| META |
Report |
Q2 2026 revenue |
BEAT |
pred ~$60.85B vs. cons $60.19B |
MEDIUM |
| META |
Report |
Q2 2026 diluted EPS |
BEAT |
pred ~$7.34 vs. cons $7.23 |
MEDIUM |
| META |
Report |
Q2 2026 operating margin |
IN-LINE |
pred ~41.7% vs. cons 41.44% |
LOW |
| META |
Guide |
Q3 2026 revenue guidance midpoint |
BETTER |
guide ~$62.5B vs. cons $62.0B (Q3 2026) |
MEDIUM |
| META |
Guide |
FY2026 capital expenditures midpoint |
LOWER |
guide ~$140B vs. cons $135B (FY2026) |
MEDIUM |
| META |
Guide |
FY2026 total expenses midpoint |
UNCHANGED |
guide ~$165.5B vs. cons $165.5B (FY2026) |
MEDIUM |
| META |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.8% |
— |
MEDIUM |
| META |
Return |
5-day cumulative residual |
-5.6% (FOLLOW-THROUGH) |
A modest operating beat and ~0.8% Q3 revenue-guide upside are outweighed by FY2026 capex rising to ~$140B versus ~$135B consensus. Higher infrastructure commitments imply greater 2027 depreciation, financing costs and free-cash-flow pressure, driving out-period estimate cuts after the initial report. |
MEDIUM |