| META |
Report |
Revenue |
BEAT |
pred ~$60.95B vs. cons $60.23B |
MEDIUM |
| META |
Report |
Advertising revenue |
BEAT |
pred ~$59.60B vs. cons $58.92B |
MEDIUM |
| META |
Report |
Diluted EPS |
BEAT |
pred ~$7.35 vs. cons $7.19 |
MEDIUM |
| META |
Guide |
Revenue (Q3 2026) |
BETTER |
guide ~$64.0B vs. cons $63.08B |
LOW |
| META |
Guide |
Total expenses (FY 2026) |
UNCHANGED |
guide $162-169B vs. cons UNVERIFIED |
LOW |
| META |
Guide |
Capex incl. finance leases (FY 2026) |
UNCHANGED |
guide $125-145B vs. cons $139.44B |
MEDIUM |
| META |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.0% |
— |
LOW |
| META |
Return |
5-day cumulative residual |
+5.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — Q3 guide lifts forward revenue estimates |
LOW |