2 Stock-Split Stocks With Up to 135% Upside in 2026, According to Select Wall Street Analysts

Core Viewpoint - The rise of stock splits among high-profile companies like Netflix and Lucid Group is generating optimism on Wall Street, with potential significant upside for investors if analyst price targets are met [2][6]. Group 1: Stock Splits and Market Impact - Stock splits have become a trend on Wall Street, contributing to investor enthusiasm and market performance [2]. - Five notable companies completed stock splits in 2025, including Netflix, O'Reilly Automotive, Lucid Group, Fastenal, and Interactive Brokers [3]. - A stock split is a superficial adjustment that does not impact a company's market capitalization or operational performance [4]. Group 2: Netflix Analysis - Netflix's stock is projected to have a 55% upside, with a price target of $1,500 (split-adjusted to $150) set by Jefferies analyst James Hawley [7][8]. - North American sales growth for Netflix has increased to 15% from 9%, indicating low customer churn despite price hikes [8]. - Netflix is expected to grow its earnings per share (EPS) by over 20% annually in the next three to five years [9]. - The company has successfully introduced an advertising-based tier, attracting approximately 94 million subscribers as of May 2025 [11]. - Netflix's recent acquisition of Warner Bros. Discovery for $82.7 billion raises antitrust concerns that may affect its stock performance [13][14]. Group 3: Lucid Group Analysis - Lucid Group's stock has an implied upside of 135%, with a price target of $30 set by Benchmark's Mickey Legg [16][18]. - The company completed a 1-for-10 reverse split, raising its share price from around $2 to approximately $20 [16]. - Lucid's partnership with Uber and Nuro for a global robotaxi program is seen as a positive development [18]. - However, Lucid has faced significant production challenges, with a drastic reduction in production guidance from 90,000 units to just 9,000 for 2024 [21]. - The company has incurred substantial cash burn, losing over $2 billion in the first nine months of 2025 and nearly $14.8 billion since inception, raising concerns about its financial viability [23][24].