Meta prepares to announce its Q4 2025 earnings on January 28 or 29, 2026, with investors closely watching advertising revenue, AI investments, and the financial performance of Reality Labs. In Q3 2025, Meta reported a 26% revenue increase to $51.24 billion, alongside 3.54 billion daily active users. CEO Mark Zuckerberg highlighted progress in Meta Superintelligence Labs and AI glasses. However, Reality Labs recorded a $4.43 billion loss in Q3, pushing its total losses past $70 billion since 2021. Analysts project Q4 revenue to fall between $56 billion and $59 billion.
The broader AI stock market saw significant gains in 2025, with companies like Nvidia and Palantir Technologies benefiting from substantial investments in AI infrastructure. While 2026 is expected to continue this growth, analysts predict a more discerning market, favoring companies with clear success, strong competitive positions, innovation, and profitability. Weaker AI players may face challenges in attracting investor interest this year.
Nvidia remains a top pick, with RBC analyst Srini Pajjuri recommending it as the leading AI chip stock. Nvidia's GPUs power large-scale AI models, contributing to its record FQ3 Data Center revenue of $51.2 billion, a 66% year-over-year increase. The company's robust software ecosystem and a backlog exceeding $500 billion are expected to drive continued growth. Nvidia also invested $150 million in Baseten, an AI inference startup whose valuation recently doubled to $5 billion after raising $300 million. Additionally, AZIO AI's binding order for high-end Nvidia GPUs significantly boosted Envirotech Vehicles Inc. stock.
Several AI startups have secured substantial funding, reflecting ongoing investor confidence. WitnessAI, an AI security platform, raised $58 million to expand globally, having seen over 500% growth in annual recurring revenue. Chinese startup Moonshot AI, backed by Alibaba, Tencent, and IDG, reached a $4.8 billion valuation due to strong demand for its Kimi models, which can process a 2 million Chinese character context window. Israeli startup Legato secured $7 million for its AI embeds for SaaS platforms, while Rezolve AI raised $250 million through a stock offering to boost sales and explore M&A. Andreessen Horowitz (a16z) is betting $3 billion on AI's future, focusing on infrastructure software, having seen success with AI startups acquired by Snowflake and Databricks.
Key Takeaways
- Meta will announce its Q4 2025 earnings on January 28 or 29, 2026, with expected revenue between $56 billion and $59 billion.
- Meta's Reality Labs segment lost $4.43 billion in Q3 2025, bringing total losses to over $70 billion since 2021.
- AI stocks, including Nvidia and Palantir Technologies, experienced significant gains in 2025, with continued growth expected in 2026 for strong performers.
- RBC analyst Srini Pajjuri recommends Nvidia as the top AI chip stock, citing its FQ3 Data Center revenue of $51.2 billion and a $500 billion plus backlog.
- Nvidia invested $150 million in AI inference startup Baseten, which recently achieved a $5 billion valuation after raising $300 million.
- WitnessAI, an AI security platform, raised $58 million following over 500% growth in annual recurring revenue.
- Moonshot AI, a Chinese startup backed by Alibaba, Tencent, and IDG, saw its valuation jump to $4.8 billion due to demand for its Kimi models.
- Rezolve AI secured $250 million in a direct stock offering to expand its sales team and pursue mergers and acquisitions.
- Israeli AI startup Legato raised $7 million to develop AI embeds for SaaS platforms, enabling non-technical users to build applications.
- Andreessen Horowitz (a16z) is investing $3 billion in the AI future, focusing on infrastructure software, with past successes including startups acquired by Snowflake and Databricks.
Meta Q4 2025 Earnings Preview Focuses on AI and Reality Labs
Meta will announce its Q4 2025 earnings on January 28, 2026, with a focus on advertising revenue, AI investments, and Reality Labs' financial state. In Q3 2025, Meta's revenue grew 26% to $51.24 billion, and daily active users reached 3.54 billion. CEO Mark Zuckerberg highlighted strong performance and progress in Meta Superintelligence Labs and AI glasses. Reality Labs, however, lost $4.43 billion in Q3, bringing total losses to over $70 billion since 2021. Analysts expect Q4 revenue between $56 billion and $59 billion.
