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Meta Raises 2026 Capital Spending to $130 Billion to $145 Billion, Misses Profit Estimates

businesscompany-earningsaiai-infrastructureai-compute-chips 31 posts · 23 accounts

Meta reported second-quarter earnings that missed profit estimates and saw a 91% decline in free cash flow, then raised its full-year capital expenditure forecast to $130 billion to $145 billion.

Revenue of $60.8 billion beat estimates, with advertising sales growing 28%. The increased spending on server and network infrastructure pushed the operating margin down to 31%, sending the stock lower by more than 10% in after-hours trading.

From the sources (25 posts)

@stockmktnewz

Meta Platforms $META just said it plans to spend between $130B - $145B on CAPEX this year compared to its prior guidance of between $125B-$145B

@rihardjarc

$META earnings are out: - Revenue $60.8B, up 27% YoY - Ad prices + 12% YoY, Ad impressions +14% YoY - Q3 revenue guidance $61-$64B

@trendspider

$META DUMPS ON AN EARNINGS MISS AND INCREASED CAPEX 🩸 2026 CAPEX $130B - $145B est ❌ Q2 EPS: $6.18 vs $7.13 est ✅ Q2 REV: $60.801B vs $59.495B est 🟥 -7.18%

@stocksavvyshay

$META Q2 EARNINGS • Revenue $60.8B vs Est. $60.3B • EPS $6.18 vs Est. $7.22 • FCF $784M vs Est. ($848M) Q3 Guidance • Revenue $63B vs Est. $63B FY26 Guidance • CapEx $138B vs Est. $135B

@kobeissiletter

BREAKING: Meta stock, $META, crashes over -9% after reporting weaker than expected earnings.

@zerohedge

*META SEES FY CAPEX $130B TO $145B, SAW $125B TO $145B CDS limit up you say?

@financialjuice

🔴$META Meta Q2 Earnings & Q3 Guidance EPS $6.18 vs. $7.14 y/y Revenue $60.80B, est. $60.24B Sees Q3 Revenue $61B–$64B, est. $63.17B Operating Income $18.78B, -8.2% y/y Advertising Revenue $59.36B, est. $59.07B Family of Apps Revenue $60.37

@yahoofinance

$META Q2 earnings 💵 Revenue: $60.8B vs $60.24B expected 💲 EPS: $6.18 vs $7.14 expected 💸 Full-year capex: $130B to $145B vs $125B to $145B previously

@negligible_cap

*META SEES FY CAPEX $130B TO $145B, SAW $125B TO $145B More capex for $META

@tradfi

*META SEES FY TOTAL EXPENSES $165B TO $169B, SAW $162B TO $169B $META

@tradfi

*META SEES FY CAPEX $130B TO $145B, SAW $125B TO $145B $META

@stockmktnewz

META PLATFORMS $META JUST REPORTED EARNINGS EPS of $6.18 missing expectations of $7.18🔴 Revenue of $60.8B beating expectations $60.2B🟢

@tradfi

*META 2Q EPS $6.18 VS. $7.14 Y/Y *META 2Q REV. $60.80B, EST. $60.24B $META

@cointelegraph

🚨 LATEST: $META has fallen for nine straight trading days.

@polymarket

JUST IN: Meta now expects to spend at least $130,000,000,000.00 on capital projects in 2026 — stock plunges 9% after-hours.

@wallstengine

$META Platforms Q2’26 Earnings Highlights 🔹 Revenue: $60.8B (Est. $60.17B) 🟢; +28% YoY 🔹 EPS: $6.18 (Est. $7.22) 🔴; -13% YoY 🔹 DAP: 3.60B (Est. 3.61B) 🟡; +3% YoY 🔸 FY26 CapEx: $130B-$145B, from $125B-$145B Guide: 🔹 Q3 Revenue: $61B-$64B (

@coindesk

NEW: $META shares fell about 5% in after-hours trading after reporting Q2 earnings that missed Wall Street's profit expectations.

@eric_seufert

Meta $META down 6% after reporting Q2 earnings. The company beat on revenue ($60.8BN vs. $60.2BN), but its Q2 EPS and Q3 revenue guidance fell short of expectations. Advertising revenue grew by 28% to just under $60BM, with both impression

@kalshi

BREAKING: Meta releases Q2 earnings • EPS: $6.18 vs $7.22 est • Revenue: $60.8B vs $60.3B est $META -6% after-hours

@techmeme

Meta reports free cash flow of $784M in Q2, down 91% YoY, and now expects 2026 capex to be $130B-$145B, compared with its prior forecast of $125B-$145B (Reuters) (Visit Techmeme dot com for the link and full context!)

@firstadopter

Meta CEO Mark Zuckerberg: "We're getting a lot of offers for compute at a significant premium over what we paid for it"

@hedgiemarkets

🦔Meta just reported Q2 earnings. Revenue was $60.8 billion, up 28%, and beat estimates. But costs grew 55%, more than double the revenue growth. Operating margin fell from 43% to 31%. EPS came in at $6.18 against estimates of $7.22, a 14% m

@jackfarley96

Meta CapEx raise very anemic... from 125-145 Billion range to 130 - 145 Billion. I was wrong, about Meta

@jackfarley96

Just a really terrible quarter from $META Costs up 55%, revenues up 28%, income from operations down 8%

@stocksavvyshay

$META advertising business remains excellent with revenue up 28%, ad impressions rising 14% and average price per ad increasing 12% as AI improves engagement and ad performance. The concern is FCF fell to $784M despite ~$32B in operating c

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