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A Bit Messy: Recapping Meta's Actuals vs. Consensus

Consensus Expectation Benchmarking + Valuation Context

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Consensus Media
Jul 29, 2026
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First, please note that operating income and net income both reflect $2.4B of legal charges, and are roughly in-line absent that mismatch. That said, relatively weak ad impressions and disappointing outlooks for near-term revenue and full year expenses have shares -7%:

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