Meta Platforms is expected to report Q1 2026 revenue of $55.49 billion and EPS of $6.71, as shares trade at approximately $678.62 against an average analyst price target of $837.09.
The primary focus for investors is whether AI-driven advertising gains can continue to justify the company's massive $115 billion to $135 billion capital expenditure guidance for 2026.
Meta has maintained a 14-quarter revenue beat streak, supported by its Family of Apps ecosystem which now reaches nearly 3.6 billion daily users. Despite rising infrastructure costs, strong demand for AI-powered ad products like Advantage+ is expected to drive 31.2% year-over-year revenue growth.