4 Internet Stocks Poised to Top Estimates This Earnings Season

What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

• 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

Cited in these Via News reports

• NVIDIA Launches Four AI Foundation Models as Global Enterprises Deploy Autonomous Agents at Scale →
• NVIDIA Unifies Language Models, Robotics Tools, and World Foundation Models in Single Enterprise Platform →