Home Earnings Analysis Communication Services Summary Meta Platforms, Inc. delivered robust Q1 2026 results, with revenue up 33% to $56.31B and EPS beating estimates by 7.2%. Despite strong fundamentals, META shares fell 6% post-earnings due to a raised CapEx outlook ($125B–$145B) and regulatory risks. I maintain a Strong Buy rating, citing META’s dominant ad business, high gross margins (~82%), and compelling AI-driven monetization via Muse Spark’s Shopping Mode. Regulatory risk from EU child safety findings could result in fines up to $12B, warranting close monitoring alongside AI investment returns. Kira-Yan/iStock Editorial via Getty Images On April 29, 2026, Meta Platforms, Inc. ( META ) reported its first-quarter 2026 earnings , which were among the strongest in its recent history, and yet the stock dropped about 6%. So if you’re watching the Analyst’s Disclosure: I/we have a beneficial long position in the shares of META either through stock ownership, options, or other derivatives.…