The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how social networking stocks fared in Q4, starting with Pinterest (NYSE: PINS).

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 0.9% below.

Thankfully, share prices of the companies have been resilient as they are up 8.6% on average since the latest earnings results.

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. This print fell short of analysts’ expectations by 0.8%. Overall, it was a disappointing quarter for the company with revenue and EBITDA guidance for next quarter missing analysts’ expectations significantly.

Pinterest delivered the weakest performance against analyst estimates of the whole group. The company reported 619 million monthly active users, up 11.9% year on year. Interestingly, the stock is up 8.4% since reporting and currently trades at $20.11.

Is now the time to buy Pinterest? Access our full analysis of the earnings results here, it’s 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 happy with the results as the stock is up 8.3% since reporting. It currently trades at $163.73.

Is now the time to buy Reddit? Access our full analysis of the earnings results 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, in line with analysts’ expectations. It was a softer quarter as it posted full-year revenue guidance missing analysts’ expectations significantly and full-year EBITDA guidance missing analysts’ expectations significantly.

Yelp delivered the slowest revenue growth in the group. Interestingly, the stock is up 21.6% since the results and currently trades at $27.94.

Read our full analysis of Yelp’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 print surpassed analysts’ expectations by 0.9%. Overall, it was a very strong quarter as it also recorded a solid beat of analysts’ EBITDA and revenue estimates.

The company reported 474 million daily active users, up 4.6% year on year. The stock is up 1.6% since reporting and currently trades at $6.01.

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

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 result topped analysts’ expectations by 2.5%. It was a very strong quarter as it also put up revenue guidance for next quarter exceeding analysts’ expectations and a decent beat of analysts’ EBITDA estimates.

The company reported 3.58 billion daily active users, up 6.9% year on year. The stock is up 2.7% since reporting and currently trades at $686.90.

Read our full, actionable report on Meta 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.