Company Dossier · Information Technology
Meta Platforms Inc.
- S&P 500
- S&P 100
- Nasdaq-100
- Russell 1000
What Meta Platforms Inc. is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $228 billion, up 28% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $41.0 billion, down 18% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $89.3 billion, up 71% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $26.3 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to December 31, 2025: $29.9 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 29, 2026): sentiment 0.80 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.90 of 1.Palanor Discourse
- Guidance in the last 90 days: 5 outlook figures raised, 0 lowered, 0 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed January 29, 2026): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $105 million on the open market.SEC Form 4
- 5,098 institutional managers reported a position at June 30, 2026 (−13 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 2,631 (2,193 a year earlier).U.S. Department of Labor (OFLC)
- Headlines in the last 30 days: 17, of which 4 read positive and 4 negative.Palanor headline tone
Risk events (12 months): 1 — latest OSHA inspection, Aug 10, 2026 →
Company Posture
How Company Posture is measured →What Meta Platforms Inc. is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Steady · Confident
Expanding ↔ Retrenching
Steady
- Capital spending71st pct
- Debt raised—
- Buybacks vs capex95th pct
- Hiring filings18th pct
- Deals and private raises48th pct
- Patent publications39th pct
Confident ↔ Hedging
Confident
- Call sentiment64th pct
- Call confidence70th pct
- Guidance changes80th pct
- Risk factors added71st pct
- Insider open-market trades45th pct
- + Guidance changes
- + Call confidence
- + Call sentiment
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver43rd pct
- Stress filings49th pct
Credit
How these are built →Meta Platforms Inc.'s borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$83.7B
- Due within a year $0.0B
- Longer term $83.7B
- Default point $41.8B (short + ½ long)
Finance leases included · Jun 30, 2026 filing
Bonds priced, last 12 months
$55.0B
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Apr 30, 2026 | $4B | 6.450% | 2066 (40y) | +147bp | 6.460% |
| Apr 30, 2026 | $3B | 4.550% | 2031 (5y) | +53bp | 4.553% |
| Apr 30, 2026 | $2B | 4.875% | 2033 (7y) | +68bp | 4.881% |
| Apr 30, 2026 | $6B | 5.250% | 2036 (10y) | +90bp | 5.286% |
| Apr 30, 2026 | $4B | 6.200% | 2046 (20y) | +122bp | 6.201% |
| Apr 30, 2026 | $6B | 6.300% | 2056 (30y) | +132bp | 6.310% |
| Oct 30, 2025 | $6.5B | 4.875% | 2035 (10y) | +78bp | 4.877% |
| Oct 30, 2025 | $6.5B | 5.625% | 2055 (30y) | +98bp | 5.637% |
| Oct 30, 2025 | $4.5B | 5.750% | 2065 (40y) | +110bp | 5.757% |
| Oct 30, 2025 | $4B | 4.200% | 2030 (5y) | +50bp | 4.226% |
| Oct 30, 2025 | $4B | 4.600% | 2032 (7y) | +70bp | 4.601% |
| Oct 30, 2025 | $4.5B | 5.500% | 2045 (20y) | +88bp | 5.515% |
From the pricing term sheets Meta Platforms Inc. filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Meta Platforms Inc., with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralMeta Q3: The AI Returns Are Hiding In Plain Sight (NASDAQ:META)
seekingalpha.com · via Marketaux · Oct 21, 2026
- NeutralMeta (META) Reports Earnings Amid Market Concerns
gurufocus.com · via Marketaux · Oct 19, 2026
- PositiveManus raises $500M after losing planned $2B-plus Meta deal (META:NASDAQ)
seekingalpha.com · via Marketaux · Oct 9, 2026
- PositiveOfcom Launches Inquiry into Meta Platforms (META) Over Instagram Instants Safety Compliance
gurufocus.com · via Marketaux · Oct 6, 2026
- NegativeMeta faces UK probe over Instagram Instants safety assessment (META:NASDAQ)
