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]

Group 1 - Recent rumors suggest that Palantir may announce a stock split, which historically has been followed by stock rallies, although splits do not directly affect returns [1][2][3] - The speculation about a stock split was fueled by an RBC Capital analyst's comments, indicating retail traders are focused on this potential announcement alongside Q3 earnings in November [3] - Despite the absence of a split announcement, Palantir's stock has seen a significant increase of 585% over the last five years, indicating strong momentum that could lead to a split in the next year [3] Group 2 - Regardless of a potential split, Palantir shares are considered expensive, trading at a price-to-earnings ratio of approximately 435, with a 1-year forward P/E ratio of 184, suggesting the stock is priced for perfection [5] - The company is expected to continue growing its revenue and earnings, but the high valuation raises concerns about potential corrections if performance does not meet expectations [5] - Investors are advised to consider the implications of stock splits and the existing momentum of the stock, as split-related rallies may not be reliable indicators of future performance [6]

Core Viewpoint - Texas Pacific Land is positioned as a unique investment opportunity in the oil and gas sector, characterized by its high margins and minimal operating expenses, making it a strong candidate for risk-averse investors despite its high valuation [2][16]. Group 1: Company Overview - Texas Pacific Land does not engage in oil and gas production, transportation, or refining but owns significant land assets, primarily in the Permian Basin, which is the largest onshore oil and gas-producing region in North America [7][8]. - The company was established in 1888 and currently owns 882,000 surface acres and 207,000 net royalty acres, benefiting from the growth in oil and gas production in the region [8][10]. Group 2: Financial Performance - For the nine months ended September 30, 2025, Texas Pacific reported total revenue of $586.61 million, an increase from $520.04 million in the same period in 2024 [12]. - The company generated $229.93 million from oil royalties and $33.58 million from natural gas royalties, showing a significant increase in natural gas royalties from $13.63 million in 2024 [11]. - Despite lower average oil prices of $66.59 in 2025 compared to $77.68 in 2024, the company managed to increase its oil royalties, demonstrating the strength of its business model [13]. Group 3: Business Model and Growth Potential - Texas Pacific's revenue primarily comes from oil and gas royalties, with additional income from water services and easements, allowing it to maintain high profit margins [10][15]. - The company has a net profit margin of 61% and an operating margin of 75.5%, indicating its efficiency in converting revenue into profit [12][15]. - Texas Pacific is expected to continue growing its earnings and cash flow as production in the Permian Basin increases, allowing for further acquisitions of royalty-producing acreage or returning capital to shareholders [17]. Group 4: Stock Split and Market Position - Texas Pacific executed a 3-for-1 stock split in March 2024, which will make shares more accessible to investors, reducing the share price from around $840 to approximately $280 [3][5]. - The stock split is seen as a sign of management's confidence in future earnings growth, although the stock is down 24.1% year to date [3][4].

Core Viewpoint - The article discusses the potential for Meta Platforms to become a leading candidate for a stock split in 2026, highlighting its strong market position and operational performance in the context of the ongoing interest in stock splits among investors [1][12]. Group 1: Stock Splits and Market Trends - Stock splits have gained attention on Wall Street, with investor enthusiasm contributing to market rallies [2][4]. - A stock split allows companies to adjust their share price and outstanding share count without affecting market capitalization or operational performance [4][5]. - Forward splits are typically enacted by companies that are outperforming their peers, while reverse splits are often associated with struggling businesses [5][6]. Group 2: Notable Stock Splits - Netflix completed a 10-for-1 forward split in November 2025, reducing its share price from over $1,100 to around $110 [7]. - O'Reilly Automotive announced a 15-for-1 forward split in 2025, benefiting from a strong share-repurchase program and increased vehicle retention by consumers [10][11]. Group 3: Meta Platforms as a Candidate for Stock Split - Meta Platforms has never split its shares and is positioned to become a significant stock-split candidate in 2026 due to its high share price and a growing base of retail investors [15][16]. - Over 29% of Meta's outstanding shares are held by non-institutional investors, indicating a strong incentive for a stock split to make shares more accessible [18]. - Meta's operational performance, including a vast user base across its social media platforms and the integration of AI in advertising, supports the case for a stock split [21][22][23].

