Q4 Earnings Outperformers: Meta (NASDAQ:META) And The Rest Of The Social Networking Stocks

Let’s dig into the relative performance of Meta (NASDAQ:META) and its peers as we unravel the now-completed Q4 social networking earnings season.

Businesses must meet their customers where they are, which over the past decade has come to mean on social networks. In 2020, users spent over 2.5 hours a day on social networks, a figure that has increased every year since measurement began. As a result, businesses continue to shift their advertising and marketing dollars online.

The 5 social networking stocks we track reported a satisfactory Q4. As a group, revenues beat analysts’ consensus estimates by 2.3% while next quarter’s revenue guidance was 1% below.

Thankfully, share prices of the companies have been resilient as they are up 6.5% on average since the latest earnings results.

Meta (NASDAQ:META)

Famously founded by Mark Zuckerberg in his Harvard dorm, Meta Platforms (NASDAQ:META) operates a collection of the largest social networks in the world - Facebook, Instagram, WhatsApp, and Messenger, along with its metaverse focused Reality Labs.

Meta reported revenues of $59.89 billion, up 23.8% year on year. This print exceeded analysts’ expectations by 2.5%. Overall, it was a very strong quarter for the company with revenue guidance for next quarter exceeding analysts’ expectations and a decent beat of analysts’ EBITDA estimates.

"We had strong business performance in 2025," said Mark Zuckerberg, Meta founder and CEO.

The market was likely pricing in the results, and the stock is flat since reporting. It currently trades at $675.21.

Read why we think that Meta is one of the best social networking stocks, our full report is free.

Best Q4: Reddit (NYSE:RDDT)

Founded in 2005 by two University of Virginia roommates, Reddit (NYSE:RDDT) facilitates user-generated content across niche communities (called subreddits) that discuss anything from stocks to dating and memes.

Reddit reported revenues of $725.6 million, up 69.7% year on year, outperforming analysts’ expectations by 8.7%. The business had an exceptional quarter with a solid beat of analysts’ EBITDA and revenue estimates.

Reddit delivered the biggest analyst estimates beat and fastest revenue growth among its peers. The company reported 52.5 million daily active users, up 9.4% year on year. The market seems content with the results as the stock is up 2.4% since reporting. It currently trades at $154.80.

Is now the time to buy Reddit? Access our full analysis of the earnings results here, it’s free.

Weakest Q4: Pinterest (NYSE:PINS)

Created with the idea of virtually replacing paper catalogues, Pinterest (NYSE: PINS) is an online image and social discovery platform.

Pinterest reported revenues of $1.32 billion, up 14.3% year on year, falling short of analysts’ expectations by 0.8%. It was a disappointing quarter as it posted revenue and EBITDA guidance for next quarter missing analysts’ expectations significantly.

Pinterest delivered the weakest performance against analyst estimates in the group. The company reported 619 million monthly active users, up 11.9% year on year. Interestingly, the stock is up 8.1% since the results and currently trades at $20.04.

Read our full analysis of Pinterest’s results here.

Snap (NYSE:SNAP)

Founded by Stanford University students Evan Spiegel, Reggie Brown, and Bobby Murphy, and originally called Picaboo, Snapchat (NYSE: SNAP) is an image centric social media network.

Snap reported revenues of $1.72 billion, up 10.2% year on year. This number surpassed analysts’ expectations by 0.9%. It was a very strong quarter as it also put up an impressive beat of analysts’ EBITDA and revenue estimates.

The company reported 474 million daily active users, up 4.6% year on year. The stock is down 4.6% since reporting and currently trades at $5.63.

Read our full, actionable report on Snap here, it’s free.

Yelp (NYSE:YELP)

Founded by PayPal alumni Jeremy Stoppelman and Russel Simmons, Yelp (NYSE:YELP) is an online platform that helps people discover local businesses through crowd-sourced reviews.

Yelp reported revenues of $360 million, flat year on year. This result met analysts’ expectations. Taking a step back, it was a softer quarter as it recorded full-year revenue and EBITDA guidance missing analysts’ expectations significantly.

Yelp had the slowest revenue growth among its peers. The stock is up 25.9% since reporting and currently trades at $28.74.

Read our full, actionable report on Yelp here, it’s free.

Market Update

Late in 2025 into early 2026, there was hand wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?

These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.

Want to invest in winners with rock-solid fundamentals? Check out our Top 5 Growth Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.