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Meta posts 33% revenue growth but stock dips on higher CapEx guidance to $125–$145B by 2026

Company Fundamentals
25 Jun 2026
Seeking Alpha
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Neutral
Meta posts 33% revenue growth but stock dips on higher CapEx guidance to $125–$145B by 2026

Meta Platforms reported a strong 33% year-over-year revenue increase and a 61% rise in net income. Despite this, the stock declined due to the company raising its capital expenditure guidance for 2026 to $125–$145 billion, which pressures near-term cash flow. Growth is driven by $30 billion annualized revenue from Value Optimization and partnerships, plus rapid expansion in business AI and new shopping features. Regulatory risks remain with potential fines over $12 billion, but Meta's strong cash flow and long-term growth prospects support a positive outlook.

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