Price
$743.65+17.76%Social Signal Score
Analyst Ratings
65 analysts52-week range
- Last close
- $743.65
- Off 52w high
- -4.4%
- 200-day average
- $628.82
- vs 200-day
- +18.3%
Revenue
$60.80B+767.22%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Mark Elliot Zuckerberg
- Sector
- Communication Services
- Industry
- Internet Content & Information
- Employees
- 75,472
- Beta
- 1.24
- Country
- US
- Piotroski score
- 5 / 9 (Middling)
- Altman Z-score
- 7.74
Financials
Revenue
$60.80B+767.2%Net Income
$15.85B+504.9%EBITDA
$18.76B+405.8%Free Cash Flow
$1.75B-29.7%EPS (diluted)
$6.18+586.7%Shares Outstanding (diluted)
2.57B-12.5%Operating Expenses
$30.70BCash & Debt
$90.26BReturn of Capital
$1.35BRevenue by Segment (annual)
$200.97BDividend per Share
$0.53Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $200.97B | $60.46B | $23.98 |
| 2024 | $164.50B | $62.36B | $24.61 |
| 2023 | $134.90B | $39.10B | $15.19 |
| 2022 | $116.61B | $23.20B | $8.63 |
| 2021 | $117.93B | $39.37B | $13.99 |
| 2020 | $85.97B | $29.15B | $10.22 |
| 2019 | $70.70B | $18.48B | $6.48 |
| 2018 | $55.84B | $22.11B | $7.65 |
| 2017 | $40.65B | $15.92B | $5.49 |
| 2016 | $27.64B | $10.19B | $3.56 |
| 2015 | $17.93B | $3.69B | $1.31 |
| 2014 | $12.47B | $2.94B | $1.12 |
| 2013 | $7.87B | $1.49B | $0.62 |
| 2012 | $5.09B | $53.00M | $0.02 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from META's reported EPS growth of 75.5% a year over 13 years. Historical EPS growth of 76% reflects a recovery from a low base and won't persist. Capped at 30% as a starting point.
- EPS in 5 years
- $89.04
- Implied price
- $2,493
- Return from $741.90
- 27.4% a year
To earn 15.0% a year on these assumptions you'd need to buy at $1,240 — today's price is already 40.1% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 20 | 24 | 28 | 32 | 36 |
|---|---|---|---|---|---|
| 20.0% | 10.0% | 14.1% | 17.6% | 20.8% | 23.7% |
| 25.0% | 14.6% | 18.8% | 22.5% | 25.8% | 28.8% |
| 30.0% | 19.1% | 23.6% | 27.4% | 30.9% | 34.0% |
| 35.0% | 23.7% | 28.3% | 32.3% | 35.9% | 39.2% |
| 40.0% | 28.3% | 33.1% | 37.2% | 41.0% | 44.3% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
74+11.06%Social Signal Score
Mentions (100)
- News (RSS)cnbc·9h ago·Neutral
Stocks are hitting records despite surging yields. Cramer explains why CNBC’s Jim Cramer said Nvidia, Microsoft and Meta are helping push stocks to records even as surging Treasury yields pressure much of the broader market.
View source ↗ - News (Marketaux)gurufocus.com·11h ago·Positive
Meta Platforms Cuts Anthropic AI Usage Amid $105M Spend, Shifts Toward In-House AI (META) On October 05, 2026, Meta P[+314 characters]
View source ↗ - Newsyoutube.com·12h ago·Positive
Ted Weisberg on Energy, Market Breadth & META Buy Opportunity "Extremely negative" market breadth is a key concern trading veteran Ted Weisberg points to in the current stock market environment. However, the incoming earnings season is something he sees as an opportunity to bolster breadth.
View source ↗ - News (RSS)fortune·12h ago·Negative
It’s ‘more likely than not’ humanity loses control: Former AI insiders testify safety fixes may be ‘duct tape that will fall off later’ Former insiders warned the New York City Council about losing control of AI, while OpenAI, Anthropic, Meta, and Google couldn’t say how big the risk is.
View source ↗ - News (RSS)investing·13h ago·Neutral
Meta and Microsoft scale back internal use of Anthropic’s Claude, report says
View source ↗ - News (RSS)zerohedge·14h ago·Negative
Pentagon Backs Ambitious Plan To Beam Solar Power From Space Pentagon Backs Ambitious Plan To Beam Solar Power From Space By Haley Zaremba of OilPrice.com Space-based solar power just got another powerful vote of confidence. The United States Department of Defense just inked a contract with solar energy company Overview Energy to “design, build, and test a homing beacon that will enable its space-based solar energy system to accurately beam power from orbit to receiving solar arrays on Earth,” a
View source ↗ - Newsnypost.com·14h ago·Neutral
Meet Meta's billionaire AI guru –a 29-year-old, mullet-wearing tech bro who posts racy meme jokes Alexandr Wang, a 20-something MIT dropout spearheading Meta's AI efforts, has struck a drastically different online presence than the company's buttoned-up founder Mark Zuckerberg – posting off-color memes on social media and sporting a mullet hair-do.
