The coin can be used to pay fees on Binance. These include trading fees, transaction fees, listing fees and others. Binance gives you a huge discount when fees are paid in BNB.   The schedule of BNB fees discount is as follow: In the first year, 50% discount on all fees, second year 25% discount, third year 12.5% discount, fourth year 6.75 % discount, and from the fifth year onwards there is no discount. This structure is used to incentivize users to buy BNB and do trades within Binance.  Binance announced in a buyback plan that it would buy back up to 100 million BNB in Q1 2018. The coins are then burned. This means that they are devaluated to increase the value of the remaining coins. This benefits investors. In the future, the cryptocurrency will remain an asset on the trading platform and will be used as gas.  Other tokens that are issued by exchanges include Bibox Token, OKB, Huobi Token, and more.

Binance

BNB is actively discussed for its expansion into tokenized stock products and new institutional integrations for off-exchange collateral, signaling a deeper push into traditional finance. However, significant community skepticism persists amid allegations of market manipulation and ongoing regulatory challenges for the exchange.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending amid robust community discussion around its ANKTIVA cancer treatment and intense short squeeze speculation, fueled by ongoing international regulatory progress and anticipation of further corporate developments. Investors are highly optimistic about the company's scientific advancements and its potential global market impact.

Avalo Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the treatment of immune dysregulation by developing therapies that target the LIGHT-signaling network. It also focuses on reducing LIGHT levels which can moderate immune dysregulation in many acute and chronic inflammatory disorders. The company was founded by Blake M. Paterson, Isaac Blech, Barbara S. Slusher, and Solomon H. Snyder on January 31, 2011 and is headquartered in Wayne, PA.

Avalo Therapeutics Inc

Avalo Therapeutics is trending with multiple bullish analyst ratings and high price targets for its lead candidate AVTX-009, which has completed enrollment in its Phase 2 trial for hidradenitis suppurativa. The community is actively discussing the stock's significant upside potential in the competitive autoimmune disease market.

Rumble, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Rumble is trending due to recent strategic moves like Tether's increased ownership, significant investments, and spending commitments, alongside its acquisition of Northern Data AG positioning it as a major cloud provider for AI, all fueling community speculation of a short squeeze amid high short interest.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

