Apple, PG&E, D.R. Horton, and TopBuild Named in CNBC's "Final Trades"

Apple, PG&E, D.R. Horton, and TopBuild Corp were the final trades on CNBC's "Halftime Report Final Trades". BMO Capital Markets' Brian Belski chose TopBuild Corp due to its better-than-expected Q2 earnings and raised FY25 sales guidance. Cerity Partners' Jim Lebenthal picked PG&E Corporation after its Q2 earnings report. Virtus Investment Partners' Joe Terranova chose Apple Inc, while Hightower Advisors' Stephanie Link selected D.R. Horton, citing its strong performance despite a 9% decline in the past year.

In a recent episode of CNBC's "Halftime Report Final Trades," several prominent analysts highlighted their picks for the final trades. The selections reflect optimism about the companies' future performance, driven by recent earnings reports and strategic moves.

TopBuild Corp (BLD)
Brian Belski of BMO Capital Markets chose TopBuild Corp 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 Corporation. The company reported strong Q2 results and has a robust data center demand pipeline, positioning it as a critical enabler for the AI and digital transformation sectors. PG&E's stock gained 8.43% this week, despite a 17.73% annual decline [2].

Apple Inc. (AAPL)
Virtus Investment Partners' Joe Terranova named Apple Inc. 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 [3].

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 [4].

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). Data Center Boom Q2 Strength. [URL](https://finance.yahoo.com/news/data-center-boom-q2-strength-053204513.html)
[3] Financial Modeling Prep. (2025). Stock Article for 689cb123f02aa2a14cdb99fa. [URL](https://site.financialmodelingprep.com/market-news/stock-article-for-689cb123f02aa2a14cdb99fa)
[4] 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)