Meta's Unstoppable AI Engine Could Trigger a Historic Stock Split by 2030

Why This Tech Giant Stands Apart

Meta Platforms remains a fascinating outlier within the Magnificent Seven. While peers like Netflix have executed stock splits to make shares more accessible, Meta has never done so — despite its stock price surging from a $38 IPO in 2012 to nearly $800 at its peak. Today, trading around $627, the company sits in an intriguing position: as its business accelerates, a future stock split becomes increasingly plausible.

What makes Meta’s situation unique? The company possesses unstoppable momentum driven by artificial intelligence — the very force reshaping its business model and revenue streams. This positions it differently than other mega-cap performers.

The AI Advantage That’s Reshaping Revenue

The real story isn’t just Meta’s resilience after recent earnings volatility. It’s the company’s sophisticated deployment of AI across its entire ecosystem.

Meta’s third-quarter performance paints a compelling picture. Revenue jumped 26% year-over-year to $51.2 billion. Without the one-time tax charge (a regulatory matter beyond management’s control), earnings per share would have climbed 20.2% year-over-year to $7.25. Daily active users across all platforms grew 8% to 3.54 billion — a staggering reach for advertising deployment.

How is Meta generating this growth? Through strategic AI integration. The company’s recommendation algorithms have deepened user engagement, keeping audiences glued to content. Meanwhile, AI-powered advertising tools are helping businesses refine targeting and automate campaign launches. By next year, Meta aims to fully automate ad deployment — a game-changer for the digital advertising industry where Meta already commands a leading position.

The Glass Future: Meta’s Next Frontier

Beyond traditional digital advertising, Meta’s long-term playbook centers on AI glasses. CEO Mark Zuckerberg argues glasses represent the “ideal form factor” for human-AI interaction — combining real-time environmental awareness with analytical power that chatbots alone cannot match. Zuckerberg predicts AI glasses will become mainstream within a decade, which could dramatically expand Meta’s “other revenue” category.

This vision justifies Meta’s heavy infrastructure spending. The company is positioning itself to dominate the next computing paradigm rather than react to it.

The Path to $1,000 and Beyond

Here’s the math: Meta needs just a 9.8% compound annual growth rate to reach $1,000 per share by 2030. Given the company’s AI momentum and market dominance in digital advertising, surpassing this target appears achievable — potentially setting the stage for a stock split announcement.

For perspective, consider Netflix’s 10-for-1 split, which sparked investor enthusiasm. A Meta split at such elevated price levels would follow a similar precedent and could unlock retail investor demand.

The Verdict: Hold for the Long Game

Whether or not Meta announces a split by 2030, the fundamental case remains intact. The company’s unstoppable pivot toward AI, coupled with its unmatched user base and advertising infrastructure, creates a durable competitive moat. Management is reinvesting heavily in emerging technologies rather than resting on legacy success.

For long-term investors, Meta Platforms represents a rare combination: a proven cash-generating machine powered by cutting-edge AI innovation. The stock split may be the cherry on top.