Meta Platforms: A Stock Split and AI Powerhouse with 34% Upside – Buy Now Before the Rally!

Let's cut to the chase: Meta Platforms (META) is sitting on a goldmine of AI-driven growth, yet its stock remains a rare unsplitted megacap trading at just 27x earnings—a steal compared to its overhyped peers. With a 16% revenue surge in Q1, a game-changing AI partnership, and a potential stock split looming, this is a buy now. Let me break it down.

The Numbers That Should Have You Paying Attention
Meta just reported $42.31 billion in Q1 revenue, up 16% year-over-year, with net income soaring 35% to $16.64 billion. Analysts are already pricing in a $243.60 billion revenue run rate by 2028, and the stock's current price of $697.71 is primed for a 34% jump to Rosenblatt's $918 target. Here's why:

AI Is the New Oxygen—and Meta's Got the Lungs
Meta isn't just keeping up in the AI race; it's sprinting. Its partnership with Databricks, a $10 billion bet that values the data analytics giant at $62 billion, is a masterstroke. Together, they're turning Meta's Llama 4 series—capable of 12 languages, PII detection, and policy guardrails—into a cash cow. The integration with Databricks' Data Intelligence Platform means enterprises can now build custom AI agents and pipelines using their own data, all powered by Meta's open-source models.

This isn't just tech jargon. SAP's recent partnership with Databricks to combine operational data with AI analytics? That's Meta's Llama driving it. And let's not forget Meta's Reality Labs, despite its $4.21 billion loss—these are moonshots, not write-offs. The metaverse is still early, and Meta's pouring cash into data centers and hardware to own the future.

The Split Signal: Confidence in a $10,000 Stock?
At $697 per share, Meta is too pricey for everyday investors. A stock split would make it accessible, and splits are love letters to the market. When was the last time a megacap with this kind of growth didn't split? Let's see: Amazon split 2-for-1 in 2020. Apple did it in 2020 too. Even Google did it in 2014. Meta? Still sitting at $697. This is a company with $10.33 billion in free cash flow (even with a $64–72 billion CapEx budget for AI/data centers) and $13.4 billion spent on buybacks last quarter. A split would say, “We're here for the long haul—and we're ready to grow.”

Valuation? This Is a Bargain Bin Opportunity
Meta trades at just 27x earnings—compared to CrowdStrike's absurd 124x multiple. Think about that. For every dollar CrowdStrike earns, investors are paying five times more than they are for Meta. And Meta's not just cheap; it's profitable. Its AI initiatives aren't speculative; they're already monetized. Ad revenue hit $41.39 billion in Q1, up 10% in price alone. That's pricing power in a slowing economy!

The Risks? Manageable, Not Fatal
Yes, the EU's DMA ruling against Meta's “no ads” subscription could hurt European revenue. But Meta's appealing—and let's be honest, Europe isn't its biggest cash cow. Reality Labs' losses? They're a drop in the bucket compared to the $16.64 billion net income Meta just reported. And ad spending? It's down slightly in some sectors, but Meta's AI-driven ad targeting is already outperforming.

Bottom Line: Buy Now—Before the Split
The writing is on the wall. Meta's AI stack is unmatched, its revenue is growing, and its valuation is a steal. A stock split could ignite a buying frenzy, but you don't need to wait. With analysts already at “Strong Buy” and a $935 high target, this is a no-brainer.

Don't let this megacap slip through your fingers. If you're not in yet, get in now. The AI revolution isn't a fad—it's the future, and Meta's leading it.

Action: Buy Meta Platforms (META) now at $697.71. Set a target of $918 and a stop at $600. This is a buy-and-hold for the next decade.

The market's got a lot of noise, but Meta's signal is crystal clear. Don't miss the train—it's leaving the station.