Meta Platforms (META) stock rose to $600 on AI-driven ad revenue growth accelerating at 22-26% annually and a new PayPal partnership enabling one-tap shopping on Facebook.
Meta’s partnership with PayPal signals a structural shift in social commerce monetization, pairing 3.58B daily active users with PayPal’s 439M accounts and $1.79T annual payment volume.
Furthermore, Meta’s 2026 CapEx guidance of $115-135B reflects management conviction that AI infrastructure drives the next growth phase, though Reality Labs losses of $19.2B annually remain a margin drag.
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Meta Platforms (NASDAQ:META) stock jumped 4% Wednesday morning, moving from $575.05 to the $600 area. The surge comes as investors focus on two converging stories: the company’s powerful AI-driven ad revenue engine and a new strategic partnership with PayPal (NASDAQ:PYPL) that signals a strategic push into social commerce.
The broader tech sector is providing a tailwind today, with large-cap names broadly recovering. Despite today’s gains, Meta Platforms stock remains down 9% year-to-date, so this bounce is happening against a backdrop of real recent pressure.
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Meta Platforms’ advertising revenue is growing at a rate between 22% and 26%, powered by advances in AI-driven targeting and effective monetization of Reels and WhatsApp. That’s a remarkable pace for a company already generating advertising revenue at the scale Meta Platforms operates. In Q4 2025, advertising revenue reached $58.14 billion, up 24%…
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