View source ↗ - Newsbusinessinsider.com·15h ago·Positive
Meta's Muse is already pulling one CEO's purchases away from Amazon Leif Abraham, Public's co-CEO, wants vintage wines and fancy Levi's jeans. Meta's Muse AI agent buys them for him.
View source ↗ - News (RSS)seekingalpha·16h ago·Neutral
Meta Platforms: The AI Spending Looks Crazy; The Economics Don't
View source ↗ - News (RSS)marketwatch·16h ago·Neutral
SpaceX’s stock could actually be a bargain, according to this metric The stock is expensive when valued solely by operating profit, but SpaceX is cheaper than Meta and Alphabet when you bring growth into the mix.
View source ↗ - News (RSS)investing·16h ago·Neutral
Meta, TikTok, X challenge UK watchdog over online safety data demands
View source ↗ - News (RSS)channelnewsasia·16h ago·Neutral
Meta, TikTok, X challenge UK watchdog over online safety data demands
View source ↗ - Newsyoutube.com·17h ago·Neutral
Dan Niles: Public cloud compute will be next phase of Meta monetizing AI Dan Niles, founder of Niles Investment Management, joins CNBC's 'Squawk on the Street' to discuss his call on Meta and what's next for the tech giant.
View source ↗ - News (RSS)economictimes·18h ago·Positive
…the Nasdaq Composite hit a historic high, propelled by heavyweight stocks. The technology sector led this upward trend, thanks to impressive performance from Nvidia, Meta Platforms, Microsoft, and Tesla. However, the Dow Jones Industrial Average faced a slight setback amid elevated Treasury yields. Strong expectations for corporate earnings are buoying U.S. equities, even as inflation and geopolitical uncertainties persist.
View source ↗ - News247wallst.com·19h ago·Neutral
Pay Attention to Meta's Quiet Dismantling of Its Biggest Mistake Meta spent years burning billions on a metaverse nobody wanted, but something quiet is happening inside Reality Labs that could force the market to rethink the entire company's valuation.
View source ↗ - News (RSS)zerohedge·19h ago·Neutral
Stock Futures Drift As Attention Turns To European Debt Crisis Stock Futures Drift As Attention Turns To European Debt Crisis Futures are lower to start the week and global markets struggle for direction, as political upheaval and mounting concern over Europe’s public finances dampened risk sentiment and sent the euro to a 17-month low against the dollar while the US yield curve twists steeper and USD appreciates. As of 8:00am ET S&P futures are down 0.1% and Nasdaq futures slip 0.2% from their
View source ↗ - Newsbenzinga.com·19h ago·Positive
Meta's Next Big Growth Engine or Costly AI Trap? Wall Street Is Split Meta Platforms Inc. (NASDAQ:META) is entering a new phase of its artificial intelligence strategy as strong early interest in Muse raises hopes for another growth engine. However, Wall Street remains divided over monetization, infrastructure spending and competition.
View source ↗ - News247wallst.com·20h ago·Neutral
Meta Stock Could Have Another Big Run Ahead. Here's My 2027 Price Prediction Meta's ad business just delivered its best monthly stock performance in three years, and the numbers suggest that run may not be finished. One valuation scenario points to a price Wall Street has not yet penciled in for 2027.
View source ↗ - Newsseekingalpha.com·20h ago·Positive
Meta Platforms: The AI Spending Looks Crazy; The Economics Don't Meta Platforms earns a Buy rating, leveraging its vast user base and robust ad business to fund ambitious AI investments. AI-driven ad enhancements are boosting monetization, with 28% YOY revenue growth outpacing 3% user growth and supporting higher ad prices and engagement. Significant capex ($130–$145B by 2026) and long-term infrastructure commitments raise the bar for AI monetization and operating leverage.
View source ↗ - Newsreuters.com·20h ago·Neutral
Meta, TikTok, X challenge UK watchdog over online safety data demands Meta , TikTok and X are challenging British regulator Ofcom over the amount of information it is demanding they provide under Britain's nascent online safety regime.
View source ↗ - News (RSS)zerohedge·21h ago·Neutral
Vistra In Line For $4 Billion Nuclear Loan As Washington’s Lending Spree Continues Vistra In Line For $4 Billion Nuclear Loan As Washington’s Lending Spree Continues The Trump administration plans to offer Vistra roughly $4 billion in loans to uprate an additional 433 MW from its Perry and Davis-Besse plants in Ohio and Beaver Valley in Pennsylvania, Bloomberg reported Friday. Energy Secretary Chris Wright could announce the package Monday during a visit to the Perry plant. Earlier this year, Me
View source ↗ - News (RSS)cnbc·21h ago·Neutral
Anthropic, OpenAI, Google and Meta execs set to testify at NYC Council hearing on AI risks The leading AI labs facing intensifying scrutiny over their safety and security practices.
View source ↗ - News247wallst.com·21h ago·Neutral
Meta AI Plans Could Be Crippled By Lawsuits As Meta (NASDAQ: META | META Price Prediction) claims an important foothold in the AI sector, it faces several legal actions that could badly damage its balance sheet, and perhaps even its ability to invest in chips and AI data
View source ↗ - News (RSS)cnbc·1d ago·Positive
A 'weird' IPO pull, a tainted reputation and the stalled breakout moment for AI wearables Apple, Google and Meta are pushing new AI devices and assistants amid growing privacy concerns around wearables.
