Meta Platforms Inc Stock Price, News & Analysis

Meta (NASDAQ: META) declared a quarterly cash dividend of $0.525 per share on its Class A and Class B common stock.

The dividend is payable on December 23, 2025 to shareholders of record at the close of business on December 15, 2025.

Meta (Nasdaq: META) reported Q3 2025 revenue of $51.24B, up 26% YoY, with ad impressions +14% and average price per ad +10%. GAAP net income was $2.71B and diluted EPS was $1.05, both lowered by a $15.93B one-time, non-cash tax valuation allowance that drove an effective tax rate of 87%. Excluding that charge, adjusted net income would be $18.64B and adjusted EPS $7.25.

Q3 costs rose to $30.71B (+32% YoY). Capital expenditures were $19.37B in the quarter; full-year 2025 capex guidance was raised to $70–72B. Q4 2025 revenue guidance is $56–59B. Cash, equivalents and marketable securities were $44.45B; free cash flow was $10.62B. Headcount was 78,450 (+8% YoY).

Meta (NASDAQ: META) and funds managed by Blue Owl Capital formed a joint venture to develop and own the Hyperion data center campus in Richland Parish, Louisiana, announced Oct 21, 2025.

The campus has approximately $27 billion of total development costs; Blue Owl funds will own 80% and Meta will retain 20%. Blue Owl contributed about $7 billion in cash and Meta received a one-time distribution of about $3 billion.

Meta will provide construction and property management, enter operating leases with a four-year initial term, and provided a capped residual value guarantee covering the first 16 years of operations.

Circus SE (META) is entering high-volume defense production with a European factory planned to go live in 2026 to scale the CA-M, described as the world’s first fully autonomous AI robotic system for troop supply.

The new site aims to lift global capacity to over 10,000 robotic systems per year and the CA-M is stated to prepare over 400 fresh meals per hour. Circus cites the European Readiness 2030 / ReArm Europe initiative (up to €800 billion) as a major market opportunity and notes a defense partnership with Meta (Nasdaq: META).

Meta Platforms (NASDAQ: META) has scheduled its Q3 2025 earnings release for Wednesday, October 29, 2025, after market close. The company will host a conference call to discuss results at 1:30 p.m. PT / 4:30 p.m. ET on the same day.

Investors can access the live webcast, earnings release, financial tables, and presentation materials through Meta's Investor Relations website at investor.atmeta.com. The company also disclosed that it uses Mark Zuckerberg's social media accounts and company websites as official channels for material information disclosure in compliance with Regulation FD.

Circus SE (XETRA: CA1) has expanded its partnership with Meta (NASDAQ: META) to integrate Llama AI models into defense and security applications. This expansion comes as Meta extends access to its Llama AI models beyond the Five Eyes nations to include European and Asian democratic partners.

The partnership enables Circus to integrate Llama models into its CA-M defense AI robot, focusing on autonomous nutrition systems and troop supply. The collaboration provides Circus with the ability to deploy AI locally in sensitive environments, enhancing decision-making and operational efficiency in defense applications.

Circus SE has announced the first deployment of its next-generation CA-1 AI robot at Meta's (NASDAQ: META) Munich office, starting October 2025. The groundbreaking partnership includes the integration of Meta's AI models into CircusOS and the CA-1 robot system to enhance autonomous nutrition systems.

The collaboration will focus on strengthening hybrid user interaction, intelligent supply and demand predictions, and developing new operator AI agents for process automation. The system will utilize thousands of data points per meal for continuous real-time learning and adaptation. Following this initial deployment, Circus plans to proceed with scheduled rollouts to retail clients, including REWE, from October.

Meta Platforms (NASDAQ: META) has announced a quarterly cash dividend of $0.525 per share for both Class A and Class B common stockholders. The dividend will be paid on September 29, 2025, to shareholders of record as of the close of business on September 22, 2025.

Meta (NASDAQ: META) announced that Chief Financial Officer Susan Li will participate in the Goldman Sachs Communacopia and Technology Conference on September 9, 2025 at 9:30 a.m. Pacific Time. The company will provide a live audio webcast and replay on their investor relations website.

Meta also reminded investors that material non-public information is disclosed through their investor relations website, corporate website, and CEO Mark Zuckerberg's social media accounts on Facebook, Instagram, and Threads.