Why did Meta Platforms (META) stock move recently?

On 9/9/2026, Meta Platforms moved +6.1% — Meta Platforms rallied after unveiling Muse, its first personal AI agent, alongside paid subscription tiers. The launch was read as evidence of a consumer AI monetisation path, and analysts responded positively. This is MarketChacha's decoded reason from filings and credible news; it is education, not buy/sell advice.

Is Meta Platforms (META) overvalued or fairly valued?

MarketChacha shows Meta Platforms's valuation in context — a trailing P/E of about 25.0, a forward P/E of about 17.6, a price-to-book of about 5.8 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

Does Meta Platforms's reported profit turn into cash?

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash. MarketChacha computes this cash-conversion check (1.72×) from reported figures — education, not a rating.

What is Meta Platforms's revenue?

Meta Platforms reported revenue of $201.0B for FY2025, with net profit of $60.5B, per official filings.

What is the share price of Meta Platforms (META)?

Meta Platforms last traded at $620.19 (-1.6% on the day), as of 10/27/2026 — a delayed quote shown for education, not investment advice.

Meta Platforms

META · NASDAQ · Technology · United States

Snapshot

TickerMETA

ExchangeNASDAQ

SectorTechnology

IndustryInternet Content & Information

CountryUnited States

Employees66,775

HeadquartersMenlo Park, United States

Websitewww.meta.com

Filings tracked17

About Meta Platforms

Meta Platforms, Inc. engages in the development of products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality (VR) headsets, and AI glasses in the United States, Canada, Europe, Asia-Pacific, and internationally. It operates through two segments, Family of Apps (FoA) and Reality Labs (RL). The FoA segment offers Facebook, which enables people to build community through feed, reels, stories, groups, marketplace, and other; Instagram that brings people closer through Instagram feed, stories, reels, live, and messaging; Messenger, a messaging application for people to connect with friends, family, communities, and businesses across platforms and devices through text, audio, and video calls; Meta AI, an assistant that's available across apps, as a stand-alone app, on AI glasses, and on the web; Threads, an application for text-based updates and public conversations; and WhatsApp, a messaging application that is used by people and businesses to communicate and transact. The RL segment provides virtual and augmented reality products, including consumer hardware, software, and content that help people feel connected, as well as Meta Quest devices that enable social experiences across gaming, fitness, entertainment, and more. The segment also includes wearables such as AI glasses like Ray Ban Meta and Oakley Meta glasses; and the Meta Ray Ban Display, which combines AI glasses with an integrated lens display and the Meta Neural Band, a wrist worn device using electromyography that lets people control their AI glasses through neuromuscular signals. Meta Platforms, Inc. has a collaboration with Microsoft Corporation, NVIDIA Corporation, Advanced Micro Devices, Inc., Broadcom Inc., and OpenAI, L.L.C. The company was formerly known as Facebook, Inc. and changed its name to Meta Platforms, Inc. in October 2021. The company was incorporated in 2004 and is headquartered in Menlo Park, California.

Who owns it

Insiders0.1%
Institutions78.8%
Public & other21.0%

6,624 institutional holders

Ownership breakdown from public market data.

Top holders

Blackrock Inc.7.83%
Vanguard Capital Management LLC6.48%
FMR, LLC4.33%
State Street Corporation4.16%
Geode Capital Management, LLC2.48%
JPMORGAN CHASE & CO2.07%
Capital World Investors1.85%
Capital Research Global Investors1.79%

Largest institutional holders — last updated 6/30/2026.

Forensic scorecard

No major accounting red flags in the fundamentals we have — profit is backed by cash and returns look healthy.

Cash conversion1.72×

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash.

Net margin trend29.0% → 30.1%

Margin has expanded by about 1.1 points — the business is getting more profitable.

Return on equity27.8%

Latest ROE of 27.8% — capital is generating a healthy return.

Growth qualityrev 22% · PAT 24%

Profit growth is broadly tracking revenue growth — the earnings trend looks operational rather than one-off.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $68.5B · EPS 7.61

Est. earnings growth +8.8%

Next fiscal year

Rev $312.2B · EPS 33.97

Est. earnings growth +16.8%

Analyst consensus estimates — not the company's own guidance.

