Core Viewpoint - The article discusses three high-profile companies that are potential candidates for forward stock splits, highlighting the trend's popularity among investors and its historical performance in relation to the S&P 500. Group 1: Stock Split Overview - A stock split is a method for publicly traded companies to adjust their share price and outstanding share count without affecting market capitalization or operating performance [2] - Forward splits are generally favored by investors as they indicate a company's strong performance, while reverse splits are often viewed negatively as they are associated with struggling businesses [4][5] Group 2: Potential Candidates for Forward Splits - Meta Platforms is identified as a prime candidate for a forward split, with approximately 28% of its shares held by retail investors and a current share price in the mid-$700s [9] - Meta's revenue is heavily reliant on advertising, with 98% coming from its social media platforms, and it boasts a significant user base of 3.48 billion daily users [10] - Goldman Sachs is another potential candidate, with nearly 31% of its shares held by non-institutional investors and a recent all-time high share price of almost $764 [15] - The company’s strong position in investment banking and M&A, along with its resilience to market fluctuations, supports the likelihood of a future split [17][18] - Netflix, having completed two forward splits in the past, has over 20% of its shares held by retail investors and a share price that recently topped $1,300 [19][20] - The introduction of an ad-supported subscription tier has significantly boosted Netflix's user base, making it a strong candidate for a forward split [22]

Core Viewpoint - The article discusses the potential for stock splits among major companies, particularly focusing on Meta Platforms and Microsoft, as they are seen as candidates for becoming the next blockbuster stock-split stocks in 2025 due to their high share prices and strong retail investor ownership. Group 1: Stock Split Dynamics - Stock splits are a method for public companies to adjust their share price and outstanding share count without affecting market capitalization or operational performance [4] - Forward splits are generally favored by investors, as they make shares more affordable for retail investors, while reverse splits are often associated with struggling companies [5][6] - The excitement around stock splits has contributed to rising valuations for leading businesses on Wall Street [2][4] Group 2: Candidates for Stock Splits - Meta Platforms, with a share price nearing $800, is a strong candidate for a forward split, especially since it has never completed a split before [14] - Over 27% of Meta's outstanding shares are held by retail investors, which supports the case for a potential split [15] - Microsoft's share price is also above $500, and it has a significant portion of its shares held by retail investors, making it another strong candidate for a stock split [23][27] Group 3: Company Performance and Future Outlook - Meta Platforms is leveraging artificial intelligence to drive double-digit growth in ad sales, with its social media platforms attracting 3.48 billion daily users [17][18] - The company has a robust cash position, with over $47 billion in cash and equivalents, allowing for risk-taking and investment in future growth [20] - Microsoft has a strong reliance on AI for growth, particularly in its Azure cloud services, which saw a 39% year-over-year sales increase [25] - Both companies are well-positioned for future growth, suggesting that their share prices may continue to rise, further supporting the case for stock splits [24][27]

Group 1: AppLovin - AppLovin has a strong financial outlook with a reported revenue increase of 77% to $1.2 billion and a GAAP net income increase of 169% to $2.39 per diluted share in Q2 [4] - The company is expected to achieve 59% advertising revenue growth in Q3 and has a projected annual earnings growth rate of 48% through 2026 [4][6] - AppLovin's stock is seen as a potential candidate for a stock split, with analysts predicting a 75% implied upside from its current share price of $431, with a bull-case target price of $765 per share [3][10] Group 2: HubSpot - HubSpot reported a 19% revenue increase to $761 million in Q2, with a non-GAAP net income rise of 13% to $2.19 per diluted share, driven by strong adoption of AI features [9] - The company focuses on mid-market businesses and has embedded an AI engine called Breeze into its platform, enhancing productivity across various functions [7][8] - Analysts predict a 111% implied upside for HubSpot from its current share price of $426, with a target price of $900 per share, and expect adjusted earnings to grow at 22% annually through 2026 [10][11]

