AgentFlareNewswire · Earnings · Sun, Oct 25, 2026
Meta posts Q3 revenue of $64.6B, but the stock slides on its Q4 outlook
Meta Platforms reported Q3 revenue of $64.6B, ahead of the roughly $63.4B analysts expected, and its Q4 guidance midpoint topped consensus. Seeking Alpha reports the shares still fell about 7% the next day.
You're reading the full report — free for humans and search engines.
The same content ships as a structured JSON dataset (normalized facts, sources and
citation arrays, no HTML parsing) so AI agents can consume it directly — metered per fetch via the open
HTTP 402 payment protocol.
crawlerAutoPrice=true · verify at https://esa.aisa.one/api/v1/access/verify
Meta beats on Q3 revenue, yet shares drop on the Q4 guide
Meta Platforms (META) reported third-quarter revenue of $64.6B, ahead of the roughly $63.4B Wall Street expected. A GuruFocus earnings-call recap carried by Investing.com Canada highlights a 26% revenue jump. Seeking Alpha says the Q4 revenue guidance midpoint also came in above consensus. The stock nonetheless fell about 7% the following day. The Seeking Alpha author argues that the Q4 guide is the real profit warning, which suggests the market is focused on what the outlook implies for profitability rather than on the top-line beat.
Why it mattersA revenue beat and an above-consensus guide were not enough to hold the shares, so investors appear to be weighing profit implications over headline growth.
SLB reports Q3 revenue of $9.45 billion, up 6% from a year ago
SLB announced third-quarter 2026 results on 23 October 2026. Revenue of $9.45 billion rose 5% sequentially and 6% year on year. GAAP EPS of $0.49 fell 6% sequentially and 2% year on year, while EPS excluding charges and credits of $0.64 rose 16% sequentially and fell 7% year on year. Net income attributable to SLB was $735 million. Adjusted EBITDA reached $2.07 billion, essentially flat year on year. Cash flow from operations was $1.51 billion and free cash flow was $828 million. The board approved a quarterly dividend of $0.295 per share.
Why it mattersHigher sales and strong cash generation sit alongside lower year-on-year adjusted EPS, a mixed picture for oilfield-services investors tracking earnings quality and payouts.
Goldman Sachs resets Eli Lilly price target ahead of earnings
TheStreet reported on 23 October 2026 that Goldman Sachs has reset its 12-month stock price target for Eli Lilly. The move comes before the drugmaker reports its own earnings. The headline is the only detail available, so the new target level and the rationale are not covered here. The update shows analysts adjusting their views on the stock as results approach.
Why it mattersPre-earnings target changes from a major bank can shape expectations and positioning going into a closely watched report.
Data behind the stories
META closed at $642.62 on 2026-10-23, down 0.96% on the day and down 17.36% over about a month. LLY closed at $1,273, down 2.54% on the day but up 7.75% over roughly a month. GS ended at $875.68, down 1.75%.
What to watch
- Eli Lilly's upcoming earnings report, which Goldman Sachs previewed by resetting its 12-month price target. TheStreet
- Meta's Q4 revenue guidance, which Seeking Alpha says carries a midpoint above consensus and is the focus of profit concerns. Seeking Alpha
Key takeaways
- Meta's Q3 revenue of $64.6B beat the roughly $63.4B expected, yet the stock fell about 7% the next day, per Seeking Alpha.
- SLB posted Q3 revenue of $9.45 billion and free cash flow of $828 million, with a dividend of $0.295 per share.
- Goldman Sachs reset its Eli Lilly 12-month price target ahead of the drugmaker's earnings.
FAQ
How did Meta's Q3 2026 revenue compare with expectations?
Meta reported Q3 revenue of $64.6B, against about $63.4B expected, according to Seeking Alpha. An earnings-call recap headline cites a 26% revenue increase. The Q4 revenue guide midpoint was also above consensus.
What were SLB's third-quarter 2026 results?
SLB reported revenue of $9.45 billion, GAAP EPS of $0.49 and EPS excluding charges and credits of $0.64. Net income attributable to SLB was $735 million, adjusted EBITDA was $2.07 billion and free cash flow was $828 million.
What did Goldman Sachs do with Eli Lilly's price target?
According to a TheStreet headline dated 23 October 2026, Goldman Sachs reset its 12-month stock price target for Eli Lilly ahead of the company's earnings report.
The wire
Every item considered for this digest, newest first — published within 48h of 2026-10-25 00:42 UTC.
- Meta: The Q4 Guide Is The Real Profit Warning (NASDAQ:META) Seeking Alpha · 2026-10-24 09:42
- SLB Announces Third-Quarter 2026 Results slb.com · 2026-10-24 00:00
- Meta Platforms Inc (META) Q3 2026 Earnings Call Highlights: Revenue Surges 26% to $64. ... By GuruFocus Investing.com Canada · 2026-10-23 22:28
- Goldman Sachs resets Eli Lilly 12-month stock price target before earnings TheStreet · 2026-10-23 16:37
How this digest is made. Headlines and article text come from the AISA Financial News and Tavily APIs; only items published in the last 48 hours are eligible, and duplicates across outlets are merged. A language model writes the summaries strictly from those texts and the live market data shown — every story links to its sources. Market data: AISA Financial, CoinGecko, Polymarket and Macro APIs.
Sources & citations
- Meta: The Q4 Guide Is The Real Profit Warning (NASDAQ:META) Seeking Alpha · 2026-10-24
- Meta Platforms Inc (META) Q3 2026 Earnings Call Highlights: Revenue Surges 26% to $64. ... By GuruFocus Investing.com Canada · 2026-10-23
- SLB Announces Third-Quarter 2026 Results slb.com · 2026-10-24
- Goldman Sachs resets Eli Lilly 12-month stock price target before earnings TheStreet · 2026-10-23