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<ul class="summary-bullets"><li>Burry noted that Alphabet’s filing now includes “historical asset performance” and “expected technology developments,” with the latter representing a more formal expression.</li><li>Venture capital firm Stonebridge Capital, in response to Burry’s note, said the change looked like Alphabet was getting ahead of its AI hardware obsolescence.&nbsp;</li><li>In its latest fourth-quarter (Q4) release, Alphabet provided a capex outlook between $175 billion and $185 billion in 2026, much higher than street estimates of $119.5 billion.</li></ul>‘The Big Short’ investor Michael Burry pointed out that Alphabet Inc. (GOOG, GOOGL) has changed the phrasing and methodology in its latest annual filing with the U.S. Securities and Exchange Commission (SEC).In a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://substack.com/@michaeljburry/note/c-210328033">Substack note</a> from Thursday, Burry said that Alphabet has updated its 10-K 2025, released earlier in the day, with different wording in both its risk factors section and its property and equipment “useful lives” description.Burry noted that Alphabet’s filing now includes “historical asset performance” and “expected technology developments,” with the latter representing a formal expression “with a different proactive connotation.”<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_05_at_10_28_38_PM_png_2e1e68f7aa.webp" alt="Screenshot 2026-02-05 at 10.28.38 PM.png" width="1315" height="1018"></figure><h2 class="st-heading-2">&nbsp;</h2><h2 class="st-heading-2">What Does This Mean?</h2>Alphabet’s revised phrasing in the filing is to notify investors of changes in how it estimates the useful lives of property and equipment, and expectations about future technological developments.The change formalizes how the company will determine depreciation of its assets, likely related to its artificial intelligence infrastructure spend.“Sounds like they're getting ahead of AI hardware obsolescence. Interesting they're building that flexibility now,” said venture capital firm Stonebridge Capital, in <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://substack.com/profile/399130908-stonebridge-capital/note/c-210351068">response</a> to Burry’s note.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_05_at_10_54_08_PM_png_3b50b32065.webp" alt="Screenshot 2026-02-05 at 10.54.08 PM.png" width="1338" height="309"></figure>&nbsp;Another user, Auctus, explained that the change in methodology and phrasing indicates the company is altering its accounting estimates to change the impact on its bottom line.“By shifting the methodology for asset useful lives to a more 'proactive' and 'expected' framework, they’re effectively lowering depreciation expenses. It’s a classic move to pad earnings and offset the massive Capex drag from their AI infrastructure spend,” Auctus said in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://substack.com/profile/308968541-auctus/note/c-210334760">response</a> to the note.<h2 class="st-heading-2">Capex Increase</h2>In its latest fourth-quarter (Q4) <a href="https://stocktwits.com/news-articles/markets/equity/alphabet-shares-down-despite-reporting-record-annual-revenue-know-why/cZbjXJVR4Ng">release</a>, Alphabet provided a capex outlook of $175 billion to $185 billion for 2026, well above street estimates of $119.5 billion, and almost double its 2025 spend.Alphabet CEO Sundar Pichai justified the increase by saying that the company’s AI investments and infrastructure have been driving revenue and growth across the board.The company also noted that the hike in its technical infrastructure investments will impact its bottom line via higher depreciation expenses and related data center costs. Alphabet said it expects its 2026 depreciation growth rate to accelerate in Q1 26 and significantly increase for the full year ahead.Alphabet reported Q4 revenue of $113.8 billion, an 18% increase from the same period last year, and ahead of analysts’ estimates of $111.5 billion. The company reported diluted earnings per share of $2.82 per share, ahead of the street consensus of $2.64 per share.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around GOOG shares was in the ‘extremely bullish’ territory over the past 24 hours. Meanwhile, message volumes jumped from ‘high’ to ‘extremely high’ levels in the same period.<a href="https://stocktwits.com/symbol/GOOG/">Shares of GOOG</a> have gained over 66% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/google-parent-alphabet-earnings-beat-fuels-analyst-price-target-hikes-but-capex-jitters-linger/cZbZdsDR4VB">Google Parent Alphabet Earnings Beat Fuels Analyst Price Target Hikes – But Capex Jitters Linger</a>

Michael Burry attends the "The Big Short" New York premiere at Ziegfeld Theater on November 23, 2015 in New York City.

Michael Burry Flags Wording, Methodology Updates In Google Parent Alphabet’s Fresh Filing

In a Substack note, Burry said that Alphabet has updated its 10-K 2025, released earlier in the day, with different wording in its risk factors section and its property and equipment description.

Equity

ETFs to Watch as Alphabet Reports Q4 Earnings

ETFs to watch as Alphabet's earnings beat Q4 estimates, but heavy AI-driven capex weighed on market sentiment.

