NVIDIA and PALANTIR are worth $4.6 trillion today, and the Meta platform has surpassed that number in five years pretty good.
The Meta platform is using artificial intelligence to strengthen its advertising technology business, an early leader in the smart glasses market.
Wall Street expects Meta to grow 17% annually annually over the next three to five years, but analysts regularly underestimate the company.
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Shares Nvidia To date, 29% of stocks have put the market value of chip manufacturers at $4.2 trillion. And share Palantir Technology It has soared 104% so far, with its market value reaching $365 billion. This means the two companies are worth $4.6 trillion.
I think Meta Platform(Nasdaq: RMB) This number can be surpassed in five years. The company is currently worth $1.9 trillion, so by 2030, its market value needs to increase by 150% to $4.7 trillion to meet my forecast. In this case, the stock will return about 20% per year.
My predictions are aggressive, but investors have good reasons to think that Meta equals challenges. This is why.
Image source: Getty Images.
The Meta platform is measured by monthly active users of Facebook, Instagram, and WhatsApp, three of the four most popular social media platforms. Last year, the three platforms also ranked as one of the four most downloaded social apps with mobile devices, meaning the company is successfully defending its dominance in the industry.
Meta currently earns the vast majority of its revenue from advertising. Its advertising technology tools help brands use related ads to attract consumers in their social media platforms as well as in third-party websites and mobile apps. What advertisers are willing to pay depends on user engagement and campaign performance, and companies tend to improve both metrics by artificial intelligence (AI).
“AI has greatly improved our ability to show people that they will find interesting and useful content,” CEO Mark Zuckerberg recently told analysts. The improvement recommendations resulted in a 5% increase in time spent on Facebook and a 6% increase in time spent on Instagram in the second quarter. Additionally, more and more brands are using Meta’s AI creative tools, which adds 3% advertising conversions on Facebook and 5% on Instagram.
This is the bottom line: Meta Platform is the second largest advertising technology company, second only to letterGoogle, which successfully leverages AI to strengthen its value proposition to consumers and brands. According to Grand View Research, AD Tech Theepence is expected to increase by 14% per year by 2030. This has led to a similar growth in Meta’s revenue in its advertising space.
The Meta platform is currently a leading supplier of smart glasses. The company accounted for more than 60% of goods last year as the market size tripled. Growth is expected to remain strong in the coming years. By 2029, smart glasses will be shipped faster than 60% annually, Counterpoint Research said.
Other analysts are less optimistic. Grand View Research estimates that smart glasses sales will be 27% per year from 2030 to 2030. However, CEO Mark Zuckerberg believes that smart glasses can slowly replace smartphones (or at least reduce their importance) over the next 15 years, especially once the lens is embedded in the augmented reality display.
This may make the meta platform a apple 2030s. Details, Apple has been a sensational investment over the past two decades, largely due to the success of the iPhone, but if smart glasses do indeed become the form of choice in personal computing and mobile communications, Meta may see similar success over the next two decades.
All in all, Metaplatform is using AI to strengthen its advertising business, and the company is also an early leader in the smart glasses market. Wall Street analysts, in turn, expect earnings to grow 17% per year over the next three to five years. This makes the current 27x profit look reasonable.
However, the metaplatform averaged 18% over the past four quarters, meaning Wall Street has generally underestimated the company. If this trend continues, earnings could grow 21% per year over the next five years, in which case its market value could reach $4.7 trillion (more than what Nvidia and Palantir combined today) while its valuation dropped to 26 times.
Importantly, despite my modest confidence in the situation I outlined, the metaplatform is still a wise long-term investment, even if its market value has not reached $4.7 trillion in five years. Patient investors should consider buying a small position today.
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Trevor Jennewine holds positions in Nvidia and Palantir Technologies. Motley Fool is in position and recommends letters, Apple, Meta Platform, Nvidia and Palantir Technologies. Motley Fool has a disclosure policy.
Prediction: 1 Artificial Intelligence (AI) stock will have a higher value than Palantir Technologies, while NVIDIA was combined in 2030, originally published by Motley Fool
