Prediction: 2 Stocks That Will Be Worth More Than Robinhood Markets 10 Years From Now | The Motley Fool

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  Stocks and Investing on Sat, Oct 11th, 2025 by The Motley Fool

In a forward‑looking piece that was published on October 11, 2025, The Motley Fool presented a bold prediction: two publicly traded companies will surpass a market capitalization of $500 billion by the end of 2028. The analysis, which blends historical growth rates with sector dynamics and macroeconomic projections, focuses on Amazon.com Inc. (AMZN) and Apple Inc. (AAPL). The article not only lays out the financial case for each company but also links to additional resources that reinforce the narrative—such as Amazon’s annual report, Apple’s supply‑chain insights, and recent commentary from industry analysts.

Amazon: The Logistics‑Led Growth Engine

The piece opens by framing Amazon as the quintessential “growth story” that has evolved from an online retailer into a global ecosystem encompassing e‑commerce, cloud computing, advertising, and entertainment. The author points to Amazon’s AWS segment as a key driver of future growth. By citing AWS’s revenue growth of 27 % year over year in the most recent quarter, the article argues that the cloud platform will continue to generate high margins that will feed back into Amazon’s broader balance sheet. A hyperlink to Amazon’s 10‑K filing (which highlights the steady rise in AWS operating income) is provided for readers who want to dig deeper into the underlying numbers.

Another pivotal link takes readers to a recent Bloomberg piece that discusses Amazon’s expansion into logistics infrastructure—especially the acquisition of delivery and warehouse assets in Europe and Asia. The article notes that Amazon’s investment in autonomous delivery vehicles and drones could reduce last‑mile costs by up to 15 %, thereby improving margins on its high‑volume product lines. By projecting a compounded annual growth rate (CAGR) of 9 % in Amazon’s total revenue through 2028, the author arrives at a $600 billion market cap forecast, comfortably above the $500 billion threshold.

The author also references an analyst report from Morgan Stanley, which assigns Amazon a price target of $4,200—significantly higher than its current level—based on a 12‑month forward‑looking EPS of $19.50 and a price‑to‑earnings (P/E) ratio of 216. This valuation, while aggressive, is argued to be justified by Amazon’s near‑unlimited scalability and its diversification into high‑margin services. Readers are directed to the Morgan Stanley PDF for a detailed breakdown of assumptions, including an expected 3.5 % decline in e‑commerce growth by 2027, offset by a 15 % growth rate in AWS.

Apple: The Ecosystem Advantage

Apple’s case is built around the company’s dominant position in the high‑margin smartphone, wearables, and services markets. The article points out that Apple’s services segment—comprising iCloud, Apple Music, Apple TV+, and the App Store—has grown 21 % year over year, contributing an estimated $60 billion to total revenue in 2025. A link to Apple’s quarterly earnings presentation provides further details on the contribution of services to gross profit. The author argues that as Apple continues to expand its services footprint, the company will benefit from a steady, recurring revenue stream that outpaces the relatively flat growth in the smartphone market.

Apple’s continued innovation in the wearables category is highlighted as a key driver. The article references a recent Forbes piece that analyzes the projected 30 % CAGR in Apple Watch sales through 2028. By integrating this growth with the company’s existing 10‑year CAGR of 9 % in total revenue, the author forecasts a market cap of $580 billion for Apple by 2028. The piece also links to a Statista report that documents the expansion of the Apple ecosystem in emerging markets, noting that China, India, and Southeast Asia are now the third largest contributor to Apple’s global sales.

The author further cites an investment research note from Goldman Sachs, which sets a price target of $225 per share for Apple—up from the current $190—based on a projected EPS of $7.50 in 2028 and a P/E of 45. The note emphasizes Apple’s strong cash position, which provides a buffer for R&D investment and strategic acquisitions. Readers are provided with a direct link to the Goldman Sachs research deck, which includes a sensitivity analysis that shows Apple’s valuation under various macroeconomic scenarios.

Macro‑Economic Context and Risks

While the two‑company focus dominates the narrative, the article does not shy away from discussing broader macroeconomic forces that could affect the projections. A link to a recent International Monetary Fund (IMF) forecast is included, which discusses potential global slowdown scenarios that could dampen consumer spending in the near term. The author acknowledges that such a slowdown could delay the upside for both Amazon and Apple, yet argues that their diversified business models would still allow them to maintain upside potential.

The article also addresses regulatory risks, particularly in the U.S. and EU markets. A hyperlink to a European Commission briefing on antitrust scrutiny of big tech firms is provided, underscoring the potential impact on Amazon’s marketplace operations and Apple’s App Store policies. Despite these risks, the author maintains that the long‑term growth trajectory of both companies remains robust.

Bottom Line

The Motley Fool’s prediction article presents a detailed, data‑driven argument that Amazon and Apple will each exceed a market capitalization of $500 billion by the end of 2028. By weaving together quarterly earnings data, industry reports, and analyst commentary—and by providing direct links to each source—the piece offers readers a comprehensive view of the financial, operational, and macroeconomic drivers behind the forecast. Whether investors take the predictions at face value or view them as a stimulating exercise in long‑term thinking, the article reinforces the narrative that a few technology leaders continue to dominate the conversation about market‑cap milestones in the 2020s.