Meta Q4 2025 Earnings Preview AI and Reality Labs
Meta will announce its Q4 2025 earnings on January 29, 2026, with a focus on advertising revenue, AI investments, and Reality Labs' financial state. In Q3 2025, Meta's revenue grew 26% to $51.24 billion, and daily active users reached 3.54 billion. CEO Mark Zuckerberg highlighted strong performance and progress in Meta Superintelligence Labs and AI glasses. Reality Labs, however, lost $4.43 billion in Q3, bringing total losses to over $70 billion since 2021. Analysts expect Q4 revenue between $56 billion and $59 billion.
Meta Q4 2025 Earnings Preview AI and Reality Labs
Meta will announce its Q4 2025 earnings on January 28, 2026, with a focus on advertising revenue, AI investments, and Reality Labs' financial state. In Q3 2025, Meta's revenue grew 26% to $51.24 billion, and daily active users reached 3.54 billion. CEO Mark Zuckerberg highlighted strong performance and progress in Meta Superintelligence Labs and AI glasses. Reality Labs, however, lost $4.43 billion in Q3, bringing total losses to over $70 billion since 2021. Analysts expect Q4 revenue between $56 billion and $59 billion.
AI Stocks Soared in 2025 Future Looks Different in 2026
AI stocks, including Nvidia and Palantir Technologies, saw significant gains in 2025 as companies invested heavily in AI infrastructure and models. While 2025 had some market fears, demand for AI and company revenues remained strong. For 2026, analyst Adria Cimino predicts AI stocks will continue to grow, but the market will start to distinguish between winners and losers. Investors will favor companies showing clear success, strong competitive positions, innovation, and profitability. Weaker AI players may struggle to attract investors this year.
AI Stocks Soared in 2025 Future Looks Different in 2026
AI stocks, including Nvidia and Palantir Technologies, saw significant gains in 2025 as companies invested heavily in AI infrastructure and models. While 2025 had some market fears, demand for AI and company revenues remained strong. For 2026, the prediction is that AI stocks will continue to grow, but the market will start to distinguish between winners and losers. Investors will favor companies showing clear success, strong competitive positions, innovation, and profitability. Weaker AI players may struggle to attract investors this year.
WitnessAI Raises $58 Million to Secure AI Agents Globally
WitnessAI, a leading AI security platform, raised $58 million to expand globally and enhance its AI agent security. The company secures AI agent activity by monitoring their actions and data access, connecting human and agent identities. It also protects AI applications from attacks and malicious prompts using policy control based on behavioral intent. WitnessAI experienced over 500% growth in annual recurring revenue and increased its staff five times in the last year. Major companies in various industries already use its platform.
RBC Analyst Picks Nvidia as Top AI Chip Stock to Buy
RBC analyst Srini Pajjuri, a top Wall Street expert, recommends Nvidia as the best AI chip stock to buy. Nvidia has become a leader in the AI revolution, with its GPUs powering large-scale AI models. The company reported record Data Center revenue of $51.2 billion in FQ3, a 66% increase from the previous year. Pajjuri believes Nvidia's strong software ecosystem, $500 billion plus backlog, and leadership in AI accelerators will ensure continued growth through 2026 and beyond. He gave Nvidia an Outperform rating with a $240 price target, expecting a 33% return.
Alibaba Backed Moonshot AI Valuation Reaches $4.8 Billion
Moonshot AI, a Chinese startup backed by Alibaba, has seen its valuation jump to $4.8 billion, adding $500 million in just weeks. This increase comes from strong demand for its Kimi models in China's growing AI market. Moonshot AI is also supported by Tencent and IDG, placing it among China's top tech companies. The company is known for its Kimi chatbot, which can process a long context window of 2 million Chinese characters. Moonshot AI develops its own large language models and is considered a full-stack AI company.
