💻 Technology · Next Month

Meta Platforms Inc. (NASDAQ: META) beats Q3-FY2026 Non-GAAP EPS analyst consensus of approx. $7.80–8.20 per share (earnings release approx. October 29, 2026, confirmed by Meta press release or Bloomberg)

Partial Hit ✦ AI-generated prediction Published on 2. September 2026 · Predicted for 29. October 2026 · Based on: Historical Cycle

Probability

76%

Meta has beaten Non-GAAP EPS consensus for ten consecutive quarters (FactSet). Q2 FY2026 (Aug 2026): adjusted EPS $8.33 vs. consensus $7.94 — a beat of +$0.39. Drivers: AI-powered Advantage+ ad booking system, growing Reels monetization, and disciplined cost management after the 'Year of Efficiency'. Bloomberg's seasonally adjusted consensus for Q3 is approx. $7.80–8.20 (mild advertising seasonality drag). FactSet ranks Meta as a top-5 EPS beater over the past eight quarters. Risk: EU Digital Markets Act fines, cyclical ad budget cuts.

Data basis for this prediction

FactSet Earnings Insight: Meta – 10 aufeinanderfolgende Non-GAAP-EPS-Beats (Sep. 2026)
Meta Investor Relations: Q2 FY2026 – bereinigtes EPS $8,33 vs. Konsens $7,94 (Aug. 2026)
Bloomberg: Meta Q3 FY2026 EPS-Konsens ca. $7,80–8,20 (Stand Sep. 2026)
Bloomberg: Meta Q3 FY2026 Ergebnisveröffentlichung geplant ca. 29. Oktober 2026

Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.

Verdict: Partial Hit

Meta berichtete Q3 2026 am 21. Oktober 2026 (nicht 29. Oktober). Non-GAAP EPS (bereinigt um die Rechtsstreit-Sonderbelastung) betrug 7,40 USD und übertraf damit den tatsächlichen Konsens von ca. 6,54 USD um +0,86 USD (+13,1 %) — die Beat-Richtung war korrekt. Jedoch lag der tatsächliche Non-GAAP EPS ($7,40) unter der prognostizierten Konsensrange von $7,80–$8,20. Ursache: Eine nicht antizipierte Sonderbelastung von 9,89 Mrd. USD aus dem August-2026-Vergleich mit US-Generalstaatsanwälten im Verfahren zur Jugend-Mental-Health-Klage drückte sowohl die Konsensschätzungen als auch die bereinigten Ergebnisse unter den prognostizierten Bereich. GAAP EPS lag bei nur 3,83 USD. Revenue (+26% YoY auf 64,6 Mrd. USD) und operative Werbe-KPIs (Ad-Impressions +10%, Preis/Ad +14%) waren stark. Quellen: SEC Form 8-K (meta-09302026), MarketBeat Q3 2026 Earnings Report, Yahoo Finance 'META Q3 Earnings Beat Estimates'.

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