<ul class="summary-bullets"><li>Barclays increased its target to $360 from $315 as it kept an Overweight rating, highlighting robust fundamentals and strength in digital advertising and cloud demand.</li><li>Pivotal Research increased its price target&nbsp; to $420 from $400, maintaining a ‘Buy’ rating based on the company’s search and artificial intelligence momentum.</li><li>Alphabet said it expects to spend between $175 billion and $185 billion in 2026.</li></ul>Alphabet Inc. (GOOG,GOOGL) is drawing fresh optimism as multiple Wall Street firms lifted their stock price targets following stronger-than-expected earnings and AI-led momentum.For the fourth-quarter, the tech giant reported a revenue of $113.8 billion and earnings per share (EPS) of $2.82. Both the metrics surpassed the analysts’ consensus estimate of $111.5 and $2.64, according to Fiscal AI data.&nbsp;<h2 class="st-heading-2">Analysts Hike Price Targets On AI, Search Momentum&nbsp;</h2>Barclays, Pivotal Research and TD Cowen all raised their 12-month price targets for Alphabet, underscoring sustained faith in the search giant’s growth story. Barclays increased its target to $360 from $315 as it kept an Overweight rating, highlighting robust fundamentals and strength in digital advertising and cloud demand, according to TheFly.&nbsp;Pivotal Research increased its price target&nbsp; to $420 from $400, maintaining a ‘Buy’ rating based on the company’s search and artificial intelligence momentum, especially led by the performance of its Gemini AI and resilient search revenue.TD Cowen lifted its price target to $365 from $350, signaling that continued strength in search and cloud activity supports further stock upside.&nbsp;However,&nbsp;<a href="https://stocktwits.com/symbol/GOOGL">Alphabet Class A shares</a> traded over 2% lower in Thursday’s premarket. Investors remain cautious after the company flagged a sharp rise in future capital spending&nbsp;<h2 class="st-heading-2">Capex Fears Weigh On Investors&nbsp;</h2>Alphabet said it expects to spend between $175 billion and $185 billion in 2026, a figure far higher than the $119.5 billion estimate and almost twice as much as it invested the year before. The higher capital spending plan caused a decline in the stock price. But in the earnings call, CEO Sundar Pichai expressed optimism about the revenue potential from the investments.&nbsp;&nbsp;<blockquote>“We’re seeing our AI investments and infrastructure drive revenue and growth across the board.”-Sundar Pichai, CEO, Alphabet and Google&nbsp;&nbsp;</blockquote><h2 class="st-heading-2">What Are Stocktwits Users Saying&nbsp;</h2>On Stocktwits, retail sentiment around the stock changed to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_05_061315_png_53afc63970.webp" alt="GOOGL’s Sentiment Meter and Message Volume as of 05:45 a.m. ET on Feb. 5, 2026 | Source: Stocktwits" width="930" height="101"><figcaption>GOOGL’s Sentiment Meter and Message Volume as of 05:45 a.m. ET on Feb. 5, 2026 | Source: Stocktwits</figcaption></figure>The stock saw a whopping 645% surge in user message count over 24 hours.&nbsp;A Stocktwits user expressed optimism about the company’s AI scale and monetization.&nbsp;<stembedurl>https://stocktwits.com/AlphaGrant/message/644067888</stembedurl>GOOGL stock has gained 74% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amazon-pricing-powers-curbed-in-germany-competition-authority-imposes-fine/cZbZPEIR4V3">Amazon Pricing Powers Curbed In Germany — Competition Authority Imposes $70 Million Fine</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Google LLC, a subsidiary of Alphabet Inc. (NASDAQ: GOOGL), with the word Alphabet visible in the background.

Google Parent Alphabet Earnings Beat Fuels Analyst Price Target Hikes – But Capex Jitters Linger  

Barclays, Pivotal Research and TD Cowen all raised their 12-month price targets for Alphabet, underscoring sustained faith in the search giant’s growth story.

Disney-Heavy ETFs to Watch Amid Q1 Earnings & CEO Change 

Mixed earnings and a shift in leadership put ETFs with heavy exposure to the Walt Disney Company in focus.

