META Earnings

META reported its earnings on 2026-04-29, showcasing a revenue of 56.31B against an estimate of 55.49B, resulting in a 1.48% surprise. The EPS was 7.31, surpassing the expected 6.71 by 8.94%. The stock experienced a -8.55% price change on the earnings day and a -9.59% change over the next five days, reflecting market reactions to the results.

Following META's earnings announcement on 2026-04-29, the stock price moved by -8.55% on the day of the release. Over the subsequent five days, it saw a -9.59% change. Historically, META's stock price tends to shift by an average of -3.05% in the 10 days leading up to earnings and 3.77% in the 10 days following, providing insight into potential market.

For 2026/Q2, analysts estimate META's annual revenue to reach 56.22B, while the EPS is projected at 7.29. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between META's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, META's stock price typically moves by -3.05% in the 10 days before its earnings and 3.77% in the 10 days after. For the upcoming 2026/Q2 earnings, analysts expect an EPS of 7.29 and revenue of 56.22B.

The earnings call presents a mixed sentiment. Positive aspects include AI advancements, personalized ad improvements, and growth in AI glasses. However, concerns arise from Reality Labs' expected losses, high capital expenditures, and regulatory risks. The Q&A reveals management's focus on AI integration and product scaling but lacks clarity on key future plans, such as 2027 CapEx and AI glasses expansion. These mixed signals suggest a neutral stock price movement, with no strong catalysts to drive a significant change in the short term.