Core Insights - Sezzle, a buy-now-pay-later (BNPL) fintech company, has shown remarkable stock performance, executing a 6-for-1 stock split shortly after going public [1] - Despite a recent decline of over 30% following its second-quarter earnings report, Sezzle's business fundamentals remain strong, with expectations of 60%-65% year-over-year revenue growth [2][3] - Sezzle's stock is still up more than 2,200% since its public debut at a split-adjusted price of $3.78 in August 2023, indicating significant long-term growth potential [3] Business Performance - In the second quarter, Sezzle's revenue grew by 76%, with a net margin of 28%, showcasing its profitability amidst rapid growth [3][4] - The company has a gross merchandise volume (GMV) of approximately $927 million, representing only 1.4% of the overall BNPL market, which indicates substantial growth opportunities [4][5] - Sezzle is effectively engaging customers and increasing payment frequency, with innovative features appealing to younger generations, such as credit scoring optionality [6] Profitability and Capital Allocation - Sezzle's adjusted net income increased by 92% year-over-year, with expectations to generate at least $170 million in adjusted EBITDA for the full year [7] - The company is prioritizing capital return to shareholders, which is uncommon for a fast-growing firm, and has authorized a $50 million share repurchase plan [8] Market Position and Valuation - Following a drop in stock price, Sezzle trades over 50% below its 52-week high and at a multiple of less than 24 times forward earnings expectations, suggesting potential for value investment if growth continues [10]

Core Insights - The rise of artificial intelligence (AI) and stock splits are significant trends boosting equity valuations on Wall Street [1][2] Company Analysis: O'Reilly Automotive - O'Reilly Automotive announced a 15-for-1 forward stock split in 2025, following a significant stock price increase of approximately 65,000% since its IPO in 1993 [6][7] - The average age of cars and light trucks in the U.S. reached an all-time high of 12.8 years in 2025, driving demand for auto parts as consumers keep their vehicles longer [9] - O'Reilly's refined distribution network includes 31 regional distribution centers and over 6,000 retail locations, allowing for efficient inventory replenishment [10] - The company has executed a substantial share repurchase program, spending about $26.6 billion to buy back nearly 60% of its outstanding shares since 2011, enhancing its earnings per share (EPS) [11] Competitor Analysis: AutoZone - AutoZone's shares have increased by over 14,000% since its IPO in 1991, but it has only completed two forward splits [13] - Similar macroeconomic factors benefiting O'Reilly also support AutoZone, as consumers are retaining their vehicles longer [14] - AutoZone is developing over 200 megahubs to improve inventory management, akin to O'Reilly's hub stores [15] - AutoZone has spent approximately $38.1 billion on share repurchases since 1998, retiring 90.3% of its outstanding shares, positively impacting its EPS [17] - Despite strong fundamentals, AutoZone's low percentage of non-institutional investors (9.4%) suggests a lower likelihood of a stock split in the near future [19]

Core Viewpoint - Stock splits can be used by companies to manipulate share prices and outstanding shares, and Rigetti Computing may be on stock-split watch due to its significant stock price increase and interest in quantum computing [2][3][10]. Group 1: Stock Splits Overview - Stock splits allow companies to change their share price and outstanding shares without affecting market capitalization, maintaining investors' equity positions [3][6]. - Traditional stock splits lower share prices while increasing the number of outstanding shares, whereas reverse stock splits do the opposite [3][5]. Group 2: Rigetti Computing's Performance - Rigetti Computing has gained attention in the quantum computing sector, with a market cap of $4.7 billion after a 1,370% increase in stock price over the past year [10]. - The company achieved a significant milestone with its 36-qubit system, which had a two-times lower gate error rate, and aims to replicate this success with a 100-qubit system [9]. Group 3: Stock Split Considerations - Rigetti previously faced potential delisting due to trading below $1 but has since complied with Nasdaq's requirements, reducing the need for a reverse stock split [10][11]. - Despite the stock's rise, there is no immediate necessity for Rigetti to conduct a stock split, as the current price of $15 is not seen as unattainable [10][12].

Core Insights - The article discusses the potential for a stock split announcement by Meta Platforms, which could be a significant event in 2025's stock market landscape [1][6][20] Stock Split Dynamics - A stock split is a method for publicly traded companies to adjust their share price and outstanding share count without affecting market capitalization or operational performance [2] - Forward splits are generally viewed positively by investors as they make shares more affordable, while reverse splits are often seen negatively due to their association with operational weakness [4][5] Recent Stock Split Activity - In 2025, only three prominent companies have announced and completed stock splits, with none from the tech sector [8] - O'Reilly Automotive was the first notable company to declare a split (15-for-1), benefiting from a trend of Americans keeping their vehicles longer and repurchasing shares [9] - Interactive Brokers Group completed its first forward split (4-for-1) and reported significant growth in customer accounts and daily average revenue trades [10] - Fastenal completed a 2-for-1 split, marking its ninth split since going public, reflecting its integration into industrial supply chains [11] Meta Platforms' Position - Meta Platforms is positioned favorably for a stock split, with over 27% of its outstanding shares held by retail investors and a share price consistently above $700 [15] - The company's social media platforms attract an average of 3.43 billion daily users, allowing it to charge premium ad rates [16] - Meta generates 98% of its net sales from advertising, which is a strong indicator of long-term success in an expanding economy [17] - The company's future growth is heavily reliant on its investments in artificial intelligence, with significant spending on AI data centers and integration into its platforms [18] - Meta's strong financial position, with over $70 billion in cash and generating $24 billion in net cash from operations in Q1 2025, supports its potential for innovation and shareholder returns [19]

