| META |
Report |
Total revenue |
BEAT |
pred ~$61.3B vs. cons $60.2B |
MEDIUM |
| META |
Report |
Diluted EPS |
IN-LINE |
pred ~$7.20 vs. cons $7.14 |
MEDIUM |
| META |
Report |
Family of Apps advertising revenue |
BEAT |
pred ~$60.1B vs. cons $59.4B |
MEDIUM |
| META |
Guide |
Q3 2026 total-revenue guidance |
BETTER |
guide ~$66.1B vs. cons $65.2B (Q3 2026) |
MEDIUM |
| META |
Guide |
FY2026 capital-expenditure outlook, including finance leases |
LOWER |
guide ~$150B vs. cons $145B (FY 2026) |
HIGH |
| META |
Guide |
FY2026 total-expense outlook |
LOWER |
guide ~$171B vs. cons $168B (FY 2026) |
MEDIUM |
| META |
Return |
Day-1 residual (stock − beta × S&P 500) |
-5.5% |
— |
MEDIUM |
| META |
Return |
5-day cumulative residual |
-8.0% (FOLLOW-THROUGH) |
Day-1 residual ~-5.5% versus 5-day cumulative residual ~-8.0%: a revenue beat and above-consensus Q3 guide are likely outweighed by FY2026 CapEx of ~$150B versus ~$145B consensus and expenses of ~$171B versus ~$168B consensus, pulling 2027 free-cash-flow and EPS assumptions lower. |
MEDIUM |