AI is booting engagement across Meta's social media platforms and driving interest in Meta glasses, but it comes at the cost of record CapEx spending.

Despite rising expenses and CAPEX, META's valuation is now attractive, with a 5-year CAGR return estimate of ~16%. Technical and fundamental analysis support a bullish outlook for META, with a target range of $850-1075 per share, Vashi said.

Meta Platforms, Inc. (NASDAQ: META) released its third-quarter earnings report after Wednesday's closing bell. Here's what to know: The Details: Meta reported diluted earnings per share of $1.05, which includes a one-time, non-cash income tax charge of $15.93 billion and may not compare to estimates of $6.68.

Q3 revenue beat expectations at $51.2B but operating margin fell to 40% as AI spending surged. Company raised 2025 capex guidance to $71B.

Meta’s Q3 2025 earnings call will take place today, October 29, at 1:30 p.m. PT/4:30 p.m. ET. We’ll be streaming it on our Twitch and X accounts. Meta will host the call themselves on their investor relations website.

Meta Platforms Inc. (NASDAQ: META) posted upbeat earnings for the third quarter on Wednesday. Meta reported diluted earnings per share of $1.05, which includes a one-time, non-cash income tax charge of $15.93 billion and may not compare to estimates of $6.68. On an adjusted basis, earnings per share came in at $7.25, according to Benzinga Pro.

Meta's quarter looked good on the surface, but the stock is reacting to management's massive spending plans.

Meta has signed two Power Purchase Agreements (PPA) with US-based independent power producer Treaty Oak Clean Energy in Louisiana. The PPAs are tied to two solar projects in Morehouse Parish and Sabine Parish, which have a combined capacity of 385MW.

Meta stock crashes 11% after disappointing Q3 earnings report. Shares fell to $667.48. Investors are rattled. A $15.9 billion tax hit crushed profits. EPS dropped to $1.05 versus $6.70 expected. Revenue still jumped 26% to $51.