CrowdStrike Just Became Wall Street's Newest Stock-Split Stock, but Something More "Magnificent" May Be Next
2026-07-23 11:06
•Sean Williams •The Motley Fool
••••••• •• Axe Capital view
Why Meta Could Be Wall Street’s Next Stock Split—and What It Means for Investors
Meta’s impressive AI-driven growth sets it up as a prime candidate for a stock split, following CrowdStrike’s recent move.
CrowdStrike’s 4-for-1 stock split is more than a cosmetic move—it reflects the market’s confidence in AI-powered cybersecurity with strong revenue growth and sticky customers. Now, Meta Platforms is next in line, thanks to its dominant ad business boosted by generative AI and expanding data centers. For South African investors, this matters because Meta’s global ad strength can signal renewed global tech appetite, often buoying Naspers and Prosus, which hold significant Meta stakes. A split would likely make Meta shares more accessible to retail investors and might push inclusion into major indices like the Dow Jones, attracting more institutional money. That could translate into stronger momentum for JSE tech counters. But beware: if regulatory pressures or rising costs of AI infrastructure stall Meta’s growth, the enthusiasm could fade quickly. Still, on balance, Meta’s fundamentals and AI edge make it a solid watch. this is just my opinion and not financial advice
Add to Naspers and Prosus on any meaningful pullback, aiming to benefit from Meta-driven tech momentum in the months ahead. Trim if regulatory noise ramps up or if US tech valuations broadly roll over.
- Naspers
- Prosus
- USD/ZAR
- Increased US regulatory scrutiny on tech giants
- Rising AI infrastructure costs impacting margins
7/10
CrowdStrike completed a 4-for-1 stock split in July 2026, driven by strong AI-powered cybersecurity performance and high customer retention. The article suggests Meta Platforms, the only Magnificent Seven member without a stock split, is the next logical candidate for a split given its rising share price, strong operational trajectory powered by AI integration, and potential benefits for retail investor accessibility and Dow Jones inclusion.
This article was originally published by The Motley Fool and has been adapted here for Axe Capital Trading News.
Publisher: The Motley Fool
Author: Sean Williams
Categories: Equities, Earnings, Technology, AI, Semiconductors, Consumer, Retail
Tickers: CRWD, META
Sentiment: Positive - Company demonstrated strong fundamentals with 50%+ revenue CAGR over a decade, high gross retention rates in the high-90% range, successful add-on sales strategy with over half of clients purchasing six or more cloud modules, and achieved an all-time high stock price following its 4-for-1 split. Company is positioned as the next logical stock-split candidate with strong operational trajectory, exceptional ad pricing power from generative AI integration, expanding AI data center infrastructure, and potential future Dow Jones inclusion. The article suggests multiple catalysts for share price appreciation.
Keywords: stock split, CrowdStrike, Meta Platforms, Magnificent Seven, AI cybersecurity, retail investors, share price
Insights:
- CRWD: Positive: Company demonstrated strong fundamentals with 50%+ revenue CAGR over a decade, high gross retention rates in the high-90% range, successful add-on sales strategy with over half of clients purchasing six or more cloud modules, and achieved an all-time high stock price following its 4-for-1 split.
- META: Positive: Company is positioned as the next logical stock-split candidate with strong operational trajectory, exceptional ad pricing power from generative AI integration, expanding AI data center infrastructure, and potential future Dow Jones inclusion. The article suggests multiple catalysts for share price appreciation.