Nine U.S. companies are valued at $1 trillion or more, but only four have entered the $3 trillion super club:
NVIDIA:4.6 trillion US dollars
letter:4.1 trillion US dollars
apple:3.8 trillion US dollars
Microsoft:3.2 trillion US dollars
I think meta platform(NASDAQ: META) The company is likely to join their ranks in the coming years as artificial intelligence (AI) increases engagement on social media apps like Facebook and Instagram, driving rapid growth in their operating results.
Where should I invest $1,000 now? Our team of analysts just revealed what they think 10 Best Stocks Buy now when you join Stock Advisor. View stocks »
As I write this, the company’s market capitalization is $1.8 trillion, so an investor buying Meta stock today would stand to gain 67% if they joined the $3 trillion club.
Image source: Getty Images.
Nearly 3.6 billion people use at least one of Meta’s social networks every day. Since this already represents nearly half of the planet, it’s increasingly difficult for the company to expand its user base. That poses a risk to its advertising business, which generates most of its revenue.
That’s why Meta is now focusing more on increasing engagement. It uses tools like artificial intelligence to learn what types of content each user likes to see on Facebook and Instagram in order to serve them more content and keep them online longer. This means they’ll see more ads, ultimately leading to more revenue.
This strategy has been a huge success as AI-driven recommendations increased the time users spent watching Reels on Instagram by 30% (year-over-year) in the third quarter of 2025 (ending September 30).
But Meta CEO Mark Zuckerberg wants to take his AI strategy a step further. He believes every user will soon have a personalized AI agent that understands their interests, so every time they open Facebook or Instagram, they’ll see a more specific set of content. He even believes that these agents will be able to generate new content for each user, which I think will accelerate the transformation of social networks from a place to connect with friends to a pure entertainment platform.
In 2025, Meta’s total revenue will be $200.9 billion, a 22% increase from the previous year. However, the company’s earnings shrunk It rose 2% to $23.49 a share, but that was largely due to a large one-time tax provision due to the Trump administration’s “Big, Beautiful Act.”
If that provision remains at the same level as in 2024, Meta’s 2025 earnings will actually be grown up It rose 26% to $30.16 per share.
Next, one of the most important factors for investors to watch in Meta’s latest earnings report is its capital expenditures (capex), which reflects how much the company is spending on data center infrastructure, chips and components of its artificial intelligence projects. Revenue this year reached a record $72.2 billion, an increase of 84% compared to 2024.
Meta wouldn’t be spending as much money if it didn’t expect a payoff at some point in the future, so capex growth could be interpreted as an indicator of confidence in AI’s potential success. With that in mind, the company intends to spend more in 2026, with management forecasting capital expenditures of between $115 billion and $135 billion.
Based on Meta’s 2025 earnings of $23.49 per share, its stock trades at 30.5 times earnings. This is better than Nasdaq 100 The index currently trades at a price-to-earnings ratio of 32.9, so you could argue that Meta is cheap relative to its large-cap tech peers.
According to Wall Street consensus forecasts (provided by Yahoo Finance), Meta’s earnings could increase to $29.56 per share in 2026 and then to $34.30 in 2027, giving its stock a forward P/E ratio of 23.9 and 20.6, respectively.
META P/E data provided by YCharts
That means Meta stock would have to rise 48% by the end of 2027 to maintain its current price-to-earnings ratio of 30.5, pushing its market cap to $2.66 trillion. If Meta’s P/E ratio matched that of the Nasdaq 100, its stock price would be up 60% over the same period. That would bring its market capitalization to $2.88 trillion, just shy of the coveted $3 trillion milestone.
Therefore, as long as Meta achieves earnings growth of at least 4.2% in 2028, it is possible to enter the $3 trillion club that year. However, if Wall Street’s forecasts for 2028 look strong, investors may start to consider some upside in 2027, which could allow the company to reach valuation milestones sooner.
All in all, I think it’s only a matter of time before Meta becomes a member of the $3 trillion club.
Before buying Yuan Platform stock, consider the following factors:
this Motley Fool Stock Advisor The analytics team has just identified what they believe is 10 Best Stocks Investors can buy now… and Meta Platforms isn’t one of them. The 10 stocks selected could generate huge returns in the coming years.
consider when Netflix This list was created on December 17, 2004… If you invested $1,000 when we recommended, You will have $431,111!* or when NVIDIA This list was created on April 15, 2005… If you invested $1,000 when we recommended, You will have $1,105,521!*
Now, it’s worth noting stock advisor The overall average return is 906% — Outperformed the market compared to the S&P 500’s 195%. Don’t miss the latest top 10 list, available via stock advisorand join an investment community built by individual investors for individual investors.
See 10 stocks »
*Stock Advisor returned on February 4, 2026.
Anthony Di Pizio has no position in any of the stocks mentioned. The Motley Fool has positions and recommendations on Alphabet, Apple, Meta Platforms, Microsoft and Nvidia. The Motley Fool has a disclosure policy.
1 Stock Unstoppable Before Joining Nvidia, Apple, Microsoft, and Alphabet in the $3 Trillion Club Originally published by The Motley Fool
