Stock splits can create a windfall for investors whenever they’re announced, and even just the prospect of one can lift prices. Stocks like Comfort Systems (NYSE:FIX | FIX Price Prediction), Monolithic Power Systems (NASDAQ:MPWR), SanDisk (NASDAQ:SNDK) seem well-positioned for stock splits in the near future. You’re not going to get magically richer if and when their management does announce a stock split. But what you will see is more momentum if a stock split is announced.
A stock split does not change the valuation of a stock, and it has no material impact on the business itself. It makes a stock more approachable by reducing its price. Of course, people can and do buy fractional shares, but the psychological effect of buying whole shares at a lower price for each stock still has a slight impact.
And just the expectation of that alone can send the stock price higher after a split is announced.
Here are three stocks that are prime candidates for a stock split:
Comfort Systems (FIX)
Comfort Systems’ stock has surged by almost 300% in just the past year alone. This is an HVAC company, and while residential and commercial HVAC demand has been strong in the past few years, it hasn’t been strong enough to cause FIX stock to rise so much.
The main reason behind the stock going parabolic is due to AI. So, how come AI needs air conditioning as humans do?
Well, AI needs physical infrastructure before it can become revenue. Comfort Systems installs the mechanical and electrical guts of those buildings, and the cooling needed is massive. Humans don’t overheat just by thinking in room temperature. However, the thousands of GPUs in a data center make cooling an absolute necessity.
The company said industrial work was 67% of 2025 volume, and technology was 45% of revenue. Backlog reached about $11.9 billion to $12 billion, and same-store backlog was 93% higher year-over-year.
The demand Comfort Systems is seeing will likely last for years, as that’s how long the hyperscalers are planning to spend money on the ongoing data center buildout.
For FIX stock, that’s going to warrant a stock split sooner or later. It is nearing $1,500 today. A smaller stock price will make it look more digestible and less inflated.
Monolithic Power Systems (MPWR)
MPWR stock hasn’t seen a parabolic rise in recent years, at least not when you compare it to FIX stock. The rise has been more linear. But even then, a stock price above $1,000 almost always makes the management start thinking about a stock split. Not only do they get to make the stock look cheaper on paper, but they also get to boost the momentum.
Monolithic Power is expected to see annual EPS growth rise from 13% year-over-year in the past three years to nearly 21% year-over-year in the coming years.
This means MPWR stock is set to keep climbing organically in the years ahead. A stock split now would be welcome as it would be seen as a vote of confidence from management. Stock splits only come when management sees the business humming well, with more growth to come.
This is a fabless semiconductor company that is seeing surging enterprise data revenue. If margins also keep going up alongside revenue, a stock split becomes all the more likely.
SanDisk (SNDK)
SanDisk may be the likeliest of the three to undergo a stock split this year, or perhaps early next year. This company is directly on the frontlines of the ongoing AI data center buildout as it sells companies flash memory, SSDs, and storage. Every computer needs memory and storage, and data centers need it even more since storing large amounts of data is their bread and butter.
When AI first started going mainstream in 2022, these were simply large language models. But even these large language models made the data center industry catch fire. In 2026, we’re dealing with AI models that can generate images and 4K videos and are actively proliferating into more data-heavy work. SanDisk’s products are therefore expected to be in demand for a long time. Even if AI software demand fizzles out, the hardware demand could prove stickier than expected due to hyperscalers locking themselves into long-term contracts to make sure they have secured the supplies for the data center buildout.
SNDK stock has surged from $40 last year to over $745 today. The forward PE ratio is still just above $8 due to how strong the demand is for data center-related hardware. We’re looking at a 51%-plus annual revenue growth rate through 2030. Unlike semiconductor stocks, companies like SanDisk are in a slower-shifting environment where suppliers have carved out their own niches and are entrenched. Hence, the growth can end up being more durable than expected.
I see SNDK stock above $1,000 this year, after which a stock split will be even more seriously considered.