Meta Platforms is set to report earnings after the closing bell Wednesday, with traders looking for a sizable move in the social media giant's stock.
The company outlined a $65 million budget last year when it embarked on an effort to elect state politicians friendly to the A.I. industry.
Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) is expected to beat third-quarter revenue forecasts as artificial intelligence (AI) supports advertising growth, Bank of America has said. The bank forecasts revenue of $63.8 billion for the three months to September, above the $63.3 billion consensus estimate, and maintains a Buy rating with an $810 price target.
Meta Platforms is transitioning from a cash-burning lab to a coordinated AI-driven platform with multiple monetization paths. META's core ad business remains robust, with Q2 revenue up 28% and ad impressions and pricing both rising double digits. Muse, META's delegated AI agent, underpins new subscription, commerce, and enterprise revenue streams, supporting a more organized CapEx narrative.
Besides Wall Street's top-and-bottom-line estimates for Meta Platforms (META), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended September 2026.
Meta is pouring over $130 billion into AI infrastructure while free cash flow craters and legal bills pile up, yet analyst sentiment sits near its most bullish in years.
Meta has launched what it calls the “most capable” open-weight model in the United States. Dubbed Muse Spark Open, the model also has the distinction of having been designed to work with Macs.
Meta Platforms (NASDAQ:META | META Price Prediction) stock has pulled well ahead of its megacap peers on the strength of its newest artificial intelligence (AI) model. Shares of Meta Platforms are up 0.
Seven Senate Democrats want Mark Zuckerberg to explain how building AI data centers qualifies as frontier research, and the answer could reshape the tax math behind every major technology company's infrastructure ambitions.
Meta is pouring over $130 billion into AI while free cash flow craters and Reality Labs keeps bleeding billions.
Meta's third-quarter 2025 results included a one-time, non-cash tax charge of $15.9 billion. Management's guidance points to third-quarter revenue growth of around 19% to 25%.
Meta Platforms is rated Hold, with a 12-month target of $760, reflecting fair value at ~22x 2027 EPS. Ad revenue surged 28% in Q2 2026, but free cash flow has nearly vanished due to heavy AI capex. META faces a ~$10B Q3 legal charge, uncertain 2027 capex guidance, and no Q2 buybacks, raising cash return concerns.