Why did Meta stock jump after hours today?

Meta beat Q4 expectations and guided Q1 revenue above estimates, which boosted confidence in near‑term growth. Management also set a large 2026 AI capex range of $115–$135 billion, signaling long‑term product investment. Investors rewarded the stronger outlook with about a 10% after‑hours move, though regular session trading may differ.

How risky is Meta’s 2026 AI capex plan for investors in Canada?

The plan can expand AI capacity and moat, but it raises execution and supply risks. If buildouts are delayed or ad growth slows, free cash flow could tighten. For Canadians, add FX and tax considerations. Keep position sizes aligned to your risk tolerance and revisit if growth falls short of spending.

Is Meta stock still attractive on valuation after the spike?

On TTM numbers, the P/E is 28.89 and price to sales is 8.94, backed by strong margins and ROE. Valuation looks reasonable if revenue growth stays firm and AI investments drive new monetization. If growth fades, multiples could compress. Stagger entries and watch updates to revenue and capex cadence.

What should Canadian investors know about buying META shares?

META trades in USD on US exchanges. Your returns will reflect USD/CAD moves. Many Canadian brokers provide direct access and tight spreads during US hours. Consider whether you prefer direct shares or Canadian ETFs, and whether to hedge currency. Verify account‑specific tax rules, especially for US dividend withholding.

Global Market Insights

META Stock Today, January 28: +10% After Q4 Beat and $135B 2026 AI Capex

ByDanny Kontos January 29, 2026January 29, 2026

Meta stock surged about 10% after hours today after META topped Q4 expectations and guided Q1 revenue above estimates. Management also projected a massive 2026 AI capex range of $115–$135 billion, pointing to a multi‑year build of compute and data centers. Canadian investors are weighing strong ad cash generation against higher spend and supply limits through 2026. All figures are USD unless noted. We break down the beat, the 2026 plan, and what it means for Meta stock in Canada.