View source ↗ - News (RSS)cnbc·1d ago·Positive
A 'weird' IPO pull, a tainted reputation and the stalled breakout moment for AI wearables Apple, Google and Meta are pushing new AI devices and assistants amid growing privacy concerns around wearables.
View source ↗ - News (RSS)economictimes·1d ago·Negative
India needs its own AI safety framework New Delhi: India should build its own artificial intelligence (AI) safety framework suited to its languages, scale, and application-led AI ecosystem rather than replicate a voluntary pact signed by US President Donald Trump and top technology firms last week, industry experts said.They also called for a commitment that brings together all stakeholders and tackles risks such as deepfakes and cyberattacks, even as they differed on whether voluntary measures
View source ↗ - Newsfool.com·2d ago·Positive
2 Magnificent Seven Stocks to Buy and Hold for the Rest of the Decade Both trade under their peaks. What might carry each through the rest of the decade?
View source ↗ - News (RSS)fool·2d ago·Neutral
Better Artificial Intelligence Stock: Alphabet vs. Meta Platforms Alphabet trades at a lower valuation multiple despite slower growth, while Meta invests heavily in hardware amid regulatory headwinds.
View source ↗ - News (RSS)economictimes·2d ago·Neutral
Meta Ray-Ban glasses face backlash
View source ↗ - News (RSS)fool·2d ago·Neutral
The S&P 500 Is Not Enough: My 3-Stock Starter Portfolio for New Investors An S&P 500 index fund is a fine foundation -- Amazon, Meta Platforms, and Alphabet give beginners three quality growth stocks on top of it.
View source ↗ - News (RSS)zerohedge·2d ago·Negative
What Michael Milken Would See In AI Chip Financing What Michael Milken Would See In AI Chip Financing Authored by Patrick Feeley via Substack, Very few people in the AI financing debate are reading the deals like a credit trader would. We have had a week of headlines about who is raising what. Amazon is moving $8 billion of chips off its balance sheet. Broadcom is lending $42 billion to its own customer. Nvidia is offering to backstop $125 billion of the debt people use to buy Nvidia. The covera
View source ↗ - News (RSS)seekingalpha·2d ago·Positive
Communication services sector rises in Q3; Meta Platforms leads gains
View source ↗ - 4chan /biz/biz·2d ago·Neutral
>>62749963 I hope the massive pile of debt the AI infrastructure buildout collapses these companies. >Meta goes under >Google becomes the Youtube corporation, making their search engine effectively abandonware >Microsoft and IBM recieve huge govt bailout to stay afloat Blood in the streets
View source ↗ - News (RSS)marketwatch·2d ago·Neutral
The next big AI battle is all about cuteness Meta and other tech companies are betting that fuzzy mascots can win over AI skeptics.
View source ↗ - News (RSS)fortune·2d ago·Neutral
Meta is building one of the world’s biggest undersea cable networks—it’s just one piece of a growing seafloor empire spanning 6 continents Meta's Petal cable is the latest of more than 20 subsea projects the company has bet on as its AI push demands ever more data capacity.
View source ↗ - Newscnbc.com·3d ago·Positive
Meta's Muse can shop and check out for you. Here's how it works Meta's personal agent can search retail sites, surface products and prepare a purchase for your approval. The social media giant announced a slate of partnerships with Walmart, Gap, Sephora, Expedia, Wayfair, Best Buy and others.
View source ↗ - News (RSS)fool·3d ago·Positive
Meta Platforms Stock Rose 25% in September. Is It Still a Buy in October? The social media giant is unlikely to repeat last month's gains this month.
View source ↗ - Newsfool.com·3d ago·Positive
Meta Platforms Stock Rose 25% in September. Is It Still a Buy in October? Strong user interest in the new Muse agentic AI tool was viewed as a major bullish catalyst for Meta Platforms. The next event that will significantly impact the stock's price action will be the company's Q3 report, which is scheduled for the end of the month.
View source ↗ - News (RSS)arstechnica·3d ago·Negative
Apple changes full-disk access permissions to curb abuse from AI agents Meta says FDA isn't sufficient to Muse reading messages. Apple begs to differ.
View source ↗ - News (RSS)zerohedge·3d ago·Neutral
CEO Warns The 2028 Election Will Be A Brutal Referendum On This One Thing CEO Warns The 2028 Election Will Be A Brutal Referendum On This One Thing Some of Silicon Valley's biggest AI boosters are warning that artificial intelligence could become a defining issue in the 2028 presidential election as voters grow increasingly uneasy about the massive infrastructure buildout needed to power the technology. Box CEO Aaron Levie told the Andreessen Horowitz podcast that the next presidential contest c
View source ↗ - News (RSS)seekingalpha·3d ago·Neutral
Meta: Muse Is Nice, But Not Enough
View source ↗ - Newstechcrunch.com·3d ago·Neutral
Meta wants you to build your own Muse gadget Meta's Muse, a personal AI agent that books travel, fills out forms, and shops on a user's behalf, has already proven popular with the masses, but a new side project could be particularly alluring to tinkerers and hackers.
