핵심요약

• ✓ 메타 플랫폼스 주가 1년 새 330% 급등
• ✓ 마이크론 테크놀로지 주가 1년 새 330% 상승
• ✓ 메타의 연간 수익 전망 10%대 후반 증가
• ✓ 메타의 AI 투자 Llama 모델과 AI 통합으로 미래 현금흐름 성장 기대
• ✓ 마이크론은 AI 하드웨어 수요 증가로 주목받고 있음

배경과 맥락

메타 플랫폼스는 페이스북, 인스타그램, 왓츠앱 등 주요 소셜 미디어 플랫폼을 운영하며 온라인 광고 시장에서 강점을 보이고 있습니다. 2022년 효율성 재설정 이후 메타는 AI 분야에 대규모 투자를 진행하며 Llama 모델과 같은 AI 애플리케이션을 개발하고 있습니다. 마이크론 테크놀로지는 메모리 반도체 분야에서 AI 하드웨어 수요 증가로 주가 상승을 기록하고 있습니다. 두 회사는 각각 AI 소프트웨어와 하드웨어 분야에서 성장 가능성을 보이고 있습니다.

시장 영향

메타의 AI 투자와 Llama 모델 개발은 향후 현금흐름 성장 가능성을 높일 것으로 예상됩니다. 마이크론의 AI 하드웨어 수요 증가로 반도체 산업 전반에 긍정적인 영향을 미칠 수 있습니다. 두 회사의 성장 전략은 AI 분야의 기술 발전과 시장 수요를 반영하며, 투자자들에게 높은 성장 잠재력을 제공하고 있습니다.

투자 시사점

메타와 마이크론은 AI 분야에서 강력한 성장 동력을 가지고 있으며, 장기적인 투자 포트폴리오에 고려할 만한 종목입니다. 다만, AI 시장 변동성과 기술 경쟁 심화 등의 리스크를 고려해야 합니다.

결론

메타와 마이크론은 AI 분야에서 높은 성장 가능성을 보이고 있으며, 투자자들에게 매력적인 선택지가 될 수 있습니다. 그러나 시장 변동성과 기술 리스크를 고려하여 신중한 투자 결정이 필요합니다.

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원문 링크: https://247wallst.com/investing/2026/02/23/3-high-growth-stocks-to-by-in-february/?.tsrc=rss

3 High-Growth Stocks To By In February

Long-term buy and hold investing sounds great. Indeed, some of the best returns of all time, from some of the greatest investors who have ever lived (ahem, Warren Buffett) have come from buying large positions in solid companies, and holding these positions for very long periods of time. Great investors think in decades, while traders often see minimal returns relative to the rest.

That’s a generalization, but I think it’s mostly true. As acclaimed late investor Charlie Munger said in the past, the money made in investing isn’t generally made in the buying or the selling, but in the waiting. It’s the patience part that I personally continue to need to contend with, and I’m sure that reality is similar for many readers out there.

The problem is trying to identify individual stocks that can fit one’s long-term investing profile, risk tolerance and total appreciation goals. In my view, these three companies are worth considering as long-term growth holdings, and they’re among the top equities on my current watch list.

A Magnificent 7 stalwart, Meta Platforms ( NASDAQ:META | META Price Prediction ) really needs no introduction for most investors. The parent company of Facebook, Instagram, WhatsApp and a host of other social media applications, Meta has turned into an absolute juggernaut in the world of online advertising and artificial intelligence.

Emerging from its efficiency reset in 2022, Meta has produced absolutely incredible top and bottom line growth for the past three years. In terms of fundamental improvement, there are few large-cap names that have turned the corner in the same way Meta has over this period. I think that’s fair to say.

As a long-term holding, Meta’s core social media business provides the cash-producing engine, allowing the company to make large bets on future technology investors want. What was a massive investment cycle in the post-pandemic era into the metaverse has since turned into massive spending on the company’s AI ambitions, with its Llama models (and other AI applications and integrations within its ecosystem) boosting expectations of future cash flow growth over time.

This past quarter, Meta posted a very impressive earnings beat, showing a re-acceleration of growth and improved ad demand as key fundamental drivers of its share price improvement. Wall Street forecasts have also improved, calling for full year earnings to rise in the high-teens. Simply put, few companies of Meta’s size can realistically see such significant growth this year, positioning this stock as one of the cheapest and highest-growth options in the Mag 7 worth buying right now. That’s just my two cents.

Another top tech stock I think provides investors with excellent exposure to the AI hardware buildout is Micron Technology ( NASDAQ:MU ). Shares of this pure-play AI beneficiary have been on an absolute tear of late, with MU stock rising a whopping 330% over the course of the past year.

As a beneficiary of supply shortages in the memory market (particularly in the DRAM space), Micron’s most recent earnings report highlighted the kind of margin expansion and revenue/earnings growth investors expected to see (and more). Bringing in EPS of $4.78 for the quarter (beating Street estimates by more than 20%) and seeing its revenue surge by nearly 50% year-over-year, it’s becoming clear to some investors that memory is the sub-sector of the AI buildout investors should have been focused on a year ago, or so.

Moving forward, the question is whether new supply being brought on by Micron and its competitors will chip away at this glut. Most experts believe that the rapid growth in memory demand should continue to outpace future production growth, meaning this is a stock I think can portray the kinds of earnings beat is showed in fiscal Q1 of 2026 on a go-forward basis.

With gross margins potentially moving into the mid-60% range in 2026, this is a company I think investors should ignore at their own peril.

The final pick on this list is one tech stock which has been absolutely decimated of late. ServiceNow ( NASDAQ:NOW ) has seen its share price be cut in half over the course of the past year, as concerns around the AI buildout (and what that means for enterprise software companies like ServiceNow around its future earnings and cash flow upside) have proliferated.

That said, I’m going to focus my energy on the enterprise nature of ServiceNow’s business model. As a key purveyor of solutions to very large enterprise customers with hundreds or thousands of screens, this is a company that is still seeing rapid growth despite concerns around AI eventually eating ServiceNow’s lunch.

In fact, an argument could be made that ServiceNow is utilizing AI to accelerate its growth, rather than cannabilize its long-term upside. I think that’s the correct narrative, with this company now trading at its lowest multiple in years.

With product-led momentum translating into rapid broad-based revenue growth, SeviceNow’s EPS growth north of 50% and its impressive cash flow growth above 30% per year present a growth stock with incredible upside trading at a discount to historical multiples. That’s a story I like to see.

Source: https://247wallst.com/investing/2026/02/23/3-high-growth-stocks-to-by-in-february/?.tsrc=rss