Meta Platforms (META) Q3 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $3.83
- Estimate
- $5.46
- Surprise
- -29.9%
- Revenue (period 2026-09-30)
- $64.60B
- Score at report (before → after)
- 5.7 → 5.8/10
Revenue source: xbrl.
How the report landed
Meta Platforms (META) missed the $5.46 estimate with adjusted EPS of $3.83 — a large 29.9% shortfall. TrendMatrix's engine moved from Buy (Wait) (5.7/10) to Sell at 5.8/10 after the report — the engine's score rose despite the miss.
Where TrendMatrix's rating stands now
TrendMatrix currently rates META Hold at 6.6/10.
2 of the last 4 quarters beat the estimate; this quarter's -29.9% surprise compares with a -7.1% four-quarter average. Next scheduled report: 2027-01-27.
What supports the rating
- V7 flight-to-quality bonus: +0.5 (Q=8.2 in RISK_OFF)
- High-quality business
What argues against it
- Concentration risk — Product: advertising
- Concentration risk — Product: mobile advertising
- Sector modifier (Communication Services): -0.8
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $641.39
- Price target
- $782.09
- Stop
- $596.49
- Upside to target
- +21.9%
- Reward-to-risk
- 2.4:1
The stock trades at 21.9× trailing but 18.0× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-11-11 — shown for context, not personalized investment advice.
META at TrendMatrix's latest read
Communication and media names are subscriber-economics stories; engagement and ARPU trends behind the print drive the reaction.
- Industry
- Internet Content & Information
- Market cap
- $1639.93B
- P/E (fwd)
- 18.0
- P/E (ttm)
- 21.9
- 52-week range
- $520.26–$779.82
- Off 52-week high
- 17.8%
- RSI (14)
- 36
- Volume vs avg
- 0.53×
- Score today
- 6.6/10