<ul class="summary-bullets"><li>As Chairman of Disney Experiences, D’Amaro has led the company’s largest business segment, generating $36 billion in annual revenue in the fiscal year 2025.</li><li>Dana Walden, Co-Chairman of Disney Entertainment, has been named President and Chief Creative Officer.&nbsp;</li><li>Robert Iger will continue as a Senior Advisor and board member until his retirement at the end of 2026.</li></ul>The Walt Disney Co. (DIS) on Tuesday announced a major leadership transition, appointing Josh D’Amaro as its next Chief Executive Officer.&nbsp;The appointment will be effective at Disney’s annual meeting on March 18. It will see D’Amaro succeed longtime CEO Robert A. Iger. The Board also plans to formally add D’Amaro as a director immediately following the meeting, completing a carefully orchestrated succession plan.<h2 class="st-heading-2">Insider’s Rise To The Top Role&nbsp;&nbsp;</h2>As Chairman of Disney Experiences, D’Amaro has led the company’s largest business segment, generating $36 billion in annual revenue in the fiscal year 2025 and managing 185,000 employees globally.&nbsp;Under his leadership, landmark attractions such as Star Wars: Galaxy’s Edge, Avengers Campus, and Mickey &amp; Minnie’s Runaway Railway were launched, with upcoming projects including Monsters, Inc., Avatar, Cars, and Disney Villains-themed expansions.During his 28-year tenure at Disney, he has driven the company’s most extensive expansion of theme parks and immersive experiences. The transition also includes Dana Walden, Co-Chairman of Disney Entertainment,&nbsp;who has been named President and Chief Creative Officer.&nbsp;Following the announcement, Disney’s stock traded over 1% higher in Tuesday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<h2 class="st-heading-2">Iger’s Legacy</h2>Iger has mentored both D’Amaro and Walden throughout the succession process. He will continue as a Senior Advisor and board member until his retirement at the end of 2026.&nbsp;Since returning to leadership in 2022, Iger has guided Disney through industry disruption, restructuring the company, and implementing four strategic priorities: enhancing studio output, achieving streaming profitability, solidifying ESPN’s digital presence, and accelerating growth in Disney Experiences.D’Amaro’s appointment concludes a multi-year, Board-led succession planning process initiated in January 2023.&nbsp;DIS stock has declined by 8% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cyn-stock-surging-pre-market-nvidia-connection/cZbiMH3R4ly">CYN Stock Is Surging Pre-Market — What's The Nvidia Connection?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Walt Disney Company logo is seen displayed on the screen of a tablet.

Disney Names Josh D’Amaro CEO, Dana Walden Becomes Chief Creative Officer

The appointment, effective at Disney’s annual meeting on March 18, will see D’Amaro succeed longtime CEO Robert A. Iger. 

<ul class="summary-bullets"><li>Sowmyanarayan Sampath leads Verizon’s largest business unit, the consumer division.&nbsp;</li><li>He was widely viewed within the industry as the likely successor to former CEO Hans Vestberg.</li><li>Wells Fargao raised the price target after highest postpaid phone additions since 2019 during Schulman’s first quarter at the helm.</li></ul>Verizon Communications Inc. (VZ) is reportedly exploring leadership changes, amidst increasing competition from rivals and recent service disruptions that have tested customer loyalty.According to a Financial Times&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/005f81ee-1fae-4d60-b831-7608a8bf0687">report</a>, Verizon is looking to replace Sowmyanarayan Sampath, who had long been seen as the leading candidate for the CEO role.<h2 class="st-heading-2">Shift At The Top</h2>Sampath leads Verizon’s largest business unit, the consumer division.&nbsp;He was widely viewed within the industry as the likely successor to former CEO Hans Vestberg before the board tapped long-time director and ex-PayPal chief Dan Schulman to take the reins in late 2025, the report cited.&nbsp;<a href="https://stocktwits.com/symbol/VZ">Verizon stock</a> inched 0.5% lower in Monday’s premarket. On Stocktwits, retail sentimenta round the stock remained in ‘extremely bullish’ territory amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_063929_png_ed5041dae9.webp" alt="VZ’s Sentiment Meter and Message Volume as of 07:30 a.m. ET on Feb. 2, 2026 | Source: Stocktwits" width="926" height="107"><figcaption>VZ’s Sentiment Meter and Message Volume as of 07:30 a.m. ET on Feb. 2, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Market Struggles Fuel Change</h2>Insiders say Schulman, who was given a 27-month contract, is using the period to evaluate and potentially refresh the executive bench, according to the report.&nbsp;Verizon’s move comes as the company struggles to keep pace with competitors, losing ground in the important postpaid phone segment to T-Mobile US&nbsp; (TMUS) and AT&amp;T (T). The challenges have compounded following a major outage in January that left many users without service.According to a CNET report, the service outage affected about 2 million users, prompting the company to provide a $20 credit to the impacted customers. The telecon giant said the issue was related to software and added that there is no sign of a cybersecurity breach.<h2 class="st-heading-2">Analysts’ Take&nbsp;</h2>Wells Fargo analyst Eric Luebchow increased Verizon’s price target to $44 from $41 while maintaining an ‘Equal Weight’ rating, according to TheFly. The move comes after observing the highest postpaid phone additions since 2019 during Schulman’s first quarter at the helm, signaling strong customer retention and growth momentum.Meanwhile, Morgan Stanley also lifted its price target to $49 from $47, keeping an ‘Equal Weight’ stance. The firm highlighted the updated 2026 outlook as balancing aggressive promotional strategies with disciplined financial management.&nbsp;VZ stock has gained over 11% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/polestar-stock-gains-pre-market-400-m-bank-backed-financing/cZbgkxSR4kP">Polestar Stock Gains Pre-Market After Securing $400M Bank-Backed Financing</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Verizon Communications logo is seen displayed on a smartphone screen. 