seekingalpha.com · via Marketaux · Oct 6, 2026
- NegativeMeta Platforms Cuts Anthropic AI Usage Amid $105M Spend, Shifts Toward In-House AI (META)
gurufocus.com · via Marketaux · Oct 5, 2026
- NeutralMeta (META) and Microsoft Scale Back Use of Anthropic's AI Platform Claude
gurufocus.com · via Marketaux · Oct 5, 2026
- PositiveMeta And Alphabet Will Beat OpenAI And Anthropic (NASDAQ:META)
seekingalpha.com · via Marketaux · Oct 5, 2026
- NegativeNorway plans temporary AI glasses ban over privacy concerns (META:NASDAQ)
seekingalpha.com · via Marketaux · Oct 5, 2026
- NeutralCommunication services sector rises in Q3; Meta Platforms leads gains (XLC:NYSEARCA)
seekingalpha.com · via Marketaux · Oct 3, 2026
- NeutralMeta: Muse Is Nice, But Not Enough (NASDAQ:META)
seekingalpha.com · via Marketaux · Oct 2, 2026
- PositiveMeta Platforms' New AI App Muse Tops App Store Downloads, META Stock Shows 14.8% Undervaluation
gurufocus.com · via Marketaux · Oct 2, 2026
- NeutralMeta Platforms: Things May Get Ugly (NASDAQ:META)
seekingalpha.com · via Marketaux · Oct 2, 2026
- NegativeNew Mexico Seeks $35-$40 Billion Penalty Against Meta Platforms (META) Over Privacy Case
gurufocus.com · via Marketaux · Oct 2, 2026
- NeutralMeta (META) Achieves Best Monthly Performance Since 2022 Amid AI Momentum
gurufocus.com · via Marketaux · Sep 30, 2026
- NeutralMeta: From Hated To Loved, The Story Did Not Change (NASDAQ:META)
seekingalpha.com · via Marketaux · Sep 30, 2026
- Neutral42 ETFs Add to Meta Platforms (META) on Sept. 28
gurufocus.com · via Marketaux · Sep 30, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 21, 20268-KMaterial agreement signedItem 1.01
- Oct 21, 2026LobbyingLobbying report (STERNHELL GROUP)third_quarter 2026 · $0.1 million
- Oct 21, 2026LobbyingLobbying report (HARBINGER STRATEGIES, LLC)third_quarter 2026 · $0.1 million
- Oct 21, 2026LobbyingLobbying report (535 GROUP, LLC)third_quarter 2026 · $0.0 million
- Oct 21, 2026LobbyingLobbying report (ELEVATE GOVERNMENT AFFAIRS, LLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (AVOQ, LLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (JEFFRIES STRATEGIES LLC)third_quarter 2026 · $0.0 million
- Oct 20, 2026LobbyingLobbying report (META PLATFORMS, INC. AND VARIOUS SUBSIDIARIES)third_quarter 2026 · $5.9 million
- Oct 20, 2026LobbyingLobbying report (CAPITOL TAX PARTNERS, LLP)third_quarter 2026 · $0.0 million
- Oct 20, 2026Patent
- Oct 20, 2026PatentPatent granted: BLOOD PRESSURE DETERMINATIONUS 12765786
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 2, 2026Trademark
- Oct 2, 2026Trademark
- Oct 2, 2026Trademark
- Oct 2, 2026Trademark
- Oct 2, 2026Trademark
- Aug 10, 2026Risk event
- May 29, 20268-KShareholder vote resultsItem 5.07
- Apr 14, 20268-KDirector or officer changeItem 5.02
- Jan 29, 202610-KAnnual report (10-K)0 risk factors added, 0 removed
- Jan 16, 20268-KDirector or officer changeItem 5.02
- Dec 19, 20258-KDirector or officer changeItem 5.02
- May 30, 20258-KShareholder vote resultsItem 5.07
- Apr 11, 20258-KDirector or officer changeItem 5.02
- Feb 20, 20258-KDirector or officer changeItem 5.02
- Jan 30, 202510-KAnnual report (10-K)0 risk factors added, 0 removed
- Jan 6, 20258-KDirector or officer changeItem 5.02
- Feb 2, 202410-KAnnual report (10-K)3 risk factors added, 1 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Alphabet Inc. (Class A) GOOGL | $446B | $53.3B | Jun 30, 2026 |
| NVIDIA Corporation NVDA | $303B | $127B | Jul 26, 2026 |
| Microsoft Corporation MSFT | $332B | $67.0B | Jun 30, 2026 |
| Dell Technologies DELL | $151B | $8.6B | Jul 31, 2026 |
| Micron Technology MU | $133B | $59.0B | Sep 3, 2026 |
| Apple Inc. AAPL | $467B | $137B | Jun 27, 2026 |
| Broadcom Inc. AVGO | $89.1B | $39.4B | Aug 2, 2026 |
| TD Synnex SNX | $75.7B | −$0.8B | Aug 31, 2026 |