We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Zacks Investment Ideas feature highlights: Apple, Meta Platforms and DoorDash
Read MoreHide Full Article
For Immediate Release
Chicago, IL – August 28, 2025 – Today, Zacks Investment Ideas feature highlights Apple (AAPL - Free Report) , Meta Platforms (META - Free Report) and DoorDash (DASH - Free Report) .
Q2 Earnings: These 3 Tech Stocks Shattered Expectations
The 2025 Q2 earnings cycle continues to wind down, with nearly all S&P 500 companies already reporting results. The period has again been one of resilience, with overall top and bottom line growth remaining strong alongside positive revisions for the upcoming Q3 cycle.
But more specifically, this cycle, several companies – Apple, Meta Platforms and DoorDash – knocked it out of the park, with each also seeing favorable price action post-earnings.
Let’s take a closer look at what drove the positivity.
DoorDash Orders Keep Coming
DoorDash shares have been red-hot in 2025, gaining nearly 50% and widely outperforming relative to the S&P 500. Its latest set of quarterly results helped confirm the bullish trend, with DASH posting records for Total Orders, Marketplace GOV, and revenue.
The company is clearly enjoying a growth surge, with Total Orders up 20% year-over-year alongside a 25% boost in sales. Adjusted EBITDA also saw a strong 52% move higher to $655 million, further solidifying the results.
Analysts have become notably bullish concerning their EPS outlooks over recent months, raising their expectations across the board.
Meta Reports Outsized Growth
META posted a double-beat relative to our consensus headline expectations, with adjusted EPS and sales growing 38% and 22% year-over-year, respectively. The growth here is significant given META’s already massive size, with favorable advertisement results further driving positivity.
Ad impressions across its family of apps increased by a strong 11% year-over-year, with the average price per ad also rising by 9%. The company also continued to improve its efficiency, with an operating margin of 43% in the reported period well above the 38% mark achieved in the same period last year.
Apple Shatters Records
Apple’s latest release was highly positive, reporting quarterly records for sales, iPhone revenue, Services revenue, and EPS. Apple’s installed base of active devices also reached a new record, further adding to the record-breaking period.
The Mag 7 member again generated serious cash throughout the period, with free cash flow totaling $24.4 billion.
Down 8% YTD, shares have lagged the S&P 500 in a big way, reflecting the second-worst Mag 7 performer behind Tesla. Shares currently trade at a 29.3X forward 12-month earnings multiple, modestly above the five-year median and reflecting a 30% premium relative to the S&P 500.
Bottom Line
The 2025 Q2 earnings season is winding down, with the period largely positive and resilient.
And throughout the period, several companies posted quarterly results that crushed expectations.
Why Haven't You Looked at Zacks' Top Stocks?
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can access their live picks without cost or obligation.
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Bigstock
Zacks Investment Ideas feature highlights: Apple, Meta Platforms and DoorDash
For Immediate Release
Chicago, IL – August 28, 2025 – Today, Zacks Investment Ideas feature highlights Apple (AAPL - Free Report) , Meta Platforms (META - Free Report) and DoorDash (DASH - Free Report) .
Q2 Earnings: These 3 Tech Stocks Shattered Expectations
The 2025 Q2 earnings cycle continues to wind down, with nearly all S&P 500 companies already reporting results. The period has again been one of resilience, with overall top and bottom line growth remaining strong alongside positive revisions for the upcoming Q3 cycle.
But more specifically, this cycle, several companies – Apple, Meta Platforms and DoorDash – knocked it out of the park, with each also seeing favorable price action post-earnings.
Let’s take a closer look at what drove the positivity.
DoorDash Orders Keep Coming
DoorDash shares have been red-hot in 2025, gaining nearly 50% and widely outperforming relative to the S&P 500. Its latest set of quarterly results helped confirm the bullish trend, with DASH posting records for Total Orders, Marketplace GOV, and revenue.
The company is clearly enjoying a growth surge, with Total Orders up 20% year-over-year alongside a 25% boost in sales. Adjusted EBITDA also saw a strong 52% move higher to $655 million, further solidifying the results.
Analysts have become notably bullish concerning their EPS outlooks over recent months, raising their expectations across the board.
Meta Reports Outsized Growth
META posted a double-beat relative to our consensus headline expectations, with adjusted EPS and sales growing 38% and 22% year-over-year, respectively. The growth here is significant given META’s already massive size, with favorable advertisement results further driving positivity.
Ad impressions across its family of apps increased by a strong 11% year-over-year, with the average price per ad also rising by 9%. The company also continued to improve its efficiency, with an operating margin of 43% in the reported period well above the 38% mark achieved in the same period last year.
Apple Shatters Records
Apple’s latest release was highly positive, reporting quarterly records for sales, iPhone revenue, Services revenue, and EPS. Apple’s installed base of active devices also reached a new record, further adding to the record-breaking period.
The Mag 7 member again generated serious cash throughout the period, with free cash flow totaling $24.4 billion.
Down 8% YTD, shares have lagged the S&P 500 in a big way, reflecting the second-worst Mag 7 performer behind Tesla. Shares currently trade at a 29.3X forward 12-month earnings multiple, modestly above the five-year median and reflecting a 30% premium relative to the S&P 500.
Bottom Line
The 2025 Q2 earnings season is winding down, with the period largely positive and resilient.
And throughout the period, several companies posted quarterly results that crushed expectations.
Why Haven't You Looked at Zacks' Top Stocks?
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can access their live picks without cost or obligation.
See Stocks Free >>
Media Contact
Zacks Investment Research
800-767-3771 ext. 9339
support@zacks.com
https://www.zacks.com
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.