View source ↗ - Newswsj.com·3d ago·Positive
The Mulleted, Meme-Loving Billionaire Behind Meta's Hit AI App Alexandr Wang drove Muse to the top of the charts, putting the company back in the AI race—even if he ruffled feathers inside the tech giant.
View source ↗ - News (RSS)seekingalpha·3d ago·Neutral
Meta: Muse Is Priced In, And That Is The Problem
View source ↗ - Newsbusinessinsider.com·3d ago·Neutral
The Netherlands considers banning Meta AI glasses as some retailers pull them from shelves Advocacy groups in the Netherlands are pushing for a ban on Meta glasses. After local news reports of women being surreptitiously filmed, there's a backlash to the glasses.
View source ↗ - News (RSS)techcrunch·3d ago·Positive
It’s not AI anymore, it’s ‘super intelligence’ (according to the White House) This week, the White House got nearly every major tech CEO in one room — Zuckerberg, Bezos, Musk, and Anthropic’s Dario Amodei among them — to sign an AI safety pledge that President Donald Trump called “morally binding.” Trump also signed an executive order officially rebranding AI as “super intelligence,” and meanwhile, Meta and OpenAI are putting friendlier faces on their AI products, even as the biggest money […]
View source ↗ - News (RSS)fortune·3d ago·Negative
A Clippy marketing moment with Muse: ‘Meta has given AI a cute face’ As AI companies ask users to hand over their inboxes and credit cards, they're betting a friendly mascot can close the trust gap.
View source ↗ - News (RSS)channelnewsasia·3d ago·Neutral
Dutch eyewear chain Hans Anders halts sale of Meta glasses, citing privacy concerns
View source ↗ - 4chan /biz/biz·3d ago·Neutral
>>62747392 Wouldn't a biblical AI crash first require a biblical AI pump, like what happened during the dot.com era? I mean, sure some cyclical companies like Micron and AMD are up a lot, but I don't really see a massive crash manifesting when the big AI hyperscalers like Meta, Google and Microsoft are all trading in the low to mid 20 PE ratios and companies like Oracle are down 50% from their ATH. Also the S&P500 is right now at an 18 PE ratio, lower than it has been in years. Nothing screams p
View source ↗ - News (RSS)seekingalpha·3d ago·Neutral
Meta Platforms: Things May Get Ugly
View source ↗ - News (RSS)investing·3d ago·Neutral
Evercore survey shows Meta and Google lead digital ad spending
View source ↗ - News (RSS)zerohedge·3d ago·Neutral
…10 a.m.) and Chicago’s Goolsbee (12 p.m.) In premarket trading all Mag 7 stocks are higher (Nvidia +1.7%, Alphabet +0.4%, Tesla +0.7%, Amazon +0.5%, Microsoft +0.9%, Meta Platforms +0.4%, Apple +0.2%) Airbnb (ABNB) rises about 2% after KeyBanc Capital Markets upgraded the online travel company to overweight, seeing positive growth trends. Edison International (EIX) falls 2% after Jefferies cut its recommendation on the utilities company to underperform on California wildfire liability risk. Fair…
View source ↗ - Newsbenzinga.com·3d ago·Positive
5.6 Million Downloads in Weeks: Meta Muse Outpaces Sorad ChatGPT in Early Rollout BNP Paribas analyst Nick Jones remains constructive on Meta Platforms Inc. (NASDAQ:META), pointing to strong early downloads for Meta Muse while cautioning that habitual engagement and long-term monetization remain unproven.
View source ↗ - News247wallst.com·3d ago·Positive
One Number Could Tell Us Where Meta Stock Goes Next Meta's ad engine is firing on all cylinders, yet a single line item in its budget has the power to flip bullish momentum into a costly trap for investors who ignore it.
View source ↗ - Newszacks.com·3d ago·Neutral
Meta Platforms, Inc. (META) Is a Trending Stock: Facts to Know Before Betting on It Recently, Zacks.com users have been paying close attention to Meta Platforms (META). This makes it worthwhile to examine what the stock has in store.
View source ↗ - News (RSS)latimes·3d ago·Neutral
Hiltzik: Sure, use Meta's Muse bot to help with your chores — if you want Mark Zuckerberg to know all your secrets Meta says it made privacy a priority when it designed Muse, but its record on privacy protection is horrific.
View source ↗ - Newsseekingalpha.com·3d ago·Positive
Meta Platforms: Things May Get Ugly The market changed its mind on Meta Platforms, Inc. after Muse. We like the clearer strategy, which has pushed shares up 22% since our last buy call, but now we need to see Muse generate returns. To us, sustained upside hinges on Muse's monetization and privacy-related execution.