Verizon Reportedly Considers Executive Shakeup Amid Service Outages And Rival Pressure

According to a Financial Times report, Verizon is looking to replace Sowmyanarayan Sampath, who had long been seen as the leading candidate for the CEO role.

ETFs in Spotlight as META Shares Rally 10% Post Q4 Earnings Beat

META shares surge over 10% after a Q4 earnings and guidance beat, putting Meta-heavy ETFs in focus for investors seeking upside with less risk.

<ul class="summary-bullets"><li>Barclays said Meta continues to lead the digital advertising market, with artificial intelligence providing additional upside.</li><li>UBS expects earnings estimates for 2026 and 2027 to rise as Meta begins to realize measurable benefits from its AI strategy.</li><li>Bank of America increased its price target to $885 from $810 while keeping a ‘Buy’ recommendation.</li></ul>Meta Platforms Inc. (META) drew fresh optimism from Wall Street after several firms lifted their price targets on the social media and advertising giant, citing increasing ad growth and improving returns from artificial intelligence investments.&nbsp;<a href="https://stocktwits.com/symbol/META">Meta stock</a> traded over 8% higher in Thursday’s premarket.The tech giant posted a fourth-quarter (Q4)&nbsp;revenue of $59.89 billion and earnings per share (EPS) of $8.88, both exceeding the analysts’ consensus estimate of $58.59 billion and $8.02, according to Fiscal AI data.&nbsp;<h2 class="st-heading-2">Advertising Momentum</h2>Barclays raised its price target to $800 from $770 while reaffirming an ‘Overweight’ stance, according to TheFly. The firm highlighted a sharp rebound in advertising momentum, noting that revenue growth above 30% has eased many lingering investor worries about rising costs and capital intensity.Barclays said Meta continues to lead the digital advertising market, with artificial intelligence providing additional upside that has yet to be fully reflected in forecasts.UBS echoed that view, lifting its own price target to $872 from $830 and maintaining a ‘Buy’ rating. The firm expects earnings estimates for 2026 and 2027 to rise as Meta begins to realize measurable benefits from its AI strategy.&nbsp;Morgan Stanley, Jefferies and Piper Sandler increased their price targets as well, with Jefferies saying Meta’s strong revenue performance shows that AI-driven growth is proving the value of its investment programs.&nbsp;<h2 class="st-heading-2">Bank Of America Perspective</h2>Bank of America increased its price target to $885 from $810 while keeping a ‘Buy’ recommendation, citing that Meta’s investment cycle is producing tangible returns.&nbsp;According to BofA, Meta is building a powerful infrastructure base while still funding expansion internally, with free cash flow projected to turn positive in 2026. The firm also said losses at Reality Labs are likely to peak this year.Meta, which owns Facebook, said it plans to spend much more on capital investments in 2026, estimating costs between $115 billion and $135 billion, a sharp increase from about $72 billion spent in 2025.<h2 class="st-heading-2">The Retail Mood</h2>On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory while message volume changed to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_29_062233_png_d797811f5a.webp" alt="META’s Sentiment Meter and Message Volume as of 06:00 a.m. ET on Jan. 29, 2026 | Source: Stocktwits" width="927" height="103"><figcaption>META’s Sentiment Meter and Message Volume as of 06:00 a.m. ET on Jan. 29, 2026 | Source: Stocktwits</figcaption></figure>META stock has declined by over 1% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-vtix-stock-surging-today/cmyieKzR4Kh">A Tiny Float, Volatile Swings: Why Virtuix Is On Traders’ Radar</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Meta logo displays on the screen of a smartphone placed on a surface reflecting the circular Meta AI logo.

