Meta Platforms (META) Filing Shows Company Entered New Infrastructure Contracts in April 2026
FREE Breaking News Alerts from StreetInsider.com!
StreetInsider.com Top Tickers, 6/24/2026
- Wall Street ends lower on semiconductor selloff as AI spending concerns mount
- Alphabet added to Dow Jones Industrial Average, Verizon dropped
- Chip stocks plunge, but bargain-hunters limit scale of tech rout
- FedEx falls 4% as CY2026 profit forecast misses expectations despite Q4 beat
- Oil prices finish 1% lower as investors focus on Hormuz flows after peace talks
- Needham Starts NeoVolta (NEOV) at Buy
- NextEra to discuss paying about $76 per share for Dominion, Bloomberg News reports
- Wall Street ends lower on semiconductor selloff as AI spending concerns mount
- Campbell Soup (CPB) Declares $0.39 Quarterly Dividend; 7.7% Yield
- China, US, UAE police arrest 276 telecom fraud suspects in Dubai
Susquehanna on Meta Platforms Inc. (META): 'Solid 1Q and outlook, investment cycle expected to continue ramping'
April 30, 2026 6:04 AM EDTSusquehanna analyst Shyam Patil reiterated a Positive rating and $900.00 price target on Meta Platforms Inc. (NASDAQ: META).
The analyst comments "Our thoughts. META delivered a generally solid quarter and outlook, though raised capex guidance for the year. We continue to like METAs opportunities and positioning and believe the AI investments will pay off over time. 1Q solid. 1Q revenue of $56.3b was 2% above our estimate and 1% above consensus, growing 29% y/y on an ex-FX basis, accelerating six points on an ex-FX basis from 4Q. Advertising revenue also grew 29% y/y ex-FX, 2% above our estimate... More
Meta Platforms Inc. (META) PT Raised to $830 at Barclays
April 30, 2026 6:01 AM EDTBarclays analyst Ross Sandler raised the price target on Meta Platforms Inc. (NASDAQ: META) to $830.00 (from $800.00) while maintaining a Overweight rating.... More
JPMorgan Downgrades Meta Platforms Inc. (META) to Neutral, 'shares could remain pressured'
April 30, 2026 5:29 AM EDT(Updated - April 30, 2026 10:06 AM EDT)
JPMorgan analyst Doug Anmuth downgraded Meta Platforms Inc. (NASDAQ: META) from Overweight to Neutral with a price target of $725.00 (from $825.00).
The analyst comments "Were downgrading Meta shares from Overweight to Neutral and reducing our PT from $825 to $725. While were encouraged by METAs +33% Y/Y revenue growth which has been supported by AI-driven ad stack optimizations, accelerating... More
Equinix (EQIX) Reiterated at Market Outperform by Citizens on Strongest Bookings Quarter Yet
April 30, 2026 5:10 AM EDTCitizens analyst Greg Miller reiterated a Market Outperform rating and $1,200.00 price target on Equinix (NASDAQ: EQIX).
The analyst commented, "With the strongest bookings quarter reported in the companys history, we are not at all surprised to witness the largest data center customers of the world either... More
Meta Platforms Inc. (META) PT Lowered to $840 at Truist Securities
April 30, 2026 4:40 AM EDTTruist Securities analyst Youssef Squali lowered the price target on Meta Platforms Inc. (NASDAQ: META) to $840.00 (from $900.00) while maintaining a Buy rating.
The analyst comments "We remain constructive on META on the back of stronger 1Q26 results and an in line... More
Meta Platforms Inc. (META) PT Lowered to $830 at Goldman Sachs
April 30, 2026 4:34 AM EDTGoldman Sachs analyst Eric Sheridan lowered the price target on Meta Platforms Inc. (NASDAQ: META) to $830.00 (from $840.00) while maintaining a Buy rating.
