"Currently, Meta is generating substantial revenue. The company's primary advertising engine is operating effectively. Q4 revenue reached $59.89 billion, significantly surpassing the $58.41 billion projection. Even more outstanding was the profit: Earnings Per Share (EPS) stood at $8.88, an increase of 8.4% over the $8.19 consensus. The real "surprise" wasn't about the past but what lies ahead: Meta's Q1 2026 forecast estimates revenue between $53.5-$56.5 billion, which is considerably above the $51.4 billion anticipated by analysts. This indicates a 30% acceleration in growth."
"Overall, HQ Portfolio stocks have yielded better returns with lower risk compared to the benchmark index; providing a smoother investment experience, as demonstrated in HQ Portfolio performance metrics. Is everything perfect? Not quite. There's certainly the capital expenditure (Capex) figure, which is astonishing. Meta has projected a 2026 capex guidance of $115-$135 billion. To put this into perspective, they invested $72.22 billion in 2025. This funding is directed toward data centers and Nvidia chips."
Meta Platforms reported Q4 2025 revenue of $59.89 billion, exceeding the $58.41 billion projection. Earnings per share reached $8.88, an 8.4% increase over the $8.19 consensus. Q1 2026 revenue guidance of $53.5–$56.5 billion topped the $51.4 billion analyst estimate and implied a 30% acceleration entering the new year. Investors questioned whether Mark Zuckerberg is constructing a gold mine or a financial sinkhole as the stock fluctuated. The High Quality Portfolio outperformed benchmarks with over 105% returns since launch, offering higher returns and lower volatility. Meta projected 2026 capex of $115–$135 billion, funding data centers and Nvidia chips.
Read at Forbes
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