Core Insights - Stock splits have regained popularity due to rising corporate profits and stock prices, making shares more accessible to average investors [1][2] - Companies that implement stock splits typically see an average stock price increase of 25% in the year following the announcement, compared to 12% for the S&P 500 [3] Company Analysis: Netflix - Netflix has shown significant long-term growth, with a 690% increase over the past decade, leading to a 10-for-1 stock split last year [4] - Currently, Netflix's stock is 32% below its 2025 peak, influenced by uncertainties regarding its bid for Warner Bros. Discovery assets [5] - Despite these concerns, Netflix's strategy of expanding its streaming library and introducing a lower-priced ad-supported tier has solidified its market position [6] - In Q3, Netflix reported record revenue of $11.5 billion, a 17% year-over-year increase, with diluted EPS rising 27% [7] - Wall Street analysts are optimistic, with 65% rating Netflix as a buy or strong buy, and an average price target of $126, indicating a 39% upside potential [8] - Jefferies analyst James Heaney has a higher price target of $134, suggesting a potential upside of 48% [9] - The current trading price of Netflix at 28 times forward earnings presents a buying opportunity given its growth track record [11] Company Analysis: ServiceNow - ServiceNow has experienced a stock decline of approximately 28% in 2025, but it remains up over 800% in the past decade, leading to a 5-for-1 stock split [12] - The company focuses on AI and digital transformation, providing applications that automate tasks and streamline workflows across various business processes [13] - In Q3, ServiceNow's revenue grew 22% year-over-year to $3.4 billion, with adjusted EPS increasing by 29% to $4.86 [14] - The company's remaining performance obligation (RPO) rose 24% to $24.3 billion, indicating potential for future growth [15] - Wall Street is bullish on ServiceNow, with 91% of analysts rating it a buy or strong buy, and an average price target of $223, suggesting a 53% upside [16] - Morgan Stanley analyst Keith Weiss has a more aggressive price target of $263, indicating an 80% potential gain based on the company's strong execution [17] - The stock is currently valued at 30 times next year's expected earnings, but if ServiceNow meets Wall Street's benchmarks, it could be considered a bargain [18]

Core Viewpoint - BitMine Immersion Technologies Inc. (BMNR) focuses on cryptocurrency mining, particularly Ethereum, and has adopted an ETH-centric treasury strategy, aligning its stock price with Ethereum's market performance [1] Group 1: Company Overview - BMNR has a market capitalization of approximately $5.4 billion and a trading volume of 57.99 million shares on the AMEX exchange [5] - The company has shown significant stock volatility, with a 52-week high of $161 and a low of $3.92 [5][6] Group 2: Recent Developments - On January 5, 2026, Cantor Fitzgerald initiated coverage on BMNR with an "Overweight" rating, indicating confidence in the stock's potential [2][6] - Following the coverage announcement, BMNR's stock price increased by 14.84%, reaching $31.73 during overnight trading on Robinhood [3][6] Group 3: Strategic Proposals - A proposal to increase the company's authorized share count from 500 million to 50 billion was announced, aimed at facilitating future capital raising and opportunistic acquisitions [3][4] - The proposal includes the possibility of stock splits to maintain share accessibility for investors, contingent on Ethereum's price reaching $250,000 and Bitcoin hitting $1 million [4]

Core Viewpoint - Bitmine chairman Tom Lee predicts Ethereum's price will surge 8,000% to $250,000 per token, potentially valuing the cryptocurrency at approximately $30 trillion, surpassing the combined market capitalization of major tech companies [1]. Company Strategy - Lee proposes increasing Bitmine's authorized shares from 500 million to 50 billion to facilitate a future stock split, urging shareholders to vote by January 14 [2]. - Following Lee's proposal, Bitmine's share price increased by 15%, indicating investor confidence in the company's strategy, which includes opportunistic acquisitions and capital market activities such as convertibles and warrants [3]. Market Context - The cryptocurrency market has lost roughly $1 trillion in value since October, putting pressure on digital asset treasury firms like Bitmine [3]. - Many public firms that transitioned to digital asset treasury (DAT) models are now trading below their underlying asset values, raising concerns about their business viability [4]. Ethereum Holdings - Bitmine recently acquired an additional $1.4 billion in Ethereum, increasing its total holdings to over $12 billion [5]. - The company aims to increase its ownership of Ethereum's circulating supply from 3.4% to 5% [7]. Stock Split Rationale - A stock split is intended to lower the price of individual shares, making them more accessible to regular investors without altering the company's total market value [6]. - Lee anticipates that Bitmine's stock price will reach $5,000 per share when Ethereum hits $250,000, although no specific timeframe for these targets was provided [7].

