Meta Platforms Inc Class A (META)
Meta Q3: Hefty Tax Charge, CapEx Ramp, Bargain P/E
Meta Platforms delivered strong Q3 results, with 26% Y/Y revenue growth and robust free cash flow despite a one-time tax charge impacting net income. META is ramping up CapEx by $6.0B to a new range of $70-72B in order to a accelerate AI and superintelligence investments. Core digital advertising KPIs are showing positive trends, such as ad prices increased 10% Y/Y.
Meta to issue bonds worth up to $30 billion
Social media giant Meta Platforms will raise funds through bond offerings worth up to $30 billion, it said in a filing on Thursday.
Meta Q3: Market Doesn't Trust Zuck
Meta Platforms (META) fell over 7% post-earnings despite strong revenue and user growth, mainly due to rising CAPEX and margin concerns. META's aggressive AI and infrastructure investments are pressuring free cash flow and margins, causing investor skepticism about management's spending discipline. The market remains wary of Zuckerberg's ambitious spending, recalling past Metaverse missteps and questioning META's competitive advantage in AI.
Meta's AI spending plan divides analysts, spooks investors
Meta Platforms Inc (NASDAQ:META, ETR:FB2A, SWX:FB)'s third quarter earnings have been overshadowed by debate about the company's ramping investment in its AI initiatives, with analysts at Wedbush, Jefferies, and Oppenheimer offering sharply differing takes on the company's long-term trajectory. Shares of Meta traded down 11.5% at about $665 amid investor concerns about Meta's ballooning AI investments.
Meta Platforms' Q3 Earnings and Revenues Surpass Estimates, Rise Y/Y
META's third-quarter earnings beat estimates as ad revenues and user engagement surged, fueled by AI-driven content and global growth.
'Compute' 22, 'metaverse' 0: The words Meta execs did and didn't say on its earnings
On Meta's third-quarter earnings call, "compute," "capacity," and "novel" were the words of the night. "Metaverse," a peak priority a few years back, was not mentioned once.
Mark Zuckerberg Loses $25 Billion—Now World's Fifth-Richest As Meta Shares Plummet
Zuckerberg ranks the world's fifth-richest person with a net worth estimated at $232.6 billion. He ranked No.
Meta Could Be Get Left Behind in the AI Arms Race—and the Stock Is Paying for It
“We expect to invest aggressively to meet these needs,” Meta's CFO said.
‘We expect to invest aggressively': Meta stock tumbles as tax hit and AI spending spree rattle investors
Shares of Meta Platforms (Nasdaq: META) were down about 9% in premarket trading on Thursday. It follows what can only be described as a mixed bag of a quarter-three earnings report on Wednesday, October 30.
Meta Platforms Enters Oversold Territory
The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a valuation that looks inexpensive. Meta Platforms presently has an above average rank, in the top 50% of the coverage universe, which suggests it is among the top most "interesting" ideas that merit further research by investors.
Options Traders Unfazed by META's Worst Day Since 2022
Meta Platforms Inc (NASDAQ:META) earnings, along with Microsoft (MSFT) are a weight on the tech sector today.
Meta's profit hit by $16 billion tax charge
Meta recorded a nearly $16 billion onetime charge in the third quarter related to President Donald Trump's so-called big beautiful bill, and said its capital expenditure next year would be “notably larger” than in 2025.
