This Brilliant Artificial Intelligence (AI) Stock Just Unveiled Plans to Reach a $9 Trillion Valuation by 2031 (Hint: Not Nvidia)

By Danny Vena, CPA – Mar 27, 2026 at 3:02AM ESTKey PointsNvidia is one of the undisputed winners of the AI revolution, making it the world's most valuable company.Meta Platforms has set its sights on Nvidia and is gunning for the title.The company unveiled a generous executive incentive plan, but has its work cut out for it. When you think of artificial intelligence (AI) stocks, you likely think of Nvidia -- and for good reason. The company's graphics processing units (GPUs) quickly became the gold standard for training and running AI models, sending its stock into the stratosphere. Since the adoption of AI kicked off in earnest in early 2023, Nvidia stock has gained 1,120% (as of this writing). This has pushed its market cap to $4.35 trillion, making it the world's most valuable company and securing its position as one of the undisputed beneficiaries of the AI revolution. Not to be outdone, Meta Platforms (META 7.96%) just announced ambitious plans to drive its market cap to $9 trillion by 2031 -- which will be easier said than done. Image source: The Motley Fool. Shooting for the stars Meta unveiled a generous incentive pay plan for its top executives (excluding CEO Mark Zuckerberg), which would pay out handsomely if the company surpasses a $9 trillion market cap by 2031. The lower tier of the multi-tiered plan would pay out if the stock price rises 88% (compared to Tuesday's closing price) to $1,116, resulting in a market cap of $2.82 trillion. The highest tier kicks in if the stock price rises more than 500% to surpass $3,727. For context, that would require annual returns of 45% for shares to reach that benchmark by the 2031 deadline. The company is granting stock options to incentivize its top brass and retain key talent as the AI revolution moves to the next level. Meta created its own line of open-source AI models from its treasure trove of user data to profit from the accelerating adoption of AI. However, Meta's most recent model -- Llama 4 -- was widely panned by users and third-party developers, sending the company back to the drawing board. Since then, Meta has reportedly embarked on a new AI frontier model, dubbed Avocado, earmarked for release in early 2026. Paint by numbers Meta's financial results paint a compelling picture. The company delivered revenue of $201 billion in 2025, an increase 22%. Excluding a one-time tax provision related to recently enacted tax legislation, earnings per share (EPS) grew 24% to $29.69. ExpandNASDAQ: METAMeta PlatformsToday's Change(-7.96%) $-47.35Current Price$547.54Key Data PointsMarket Cap$1.4TDay's Range$543.35 - $583.0052wk Range$479.80 - $796.25Volume59KAvg Vol15MGross Margin82.00%Dividend Yield0.38% Meta is investing heavily in its AI capabilities, which drove capital expenditures to a record $72 billion last year. The company isn't taking its foot off the gas, planning to increase spending to between $115 billion and $135 billion in 2026, an increase of 73% at the midpoint of its guidance. Meta is already seeing the impact of prior spending reflected in higher revenue, so the company is digging in. The (unlikely) path to $9 trillion Meta has a market cap of roughly $1.5 trillion (as of this writing), so its stock price will need to increase by about 494% to reach $9 trillion. The company is expected to generate revenue of $251 billion in 2026, according to Wall Street, giving it a forward price-to-sales (P/S) ratio of 6. Assuming its P/S remains constant, Meta would need to increase its revenue to roughly $1.49 trillion annually to support a $9 trillion market cap. Wall Street currently expects Meta's revenue to grow by nearly 18% annually over the next five years. Based on my calculations, that won't be nearly enough. In fact, if Meta wants to reach its goal, it will have to grow revenue at a compound annual growth rate of 43% to have a shot at $9 trillion by 2031. Don't get me wrong, I'm as bullish as the next person when it comes to Meta Platforms and its growth prospects, but if the company wants to reach this benchmark, it's going to have to step up its game. On the bright side, at roughly 25 times earnings, Meta trades at a discount compared to the S&P 500's current multiple of 28. Investors can get shares for a song while they wait to see if the company can bring its vision of the future to life. Moreover, Meta doesn't have to reach a $9 trillion valuation to be a worthwhile investment over the coming five years. This makes the company an intriguing opportunity as Meta attempts to be a founding member of the $9 trillion club.Read NextMar 26, 2026 •By Lyle DalyMeta Platforms Is Aiming for a $9 Trillion Market Cap by 2031Mar 25, 2026 •By Danny Vena, CPAMeta Platforms Just Unveiled Ambitious Plans to Grow Its Stock Price by 500% Over Five YearsMar 25, 2026 •By Lyle DalyStock Market Crash: This "Magnificent Seven" Stock Is Firmly in Bargain TerritoryMar 24, 2026 •By Daniel SparksWhy Meta Stock Could Fall Even FurtherMar 24, 2026 •By Anthony Di Pizio1 Brilliant Growth Stock to Buy Before It Joins Nvidia, Alphabet, and Apple in the $3 Trillion ClubMar 24, 2026 •By Chris NeigerMeta Will Pay Influencers Up to $3,000 Per Month to Post on Facebook.

Is It Enough to Fix Engagement?About the AuthorDanny Vena, CPA, is a contributing Motley Fool technology analyst specializing in artificial intelligence, cloud computing, semiconductors, software, cybersecurity, and consumer electronics. He is a Certified Public Accountant and previously worked as a controller and accountant across small and midsize businesses. Danny also served 13 years in the U.S. Army. He holds a bachelor’s degree in accounting from the University of Phoenix.TMFLifeIsGoodX@dannyvenaStocks MentionedMeta PlatformsNASDAQ: META$547.32(-8.00%)-$47.57S&P 500 IndexSNPINDEX: ^GSPC$6,477.16(-1.74%)-$114.74NvidiaNASDAQ: NVDA$171.24(-4.16%)-$7.44*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.