Posted inAnalysis Financials
🕶️Meta: Fueling Growth with Strategic Spending
TLDR; $15.93B one-time new tax charge crushed reported EPS to $1.05 vs. $6.68 expected (-84% miss). Net income collapsed 83% YoY to $2.71B from $15.69B in Q3 2024. 2025 CapEx raised to $70-$72B (Q3 alone: $19.4B, +111% YoY). Forward 2026 P/E of ~21-22x for 26% revenue growth rate = Cheap. Heavy AI investment (long-term pro/ ... Read more