View source ↗ - 4chan /biz/biz·4d ago·Neutral
BREAKING: Meta, $META, took a $355 million tax break on Mark Zuckerberg’s $4 billion compensation by classifying him as a researcher, per the NYT
View source ↗ - News (RSS)investing·4d ago·Neutral
New Mexico wants Meta to pay up to $40 billion in penalties after data privacy trial
View source ↗ - News (RSS)channelnewsasia·4d ago·Neutral
New Mexico wants Meta to pay up to $40 billion in penalties after data privacy trial
View source ↗ - 4chan /biz/biz·4d ago·Neutral
>>62745228 >PLTR >META >ZIM >ORCL >JPM And soon Anthropic when it IPOs, speaking of; what ticker will they list with? ANTH THRO OPIC ANPC What do you smiggers think?
View source ↗ - News (RSS)decrypt·4d ago·Negative
Meta Pushes Back on Claim That Muse AI Read a User's Messages Without Consent Communications chief Andy Stone said reading Messages requires two permissions the user controls, disputing a journalist who reported Muse synced his texts despite his settings.
View source ↗ - Newsreuters.com·4d ago·Neutral
New Mexico wants Meta to pay up to $40 billion in penalties after data privacy trial The state of New Mexico asked a judge on Thursday to order Meta Platforms to pay between $35 billion and $40 billion in penalties after a jury found the company had misled consumers about the privacy of their data on Facebook in a case that came out of the Cambridge Analytica scandal.
View source ↗ - News (RSS)forbes·4d ago·Positive
Meta Brings Victoria Monét To ComplexCon For Ray-Ban Meta Lounge Event Complex partners with Meta to bring Grammy Award-winning artist Victoria Monét to ComplexCon this Sunday, October 4, at the Los Angeles Convention Center.
View source ↗ - News (RSS)zerohedge·4d ago·Positive
Jensen, Zuck Gang Up On 'Doomer' Dario Behind Closed Doors At White House AI Summit Jensen, Zuck Gang Up On 'Doomer' Dario Behind Closed Doors At White House AI Summit Tuesday's White House "Super Intelligence" luncheon was sold as a kumbaya moment. Tech titans flanked President Trump on the driveway after signing a voluntary, "morally binding" pledge to police themselves, and the cameras got their picture of a united industry calming the public's nerves. Behind the scenes, it was a different st
View source ↗ - News (RSS)marketwatch·4d ago·Positive
Meta’s Mark Zuckerberg is coming for Apple’s empire Apple has a grip on consumer technology through its iPhone business, but Meta is betting that the AI era warrants different types of hardware.
View source ↗ - 4chan /biz/biz·4d ago·Negative
>>62744317 you are like 6 months late to this revelation and just in time to buy the top before they rug people that thought META at 750 was a good idea but that it was turbo cancer at 500
View source ↗ - 4chan /biz/biz·4d ago·Neutral
>>62744180 MSFT had a 5 year low this year and I shilled the dip and everyone told me it had an indian CEO and even worse an Indian woman made the Xbox so it was going to 0 AMZN and GOOGL have both had multiple 30% drawdowns. no one buys the drip I shilled META at 500 everyone told me it was going under AAPL hits ATH every week and everyone here just fuds it because its "not AI"
View source ↗ - Newsyoutube.com·4d ago·Neutral
Ex-Meta CTO Mike Schroepfer: Zuckerberg is 'in founder mode' on AI and hardware Gigascale Capital Founding Member and former Meta CTO Mike Schroepfer tells Yahoo Finance Executive Editor Brian Sozzi how he uses Meta's Muse, why he expects massive enterprise adoption, and why Mark Zuckerberg is in founder mode on AI and hardware. Schroepfer also weighs in on Meta hiring MongoDB's CEO, what he'd tell Anthropic CEO Dario Amodei about sounding AI alarm bells, and why cybersecurity is the near-term A
View source ↗ - News (RSS)zerohedge·4d ago·Neutral
Futures Rise As 10Y Yields Pull Back From 24 Year High Futures Rise As 10Y Yields Pull Back From 24 Year High The disconnect continues. With 10Y yields rising as high as 5.34% - a new 24 year high - before easing back US equities remain completely oblivious of the tightening in financial conditions and instead are obsessing with the memory bubble, and pushing higher on the first day of Q4 as strength in technology shares held up against volatility in bond markets and a renewed climb in oil. As o
View source ↗ - News (RSS)seekingalpha·4d ago·Neutral
Meta: Agentic AI Push And Enterprise Ambitions Warrant Skepticism
View source ↗ - News (RSS)seekingalpha·4d ago·Positive
Meta Is Undervalued With Muse As A Catalyst
View source ↗ - News (RSS)marketwatch·4d ago·Negative
Meta, ServiceNow and these 7 other tech stocks could lead the next leg of the AI trade Deutsche Bank analysts just shared their top stock picks in the tech sector for the remainder of the year.
View source ↗ - Newszacks.com·4d ago·Neutral
META Expands Muse for Small Businesses: Will Ad Growth Accelerate? Meta Platforms expands Muse for small businesses, linking AI to ads, sales and operations as advertising growth and AI adoption strengthen across its platforms.
View source ↗ - Newsfool.com·4d ago·Positive
4 Reasons to Buy Meta Platforms Stock Meta's personalized AI agent is proving highly popular. The company is launching an AI business that could be lucrative.