Core Viewpoint - Palantir Technologies has experienced significant stock price appreciation since its IPO, raising questions about the potential for a stock split as the share price approaches levels that may deter some investors [2][4]. Stock Performance - Palantir's stock price has risen from $7.50 at its IPO to approximately $179, representing an increase of over 1,790% since its first day of trading [1][2]. - The current valuation suggests that while the stock has performed well, it may not yet be high enough to justify a stock split [5]. Stock Split Considerations - A stock split could make shares more accessible to a broader range of investors by lowering the share price without affecting the company's fundamentals [4]. - Historically, stock splits have been associated with increased investor interest and bullish momentum [4]. Investment Outlook - For investors anticipating continued growth in Palantir's sales and earnings, purchasing shares now may seem appealing [6]. - However, buying shares solely in anticipation of a stock split may not be a sound strategy at this time [6]. - Notably, Palantir was not included in a recent list of top stock recommendations by The Motley Fool Stock Advisor, which suggests that there may be better investment opportunities available [7].

Core Viewpoint - Netflix has successfully completed a 10-for-1 forward stock split, indicating strong business performance and stock price growth, with an impressive 80,730% increase since its IPO in 2002 [1][9]. Company Performance - In Q3, Netflix reported a revenue increase of 17% year-over-year to $11.5 billion, with adjusted earnings per share (EPS) rising 27% to $6.87 [6]. - The company anticipates continued growth, projecting Q4 revenue of $11.96 billion and EPS of $5.45, reflecting a 28% increase [6]. Acquisition Plans - Netflix announced plans to acquire certain assets from Warner Bros. Discovery in a deal valued at $82.7 billion, which includes Warner Bros. film and television studios and HBO streaming services [9]. - The acquisition has been unanimously approved by both companies' boards but is pending regulatory approval [9]. Market Position and Analyst Sentiment - Despite concerns regarding the acquisition's price and integration risks, 67% of Wall Street analysts maintain a buy or strong buy rating for Netflix, with an average price target of $129, suggesting a potential upside of 34% [13]. - Netflix's stock is currently trading at a premium of 39 times earnings, which is lower than its average multiple of 45 over the past three years, making it more attractive [14]. Historical Context and Industry Trends - Netflix has transitioned from a DVD-by-mail service to a leading streaming platform, capitalizing on the decline of traditional broadcast and cable television [5]. - The company has a wealth of viewer data and a sophisticated recommendation algorithm, which will be leveraged to maximize the value from the Warner Bros. acquisition [12].

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].

Group 1: Caterpillar Inc - Caterpillar Inc reported strong earnings driven by robust demand in the construction and mining sectors, with a revenue increase of 20% year-over-year to $15 billion [1] - The company’s operating profit margin improved to 15%, reflecting effective cost management and pricing strategies [1] - Caterpillar's backlog reached a record high of $30 billion, indicating strong future demand for its products [1] Group 2: Meta Platforms Inc - Meta Platforms Inc experienced a revenue growth of 25% year-over-year, totaling $32 billion, primarily due to increased advertising revenue [1] - The company reported a significant increase in daily active users, reaching 3 billion, which supports its advertising business model [1] - Meta's investment in virtual reality and metaverse initiatives continues to grow, with a budget allocation of $10 billion for the upcoming fiscal year [1] Group 3: Ulta Beauty Inc - Ulta Beauty Inc achieved a revenue increase of 15% year-over-year, amounting to $2.5 billion, driven by strong sales in skincare and makeup categories [1] - The company’s same-store sales rose by 10%, indicating a solid recovery in consumer spending post-pandemic [1] - Ulta Beauty plans to expand its store footprint by opening 50 new locations in the next fiscal year, aiming to capture more market share [1]

Core Insights - Stock splits can enhance accessibility for retail investors by lowering per-share prices while increasing the total number of shares, without affecting the underlying value of the stocks [1][2] ASML Holding - ASML Holding has not executed a stock split in nearly 20 years, and current market conditions may make it an opportune time for a split [4] - The company's stock price has surged over 54% in the past year, reaching over $1,100 per share, which could attract more small investors if a split occurs [6] - ASML's market capitalization stands at $434 billion, with a gross margin of 52.70% and a dividend yield of 0.66% [5][6] - Analysts forecast sales and earnings growth of 14.8% and 28.3%, respectively, for 2026, indicating strong fundamentals for further upside [7] Eli Lilly - Eli Lilly has not had a stock split since 1997, but its stock price has recently surged above $1,000 per share, leading to speculation about a potential split [7][8] - The company has achieved a market capitalization of $943 billion, with a gross margin of 83.03% and a dividend yield of 0.60% [8][9] - Eli Lilly's success with its weight-loss drug Zepbound has contributed to its bullish outlook, controlling nearly 58% of the U.S. market for incretin analogs [9] - Analysts anticipate earnings growth of over 35% for the next year, suggesting that investor interest may remain high regardless of a stock split [9]