META Meta Platforms
Gigawatt training campuses (Prometheus, Hyperion)
Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.
META · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-10-21EarningsMiss / cut
Reported EPS 3.83 vs 5.46 expected (-29.9% surprise).
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7
2026-07-29EarningsMiss / cut
Reported EPS 6.18 vs 7.22 expected (-14.4% surprise).
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6
2026-04-29EarningsBeat / raise
Reported EPS 7.31 vs 6.82 expected (+7.2% surprise).
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5
2026-01-28EarningsBeat / raise
Reported EPS 8.88 vs 8.22 expected (+8.0% surprise).
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4
2025-10-29EarningsBeat / raise
Reported EPS 7.25 vs 6.67 expected (+8.7% surprise).
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3
2025-07-30EarningsBeat / raise
Reported EPS 7.14 vs 5.86 expected (+21.8% surprise).
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2
2025-04-30EarningsBeat / raise
Reported EPS 6.43 vs 5.21 expected (+23.5% surprise).
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1
2025-01-29EarningsBeat / raise
Reported EPS 8.02 vs 6.74 expected (+19.0% surprise).
Latest headlines
Auto-updated daily- Canadian news publishers want Meta to scrap new terms of service over AI training concerns2026-10-23
- Meta Just Burned Cash for the First Time Since Its IPO Year: Wall Street Raised Its Targets Anyway2026-10-23
- Exclusive: Meta acquires AI data platform Sundial2026-10-23
- Moderna, Meta, SpaceX, Bloom Energy, AT&T, and More Stocks That Explain Today’s Market2026-10-23
- GE Vernova Fell Nearly 11% in a Day After Meta’s Earnings. Here’s Where the Stock Could Go by 20302026-10-23
- Meta and Google About to Run the Old Playbook Again, Will “Sell Space Inside Their Models.”2026-10-23
Predictions involving META
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-10-21 | 5.46 | 3.83 | −29.9% |
| 2026-07-29 | 7.22 | 6.18 | −14.4% |
| 2026-04-29 | 6.82 | 7.31 | +7.2% |
| 2026-01-28 | 8.22 | 8.88 | +8.0% |
| 2025-10-29 | 6.67 | 7.25 | +8.7% |
| 2025-07-30 | 5.86 | 7.14 | +21.8% |
| 2025-04-30 | 5.21 | 6.43 | +23.5% |
| 2025-01-29 | 6.74 | 8.02 | +19.0% |
| 2024-10-30 | 5.3 | 6.03 | +13.9% |
| 2024-07-31 | 4.76 | 5.16 | +8.4% |
| 2024-04-24 | 4.36 | 4.71 | +8.1% |
| 2024-02-01 | 4.94 | 5.33 | +7.9% |
| 2023-10-25 | 3.6 | 4.39 | +22.0% |
| 2023-07-26 | 2.91 | 2.98 | +2.5% |
| 2023-04-26 | 1.98 | 2.2 | +11.2% |
| 2023-02-01 | 2.24 | 1.76 | −21.5% |
| 2022-10-26 | 1.85 | 1.64 | −11.3% |
| 2022-07-27 | 2.55 | 2.46 | −3.6% |
| 2022-04-27 | 2.53 | 2.72 | +7.6% |
| 2022-02-02 | 3.83 | 3.67 | −4.1% |
| 2021-10-25 | 3.17 | 3.22 | +1.5% |
| 2021-07-28 | 3.06 | 3.61 | +17.9% |
| 2021-04-28 | 2.35 | 3.3 | +40.6% |
| 2021-01-27 | 3.24 | 3.88 | +19.9% |
About Meta Platforms
Website ↗Meta Platforms, Inc. engages in the development of products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality (VR) headsets, and AI glasses in the United States, Canada, Europe, Asia-Pacific, and internationally. It operates through two segments, Family of Apps (FoA) and Reality Labs (RL). The FoA segment offers Facebook, which enables people to build community through feed, reels, stories, groups, marketplace, and other; Instagram that brings people closer through Instagram feed, stories, reels, live, and messaging; Messenger, a messaging application for people to connect with friends, family, communities, and businesses across platforms and devices through text, audio, and video calls; Meta AI, an assistant that's available across apps, as a stand-alone app, on AI glasses, and on the web; Threads, an application …
Four US hyperscalers guided to roughly $700B+ of 2026 capex, with 2027 modelled near $1T. Their guides set demand for every supplier on this site; neoclouds add more.
What would prove us wrong. Weakens if two or more hyperscalers cut forward capex guidance in the same quarter.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| MSFT Microsoft | Largest AI cloud buyer; Azure and OpenAI capacity | $529.7 | +0.98% | +2.6% | +10.2% | |
| GOOGL Alphabet | Waymo driverless fleet and TPUs | $319.0 | −0.37% | −7.2% | +2.1% | |
| AMZN Amazon | AWS; Trainium custom chips and the largest capex budget | $248.9 | +0.37% | −0.3% | +7.8% | |
| ORCL Oracle | OCI AI cloud; Stargate capacity for OpenAI | $125.9 | −0.21% | −7.8% | −34.5% | |
| CRWV CoreWeave | GPU cloud; large consumer of powered shells | $56.49 | +4.17% | −35.5% | −21.1% | |
| NBIS Nebius Group | Neocloud building GPU capacity in US and Europe | $160.1 | +0.88% | −32.5% | +91.3% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.