Meta shares rose about 3% to 4% after hours following the company’s third-quarter report, as BlockBeats highlighted stronger advertising metrics and early data from its Muse AI product.
Results and guidance
BlockBeats said revenue rose 26% to $64.6 billion and adjusted diluted EPS, excluding a one-time $9.89 billion legal settlement charge, was about $7.40. Advertising revenue increased 26%, ad impressions 10% and average ad prices 14%; Family daily active people reached 3.64 billion. Meta’s fourth-quarter revenue guidance was $73 billion to $76 billion, and full-year capital-spending guidance was $135 billion to $145 billion.
Analyst and Muse focus
Pivotal Research analyst Jeffrey Wlodarczak said more than one-quarter of Muse users had made purchases through the agent, with an average purchase above $200. Jefferies analyst Brent Thill said the fourth-quarter outlook left room for upside, while BMO Capital’s Brian Pitz kept a hold view and pointed to the need for clearer returns from heavy 2026–27 capital spending.
The stock move and analyst views are attributed to the BlockBeats flash; no intraday quote, analyst reports or independent filings were linked. They are reported market commentary, not a price forecast or investment recommendation.