Skip to content

META changes

Pick any two versions below to diff them.

View the full Oct 1, 2026 version
Price
$751.66 → $725.18(−3.5%)
Discount
11.6% → 14.7%(+3.1 pts)
Recent events
2026-09-28: Meta launched Meta Enterprise Platform, which groups Muse, Meta Business Agent, Muse API and Muse Code for business customers. Meta hired MongoDB CEO CJ Desai to lead it. Meta shares fell more than 4% that day. 2026-09-25: Meta stock fell 3.4%, giving back some of the prior day's gain, after Goldman Sachs warned that AI hyperscalers may need close to $1 trillion a year in AI revenue to earn a real profit on their current spending pace. 2026-09-21: Meta's new consumer AI products started gaining traction. Meta One, a paid subscription across Instagram, Facebook, WhatsApp, and Meta AI, launched September 15 and drew more than 15 million subscriptions and trials in its first week, and the new Muse assistant app, launched September 8, reached #1 on Apple's U.S. App Store. The stock jumped 11% on September 21, and Wells Fargo raised its price target to $796 from $640. 2026-08-26: Meta agreed to pay about $17 billion over 10 years to settle a lawsuit brought by 47 states over teen social-media addiction, adding default two-hour daily time limits and overnight access blocks for teen accounts. The deal ended the trial before CEO Mark Zuckerberg was set to testify. 2026-08-07: A New Mexico jury found Meta violated the state's consumer-protection law over child safety in March 2026 and imposed a $375 million penalty. In August 2026, a judge in the same case separately ordered Meta to pay $567 million into a youth mental-health fund, bringing its total New Mexico liability to about $942 million. 2026-07-29: Meta reported Q2 2026 results. Revenue grew 28% to $60.8 billion, but net income fell 14% to $15.8 billion on a $2.4 billion legal charge and $1.18 billion of severance costs, and free cash flow collapsed 91% to $784 million as capital spending hit $31.1 billion. Meta suspended share buybacks and raised full-year 2026 capital spending guidance to $130-145 billion, up from $72 billion in 2025. 2026-07-28: Meta and BlackRock priced a $12.5 billion bond to fund a new 1-gigawatt data center in El Paso, Texas, with Meta owning 20% of the project company. Investors demanded a yield near 7-7.5%, well above what a similar Meta-backed bond paid in 2025, a sign that debt financing for AI data centers is getting more expensive. 2026-05-20: Meta began cutting about 8,000 jobs, roughly 10% of its headcount, shifting the freed-up payroll budget into new AI "pods" under chief AI officer Alexandr Wang's Superintelligence Labs. More cuts followed later in the year.