Meta expects its 2026 capex to be $135B-$145B, vs. $130B-$145B previously, and forecasts Q4 revenue of $73B-$76B, vs. $73.6B est.; META jumps 3%+ after hours (Riley Griffin/Bloomberg)
Meta raised its minimum expected capital spending by $5 billion, keeping the ceiling unchanged.
The revised 2026 range is $135 billion–$145 billion. Its fourth-quarter revenue forecast of $73 billion–$76 billion puts the $74.5 billion midpoint above the $73.6 billion analyst estimate. Shares rose more than 3% after hours.
Techmeme's note
The revised 2026 range is $135 billion–$145 billion. Its fourth-quarter revenue forecast of $73 billion–$76 billion puts the $74.5 billion midpoint above the $73.6 billion analyst estimate. Shares rose more than 3% after hours.
Techmeme's note
score 7