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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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What we know · the intelligence behind this page
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What we're seeing
The Agentic Takeover of the CFO's Office
Enterprise finance software vendors—BlackLine, OneStream, Numero AI, and Oracle—are racing to embed autonomous AI agents into core financial operations (close, consolidation, reporting), backed by consolidation M&A (Numero-Royu, BlackLine-WiseLayer), fresh leadership hires, and survey data showing nearly a quarter of CFOs plan to boost AI spending over 50%. Adoption momentum is strong even as at least one bellwether (Oracle) sees its stock lag year-to-date, suggesting the market hasn't yet fully priced in the shift from AI-as-feature to AI-as-agent in finance.
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Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
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