Meta shares fell 16.67% over the past month to $606.73, as a $9.89B settlement with 52 state attorneys general over teen mental health claims pulled GAAP EPS to $3.83 against a $5.70 consensus; without the charge, EPS would have been $7.40. Revenue rose 26.1% to $64.60B, with ad impressions up 10% and average price per ad up 14%. Meta plans $135B to $145B in 2026 capex, third-quarter free cash flow turned negative at $2.12B, and operating margin fell to 20% from 40%. The average analyst target is $848.38, implying 39.8% upside. The author argues the long-term case through 2030 depends on ad growth and Muse, which signed up more than 10 million users in about a month and a half.
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METAearningsadvertisingartificial intelligence
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Related tickers and likely impact
META
▲ Likely positiveMeta Platforms
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $1.6T |
| Close on 11/02/2026 | 606.73 |
| Change that session | -1.34% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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