The analyst comments "With its Q126 earnings report, META mgmt framed a few key narratives: 1) organizational focus on deeply integrating AI both... More
Meta Platforms Inc. (META) PT Raised to $930 at Evercore ISI
April 30, 2026 4:14 AM EDTEvercore ISI analyst Mark Mahaney raised the price target on Meta Platforms Inc. (NASDAQ: META) to $930.00 (from $900.00) while maintaining a Outperform rating.
The analyst comments "Reiterate Outperform: Over the last two years, Meta has decisively proven that it can effectively deploy AI to materially improve its customer experience for both consumers and advertisers. Now the question is whether it can become one of the... More
Meta Platforms Inc. (META) PT Lowered to $780 at Stifel
April 30, 2026 3:05 AM EDTStifel analyst Mark Kelley lowered the price target on Meta Platforms Inc. (NASDAQ: META) to $780.00 (from $805.00) while maintaining a Buy rating.
The analyst comments: "Solid revenue and GAAP EPS results came in ahead of expectations, even scrubbing out one time benefits for the... More
Evercore analyst comments on Meta's 'Beat & Bracket' Q1
April 29, 2026 5:48 PM EDTEvercore ISI analyst Mark Mahaney commented on Meta Platforms (NASDAQ: META) earnings report in a Flash Note Wednesday:
The analyst commented, "METAQuick Look At Q1 Results. Meta printed a Beat & Bracket Q1 with Q1 Revenue of $56.3B (+33% Y/Y and... MoreAfter-hours movers: META, GOOGL, AMZN, MSFT, QCOM, F, CMG, CVNA
April 29, 2026 4:34 PM EDTAfter-hours movers:
Meta Platforms (NASDAQ: META) fell 6% despite solid quarterly results after it boosted its full year capex plan to $125 billion to $145 billion (from $115 billion to $135 billion.)
Alphabet (NASDAQ:... More
Meta extends losses after JPM downgrade, rising capex outweighs solid results
April 29, 2026 4:26 PM EDT(Updated - April 30, 2026 9:01 AM EDT)
Investing.com -- Meta Platforms (NASDAQ: META) on Wednesday raised its full year capital expenditure guidance to reflect expectations of higher component prices and additional costs to build out data centers. Shares in the company fell as much as 8.6% in premarket trade.
The Menlo Park, California-based company guided for 2026 capital expenditures of $125 billion to $145 billion, compared to a previous forecast of $115 billion to $135 billion, and a Street expectation of $125.26 billion, as compiled by Jefferies.
"Meta continues to earn the right to... More
Meta Platforms (META) Tops Q1 EPS by $3.79, Beats on Revenue; Offers Guidance
April 29, 2026 4:04 PM EDT(Updated - April 30, 2026 6:25 AM EDT)
Meta Platforms (NASDAQ: META) reported Q1 EPS of $10.44, $3.79 better than the analyst estimate of $6.65. Revenue for the quarter came in at $56.31 billion versus the consensus estimate of $55.52 billion.
GUIDANCE:
Meta Platforms sees Q2... More
Meta To Run Some Servers Longer On Memory Shortage - WSJ
April 29, 2026 3:18 PM EDT(Updated - April 29, 2026 3:19 PM EDT)
Meta To Run Some Servers Longer On Memory Shortage - WSJ
Meta Says Grapples With 'Significant Server Supply Deficit'... MoreMeta Platforms (META) May 1 weekly 670 calls into quarter results
April 29, 2026 10:32 AM EDTMeta Platforms (NASDAQ: META) May 1 weekly call option implied volatility is at 120, May is at 55; compared to its 52-week range of 24 to 49. Call put ratio 1.7 calls 1 put with a focus on May 1 weekly 670 calls into the expected release of quarter results today after the bell.
... MoreMeta earnings preview: All eyes on Q2 guide and capex outlook
April 29, 2026 9:30 AM EDTMeta Platforms (NASDAQ: META) reports first-quarter earnings on Wednesday after the market close, with Wall Street analysts largely expecting a beat on both revenue and earnings, though the bulk of attention will likely be on the company's second-quarter guidance and capital spending plans.
