Meta Platforms Inc. (META) Earnings Analysis

Meta Platforms Inc. (META) delivered mixed results in Q2 FY2026 on revenue of $60.8B versus the $60.2B estimate (+28.0% YoY) and EPS of $6.18. The next Meta Platforms Inc. (META) earnings date is Oct 28, 2026. Below is the full Meta Platforms Inc. earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.

Meta Platforms Inc. (META) Earnings Analysis — key stats

Next earnings dateOct 28, 2026
Latest reported quarterQ2 FY2026
Earnings verdictMixed
EPS beat rate7 of last 8 (quarters above estimate)
Avg next-day move±7.4% (over the last 8 reports)
Post-earnings directionUp 4 / Down 4 (of the last 8 reports)
Implied move (next report)±21.4% (options-derived · into Oct 28, 2026)
Institutional ownership52.9% (13F as of 2026-06-30)
Top 10 holders30.1% (of shares outstanding)
Insider activity0 buys / 12 sells (recent Form 4 filings)
Revenue$60.8B (vs $60.2B est · +1.0% surprise · +28.0% YoY)
EPS$6.18 (vs $7.19 est · -14.0% surprise · -14.4% YoY)
Share price$589.85 (-0.9%)
Market cap$1.50T

Meta Platforms Inc. (META) Earnings Analysis — beat / miss history

QuarterRevenueEPSEPS surpriseNext-day moveVerdict
Q3 FY2026$60.8B vs $60.2B est$6.18 vs $7.19 est-14.0%-9.2%Mixed
Q2 FY2026$56.3B vs $55.6B est$10.44 vs $6.70 est+55.8%-8.9%Mixed
Q1 FY2026$59.9B vs $58.3B est$8.88 vs $8.19 est+8.4%+9.7%Beat
Q4 FY2025$51.2B vs $49.5B est$7.25 vs $6.72 est+7.9%-11.3%Beat
Q3 FY2025$47.5B vs $44.8B est$7.14 vs $5.88 est+21.4%+10.5%Beat
Q2 FY2025$42.3B vs $41.3B est$6.43 vs $5.23 est+22.9%+3.2%Beat
Q1 FY2025$48.4B vs $47.0B est$8.02 vs $6.75 est+18.8%+1.9%Beat
Q4 FY2024$40.6B vs $40.2B est$6.03 vs $5.25 est+14.9%-4.3%Mixed

Top institutional holders

Holder% outstandingSharesValueQoQ change
Blackrock, INC.6.8%173.4M$97.7B+2.7%
Vanguard Capital Management LLC5.7%143.4M$80.8B+0.9%
Fmr LLC3.8%95.9M$54.0B-17.8%
State Street Corp3.6%92.0M$51.8B+4.0%
Geode Capital Management, LLC2.2%54.9M$30.8B+1.4%
Jpmorgan Chase & CO1.8%45.9M$25.8B-8.4%
Capital World Investors1.6%40.9M$23.0B-0.4%
Capital Research Global Investors1.6%39.6M$22.3B+28.2%
Morgan Stanley1.6%39.4M$22.2B+3.6%
Undisclosed filer1.5%38.4M$21.6B+1.4%

Recent insider transactions

InsiderRoleDateTypeSharesValue
Olivan Javierofficer: Chief Operating Officer2026-08-10Sell816$489600
Olivan Javierofficer: Chief Operating Officer2026-08-10Sell164$98400
Olivan Javierofficer: Chief Operating Officer2026-08-10Sell149$89400
Olivan Javierofficer: Chief Operating Officer2026-08-10Sell113$68073
Olivan Javierofficer: Chief Operating Officer2026-08-10Sell92$55576
Olivan Javierofficer: Chief Operating Officer2026-08-10Sell40$24239
Olivan Javierofficer: Chief Operating Officer2026-08-10Sell40$24286
Olivan Javierofficer: Chief Operating Officer2026-08-10Sell114$68400

What you'll find

Frequently asked questions

When is Meta Platforms Inc.'s next earnings date?
Meta Platforms Inc.'s (META) next scheduled earnings date is Oct 28, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Meta Platforms Inc. (META) beat or miss earnings?
In Q2 FY2026, Meta Platforms Inc. (META) posted mixed results — revenue of $60.8B versus the $60.2B estimate (+1.0% surprise) and EPS of $6.18 versus $7.19 expected (-14.0% surprise). Magnisto decodes every Meta Platforms Inc. (META) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Meta Platforms Inc. beat earnings estimates?
Over its last 8 reported quarters, Meta Platforms Inc. (META) beat Wall Street EPS estimates 7 times, most recently a mixed result in Q3 FY2026. Magnisto tracks every Meta Platforms Inc. (META) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Meta Platforms Inc. stock move after earnings?
Over its last 8 quarterly reports, Meta Platforms Inc. (META) moved an average of ±7.4% the day after earnings — ranging from -11.3% (Q4 FY2025) to +10.5% (Q3 FY2025). The stock rose after 4 of those 8 reports and fell after 4. Heading into its next report on Oct 28, 2026, options-implied volatility is pricing in a move of roughly ±21.4% (derived). Magnisto tracks the realized post-earnings move for every Meta Platforms Inc. (META) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Meta Platforms Inc.?
Institutions hold about 52.9% of Meta Platforms Inc.'s (META) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (6.8%), Vanguard Capital Management LLC (5.7%), Fmr LLC (3.8%). Magnisto lists Meta Platforms Inc.'s (META) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Meta Platforms Inc. (META)?
In the most recent Form 4 filings Magnisto tracks, Meta Platforms Inc. (META) insiders recorded 0 purchases and 12 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Meta Platforms Inc. (META) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Meta Platforms Inc. (META), anchored to the current $589.85 share price, so you can weigh the bull, base and bear cases for Meta Platforms Inc. side by side.
Is Meta Platforms Inc. (META) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Meta Platforms Inc. fits your own thesis and risk profile. This is research, not investment advice.

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Educational research, not investment advice. Figures are illustrative and may be delayed.