Meta Platforms (META) Surpassed Investor Expectations in Q2

Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The first half of 2025 concluded on a remarkable note, with U.S. stocks bouncing back from earlier volatility to reach new record highs. The S&P 500® Index and the Nasdaq Composite led the recovery, both ending the second quarter at all-time peaks. In the second quarter, the strategy returned +14.29% net of fees, compared to +11.10% and +10.94% returns for the Russell 1000 Index and the S&P 500 Index, respectively. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its second quarter 2025 investor letter, Mar Vista U.S. Quality Premier Strategy highlighted stocks such as Meta Platforms, Inc. (NASDAQ:META). Meta Platforms, Inc. (NASDAQ:META) is a technology company that develops products to connect people. The one-month return of Meta Platforms, Inc. (NASDAQ:META) was 6.50%, and its shares gained 45.78% of their value over the last 52 weeks. On July 9, 2025, Meta Platforms, Inc. (NASDAQ:META) stock closed at $727.24 per share, with a market capitalization of $1.829 trillion.

Mar Vista U.S. Quality Premier Strategy stated the following regarding Meta Platforms, Inc. (NASDAQ:META) in its second quarter 2025 investor letter:

“Meta Platforms, Inc. (NASDAQ:META) significantly outperformed investor expectations last quarter, showcasing robust operational and financial health. The company’s strength in advertising propelled revenue up 16% year over-year, while earnings per share surged by a remarkable 37%.

Meta Platforms, Inc. (META) "Still Has A Low Multiple," Says Jim Cramer — Meta Platforms, Inc. (META) “Still Has A Low Multiple,” Says Jim Cramer

Meta Platforms, Inc. (NASDAQ:META) is in third position on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 273 hedge fund portfolios held Meta Platforms, Inc. (NASDAQ:META) at the end of the first quarter, which was 262 in the previous quarter. In Q1 2025, Meta Platforms, Inc. (NASDAQ:META) reported revenue of $42.3 billion, up 16% from Q1 2024. While we acknowledge the potential of OKE as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.