META Outshines MSFT Post-Earnings as AI Push Takes Center Stage
Meta Platforms beat Q4FY25 estimates with EPS of $8.88 on $59.89B revenue and signaled higher 2026 expenses focused on AI, while Microsoft posted $4.14 EPS on $81.27B revenue but saw slower Azure/Intelligent Cloud growth amid capacity constraints and higher capex. Analysts boosted META price targets (to levels like $849–$1,000) while trimming MSFT targets, and both stocks remain Strong Buy with META showing a higher near-term upside and a stronger Smart Score. Market reaction saw META rallying pre-market while MSFT eased.
