META Earnings
Wednesday, Apr 29 2026
EPS Estimate
$6.75
$6.16 – $7.81
Revenue Estimate
$55.5B
Track Record
3/4 beats
Current Price
$662.49
Our Position
bearishMeta Set to Overtake Google in Digital Ads
est. revisions stable
(+0.2pp / 30d)
Meta's AI innovations and scaled infrastructure fuel digital advertising growth, positioning it to surpass Google while managing reputational risks from historic data breaches.
Watch: Monitor Q1 earnings for AI capex impact and ad revenue growth amid regulatory scrutiny from class action lawsuit developments.
Data Signal Summary
2 bullish
1 bearish
Insider selling cluster
Put/call 0.6 (bullish skew)
Price uptrend
Key Context
Insider Activity
selling
Price Trend
uptrend
1-Month Return
+8.0%
From 52w High
-15.9%
P/E Ratio
26.8
Est. Revisions (30d)
+0.3% 1up/2dn
Analyst Target (mean)
$856 $614–$1015 +29%
Options P/C Ratio
0.60 25C/18P unusual
Est. Dispersion
22% 41 analysts
Insider Cluster
strong sell
Fund Convergence
strong Citadel, D.E. Shaw, Coatue, Tiger Global, Pershing Square
Recent Activity
insider trades
4 transactions
Sell
·
OLIVAN JAVIER (Chief Operating Officer)
·1,555 shares
·$982,791
Sell
·
OLIVAN JAVIER (Chief Operating Officer)
·1,555 shares
·$941,366
Sell
·
KIMMITT ROBERT M (Director)
·580 shares
·$366,572
Sell
·
Olivan Javier (Chief Operating Officer)
·926 shares
·$560,582
23d ago
filing changes
MEDIUM
Material LANGUAGE CHANGES:
Changes to discussion of advertising revenue seasonality.
MEDIUM
New items added:
Addition of new AI initiatives and risks related to AI in the current filing that elaborate on investments and potential negative consequences.
MEDIUM
Changes in market and competitive environment language:
Updated references to competition and user behavior changes reflecting more recent market realities and product evolution.
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