Meta Shares Surge 9.2% on Q4 Earnings Beat and Strong AI-Driven 2026 Outlook

Meta Platforms (META) stock jumped 9.2% on January 29, 2026, after reporting Q4 2025 revenue of $59.89B (+23.8% YoY) and EPS of $8.88, both exceeding analyst estimates. Daily active users rose 6.9%, and Q1 2026 revenue guidance midpoint of $55B tops consensus of $51.34B. CEO Zuckerberg called 2026 a “pivotal year” for “personal superintelligence,” citing upcoming AI model launches and infrastructure expansion. Analysts note Meta’s AI ad tools now exceed $60B annual run rate, and Threads’ global ad rollout adds monetization potential. The stock is up 12.7% YTD, trading near its 52-week high of $790. Only 8 moves >5% in the past year underscore today’s significance.