Prediction: These 3 Tech Leaders Will Enact Stock Splits Next Year

Motley Fool argues three tech names — Meta Platforms, ASML and CrowdStrike — look primed to enact stock splits in 2026 to broaden retail access and signal management confidence. Meta, which has never split and whose shares are nearing $700, could use a split to underscore commitment to AI infrastructure after cutting metaverse spending; its Llama-driven improvements helped drive 26% revenue growth last quarter. ASML, trading above $1,000 and last split in 2000, is a near-monopoly provider of EUV lithography critical for GPUs and advanced chips and is rolling out even more expensive High‑NA EUV machines (~$400m each). CrowdStrike, likewise unsplit and trading north of $500, has seen ARR reaccelerate to 23% after a 2024 outage spurred the Falcon Flex licensing model and stronger multi-module adoption.

Analysis

The article argues that forward stock splits could act as a catalyst and broaden retail access without changing market capitalization, flagging Meta Platforms, ASML and CrowdStrike as candidates for 2026. Meta is singled out as the only Magnificent Seven name that has never split, with shares approaching $700; management has reduced metaverse spending to focus on AI infrastructure and Llama-driven improvements helped drive a 26% revenue increase last quarter. ASML trades above $1,000 and last split in April 2000 (3:1); the company holds a near-monopoly on EUV lithography critical for GPUs and advanced chips and is commercializing High-NA EUV tools that cost ~ $400 million each, roughly double current EUV machines. CrowdStrike, trading over $500 and also unsplit, saw ARR reaccelerate to 23% last quarter after a damaging 2024 outage, launching Falcon Flex and generating stronger multi-module adoption (nearly half of customers use six-plus modules and nearly a quarter use eight-plus), which management could use as a credibility signal ahead of a split.

The split thesis is positioned as both a retail accessibility play and a management confidence signal; for Meta and CrowdStrike it follows recent operational momentum, while for ASML it would primarily broaden retail participation in a capital-intensive, supply-constrained AI-infrastructure play. Key risks implied by the article include execution sensitivity: Meta’s AI ad monetization must sustain growth, CrowdStrike must prove durable post-outage recovery and license-model traction, and ASML’s High-NA rollout and per-machine pricing expose customers and order cycles to elevated capex timing risk. Market sentiment in the piece is moderately positive toward these names, but the article emphasizes monitoring concrete split announcements and the operational metrics that underpin each firm’s narrative.

Key Decisions for Investors

• Consider accumulating a modest position in Meta ahead of a potential 2026 split to capture possible retail-driven liquidity expansion, but only after monitoring a formal split announcement and continued AI-driven ad revenue momentum (26% year-over-year last quarter),
• Treat ASML as a strategic AI-infrastructure core holding given its EUV monopoly and High-NA roadmap, size exposure conservatively because of high per-machine costs (~$400 million) and monitor order/backlog and capex signals before adding material weight,
• Adopt a selective buy-or-hold stance on CrowdStrike reflecting ARR reacceleration to 23% and increasing multi-module adoption, while hedging or awaiting confirmation of durable post-2024 outage execution via sustained ARR acceleration and Falcon Flex uptake