Hold META by Apr 29, 2026.

META reported solid Q4 2025 results yesterday: EPS of ($8.88 vs $8.19 expected), revenue of $59.9 billion (above expectations), and particularly strong Q1 2026 guidance (projected revenue of $53.5-56.5 billion, well above the consensus around $51 billion). The most noteworthy point: capex planned for 2026 is between $115 and $135 billion, a very significant increase from $72 billion in 2025. The market reacted positively (the stock is up about +9-10% today, trading around $730-735), while Microsoft, delivering a similar message …