Meta Platforms (NASDAQ:META) reports Q3 results on Oct 21, and the stock is among the top 10 holdings in Trump's latest portfolio, where its biggest trade in the Oct 8 filing was a purchase of $5 million to $25 million on Aug 21. Bulls say AI is boosting Meta's ad business: in Q2, ad impressions rose 14%, the average price per ad rose 12% and revenue grew 28%. Bears point to rising capital spending, nearly vanished free cash flow and a Q2 earnings miss of about 14% from legal and severance charges, while Muse brings in little revenue so far. The number of hedge funds holding Meta fell from 262 to 254 in Q2, and the stock fell after each of its last two earnings reports. The article notes analysts expect Q3 revenue growth of about 24% with EPS below last year, and suggests either buying a small starter position before the report or waiting for it.
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Related tickers and likely impact
META
• NeutralMeta Platforms
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $1.9T |
| Close on 10/16/2026 | 709.34 |
| Change that session | -3.72% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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