| META |
Report |
Revenue (Q2 2026) |
BEAT |
pred ~$61.0B vs. cons $60.23B |
MEDIUM |
| META |
Report |
Avg Price Per Ad YoY Growth (Q2 2026) |
MISS |
pred ~+11% vs. cons +12.7% |
MEDIUM |
| META |
Report |
Capex incl. finance leases (Q2 2026) |
BEAT |
pred ~$34.5B vs. cons $33.3B |
MEDIUM |
| META |
Guide |
Revenue (Q3 2026) |
UNCHANGED |
guide ~$65B midpoint vs. cons ~$65-66B implied |
MEDIUM |
| META |
Guide |
Capex incl. finance leases (FY2026) |
UNCHANGED |
guide ~$130-150B ($140B mid) vs. cons $139.4B |
MEDIUM |
| META |
Guide |
Total Expenses (FY2026) |
UNCHANGED |
guide ~$162-169B (reaffirm) vs. cons ~$165B implied |
HIGH |
| META |
Return |
Day-1 residual (stock − beta × S&P 500) |
-6.0% |
— |
MEDIUM |
| META |
Return |
5-day cumulative residual |
-8.0% (STABILIZE) |
STABILIZE — short covering provides brief floor post-selloff, then FCF estimate cuts resume downward drift |
MEDIUM |