View source ↗ - News (RSS)fool·4d ago·Negative
Prediction: Meta Stock's Rebound Will Continue as Its AI Infrastructure Spending Starts Paying Off in New Revenue Streams Meta's new Muse AI agents could be a game changer for the stock.
View source ↗ - Newszacks.com·4d ago·Neutral
Should You Tap Meta ETFs on Muse's Success or Wait on the Sidelines? Meta's Muse AI is gaining users and expanding into commerce, but ETFs offer diversified exposure as monetization takes shape.
View source ↗ - Newsseekingalpha.com·5d ago·Positive
Meta Is Undervalued With Muse As A Catalyst Meta Platforms, Inc. offers an attractive long-term risk/reward, with current CapEx-driven cash flow fears creating a compelling entry point. Meta's Muse AI agent has achieved rapid adoption, strong reviews, and early monetization traction, positioning the company as a leader in Agentic AI. Massive CapEx is building a defensible moat; few competitors can match Meta's scale, data flywheel, and distribution advantages.
View source ↗ - News (RSS)fortune·5d ago·Positive
AI ‘godfather’ Yann LeCun has ‘zero concerns’ about human extinction, says Anthropic CEO Dario Amodei is ‘deluded’ The former Meta chief AI scientist shares his take on recent rogue AI incidents and effective altruism, as well as plans for his new company, AMI Labs.
View source ↗ - Newsdefenseworld.net·5d ago·Neutral
Junto Capital Management LP Purchases 56,537 Shares of Meta Platforms, Inc. $META Junto Capital Management LP raised its holdings in shares of Meta Platforms, Inc. (NASDAQ: META) by 104.1% in the undefined quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 110,841 shares of the social networking company's stock after acquiring an additional 56,537 shares during
View source ↗ - Newsdefenseworld.net·5d ago·Neutral
2,166 Meta Platforms, Inc. $META Shares Acquired by IPG Investment Advisors LLC IPG Investment Advisors LLC raised its stake in Meta Platforms, Inc. (NASDAQ: META) by 14.7% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 16,944 shares of the social networking company's stock after buying an additional 2,166 shares during
View source ↗ - Newsdefenseworld.net·5d ago·Negative
300,000 Shares of Meta Platforms, Inc. $META Acquired by Darsana Capital Partners LP Darsana Capital Partners LP acquired a new stake in shares of Meta Platforms, Inc. (NASDAQ: META) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 300,000 shares of the social networking company's stock, valued at approximately $168,987,000. Meta Platforms
View source ↗ - News (RSS)zerohedge·5d ago·Neutral
… month Meta released its new agentic platform, Muse, which promptly took the app charts by storm - so thoroughly that Amazon blocked it - and sparked a 25%+ rally in META. Goldman's Sheridan now frames agentic commerce as one of AI's biggest monetization opportunities, noting that "similar to how Google captured search intent, successful AI platforms may capture shopping intent." Read that sentence again if you're long GOOGL. To be fair, Gemini 4 has real strengths: insiders say it stands out at…
View source ↗ - 4chan /biz/biz·5d ago·Negative
…ng this back in the day on the school computers if any Smigger uncs remember this one. Its still running so I jumped back on and after a few fails I figured out the META and hit $1,000,000 in the year 2111. WHY CAN'T THE REAL MCD M******** DO THAT?
View source ↗ - News (RSS)zerohedge·5d ago·Neutral
Who Keeps The Money When AI Rewrites Bank Code? Who Keeps The Money When AI Rewrites Bank Code? Authored by Patrick Feeley via Substack, The code most American banks run on was designed in 1959, the year Alaska and Hawaii became states. A committee of government and industry people wrote COBOL so that business programs could be read by people who were not mathematicians, and a good part of it was modeled on FLOW-MATIC, an earlier language from Grace Hopper, a Navy officer. I doubt anyone on that
View source ↗ - News (RSS)cnbc·5d ago·Positive
Meta stock enjoys best month since 2022 on AI momentum Meta stock had its best month in almost four years as investors cheer the social media giant's recent momentum in artificial intelligence.
View source ↗ - News (RSS)fool·5d ago·Positive
Alphabet vs. Meta Platforms: Which Media Stock Is a Better Buy in 2026? Alphabet boasts a 32.8% net margin and fortress balance sheet, while Meta's 22.2% revenue growth signals stronger momentum, but their risk profiles diverge sharply.
View source ↗ - News (RSS)fool·5d ago·Positive
Meta Platforms Is Making a Push Into AI Hardware. History Says Apple Investors Shouldn't Worry. The social media giant continues to try to establish a stronger competitive position in physical devices.
View source ↗ - Newszacks.com·5d ago·Negative
Meta Platforms (META) Registers a Bigger Fall Than the Market: Important Facts to Note In the closing of the recent trading day, Meta Platforms (META) stood at $725.18, denoting a -1.84% move from the preceding trading day.
View source ↗ - News (RSS)nakedcapitalism·5d ago·Neutral
Coffee Break: Anthropic OpenAI, Meta, SpaceX Sign Trump ‘Self-Policing’ AI Accords Amidst Financial Follies While Oracle Is Left Out Anthropic's S-1 filing is uglier than expected as they and other AI players sign Trump's "self-policing" AI accord.
