Meta Platforms, Inc. (META) research: valuation against peers, fundamentals over time, risk and news coverage
META
Meta Platforms, Inc.No data in this window.
Every report in our own archive tagged with this symbol, newest first — fetched from the archive alongside the market data.
- MARKET REPORTBULLISH'Magnificent Seven' ETF Tops Its May Record High
An ETF tracking the 'Magnificent Seven' stocks closed above the record high it set in May, reflecting renewed strength in the group's AI-linked names.
- BREAKING STORYBEARISHNew Mexico Jury Finds Meta Misled Users in Cambridge Analytica Case
A New Mexico jury ruled that Meta misled state residents about its handling of user data in the Cambridge Analytica affair, reopening legal exposure from a scandal the company had largely put behind it.
- MARKET REPORTNEUTRALExecutives Across Meta, Oracle, Arista and Asana Sold Stock This Week
A wave of insider stock sales hit the tape, led by Meta chief product officer Christopher Cox's $28.5 million disposal and Arista Networks president Kenneth Duda's $8.8 million sale.
- BREAKING STORYBULLISHFastly Shares Jump After Meta's Muse AI Agent Drives Traffic Surge
Fastly stock surged after a traffic analysis linked the rally to Meta's Muse AI agent, which is seeing rapid user adoption.
- BREAKING STORYBULLISHPayPal Jumps on Meta AI Partnership as Money Rotates Out of Financials
PayPal shares rose after news of an AI partnership with Meta, a move that coincided with investors rotating out of financial stocks and into tech names.
- BREAKING STORYNEUTRALAmazon Blocks Meta's AI Shopping Agents From Its Retail Site
Amazon has blocked Meta's newly launched AI agents from operating on its retail platform, according to ZeroHedge, marking an early clash in what the outlet calls the agentic wars.
- BREAKING STORYBULLISHMeta's 'Muse' AI Agent Sparks Chip Rally: Arm Jumps 13%, Intel 12%, AMD 9%
Meta's newly unveiled AI agent 'Muse' drove a broad tech rally, with Arm up 13%, Intel up 12% and AMD up 9% as investors bet on renewed CPU demand.
- BREAKING STORYBULLISHAckman Exits Alphabet, Adds to Meta Position in Q2
Bill Ackman's fund sold its Alphabet stake and increased its position in Meta Platforms, which is down 15% from its peak, according to the fund's second-quarter disclosure.
- BREAKING STORYBULLISHMeta Settles Social-Media Litigation for Up to $18 Billion
Meta shares rose after the company agreed to resolve a 52-state attorneys general investigation and a related social-media addiction trial, with reported settlement figures ranging from $16.68 billion to $18 billion.
- SPECIAL REPORTNEUTRALExecutives Across Tech, Retail And Mining Cash Out In Broad Insider Selling Wave
DST Global Advisors, a 10% owner of Chime Financial, sold $156.9 million in stock, the largest of more than a dozen insider sales disclosed across sectors including tech, retail, mining and biotech.
- BREAKING STORYBEARISHChip Complex Cracks as Intel, AMD Slide 4% Despite Relief in Long-End Yields
Intel and AMD each fell roughly 4% and NVIDIA finished flat as the semiconductor complex sold off even as Treasury long-end pressure eased, breaking the rates-driven correlation that has governed tech leadership. CrowdStrike sank 7% despite a Truist price target increase to $245, with Palo Alto Networks off 5%, evidence that positioning — not discount rates — is now the dominant driver.
- SPECIAL REPORTBEARISHInsiders Cash Out of the AI Complex as Lumentum, Corpay and CoreWeave See Heavy Selling
Executives and early holders are monetising positions across the AI infrastructure and payments complex. Lumentum's CEO sold 5,438 shares for roughly $5 million after a strong twelve months, an EVP disposed of $2.89 million, Corpay's group president sold $10.65 million, and Magnetar Financial offloaded $33.4 million of CoreWeave. Meta's CFO acquired shares, with stock withheld for tax.
Every figure on this page is fetched and computed in your browser from free public sources — end-of-day prices and reported financials from Yahoo Finance's open endpoints, and our own archive for the coverage panel. Fundamental history on the free tier runs about four fiscal years and five quarters. Data is best-effort and unaudited; this is market research, not investment advice.
