Quick Read – Meta (META) posted $56 billion in Q1 revenue, up 33%, as Zuckerberg pledged to deliver personal superintelligence to billions of users. – Meta raised 2026 capex to $145 billion while Muse Spark, its first superintelligence model, drove double-digit growth in AI…
ssions per user. – Analysts set an $827 consensus target with 57 buys and zero sells, even as shares fell 16% from the earnings filing price on execution concerns. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Meta didn’t make the cut. Grab the names FREE today
Mark Zuckerberg opened Meta Platforms (NASDAQ:META)’s Q1 2026 earnings call with a sentence that would sound deranged coming from almost any other CEO: “We’re on track to deliver personal superintelligence to billions of people.” It was the thesis. The claim landed alongside numbers that, for once, support the swagger. Meta posted Q1 revenue of $56.31 billion, up 33% year over year, EPS of $10.44 against a $6.6587 consensus, and net income of $26.77 billion.
Roughly $3.13 of that EPS came from an $8.03 billion tax benefit tied to Treasury guidance on capitalized R&D, but the operating engine is real: ad impressions rose 19% and average price per ad rose 12%. What “Personal Superintelligence” Actually Means Zuckerberg’s definition is consumer-facing. “Our goal is not just to deliver Meta AI as an assistant, but to deliver agents that can understand your goals and then work day and night to help you achieve them,” he said. He drew a sharp line against rivals: “I hear a lot of people out there talk about how AI is going to replace people.