Core Viewpoint - The article discusses the potential for two major companies, Meta Platforms and Goldman Sachs, to announce their first-ever stock splits, which could significantly impact their stock prices and investor sentiment in 2026 [2][8]. Group 1: Stock Splits Overview - A stock split allows a company to change its share count and price without affecting its market capitalization or operational performance [3]. - Forward splits are generally viewed positively by investors, while reverse splits are often associated with struggling companies [4][6]. - Historically, companies that conduct forward splits have outperformed the S&P 500 in the 12 months following the announcement [7]. Group 2: Meta Platforms - Meta Platforms, part of the "Magnificent Seven," has never completed a stock split, with shares fluctuating between $600 and $800 in 2025 [9]. - Over 29% of Meta's outstanding shares are held by retail investors, indicating a strong incentive for a stock split [11]. - Meta's growth trajectory and substantial cash reserves, nearing $44.5 billion, position it well for a stock split to attract more retail investors [15][12]. Group 3: Goldman Sachs - Goldman Sachs has also never split its stock, with shares rising from $60 to $879 over 26 years [19]. - More than 30% of Goldman Sachs' shares are held by retail investors, suggesting a potential need for a stock split [20]. - As a key component of the Dow Jones Industrial Average, a stock split could reduce its influence within the index, but long-term growth prospects may necessitate a split [21][22].

Core Viewpoint - BitMine Immersion Technologies (BMNR) is seeking shareholder approval to increase its authorized share count from 500 million to 50 billion, primarily to facilitate future stock splits as its valuation aligns with Ethereum's price movements [1][9]. Share Expansion Proposal - Tom Lee, the chairman, emphasized that the proposal is a structural adjustment and does not imply an immediate issuance of 50 billion shares [3]. - The increase in authorized shares is intended to prepare for potential stock splits, especially if Ethereum's price rises significantly [4][7]. Stock Performance and Valuation - Following the announcement, BitMine shares rose approximately 14%, trading near $30.93, indicating investor support for the proposal [4]. - Lee noted that if Ethereum's price reaches $22,000, BitMine's stock could rise to around $500, and under more aggressive scenarios, it could approach $5,000 [5]. Company Strategy and Holdings - BitMine has positioned itself as the largest Ethereum-focused digital asset treasury, currently holding over 4.11 million ETH, which is about 3.41% of Ethereum's circulating supply [6]. - The company's strategy has shifted towards accumulating and staking ETH to generate yield, moving away from Bitcoin-related operations [7]. Investor Reactions - The proposal has elicited mixed reactions from investors, with some expressing concerns about potential dilution resulting from the increase in authorized shares [8][9].

Core Viewpoint - BitMine is seeking shareholder approval to increase its authorized share count from 500 million to 50 billion shares, which would facilitate future capital needs and stock splits as the company focuses on Ethereum as a core treasury asset [1][2]. Group 1: Shareholder Proposal - Tom Lee is urging shareholders to support the proposal to raise the authorized share limit, with the vote closing on January 14 ahead of the annual meeting on January 15 in Las Vegas [1]. - The increase in authorized shares does not imply immediate issuance, but rather provides flexibility for future capital requirements and potential stock splits [2][5]. Group 2: Strategic Shift to Ethereum - BitMine has transitioned to making Ethereum (ETH) its primary treasury asset, significantly increasing its ether holdings and positioning itself as a leveraged Ethereum balance sheet [3]. - In the past month, BitMine has purchased over $1 billion in Ethereum, indicating a strong commitment to this strategy [3]. Group 3: Stock Performance and Future Plans - BitMine's stock has begun to track Ethereum's price more closely than its operational metrics, suggesting a shift in investor perception [4]. - If Ethereum's price increases, issuing new shares to acquire more ETH could still benefit shareholders, despite potential dilution of ownership percentage [4]. - The proposal, if approved, would allow for a larger pool of shares to be issued for raising capital, acquisitions, or stock splits to maintain share accessibility for retail investors [6][7].

Core Viewpoint - Companies like ASML, AppLovin, and Tesla have experienced significant stock price increases in 2025, making them potential candidates for stock splits in 2026 [1][2]. Group 1: ASML - ASML's stock has risen by 54% in 2025, currently trading at $1,072.75 with a market cap of $416 billion [2][5]. - The company is crucial in semiconductor manufacturing, producing extreme ultraviolet (EUV) lithography machines essential for advanced chipsets, driven by the AI boom [6]. - ASML's management projects annualized revenue growth of 7.6% to 13.3% through 2030, with earnings expected to grow over 22% annually for the next three to five years [6][9]. Group 2: AppLovin - AppLovin's stock has surged by 125% in 2025, currently priced at $714.23 with a market cap of $241 billion [2][10]. - The company specializes in software tools for mobile app and game developers, with revenue increasing by 68% to $1.4 billion last quarter [13]. - The mobile ad-tech market is projected to approach $1 trillion by 2030, positioning AppLovin for significant growth [13]. Group 3: Tesla - Tesla's stock has increased by 20% in 2025, currently trading at $475.19 with a market cap of $1.6 trillion [2][14]. - Despite slowing vehicle sales, Tesla is focusing on humanoid robotics, which could represent a multi-trillion-dollar opportunity by 2050 [15]. - The company's high price-to-earnings ratio of 300 times full-year earnings estimates reflects its status as a "story stock," driven by CEO Elon Musk's vision [17].