View source ↗ - Newsyoutube.com·5d ago·Negative
OpenAI launches Dots to take on Meta's Muse as AI safety warnings mount OpenAI unveiled Dots, a new AI agent built to take on Meta's Muse that it says connects to more than 4,000 apps, as a New York Times report says employees' safety warnings were ignored. Yahoo Finance Host Julie Hyman, Breaking Business News Reporter Jake Conley and Senior Autos Reporter Pras Subramanian discuss how fast new AI models are arriving, whether Muse has a first-mover advantage, whether AI labs are good businesses,
View source ↗ - News (RSS)fool·5d ago·Positive
Here's What a $1,500 Investment in Meta Platforms Stock Could Be Worth in 5 Years The social media giant's stock has the potential to nearly triple in the next five years.
View source ↗ - News (RSS)forbes·5d ago·Positive
Meta's Muse AI Assistant Hits 5 Million Downloads—Outpacing Growth Of ChatGPT, Grok And Claude Subscriptions and affiliate sales fees could make Muse a $28.5 billion asset for Meta by 2030.
View source ↗ - News (RSS)zerohedge·5d ago·Neutral
FTC Launches 'Rogue AI' Probe Of OpenAI, Anthropic - And Takes Aim At Their Regulatory Moat FTC Launches 'Rogue AI' Probe Of OpenAI, Anthropic - And Takes Aim At Their Regulatory Moat The Federal Trade Commission (FTC) is launching a sweeping, aggressive probe into top frontier labs like OpenAI and Anthropic. However, the investigation goes far beyond simply asking questions about autonomous software run amok, and its chairman has made clear he won't let Silicon Valley use recent AI failures to
View source ↗ - Newsinvezz.com·5d ago·Neutral
Why is Meta stock down on Wednesday? Meta Platforms META shares were under pressure on Wednesday even as broader US markets moved higher, as investors weighed the potential threat from OpenAI's newly launched Dots AI agent to the social media giant's fast-growing Muse platform. The stock started the session down by almost 2%, but picked up later in the day, and was down 0.2% in afternoon trading.
View source ↗ - Newstechcrunch.com·5d ago·Negative
Meta disputes claim that Muse read a user's private messages without permission Meta is refuting a journalist's claim that its AI agent Muse read the user's private messages without permission. Following an earlier report from Inc. columnist Jason Aten that detailed the issue, Meta VP of Communications Andy Stone pushed back, making it clear that the company does not believe its product did this without the user's consent.
View source ↗ - News (Marketaux)gurufocus.com·5d ago·Neutral
First Trust NASDAQ-100 Tech (QTEC) Sells $4.9 Million More Intel on Sept. 28 (AMD) -7,964 -$4.8M 2.70% of fund Me[+314 characters]
View source ↗ - News247wallst.com·5d ago·Positive
Meta Stock Could Be Worth Much More If Its AI Strategy Pays Off Meta is riding a 25% monthly rally while simultaneously pouring over $130 billion into AI and watching free cash flow crater.
View source ↗ - News (RSS)coindesk·5d ago·Neutral
OpenAI, Google and Meta pledge outside AI audits under voluntary White House deal Six companies signed a safety pact covering hacking and biological threats, with no penalties or deadline for putting the checks in place.
View source ↗ - News (RSS)seekingalpha·5d ago·Neutral
Meta Is Priced For Success, Oracle For Failure: Take The Other Side Of Both
View source ↗
Earnings
Wed, Oct 28(in 3 weeks)
Consensus estimate $6.77 per share
Typical surprise +18.8% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Jul 29$6.18 vs $7.19miss
- Wed, Apr 29$10.44 vs $6.70beat
- Wed, Jan 28$8.88 vs $8.19beat
- Wed, Oct 29$1.05 vs $6.72miss
- Wed, Jul 30$7.14 vs $5.88beat
- Wed, Apr 30$6.43 vs $5.23beat
Estimates and results for META via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Earnings Call — 2026Q2
Management and analyst remarks, with per-speaker sentiment.
