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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Brian Nowak | Morgan Stanley | 11 | 0% |
| Doug Anmuth | JPMorgan | 11 | 18% |
| Mark Shmulik | Bernstein | 10 | 0% |
| Justin Post | Bank of America | 10 | 10% |
| Ken Gawrelski | Wells Fargo | 9 | 0% |
| Youssef Squali | Truist Securities | 8 | 25% |
| Ron Josey | Citigroup | 7 | 0% |
| Eric Sheridan | Goldman Sachs | 7 | 0% |
| Ross Sandler | Barclays | 5 | 0% |
| Mark Mahaney | Evercore ISI | 4 | 25% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| JPMorgan | 1 | 11 | 18% |
| Morgan Stanley | 1 | 11 | 0% |
| Bank of America | 1 | 10 | 10% |
| Bernstein | 1 |
| 10 |
| 0% |
| Wells Fargo | 1 | 9 | 0% |
| Truist Securities | 1 | 8 | 25% |
| Goldman Sachs | 1 | 7 | 0% |
| Citigroup | 1 | 7 | 0% |
Revenue accelerated to +33% at $56.3 billion, or 29% constant currency, with net income of $26.8 billion and EPS of $10.44 as AI recommendation systems drove record engagement. Business AI adoption grew 10x in one quarter while the MuSpark model launch powered Meta AI at scale. Operating margin held at 41% despite aggressive investment, with CAPEX raised to $125-$145 billion on higher component costs.
Cloud & AI | Innovation & R&D | Capex Investment | Revenue Growth | Product Launch | Capital Allocation | Competitive Dynamics | Margin | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 7 | 6 | 4 | 3 | 4 | 2 | 1 | |
| 2025Q1 | 7 | 2 | 5 | 2 | 4 | 2 | 2 | 2 |
| 2025Q2 | 5 | 6 | 6 | 2 | 2 | 5 | 1 | 2 |
| 2025Q3 | 4 | 5 | 4 | 7 | 3 | 3 | 1 | 4 |
| 2025Q4 | 5 | 8 | 3 | 4 | 2 | 4 | 3 | 3 |
| 2026Q1 | 9 | 3 | 2 | 3 | 3 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Cloud & AI | 7 | 7 | 5 | 4 | 5 | 9 |
| Innovation & R&D | 6 | 2 | 6 | 5 | 8 | 3 |
| Capex Investment | 4 | 5 | 6 | 4 | 3 | 2 |
| Revenue Growth | 3 | 2 | 2 | 7 | 4 | 3 |
| Product Launch | 4 | 4 | 2 | 3 | 2 | 3 |
| Capital Allocation | 2 | 5 | 3 | 4 | ||
| Competitive Dynamics | 2 | 2 | 1 | 1 | 3 | 3 |
| Margin | 1 | 2 | 2 | 4 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
META Meta Platforms, Inc. | 8 | +33.1% | |
| DASH DoorDash | 7 | +33.1% | |
| EVER EverQuote, Inc. | 8 | +14.5% | |
| GOOGL Alphabet Inc. | 9 | +21.8% |