We recently published a list of Why These 15 Consumer Defensive Stocks Are Surging in 2025. In this article, we are going to take a look at where Vasta Platform Limited (NASDAQ:VSTA) stands against other consumer defensive stocks that are surging in 2025.

The stock market has taken a sharp turn after two years of blockbuster gains, and many investors have felt uneasy. These investors are now turning to consumer defensive stocks due to growth stocks sputtering amid a new wave of tariffs rattling global trade.

Consumer defensive stocks provide essential goods and services that people rely on regardless of economic conditions and are more insulated during market downturns. Investors have piled into consumer defensive stocks for that reason, and it’s a good idea to look into the biggest winners in this sector.

Even during bear markets, there are pockets of the market that perform exceptionally well. For example, I identified Why These 15 Healthcare Stocks Are Surging in 2025 in another article.

Methodology

For this article, I screened the best-performing consumer defensive stocks year-to-date.

I will also mention the number of hedge fund investors in these stocks. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).

A close-up of a student working on their laptop in a modern education classroom.

Vasta Platform Limited (NASDAQ:VSTA)

Number of Hedge Fund Holders In Q4 2024: 2

Vasta Platform Limited (NASDAQ:VSTA) is a Brazil-based educational technology company that provides digital and end-to-end educational solutions for private K-12 schools.

The stock is up significantly so far in 2025, with the main catalyst being growing expectations that the company will achieve profitability this year. Analysts forecast a profit of 59 million Brazilian reals for the year, and the company has narrowed its trailing twelve-month losses to 61 million reals from 84 million reals in the prior fiscal year.

A key event was the anticipation and subsequent release of fourth-quarter and full-year 2024 results on March 12, 2025. Vasta is on the verge of turning profitable, and investors are betting on a turnaround despite revenue growth trailing the broader industry.

The consensus price target of $3 implies 37.2% downside.

Vasta Platform Limited (NASDAQ:VSTA) stock is up 140.50% year-to-date.

Overall, VSTA ranks 2nd on our list of consumer defensive stocks that are surging in 2025. While we acknowledge the potential of VSTA as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than VSTA but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.

 

READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.

 

Disclosure: None. This article is originally published at Insider Monkey.