- Chad HeatonVice President of Finance+0.00
Thank you. Good afternoon, and welcome to Meta Platforms' Second Quarter 2026 Earnings Conference Call. Joining me today to discuss our results are Mark Zuckerberg, CEO; and Susan Li, CFO. Our remarks today will include forward-looking statements, which are based on assumptions as of today. Actual results may differ materially as a result of various factors, including those set forth in today's ea…
- Mark ZuckerbergCEO+0.90
All right. Hey, everyone. Thanks for joining today. We had a strong quarter for our community and business with 3.6 billion people using at least one of our apps each day. We reached several milestones. Instagram reached 2 billion daily actives. Threads crossed 500 million monthly actives, making it the fastest-growing conversation app ever. Facebook has reached more than 2 billion daily actives f…
- Susan LiCFO+0.30
Thanks, Mark, and good afternoon, everyone. Let's begin with our segment results. All comparisons are on a year-over-year basis, unless otherwise noted. Q2 total Family of Apps revenue was $60.4 billion, up 28% year-over-year. Q2 Family of Apps ad revenue was $59.4 billion, up 27% or 26% on a constant currency basis. In Q2, the total number of ad impressions served across our services increased 14…
- Brian NowakAnalyst (Morgan Stanley)+0.00
I have two, one for Mark, one for Susan. Mark, I appreciate all the color on the big pipeline for new products across consumer and business agents, API tools and compute rental. There's a lot of opportunities here. My question is, as you look at these opportunities and the state of the current offerings, the compute capacity, which of them do you expect to be able to scale first, sort of in '26 an…
- Mark ZuckerbergCEO+0.90
I can take the first one. In terms of the different opportunities and how we think about the compute, overall, a substantial amount of the compute goes towards training models to be a leading lab, and that's an important investment. The rest of it goes toward a set of different products and revenue opportunities, which spans from optimizing and improving our core business to building new consumer …
- Susan LiCFO+0.20
Brian, on your second question, we aren't providing a specific outlook for 2027 CapEx at this time. Infrastructure planning remains highly dynamic. Even this year, there are a range of outcomes embedded in our outlook. I alluded in my main remarks to our focus on gearing our current infrastructure plans toward maximizing capacity in 2026 and 2027 and giving us the flexibility to continue to grow i…
- Eric SheridanAnalyst (Goldman Sachs)+0.00
Maybe two, if I can. When you frame up the enterprise opportunity, how much of that opportunity do you think is available to you today based on what you've built out in terms of go-to-market strategy as extensions of the advertising and the marketing business you have already versus go-to-market strategies that might have to be built to capitalize on the opportunity? And then maybe, Susan, if I co…
- Mark ZuckerbergCEO+0.90
I can talk about the first part. For enterprise, there's going to be a combination of extending the current business, which is effectively selling to marketers and businesses that are customer-facing and trying to reach customers and sell to them directly. That's the vast majority of the business across Facebook and Instagram, and we believe there's an opportunity to extend this with business agen…
Excerpts from META's 2026Q2earnings call, via Alpha Vantage. Shown in part for commentary; refer to the company's own filings and investor relations site for the full call.
Insider trading
Open-market buys and sells by META officers and directors.
- Bought
- —
- Sold
- $96.4m
0 trades
64 trades
- Olivan Javiersold
- Olivan Javiersold
- Olivan Javiersold
- Olivan Javiersold
- Zuckerberg Marksold
- Zuckerberg Marksold
- Zuckerberg Marksold
- Zuckerberg Marksold
36 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Prediction Markets
Live market-implied probabilities from Polymarket. These are odds traders are paying for, not forecasts — and not investment advice.
- What will Meta Platforms, Inc. (META) hit in October 2026?$25K vol · resolves Nov 1, 2026
- Will Meta Platforms, Inc. (META) hit (HIGH) $800 in October?50%
- Will Meta Platforms, Inc. (META) hit (LOW) $680 in October?45%
- Will Meta Platforms, Inc. (META) hit (LOW) $700 in October?59%
- Will Meta Platforms, Inc. (META) hit (HIGH) $820 in October?38%
- Will Meta Platforms, Inc. (META) hit (HIGH) $780 in October?64%
Congress trades
- Gilbert Cisneroshouse · CA31 · disclosed Sep 11, 2026 (22d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Sep 7, 2026 (28d later)Sell$1,001 - $15,000
- John Boozmansenate · AR · disclosed Aug 20, 2026 (492d later)Buy$1,001 - $15,000
- Tracey Mannhouse · KS01 · disclosed Aug 14, 2026 (724d later)Buy$1,001 - $15,000
- Tracey Mannhouse · KS01 · disclosed Aug 14, 2026 (704d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Aug 12, 2026 (36d later)Buy$1,001 - $15,000
- Michael A. Rullihouse · disclosed Aug 10, 2026 (213d later)Sell$1,001 - $15,000
- Michael A. Rullihouse · disclosed Aug 10, 2026 (326d later)Buy$1,001 - $15,000
- Michael A. Rullihouse · disclosed Aug 10, 2026 (96d later)Buy$1,001 - $15,000
- Jared Moskowitzhouse · FL23 · disclosed Jul 27, 2026 (40d later)Buy$1,001 - $15,000
- Jared Moskowitzhouse · FL23 · disclosed Jul 27, 2026 (40d later)Buy$1,001 - $15,000
- Alan Armstrongsenate · disclosed Jul 21, 2026 (116d later)Buy$15,001 - $50,000
- Daniel Crenshawhouse · TX02 · disclosed Jul 17, 2026 (73d later)Sell$1,001 - $15,000
- Daniel Crenshawhouse · TX02 · disclosed Jul 17, 2026 (46d later)Sell$1,001 - $15,000
- Daniel Crenshawhouse · TX02 · disclosed Jul 17, 2026 (80d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Jul 8, 2026 (36d later)Buy$1,001 - $15,000
- Matt Van Eppshouse · disclosed Jun 17, 2026 (1d later)Sell$1,001 - $15,000
- John J. McGuirehouse · VA05 · disclosed Jun 11, 2026 (7d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed May 13, 2026 (41d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed May 11, 2026 (24d later)Buy$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.
