Meta Reports Strong Q4 Earnings and Plans Major Investment in AI Infrastructure

By Patricia Miller

Jan 28, 2026

1 min read

Meta's shares surged after strong earnings and ambitious plans for AI infrastructure spending, forecasting continued growth for 2026.

Meta has seen a notable increase in its stock value, with shares rising by 10% in post-market trading following the announcement of its fourth-quarter performance. The company reported impressive earnings and revenue figures, showcasing a year-over-year revenue growth of 24% to reach $59.89 billion, and a net income of $22.77 billion, reflecting a 9% rise.

#What Are Meta's Strategic Investment Plans?

Meta is setting ambitious plans for the future, with an intention to ramp up capital expenditures significantly by 2026. The budget is projected to increase to between $115 billion and $135 billion, a substantial rise from $72.2 billion designated for 2025. This rise in spending will primarily support the development of Meta Superintelligence Labs and crucial operations in its advertising business.

Despite the spike in capital allocations, Meta anticipates that operating income for 2026 will surpass levels seen in 2025. The company estimates a revenue range for the first quarter of 2026 between $53.5 billion and $56.5 billion, driven predominantly by rising infrastructure costs and enhanced technical hiring efforts.

#How Does CEO Mark Zuckerberg View the Company's Performance?

The leadership, particularly CEO Mark Zuckerberg, emphasizes that the company's solid performance in 2025 sets a strong foundation for its objective of fostering advancements in personal superintelligence throughout 2026. Following this optimistic outlook, Meta’s stock was priced around $738 during post-market trading, showcasing investor confidence in the company’s forward-looking strategies and robust earnings.

Important Notice And Disclaimer

This article does not provide any financial advice and is not a recommendation to deal in any securities or product. Investments may fall in value and an investor may lose some or all of their investment. Past performance is not an indicator of future performance.