Guides conservatively — lands inside its own range but in the upper half of it, averaging +3.4% against the midpoint across 17 quarters.
n = 17 resolved forecasts · Q2 FY2022 to Q2 FY2026 · 1 still outstanding
Next report expected 28 Oct 2026 (Q3 FY2026) — Estimated from the issuer's own filing history: FY2025Q3 results were released on 2025-10-29. source
| Period | Measure | Guided | Issued | Reported | Landed | Deviation | Verdict | Sources |
|---|---|---|---|---|---|---|---|---|
| Q3 FY2026 | Revenue | $61.00–$64.00bn | 2026-07-29 | — | — | — | PENDING | guidance |
| “We expect third quarter 2026 total revenue to be in the range of $61-64 billion.” | ||||||||
| Q2 FY2026 | Revenue | $58.00–$61.00bn | 2026-04-29 | $60.8bn | 0.0% | IN LINE | guidance · result | |
| “We expect second quarter 2026 total revenue to be in the range of $58-61 billion.” | ||||||||
| Q1 FY2026 | Revenue | $53.50–$56.50bn | 2026-01-28 | $56.3bn | 0.0% | IN LINE | guidance · result | |
| “We expect first quarter 2026 total revenue to be in the range of $53.5-56.5 billion.” | ||||||||
| Q4 FY2025 | Revenue | $56.00–$59.00bn | 2025-10-29 | $59.9bn | +1.6% | ABOVE | guidance · result | |
| “We expect fourth quarter 2025 total revenue to be in the range of $56-59 billion.” | ||||||||
| Q3 FY2025 | Revenue | $47.50–$50.50bn | 2025-07-30 | $51.2bn | +1.5% | ABOVE | guidance · result | |
| “We expect third quarter 2025 total revenue to be in the range of $47.5-50.5 billion.” | ||||||||
| Q2 FY2025 | Revenue | $42.50–$45.50bn | 2025-04-30 | $47.5bn | +4.6% | ABOVE | guidance · result | |
| “We expect second quarter 2025 total revenue to be in the range of $42.5-45.5 billion.” | ||||||||
| Q1 FY2025 | Revenue | $39.50–$41.80bn | 2025-01-29 | $42.3bn | +1.3% | ABOVE | guidance · result | |
| “We expect first quarter 2025 total revenue to be in the range of $39.5-41.8 billion.” | ||||||||
| Q4 FY2024 | Revenue | $45.00–$48.00bn | 2024-10-30 | $48.4bn | +0.8% | ABOVE | guidance · result | |
| “We expect fourth quarter 2024 total revenue to be in the range of $45-48 billion.” | ||||||||
| Q3 FY2024 | Revenue | $38.50–$41.00bn | 2024-07-31 | $40.6bn | 0.0% | IN LINE | guidance · result | |
| “We expect third quarter 2024 total revenue to be in the range of $38.5-41 billion.” | ||||||||
| Q2 FY2024 | Revenue | $36.50–$39.00bn | 2024-04-24 | $39.1bn | +0.2% | ABOVE | guidance · result | |
| “We expect second quarter 2024 total revenue to be in the range of $36.5-39 billion.” | ||||||||
| Q1 FY2024 | Revenue | $34.50–$37.00bn | 2024-02-01 | $36.5bn | 0.0% | IN LINE | guidance · result | |
| “We expect first quarter 2024 total revenue to be in the range of $34.5-37 billion.” | ||||||||
| Q4 FY2023 | Revenue | $36.50–$40.00bn | 2023-10-25 | $40.1bn | +0.3% | ABOVE | guidance · result | |
| “We expect fourth quarter 2023 total revenue to be in the range of $36.5-40 billion.” | ||||||||
| Q3 FY2023 | Revenue | $32.00–$34.50bn | 2023-07-26 | $34.1bn | 0.0% | IN LINE | guidance · result | |
| “We expect third quarter 2023 total revenue to be in the range of $32-34.5 billion.” | ||||||||
| Q2 FY2023 | Revenue | $29.50–$32.00bn | 2023-04-26 | $32.0bn | 0.0% | IN LINE | guidance · result | |
| “We expect second quarter 2023 total revenue to be in the range of $29.5-32 billion.” | ||||||||
| Q1 FY2023 | Revenue | $26.00–$28.50bn | 2023-02-01 | $28.6bn | +0.5% | ABOVE | guidance · result | |
| “We expect first quarter 2023 total revenue to be in the range of $26-28.5 billion.” | ||||||||
| Q4 FY2022 | Revenue | $30.00–$32.50bn | 2022-10-26 | $32.2bn | 0.0% | IN LINE | guidance · result | |
| “We expect fourth quarter 2022 total revenue to be in the range of $30-32.5 billion.” | ||||||||
| Q3 FY2022 | Revenue | $26.00–$28.50bn | 2022-07-27 | $27.7bn | 0.0% | IN LINE | guidance · result | |
| “We expect third quarter 2022 total revenue to be in the range of $26-28.5 billion.” | ||||||||
| Q2 FY2022 | Revenue | $28.00–$30.00bn | 2022-04-27 | $28.8bn | 0.0% | IN LINE | guidance · result | |
| “We expect second quarter 2022 total revenue to be in the range of $28-30 billion.” | ||||||||
Every figure above is read from the company’s own filings. “Guidance” links to the 8-K exhibit that issued the forecast; “result” links to the exhibit in which the company reported the outcome. Nothing here is an analyst estimate. How this is measured.