Overview

• Meta will release its second-quarter results after market close on July 30 with revenue guidance of $42.5 billion to $45.5 billion and earnings per share around $5.86.
• Analysts maintain a “Strong Buy” rating on Meta stock and forecast mid-teens percentage growth fueled by AI-enhanced ad monetization.
• The company plans to invest up to $65 billion in AI infrastructure this year, raising questions about expense risk alongside long-term returns.
• Meta shares have rallied about 30% over the past three months, significantly outperforming the broader market.
• Options traders are pricing in roughly a 5% stock swing after earnings, signaling expectations for ongoing volatility around AI spending and performance.