Israeli AI Startup Legato Raises $7 Million for Expansion
Legato, an Israeli AI startup founded by Dana Rochman and Shlomit Tennenbaum in 2025, secured $7 million in an investment round. The company creates AI embeds for Software-as-a-Service platforms, allowing non-technical users to build apps and workflows easily. Users simply describe their needs, and Legato generates production-ready software quickly, saving time and resources. The new funds will help Legato speed up its research and development and grow its team. Legato currently works with various SaaS platforms and plans to expand into financial services, healthcare, telecoms, and energy.
Rezolve AI Raises $250 Million in Stock Offering
Rezolve AI, a leader in AI-powered customer engagement, announced a $250 million registered direct offering. The company will sell 62,500,000 ordinary shares at $4.00 each to both current and new institutional investors. This offering is expected to close around January 21, 2026. Rezolve AI plans to use the money to boost its sales team, explore mergers and acquisitions, and for general business needs. The company's "Brain Suite" AI platform helps businesses with Agentic Commerce, improving customer interaction and growth.
Nvidia Invests $150 Million in AI Startup Baseten
Nvidia has invested $150 million in Baseten, an AI inference startup. Baseten recently raised a total of $300 million, which pushed its valuation to $5 billion, more than doubling its previous worth. This investment from Nvidia helps expand and improve AI services for customers. Venture capital firms IVP and CapitalG also led this funding round.
Envirotech Vehicles Stock Soars with AZIO AI Partnership
Envirotech Vehicles Inc. stock has skyrocketed, jumping nearly threefold, following its partnership with AZIO AI. This surge comes after AZIO AI announced a binding order for high-end Nvidia GPUs, which is expected to boost revenues to about $107 million. The stock price rose from below $0.50 to $4 in just weeks, showing strong investor confidence. An amended agreement will make AZIO AI a fully owned part of Envirotech, shifting the company towards advanced AI and computing infrastructure. This move aims to meet growing data center demands and improve market perception.
Andreessen Horowitz Bets $3 Billion on AI Future
Andreessen Horowitz, also known as a16z, is betting $3 billion on the future value of artificial intelligence. The venture capital firm believes AI will continue to transform many industries. While some experts warn of an "AI bubble," a16z general partners Martin Casado and Raghu Raghuram see a strong need for AI infrastructure software. The firm has already seen success with its AI startups being bought by companies like Snowflake and Databricks. Andreessen Horowitz focuses on software investments and avoids trends like building AI data centers.
Sources
- Meta Q4 2025 earnings preview: AI investments and Reality Labs in focus
- Meta Q4 2025 earnings preview: AI investments and Reality Labs in focus
- Meta Q4 2025 earnings preview: AI investments and Reality Labs in focus
- I Predicted AI Stocks Would Power Stock Market Gains in 2025, and They Did. Here's What May Happen Next in 2026. (And It May Surprise You.)
- I Predicted AI Stocks Would Power Stock Market Gains in 2025, and They Did. Here's What May Happen Next in 2026. (And It May Surprise You.)
- WitnessAI Raises $58 Million For Global Expansion And Announces New Ways To Secure AI Agents
- NVDA, AMD or QCOM: A Top Wall Street Analyst Picks the Best AI Chip Stock to Buy
- Alibaba-Backed Moonshot AI Valuation Jumps to $4.8B
- Israeli AI startup founded by women entrepreneurs announces $7 million investment round
- Rezolve Ai Announces $250 Million Registered Direct Offering led by Existing and New Fundamental Institutional Investors
- Exclusive | Nvidia Invests $150 Million in AI Inference Startup Baseten
- Envirotech Vehicles’ Stock Skyrockets as AZIO AI Partnership Blossoms
- Andreessen Horowitz Stakes $3B on Bursting the AI Bubble Bet
Comments
Please log in to post a comment.