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Post-Earnings Swings, Analyst Price Targets, and CapEx Focus

Post-Earnings Swings, Analyst Price Targets, and CapEx Focus

Over the past several quarters, one word has characterized the market’s reaction to Meta Platforms’ NASDAQ: META earnings reports: volatility.

For four quarters in a row, Meta has gone back and forth between large post-earnings gains and falls.

Meta Platforms, Inc. (META) Price Chart for Monday, May, 11, 2026

In Q2 2025, shares rose 11.3% after earnings, the stock’s largest post-earnings up move since early 2024. Q3 2025 saw the exact opposite reaction, with shares subsequently falling 11.3%. Q4 2025 brought another big gain: shares climbed 10.4% as the company guided for its fastest revenue growth in years.

Despite exceeding its revenue…

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