Meta's Massive AI Spending Fuels Ad Revenue Surge, Analyst Sees $900 Target

Friday, January 30, 2026 at 1:00 PM

AI Investment Earnings Meta Platforms Stock Analysis

Truist analyst Youssef Squali raised the price target on Meta Platforms to $900, citing stronger Q4 results and a positive Q1 outlook driven by AI improvements in ad performance.

Story Timeline: Meta Reports Record Sales, Massive AI Spending Pays Off

Jan 29, 2026Meta Reports Record Sales, Massive Spending Hike on AI Buildout

Jan 30, 2026

Meta Has Been Spending Like Crazy on AI. It’s Actually Paying Off.(current)

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Meta Platforms price target raised to $900 from $875 at Truist - Yahoo Financefinance.yahoo.com

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Google to Double Spending as Earnings Beat Wall Street Expectations

AI is supercharging Google’s advertising and cloud-computing businesses, and the company is ramping up spending to unheard-of levels.

Meta's Massive AI Spending Fuels Ad Revenue Surge, Analyst Sees $900 Target

Story Timeline: Meta Reports Record Sales, Massive AI Spending Pays Off

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