2026 Stock Split Watch: Which Tech and E-Commerce Giants Might Be Next?

The Stock Split Trend Continues

2025 saw notable corporate actions in the public markets. Netflix executed a 10-for-1 stock split in November, while O’Reilly Automotive completed a 15-for-1 split in June. With share prices climbing across multiple sectors, 2026 could bring another wave of stock divisions. Two companies stand out as particularly strong candidates for such moves.

MercadoLibre: The Latin American Powerhouse Trading at Historic Levels

MercadoLibre trades around $1,960 per share—a level that historically prompts management teams to consider stock split opportunities. Remarkably, the company has never executed a stock split since going public in 2007, despite its share price appreciating more than 70x since its IPO.

The e-commerce and fintech platform dominates Latin America with commanding market positions. MercadoLibre ranks first or second in monthly active users across every country it operates in. Beyond its core marketplace, the company’s digital advertising division has captured the third-largest market share in the region—a growing revenue stream that warrants investor attention.

The expansion runway remains substantial. MercadoLibre serves markets with over 500 million people and approximately $5.5 trillion in combined GDP. E-commerce penetration across Latin America lags significantly behind developed markets like the U.S. and China. Financial services disruption, already underway, has substantial room for deeper market penetration. These factors suggest considerable growth headroom for years to come.

Meta Platforms: A Social Media Giant at a Stock Split-Worthy Price Point

Meta Platforms similarly has never completed a stock split, yet shares currently trade around $660—precisely the range where boards typically evaluate such actions. The company’s app ecosystem (Facebook, Instagram, Messenger, WhatsApp) reaches 3.5 billion daily active users, representing approximately 42% of global population.

Advertising revenue dominates Meta’s business model, expected to generate roughly $200 billion this year, with 97% stemming from ads. However, the company’s growth narrative extends beyond social platforms. Meta leads the smart glasses category, with Ray-Ban Meta AI and Oakley Meta AI glasses experiencing accelerating sales momentum.

CEO Mark Zuckerberg has emphasized that glasses represent “the ideal form factor for AI.” Simultaneously, Meta invests heavily in artificial intelligence development, assembling specialized teams to pursue AI superintelligence (ASI). While skeptics believe ASI remains decades away, Zuckerberg signaled in July that “developing superintelligence is now in sight”—suggesting the company views this as an imminent strategic priority.

Will They Split in 2026? The Broader Investment Thesis

Neither MercadoLibre nor Meta has announced stock split plans. However, elevated share prices combined with positive business momentum create conditions where such announcements would align with typical corporate timing. Should either execute a split, retail investor engagement could accelerate, though stock splits themselves don’t alter underlying business fundamentals—they primarily reduce share price barriers to entry.

Regardless of whether these companies pursue stock divisions, both merit consideration as 2026 performers. The growth opportunities spanning e-commerce penetration, fintech expansion, AI capabilities, and smart hardware present compelling multi-year tailwinds for each company’s development.