Meta Q4 Earnings Beat Fuels New Price Target Hikes On AI, Ad Growth Optimism

Barclays raised its price target to $800 from $770 and highlighted a sharp rebound in advertising momentum, noting that revenue growth above 30% has eased many lingering investor worries.

<ul class="summary-bullets"><li>Rothschild raised Meta’s price target to $900 from $740.</li><li>Analyst James Cordwell suggested Meta’s shares might briefly trade down to the mid-$500s following its fourth-quarter (Q4) results.</li><li>The company is scheduled to report its Q4 earnings on Wednesday.&nbsp;</li></ul>Meta Platforms, Inc. (META) received a bullish rating from Rothschild &amp; Co Redburn, which upgraded the tech giant’s stock to ‘Buy’ from ‘Neutral’ and considerably increased the price target to $900 from $740.The new price target implies a potential 36% upside to the stock’s price as of Friday’s closing.&nbsp;<h2 class="st-heading-2">Strategic Valuation View</h2>Analyst James Cordwell’s revised outlook stems from a belief that the current stock price does not fully reflect the company’s long-term earnings potential. While noting that higher near-term costs could depress 2026 earnings estimates, he stated that this creates an opportunity for patient investors.<a href="https://stocktwits.com/symbol/META">Meta Platforms’ stock</a> inched 0.5% higher in Monday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_26_072004_png_dddc6bef3d.webp" alt="META’s Sentiment Meter and Message Volume as of 07:00 a.m. ET on Jan. 26, 2026 | Source: Stocktwits" width="929" height="101"><figcaption>META’s Sentiment Meter and Message Volume as of 07:00 a.m. ET on Jan. 26, 2026 | Source: Stocktwits</figcaption></figure>In his note, the analyst suggested that Meta’s shares might briefly trade down to the mid-$500s following its fourth-quarter (Q4) results if expenses remain elevated. However, Cordwell highlighted a “disconnect” between the company’s market price and underlying business value, implying more upside than downside from current levels.&nbsp;<h2 class="st-heading-2">Time To Add Position&nbsp;</h2>The upgrade comes ahead of Meta’s fiscal 2026 guidance, which Cordwell anticipates will integrate cost assumptions with limited immediate AI-driven earnings boosts. He stated that this window may be an ideal moment to begin or add to positions.&nbsp;The company is scheduled to report its Q4 earnings on Wednesday. Analysts expect a Q4 revenue of $58.410 billion and earnings per share (EPS) of $8.19, according to Fiscal AI data.&nbsp;Meta has been increasing capital spending to build data centers, which are&nbsp;critical to staying competitive in the artificial intelligence race. CEO Mark Zuckerberg has committed to investing at least $600 billion in the U.S. toward building data centers.META stock has declined 0.2% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ionq--said-to-buy-sky-water-for-1-8-billion/cmy7V0TR4WD">IonQ Said To Buy SkyWater For $1.8 Billion In Push Toward Domestic Quantum Hardware</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A computer screen displays Meta logo and a mobile phone screen displays Meta CEO Mark Zuckerberg in the foreground. (Photo by Arda Kucukkaya/Anadolu via Getty Images)

META Stock Gets ‘Buy’ Upgrade: Rothschild Redburn Lifts Price Target To $900 Ahead Of Earnings

Analyst James Cordwell’s revised outlook stems from a belief that the current stock price does not fully reflect the company’s long-term earnings potential.

