Prediction: 1 Shares Artificial Intelligence (AI) will have more value than Palant Technologies and Nvidia by 2030 | Motley fool
The meta platform could be $ 4.7 trillion in five years, in which case it would cost more than today Palant and Nvidia.
Share Nvidia They have 29% year -on -year and leave a chipmaker with a market value of $ 4.2 trillion. And shares Palantout technology The year -on -year increased by 104%, which increased its market value to $ 365 billion. This means that companies have a collective value of $ 4.6 trillion.
I think Meta platform (Meta 3.49%) can overcome this number in five years. The company is currently worth $ 1.9 trillion, so its market value must include $ 150% to $ 4.7 trillion by 2030 to meet my forecast. In this scenario, shares would return about 20% per year.
My prognosis is aggressive, but investors have a good reason to think that a meta is equal to the challenge. Here’s the reason.
Image source: Getty Images.
META platforms use artificial intelligence to strengthen their business in advertising technology
The meta platform owns three of the four most popular social media platforms on Facebook, Instagram and WhatsApp by monthly active users. The three platforms also ranked among the four most downloaded social applications for mobile devices last year, which means that society successfully prevents its dominant position in this industry.
Meta currently earns most of his returned advertising. Her tools for advertising technologies help brands to reach consumers with appropriate ads across its social media platforms, as well as third -party websites and mobile applications. What advertisers are willing to pay depends on the user’s obligation and the performance of the campaign and the company relies on artificial intelligence (AI) to improve both metrics.
CEO Mark Zuckerberg recently told analysts: “AI significantly improves our ability to show people content that will find interest and useful.” Improved recommendations led to a 5% increase in time spent on Facebook and 6% increase in the time spent on Instagram in the second quarter. Multiple brands were also used by Meta’s AI Creative Tools, which led to 3% more conversions on Facebook advertising and 5% more on Instagram.
Here is the bottom line: Meta platform is the second large company for advertising technology, only behind AlphabetGoogle ‘and successfully uses StungThen’s design value for consumer and brand. According to Grand View research, it is assumed that advertising technologies will increase by 14% per year by 2030. It gives a meta good shot in similar growth in earnings in the advertising segment.
Meta platform dominates the growing market for intelligent glasses
The meta platform is currently a leading supplier of intelligent glasses. Accany Accany for more than 60% of shipments last year, when the market for tripping has tripled. And growth is planned to remain robust in the coming years. Cramping research says that consignments of intelligent glasses will grow rapidly than 60%a year.
Other analysts are slightly less optimistic. Grand View research estimates that the sale of intelligent glasses will increase by 27% per year by 2030. Mark Zuckerberg, however, believes that smart glasses could slowly replace smartphones (or at least reduce their meaning) over the next 15 years, especially one increased depiction of reality.
That could make a meta platform Apple 20. 20th century. To develop, while Apple has been a sensational investment in the last two decades to see the iPhone success, the meta could see a similar success in the next two decades if intelligent glasses actually become a choice in personal computer technology and mobile communication.
Why could a meta platform be worth $ 4.7 trillion by 2030
To sum up, the meta platform uses artificial intelligence to strengthen their advertising business, and the company is also the first leader in the intelligent glasses market. Wall Street expresses its earnings and increases by 17%in the next three to five years. As a result, the current 27 -fold earnings are of reasonable appearance.
However, META platforms have defeated an estimate of 18%consensus in the last four quarters, which means that Wall Street has underestimated the company. If this trend continues, earnings could grow to 21%per year in the next five years, in which case its market value could hit $ 4.7 trillion (more than Nvidia and Palant today), while its valuation dropped to 26 times the income.
Importantly, even though I am slightly convinced of an outline in the scenario, the meta platform is still an intelligent investment, although its market value does not reach $ 4.7 trillion in five years. Patient investors should consider buying a small position today.
Trevor Jenwine has Nvidia and Palantant Technologies. Motley Fool has positions and recommends alphabet, Apple, Meta Platform, Nvidia and Palanlantant Technologies. Motley fool has a publication of politics.