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P/E ROE ROCE Margins Market cap

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Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Revenue (FY2025)

$201.0B

Net margin

30.1%

ROE

27.8%

Revenue CAGR (2y)

+22.1%

Profit CAGR (2y)

+24.4%

EPS (FY2025)

23.49

Net profit (FY2025)

$60.5B

Ask MarketChacha about META

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Why it moved

Sep 9, 2026
Meta Platforms rallied after unveiling Muse, its first personal AI agent, alongside paid subscription tiers. The launch was read as evidence of a consumer AI monetisation path, and analysts responded positively.
source 1 ↗source 2 ↗· confidence: high
Sep 3, 2026
Meta advanced alongside other megacap technology stocks as Treasury yields eased and rate-hike expectations for the September Fed meeting were pared back. There was no company-specific announcement driving the move.
source 1 ↗· confidence: medium
Jul 15, 2026
No specific new catalyst identified in recent credible coverage or filings; the gain appears to reflect broader market or tech sector momentum amid ongoing AI narrative.
· confidence: low
Jul 10, 2026
Meta's stock rose sharply on positive coverage of its AI initiatives, including plans to begin production of its custom 'Iris' AI chip in September and to launch an AI cloud business selling excess compute capacity, alongside the Muse Spark 1.1 model release.
source 1 ↗source 2 ↗source 3 ↗· confidence: high
Jul 9, 2026
Meta rose on news of its C$13 billion first Canadian AI data center in Alberta (announced July 8) and internal plans to ramp AI chip production and computing capacity, boosting AI infrastructure sentiment and lifting related semiconductor stocks.
source 1 ↗source 2 ↗source 3 ↗· confidence: high
Jul 2, 2026
Meta shares fell on analyst concerns that building out an AI cloud business could require sharply higher 2027 capex (potentially $200B) and possible equity issuance to fund it, following earlier AI-related rally.
source 1 ↗source 2 ↗· confidence: high
Jul 1, 2026
Meta shares surged after Bloomberg reported the company is developing a cloud business to sell excess AI computing capacity and models to outside customers, potentially monetizing its heavy AI infrastructure spending and competing with AWS, Azure, and Google Cloud.
source 1 ↗source 2 ↗source 3 ↗· confidence: high

Daily moves with the verified reason behind them. Education only — not investment advice.

On MarketChacha

Posts about META

Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2025	$201.0B	$60.5B	23.49	30.1%	27.8%
FY2024	$164.5B	$62.4B	23.86	37.9%	34.1%
FY2023	$134.9B	$39.1B	14.87	29.0%	25.5%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q2	$60.8B	$15.8B	6.18	26.1%
2026Q1	$56.3B	$26.8B	10.44	47.5%
2025Q3	$51.2B	$2.7B	1.05	5.3%
2025Q2	$47.5B	$18.3B	7.14	38.6%
2025Q1	$42.3B	$16.6B	6.43	39.3%
2024Q3	$40.6B	$15.7B	6.03	38.7%
2024Q2	$39.1B	$13.5B	5.16	34.5%
2024Q1	$36.5B	$12.4B	4.71	33.9%
2023Q3	$34.1B	$11.6B	4.39	33.9%
2023Q2	$32.0B	$7.8B	2.98	24.3%
2023Q1	$28.6B	$5.7B	2.20	19.9%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

10-Q filing
SEC7/30/2026
8-K — Results of operations, Exhibits
SEC7/29/2026material
8-K — Shareholder vote results
SEC5/29/2026material
8-K — Other events, Exhibits
SEC5/4/2026material
10-Q filing
SEC4/30/2026
8-K — Results of operations, Exhibits
SEC4/29/2026material
8-K — Executive/director change
SEC4/14/2026material
10-K filing
SEC1/29/2026
8-K — Results of operations, Exhibits
SEC1/28/2026material
8-K — Executive/director change
SEC1/16/2026material

2025

8-K — Executive/director change
SEC12/19/2025material
8-K — Other events, Exhibits
SEC12/12/2025material
8-K — Other events, Exhibits
SEC11/3/2025material
10-Q filing
SEC10/30/2025
8-K — Results of operations, Exhibits
SEC10/29/2025material
10-Q filing
SEC7/31/2025
8-K — Results of operations, Exhibits
SEC7/30/2025material

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.