Core Viewpoint - Meta Platforms has seen a significant increase in share price, rising 443% over the past three years, closing at $661.50, positioning it similarly to companies like Apple, Nvidia, and Tesla regarding potential stock splits [1][3]. Group 1: Stock Split Potential - Meta has never executed a forward stock split since its IPO, but the rising share price and earnings power have increased the likelihood of a split in 2026 [3]. - Stock splits do not alter the fundamental value of holdings but can enhance liquidity and broaden the investor base, potentially leading to higher trading activity and market valuation over time [4][6]. - Historical data indicates that companies that split their stock experience an average total return of 25.4% in the 12 months following the announcement, significantly outperforming the S&P 500's average return of 11.9% during the same period [6]. Group 2: Business Fundamentals - Meta reaches nearly 3.5 billion users daily across its family of apps, providing it with unmatched global scale and pricing power in digital advertising [7]. - The company has projected fiscal 2025 capital expenditures between $66 billion and $72 billion, primarily aimed at expanding its artificial intelligence infrastructure [7]. - Investments in AI-driven ad tools are enhancing ad targeting efficiency and improving returns on ad spend for advertisers, while also expanding the addressable market through new ad surfaces like WhatsApp, Reels, and Threads [8]. Group 3: Long-term Investment Outlook - For long-term investors, a potential stock split could act as an additional catalyst on top of Meta's strong fundamentals, potentially driving share prices higher in the coming months [9].

Core Viewpoint - The article discusses the potential investment opportunities in companies that have recently executed stock splits, highlighting that these splits can make shares more affordable and liquid without altering the company's overall market value. Group 1: Netflix - Netflix executed a 10-for-1 stock split on November 17, 2025, with shares currently trading around $94, and analysts have a median 12-month price target of $133, indicating a potential upside of about 40% [4][6] - The company is benefiting from its ad-supported tier launched in late 2022, with expectations to double advertising revenue by 2025, reaching 190 million monthly active viewers [5] - In Q3 2025, Netflix reported a 17% year-over-year revenue increase to $11.5 billion, driven by successful content such as the animated film "KPop Demon Hunters" and the second season of "Wednesday" [9] - Netflix's acquisition of Warner Bros. Discovery for $82.7 billion is expected to enhance its content library and market position, despite regulatory scrutiny [10] Group 2: Broadcom - Broadcom executed a 10-for-1 stock split on July 15, 2024, with shares trading around $350, and analysts project a potential upside of 35% to 58% over the next 12 months [11] - The company reported record revenue of $64 billion for fiscal year 2025, a 24% increase from the previous year, with AI semiconductor revenue reaching $20 billion, up 65% year-over-year [12][13] - Broadcom's acquisition of VMware in November 2023 positions it as a full-stack AI infrastructure vendor, contributing to stable, high-margin recurring revenue [15] Group 3: ServiceNow - ServiceNow executed a 5-for-1 stock split on December 18, 2025, with shares trading around $155, and analysts have a median 12-month price target suggesting a potential upside of 640% [18] - The company reported Q3 2025 subscription revenue of $3.3 billion, a 22% increase year-over-year, and has a remaining performance obligation of $11.4 billion, up 21% [23] - ServiceNow is strategically positioned to capitalize on the generative AI boom, with its Now Assist suite expected to reach $1 billion in annual contract value by the end of 2026 [21]

Core Insights - The biggest investing stories of 2025 include a significant sell-off and rebound following President Trump's "Liberation Day" tariff announcement, the ongoing AI boom, and notable stock splits such as Netflix's 10-for-1 split and O'Reilly Automotive's 15-for-1 split [1] Company Insights - MercadoLibre is a leading e-commerce and fintech company in Latin America, with shares currently around $1,960, down from over $2,000 in 2025 [4] - Since its IPO in 2007, MercadoLibre has never conducted a stock split, yet its share price has increased more than 70 times [5] - The company ranks among the top in monthly active users across the countries it serves and is expanding its digital advertising business, holding the third-largest market share in Latin America [6] - MercadoLibre has significant growth potential, targeting markets with a combined population of over 500 million and a GDP of approximately $5.5 trillion, with e-commerce penetration still lagging behind the U.S. and China [7] Industry Insights - Meta Platforms, another candidate for a stock split, has shares trading around $660 and has never conducted a stock split [10] - Meta's family of apps attracts over 3.5 billion active users daily, representing about 42% of the global population [10]