3 Stocks That Will Be Worth $3 Trillion Or More In 3 Years
Key Points
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Amazon has a clear path to reaching $3 trillion.
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Taiwan Semiconductor is a key part of the AI build-out.
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Broadcom is a rising star in the AI field.
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NASDAQ: AMZN
Amazon
Market Cap
$2.1T
Today’s Change
(-0.39%) $0.78
Current Price
$198.82
Price as of February 13, 2026 at 3:59 PM ET
How far do they have to go?
Some of these companies have further to go than others. Amazon is already a $2.4 trillion company, so projecting that it will rise to a market cap of $3 trillion in three years isn’t really that bold a call. It only needs to manage a growth rate of 8% over the next three years to get there. If that’s all, the faster it grows, the more ly it will be a disappointment for most investors. I think Amazon has a much better growth case than that, but we’ll get to that in a bit.
Taiwan Semiconductor and Broadcom have much further to go. Taiwan Semiconductor is a $1.72 trillion company, while Broadcom tops the sales at $1.47 trillion. It will take a compounded annual growth rate (CAGR) of 20% and 27%, respectively, for each to rise to a $3 trillion cap three years from now.
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NASDAQ: AVGO
Broadcom
Today’s Change
(-1.87%) $-6.18
Current Price
$324.99
Key Data Points
Market Cap
$1.5T
Day’s Range
$324.69 – $334.15
52wk Range
$138.10 – $414.61
Volume
781K
Avg Vol
31M
Gross Margin
64.71%
Dividend Yield
0.74%
That’s no easy task, but if each can deliver that rate of return, they will make for no-brainer buys right now. But are these growth rates feasible?
How will they get there?
Amazon is probably the easiest company to make a case for. Although it only needs to deliver an 8% growth rate to reach this level, it has managed to grow its revenue above double digits for the past four years.
AMZN Revenue (Quarterly YoY Growth) data by YCharts.
I have no doubt that it will continue that trend over the next few years, and it could grow at an even faster rate thanks to the acceleration of artificial intelligence (AI) spending. Amazon Web Services (AWS), its cloud computing service that powers traditional and AI workloads, posted revenue growth of 24% in the fourth quarter (Q4) — the best in 13 quarters. This is a clear sign that Amazon’s business is thriving, and with AWS having a much better operating margin than the rest of the business, its outsized growth will have an even greater effect on profits. Amazon is a lock to reach a $3 trillion market cap in three years and should beat the market along the way.
Taiwan Semiconductor is a key part of the AI build-out, as its chip foundries manufacture a large chunk of the logic chips utilized in AI devices. Management expects huge growth from AI over the next few years, with AI chip revenue rising at nearly a 60% CAGR. However, that’s not a companywide growth rate, as other companies utilize its foundry services outside of AI. From 2024 to 2029, management expects a CAGR of nearly 25% companywide, easily surpassing the 20% return threshold needed to rise to a $3 trillion company three years from now.
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NYSE: TSM
Taiwan Semiconductor Manufacturing
Today’s Change
(-0.47%) $-1.74
Current Price
$366.36
Key Data Points
Market Cap
$1.9T
Day’s Range
$360.77 – $371.11
52wk Range
$134.25 – $380.00
Volume
10M
Avg Vol
13M
Gross Margin
59.02%
Dividend Yield
0.84%
Last is Broadcom. It has the longest way to go but will ly grow at the fastest rate. Although it does several other things, its biggest growth driver is its custom AI chips, which it designs in a partnership with AI hyperscalers. By designing a chip around a specific workload, Broadcom can achieve better results at a lower price point but at the cost of flexibility. These are massively growing in popularity, and Broadcom expects to double its AI segment revenue year over year during Q1 2026. As more hyperscalers launch their custom chip design with Broadcom, their growth rate will continue to be strong. This will drive Broadcom to become a $3 trillion company quickly, and investors shouldn’t miss out on this stock.
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About the Author
Keithen Drury is a contributing Motley Fool technology analyst covering AI, semiconductors, cybersecurity, and SaaS stocks. In addition to The Motley Fool, Keithen is a mechanical engineer and has held roles at Honeywell and smaller industrial companies Brand Hydraulics and Lincoln Industries. He holds a bachelor’s degree in mechanical engineering from Dordt University.
Stocks Mentioned
Amazon
NASDAQ: AMZN
$198.82 (0.39%) $0.78
Broadcom
NASDAQ: AVGO
$324.99 (1.87%) $6.18
Taiwan Semiconductor Manufacturing
NYSE: TSM
$366.36 (0.47%) $1.74
*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.
Sumber Artikel:
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