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News articleYahoo Finance· February 4, 2026

4 Internet Stocks Poised to Top Estimates This Earnings Season

View original at finance.yahoo.com
4 Internet Stocks Poised to Top Estimates This Earnings Season Fourth-quarter 2025 earnings for Internet stocks were significantly influenced by accelerating artificial intelligence adoption and massive infrastructure investments…
Opening lines of the source · Yahoo Finance · short snapshot — read the full document at the original

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  • Full-year 2025 guidance projects $610-$614 million in revenues with $9-$13 million non-GAAP operating profit, marking Fastly's profitability inflection

    80% confidence
  • Meta Platforms' improved recommendation system is driving up user engagement and making it popular among advertisers

    80% confidence
  • Fourth-quarter revenues expected in the range of $159-$163 million, with non-GAAP EPS of 4-8 cents and gross margins near 61.5%

    80% confidence
  • For stocks with positive Earnings ESP and Zacks Rank #1-3, the odds of a positive earnings surprise are as high as 70%

    80% confidence
  • Sequential revenue growth expected toward the guided $297.7 million midpoint with adjusted EBITDA margins expected around 23% and non-GAAP EPS guidance of 78-80 cents

    80% confidence
  • Meta nearly doubled capital expenditure spending to $115-$135 billion for 2026 to support AI initiatives

    80% confidence
  • Fourth-quarter revenues expected at €4.5 billion (approximately 13% year-over-year growth), 745 million MAU, 289 million subscribers, 32.9% gross margin, and €620 million operating income

    80% confidence

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EPKINLY Regulatory-Clinical Success Cascade
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Morgan Stanley & Co. LLC
The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.
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