Core Idea - CoreWeave, a company specializing in data centers for AI applications, has seen a significant increase in its market cap since going public, raising questions about a potential stock split [2][3][9]. Company Overview - CoreWeave focuses on providing infrastructure for companies developing AI applications, allowing them to rent rather than build their own data centers [2]. - Since its IPO in March, CoreWeave's market cap has surged by 200%, reaching $59 billion as of July 25 [3]. Stock Split Insights - Stock splits are mechanisms that adjust share prices and outstanding shares without affecting the overall market cap, making stocks more accessible to investors [3][5]. - A typical stock split, such as a 2-for-1 split, would double the number of shares while halving the share price, maintaining the total equity position [6]. - CoreWeave's current high share price could lead to considerations for a stock split to enhance accessibility, although there is no immediate necessity [9]. Market Dynamics - Approximately 74% of CoreWeave's outstanding shares are currently public, with many large shareholders under lock-up agreements that will expire in late September, potentially increasing liquidity but also creating selling pressure [10]. - CoreWeave's compliance with Nasdaq rules is secure, given its substantial market cap and share price above $120 [11].

Core Viewpoint - Newsmax has experienced significant volatility since its IPO, with shares initially priced at $10 soaring to $265 before falling to around $14, indicating a turbulent market response [1]. Stock Performance - Newsmax's stock price peaked at $265 shortly after its IPO on March 31, 2025, but has since declined to approximately $14 as of July 21, 2025 [1]. - The company reported $171 million in revenue for the previous year, with a market capitalization of $1.9 billion, resulting in a price-to-sales (P/S) ratio of about 11, significantly higher than its competitor Fox, which trades at 1.5 times last year's sales [11]. Stock Split Considerations - A forward stock split is generally seen as a positive sign, indicating a high share price, but given the current decline in Newsmax's stock price, a forward split is unlikely [5][8]. - A reverse stock split could be a possibility if the stock price continues to fall, although it is not currently at risk of being delisted from the New York Stock Exchange [9][10]. Audience and Growth - Newsmax's audience grew by 50% year over year in Q1 2025, reaching 33.6 million viewers, supported by distribution deals with platforms like YouTube TV and Hulu+ Live TV [12]. - The company has a politically conservative stance, which has helped cultivate a loyal viewer base, although it has faced legal challenges related to defamation lawsuits from voting systems suppliers [12][13]. Financial Challenges - Despite a 26% year-over-year revenue increase in 2024, Newsmax reported a loss of $72 million, which is 73% worse than its losses in 2023 [11]. - The ongoing legal issues, particularly the lawsuit from Dominion, pose a risk to the company's financial stability and could lead to further losses [13].

Core Viewpoint - C3.ai has been underperforming since its IPO, with a significant decline in stock price, raising questions about a potential stock split as a strategic move to attract retail investors [2][8]. Group 1: Stock Splits and Their Implications - A stock split allows a company to decrease its share price and increase its shares outstanding, while a reverse stock split does the opposite, but neither affects the company's market capitalization [4]. - Companies may conduct stock splits to make their shares more appealing to retail investors, especially if the share price is perceived as too high [5]. - A reverse stock split can help companies maintain compliance with exchange requirements if their stock price falls below $1 for an extended period [6]. Group 2: C3.ai's Current Situation - C3.ai's stock price has dropped from a high of $161 to around $28.50, with a current market cap of $3.9 billion, indicating that the stock is not out of reach for investors [8]. - The company has not conducted any stock splits since its IPO at $42 in late 2020, and the majority of its nearly 131 million outstanding shares are public, suggesting no immediate need to boost liquidity [9]. - C3.ai reported a loss of nearly $289 million on revenue of about $389 million in its fiscal year, indicating potential overvaluation, with a short interest of close to 21% of the public float [10]. Group 3: Potential and Future Outlook - Despite being perceived as overvalued, C3.ai possesses strong potential due to its software that aids developers in building AI applications, even for those with limited experience [11]. - The likelihood of C3.ai experiencing a significant sell-off that would necessitate a reverse stock split appears low, even though market conditions could change [12].