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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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Enterprise software is shifting toward autonomous, AI-agent-driven products. SAP (Autonomous Enterprise, Joule), Meta (a new Enterprise Platform led by ex-MongoDB CEO Chirantan Desai) and UiPath (raised guidance) are pushing from the top. Meanwhile AI-security and governance startups are being acquired (Fortinet–Virtue AI, Harvey–Guardrails AI, Tiny–Oso Cloud) and seed-stage agent companies keep raising capital (Dextr, Latitude, Groq). Investors such as Norwest's Sean Jacobsohn see finance and ERP back-office software as the easier area to disrupt. Trust and enforced governance are treated as preconditions for regulated sectors like finance, and AI is judged unreliable for calculations.
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High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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