Why did Meta stock price jump after hours?

The company beat Q4 expectations and guided Q1 revenue above consensus, signaling healthy ad demand. Management also detailed a clear AI roadmap. The combination of record profits, confidence on near-term growth, and a plan to scale infrastructure lifted sentiment. Traders bid shares up about 8% in after-hours, according to Japanese market coverage.

How big is Meta’s 2026 AI capex in yen?

Management outlined $115–$135 billion for 2026. Japanese media framed this as up to about ¥20 trillion and as much as a 90% increase versus earlier thinking. The figure reflects data center expansion, compute, and model training investments that aim to power future AI products and advertising performance at scale.

Is Meta stock price expensive now?

Recent metrics show a P/E near 31, EPS of 23.47, dividend yield around 0.28%, and strong ROE near 30.6%. That is a premium to the market, which investors may accept if revenue growth, AI-driven engagement, and operating leverage stay strong. The main risk is near-term free cash flow pressure from heavy capex.

What should Japan investors watch next?

Focus on April 29, 2026 earnings for capex phasing, AI feature updates, and ad demand. Track margins, free cash flow, and commentary on data center timing. Consider FX exposure on USD assets, and use limit orders around volatile periods. Meta stock price may react quickly to any changes in guidance or AI execution milestones.

Global Market Insights

META Stock Today: Soars on Q4 Beat, $115-$135B AI Capex (January 30)

ByHuzaifa Zahoor January 30, 2026January 30, 2026

Meta stock price spiked after-hours on January 30 as Meta Platforms (META) beat Q4 expectations and guided Q1 revenue above consensus. Management also previewed a massive 2026 AI capex plan of $115–$135 billion, aiming to scale data centers and model training. Investors in Japan are weighing record profits against heavier spending that could shape big-tech budgets through 2026. We break down the results, the AI investment path, and how Meta stock price fits into a Japan-based strategy.