Analysts at Bank of America are forecasting revenue of $56.0 billion and earnings per share (EPS) of $7.44, above Street consensus of $55.4 billion and $6.64, respectively.
They believe the buy side may be expecting results at the high end of Meta's guidance range, around $56.5 billion, alongside an earnings beat.
Channel... More
Meta earnings preview: All eyes on Q2 guide and capex outlook
April 29, 2026 9:30 AM EDTMeta Platforms (NASDAQ: META) reports first-quarter earnings on Wednesday after the market close, with Wall Street analysts largely expecting a beat on both revenue and earnings, though the bulk of attention will likely be on the company's second-quarter guidance and capital spending plans.
Analysts at Bank of America are forecasting revenue of $56.0 billion and earnings per share (EPS) of $7.44, above Street consensus of $55.4 billion and $6.64, respectively.
They believe the buy side may be expecting results at the high end of Meta's guidance range, around $56.5 billion, alongside an earnings beat.
Channel... More
Google Q1 earnings are due today: Analysts discuss what could drive share upside
April 29, 2026 7:00 AM EDTAlphabet (NASDAQ: GOOGL) will report first-quarter results after market close on Wednesday alongside Big Tech peers Meta (NASDAQ: META) and Microsoft (NASDAQ: MSFT), with analysts anticipating a solid print driven by strong advertising demand and continued momentum in cloud computing.
The advertising picture heading into the print looks constructive. A Jefferies survey of 20 advertising partners found that 75% met or exceeded their Q1 spending plans, with Google capturing the highest share of incremental budgets among major platforms.'
"GOOGL is expected to... More
Meta Platforms (META) call put ratio 1.4 calls to 1 put into quarter results
April 29, 2026 4:50 AM EDTMeta Platforms (NASDAQ: META) May 1 weekly 670 straddle is priced for a move of 8%. Call put ratio 1.4 calls to 1 put into the expected release of quarter results today after the bell.
... MoreStocks expected to have increasing option volume: META CMG AAPL LLY DIS AAOK GD BKNG STX HOOD V TMUS MDLZ CZR
April 29, 2026 4:07 AM EDTStocks expected to have increasing option volume: META CMG AAPL LLY DIS AAOK GD BKNG STX HOOD V TMUS MDLZ CZR
... MoreMeta Platforms (META) call put ratio 1.4 calls 1 put into quarter results
April 28, 2026 11:07 AM EDTMeta Platforms (NASDAQ: META) May 1 weekly call option implied volatility is at 101, May is at 64; compared to its 52-week range of 24 to 49. Call put ratio 1.4 calls 1 put into the expected release of quarter results after the bell on April 29.
... MoreBenchmark Reiterates Hold Rating on Meta Platforms Inc. (META) Ahead of Earnings
April 28, 2026 9:18 AM EDTBenchmark analyst Mark Zgutowicz reiterated a Hold rating on Meta Platforms Inc. (NASDAQ: META).
The analyst commented, "We maintain our Hold rating in front METAs 1Q print on Wed., 4/19... Following last weeks announced 10% RIF (effective 5/20) and elimination of 6,000 open roles, we... More
Bernstein: 'We like Meta Platforms Inc. (META) to beat its strong 1Q26 revenue'
April 28, 2026 9:14 AM EDTBernstein SocGen Group analyst Mark Shmulik reiterated a Market Perform rating and $345.00 price target on Meta Platforms Inc. (NASDAQ: META).
The analyst commented: "META: We like Meta to beat its strong 1Q26 revenue guidance on resilient U.S. consumer demand and FX tailwinds, though March softness, fading FX benefits, and ROAS... More
Meta Platforms (META) call put ratio 2.1 calls to 1 put into quarter results
April 28, 2026 4:35 AM EDTMeta Platforms (NASDAQ: META) May 1 weekly 680 straddle is priced for a move of 8%. Call put ratio 2.1 calls to 1 put into the expected release of quarter results after the bell on April 29.
... More