Joseph Carlson After HoursANALYSTJul 31, 2026“META's 8% selloff is overdone — the EPS miss came from one-time charges, while revenue grew 28% and DAUs hit a record 3.6B.”
Why he says it — point by point
FAVORABLE & AGAINST · BOTH KEPTI believe investors should be viewing Meta more valuable today than it was a week ago or months ago.
Why
when these three factors are taken out, their earnings per share were in line. the revenue grew to $60.8 billion. That's a 28% increase year-over-year.
Meta's daily active users reached 3.6 billion users, which is not only more than it was last quarter after the decline, but it's more than the previous all-time high of 3.58 billion.
Meta added on more ad revenue than any single company on planet Earth, including Google, in the last quarter.
I just bought an additional $4,000 of this company.
Risk
The market has qualms about Meta's goal to build super intelligence to continue on their voyage of building AI.
many people are still uncomfortable with the sheer scale of the capex spend that Meta is doing when they don't have their own cloud hosting business like the other three big hyperscalers.
The structured call
The receipt
Publish-day price $$585.61 · the claim is anchored to the moment it was said.