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Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is trending as Warner Bros. Discovery evaluates a revised, higher bid from Paramount Skydance, driving fervent community discussion on whether Netflix should match the offer or walk away, with many believing the latter would lead to a significant stock rally by avoiding the acquisition.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal Holdings is trending following reports of potential acquisition interest from Stripe, sparking widespread community discussion about a possible bidding war for the deeply undervalued payments giant. Investors are actively debating various buyout scenarios, recognizing PayPal's extensive user base and robust cash generation capabilities.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is trending after reporting strong earnings, achieving positive GAAP net income, and raising future guidance, highlighting consistent growth and strategic AI integration. Despite this positive news, the community reflects frustration as the stock's immediate market reaction appears impacted by broader software sector pressures and AI-related concerns, obscuring its fundamental strengths and proprietary data moat.

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 a top trending stock as its latest earnings results and outlook have fueled significant investor frustration and concerns over continued share dilution needed to fund upcoming vehicle platforms. The community is actively debating the company's persistent cash burn and leadership uncertainty, leading to a largely pessimistic sentiment for the luxury EV manufacturer amidst a challenging sector.

Workday, Inc. engages in the provision of development of enterprise cloud applications for finance and human resources. It delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday Inc is trending as its latest earnings, which beat estimates, were met with a significant sell-off after the company issued a lower-than-anticipated subscription revenue forecast, intensifying community debate over AI's potential disruption to the software sector and future growth.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is trending following its recent financial results that surpassed revenue expectations and offered optimistic guidance, fueling discussions around its advanced GaN and SiC power platforms crucial for next-gen AI data centers. The community is actively weighing the immense potential of its technology and perceived positioning within the NVIDIA ecosystem against persistent concerns regarding a lack of definitive, revenue-generating contracts.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Tempus AI is trending following robust preliminary Q4 and full-year 2025 results showcasing substantial revenue growth and record total contract value, which is fueling bullish analyst upgrades and reported institutional buying. Despite mixed market reactions and discussions around profitability, many in the community are actively buying dips amidst high short interest in the AI-driven healthcare platform.

Axon Enterprise, Inc. engages in the development, manufacture, and sale of conducted electrical weapons for personal defense. It operates through the TASER segment and Software and Sensors segment. The TASER segment sells conducted electrical weapons, accessories, and other related products and services. The Software and Sensors segment includes devices, wearables, applications, cloud, and mobile products. The company was founded by Patrick W. Smith and Thomas P. Smith on September 7, 1993 and is headquartered in Scottsdale, AZ.

Axon Enterprise Inc

Axon Enterprise is generating significant conversation following a strong Q4 earnings report and ambitious long-term revenue targets, with the community enthusiastically discussing its growth and potential impact from increasing body camera mandates, even as some debate its high valuation and recent market performance.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA is trending following its Q4 earnings report, which highlighted robust revenue and expansion plans, sparking community debate over profitability challenges and whether its high valuation is justified amidst mixed performance metrics.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Warner Bros Discovery is trending as its board evaluates a revised offer from Paramount Skydance, which could be deemed a superior proposal, intensifying the bidding war and prompting community debate on whether Netflix will match or if regulatory hurdles will impact the high-stakes media acquisition.

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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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