<ul class="summary-bullets"><li>Jefferies pointed to an "attractive" risk-reward ratio for Meta at the current discount to Alphabet.</li><li>The analyst also cited what it views as "moderate downside" to estimates and stronger upside potential.&nbsp;</li><li>Jefferies praised the company’s AI hires and added that it views it as "set to deliver" in 2026.</li></ul>Meta Platforms Inc. (META) is an attractive buy at current levels, according to Jefferies.The analyst has a ‘Buy’ rating on the company with a target price of $910, which represents an upside of over 40% compared to the $645 levels it was trading at on Thursday at the time of writing.The analyst outlined five reasons to buy the pullback in Meta in a note, according to TheFly.<a href="https://stocktwits.com/symbol/META">Shares of META</a> gained over 5% on Thursday morning.<h2 class="st-heading-2">The Upside Rationale</h2>Jefferies pointed to an "attractive" risk-reward ratio for Meta at the current discount to Alphabet Inc. (GOOGL). Shares of META have lost over 8% in the past six months while GOOGL shares have gained over 73% in the same period.The analyst also cited what it views as "moderate downside" to estimates and stronger upside potential. Jefferies praised the company’s AI hires and added that it views it as "set to deliver" in 2026.Apart from the above, the analyst cited continued momentum from Meta's core flywheel powered by AI as another positive for the company. Jefferies also noted the accelerating activation of major incremental revenue engines, including WhatsApp, Threads and Llama/AI as another optimistic avenue for the company.<h2 class="st-heading-2">Meta’s AI Push</h2>Earlier this month, the social media giant’s chief Mark Zuckerberg announced a new “top-level initiative” called Meta Compute to build tens of gigawatts this decade and also to scale up to hundreds of gigawatts or more over time.“How we engineer, invest, and partner to build this infrastructure will become a strategic advantage,” Zuckerberg had said at the time.Meta also named Dina Powell McCormick as President and Vice Chairman, a move to help meet its compute and infrastructure goals. In 2025, Meta announced an investment of $600 billion in the U.S. by 2028 to build AI data centers to expand its AI strategy to compete with peers like OpenAI and Google.The company laid off about 10% of workers in the Reality Labs business, including those working on metaverse, as it shifts its focus to AI.On Wednesday, Meta rolled out advertising on Threads globally, expected to go live next week. “With ads on Threads, businesses can authentically join this conversation while finding new ways to connect with the people most interested in their business,” the company said in a blog. Threads is likely to become a significant revenue driver for the company.Meta is due to report its fourth-quarter 2025 earnings on Jan. 28.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around META stock jumped to ‘neutral’ from ‘bearish’ territory over the past day amid ‘high’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_22_at_11_25_50_PM_png_661446b22c.webp" alt="On Stocktwits, retail sentiment around META stock jumped to ‘neutral’ from ‘bearish’ territory over the past day amid ‘high’ message volumes." width="1278" height="156"></figure>One bullish user called it a ‘great day’ for the company after the positive comments from Jefferies.<stembedurl>https://stocktwits.com/mynameisplissken/message/642569806</stembedurl>&nbsp;Another user called the stock ‘insanely cheap.’<stembedurl>https://stocktwits.com/STONKEDDY/message/642580521</stembedurl>&nbsp;Shares of META have gained over 3.7% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

The Meta logo is displayed during the Viva Technology show at Parc des Expositions Porte de Versailles on May 22, 2024 in Paris, France. (Photo by Chesnot/Getty Images)

Jefferies Says ‘Buy The Pullback’ At Meta — What Upside Does The Analyst See?

The analyst has a ‘Buy’ rating on the company with a target price of $910, representing an upside of over 40% from current levels. 

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Ahead of earnings, sentiment is split between blowout AI growth and concerns around macro pressure, positioning, and post-ER volatility. How do you see it playing out?

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