Barclays maintains an Overweight rating on Meta Platforms, Inc. (META) and raises the price target to $800 from $770. The firm reported strong fourth quarter results, with advertising revenue growth exceeding thirty percent. Meta continues to lead in digital advertising with AI value ahead, easing investor concerns over spending.

Mark Zuckerberg announced Meta Platforms, Inc. (META) will increase AI investment in 2026, with planned expenditures of $115-135 billion. Fourth quarter revenue grew 24% year-over-year due to online advertising. Shares rose 10% after hours. The company reaffirmed commitment to infrastructure investment for AI training, citing limited capacity due to high demand for computing power.

Meta Platforms, Inc. (META) is a social networking app development company.

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