Why Meta Stock Is Skyrocketing Today

Meta Platforms (NASDAQ:META) shares jumped 4.7% in the afternoon session after the Trump Administration announced a new peace deal. The deal aims to reopen the Strait of Hormuz, easing oil prices and the 10-year yield.

Consumer internet companies like Meta are priced based on their future earnings. When the 10-year yield dropped to 4.41%, the discount rate applied to forward cash flows decreased, lifting present values across the group.

There's a demand signal: platforms earning advertising revenue depend on consumer willingness to spend, which is connected to confidence levels and discretionary income freed up by lower petrol prices.

Advertisers who reduced budgets during macro uncertainty are now reallocating as the environment stabilizes. The peace deal also eases the operational risk for Meta and other companies with advertising clients across the Asia-Pacific and Middle East regions.

Meta's shares cooled down to $592.89, up 4.6% from the previous close.

Is this the right time to invest in Meta? The company has had 10 moves greater than 5% over the last year, indicating the market considers this news meaningful but not something that would fundamentally change its perception of the business.

META has been performing well, with Q1 2026 revenue growing 33% year-over-year. The revenue is driven by ad impressions up 19% and average price per ad up 12% simultaneously, an unusual combination.

Arete Research upgraded META to Buy from Neutral, lifting its price target to $735 from $614, citing flexible cost structure and growing subscription revenue.

Meta is down 8.8% since the beginning of the year, but investors who bought $1,000 worth of Meta's shares 5 years ago would now be looking at an investment worth $1,761.

Learn more about Meta's performance and future prospects.