Apple, PG&E, D.R. Horton, and TopBuild Corp. on CNBC's Final Trades

On CNBC's "Final Trades," BMO Capital Markets' Brian Belski chose TopBuild Corp. (BLD) as his final trade, citing the company's better-than-expected Q2 earnings and raised FY25 sales guidance. Cerity Partners' Jim Lebenthal picked PG&E Corporation (PCG), while Virtus Investment Partners' Joe Terranova named Apple Inc. (AAPL) as his final trade. Hightower Advisors' Stephanie Link recommended D.R. Horton (DHI) for its strong performance and low valuation.

Stock analysts have shown renewed optimism for several companies, with significant target price revisions and ratings upgrades. Key highlights include:

- TopBuild Corp (BLD): BMO Capital Markets' Brian Belski picked TopBuild as his final trade, citing better-than-expected Q2 earnings and raised FY25 sales guidance. The stock has seen a positive response, with analysts raising target prices and ratings. For instance, JP Morgan increased its target price to $440.00 from $398.00 [1].

- PG&E Corporation (PCG): Cerity Partners' Jim Lebenthal picked PG&E, although specific details on the reasons for the pick were not provided in the reference material.

- Apple Inc. (AAPL): Virtus Investment Partners' Joe Terranova named Apple as his final trade. The company recently announced an additional $100 billion investment in the U.S., raising its total domestic commitment to $600 billion over the next four years. This move was followed by Wedbush reaffirming its 'Outperform' rating on AAPL with a $270 price target [2].

- D.R. Horton (DHI): Hightower Advisors' Stephanie Link recommended D.R. Horton for its strong performance and low valuation. While the stock has underperformed the S&P 500 Index over the past year, it has shown resilience, with analysts expecting an EPS of $11.79 for FY25. The consensus rating is a 'Moderate Buy' with a mean price target of $162.20 [3].

These positive analyst sentiments have driven stock prices higher, reflecting investor confidence in these companies' future performance. Analysts' optimism is often a key indicator for investors, as it can signal potential growth and improved market conditions.

References:

[1] Reuters. (2025). Wall Street Securities Analysts Revise Ratings and Price Targets. [URL](https://www.tradingview.com/news/reuters.com,2025:newsml_L4N3U016E:0-bd-caci-international-caterpillar/)

[2] Yahoo Finance. (2025). Wedbush Reaffirms Outperform Rating on Apple Inc. [URL](https://finance.yahoo.com/news/wedbush-reaffirms-outperform-rating-apple-041343402.html)

[3] Barchart. (2025). D.R. Horton Stock: Wall Street Bullish or Bearish. [URL](https://www.barchart.com/story/news/34046754/d-r-horton-stock-is-wall-street-bullish-or-bearish)