Cameco, Devon Energy, and Toast are among the stocks picked by CNBC's "Halftime Report Final Trades" panelists. Cameco missed Q1 earnings and revenue estimates, while Devon Energy's CEO hosted an encouraging call with JPMorgan. Toast reported Q1 earnings that missed estimates but announced an agreement with Topgolf to implement Toast Enterprise Solutions.
Institutional investors have been active in boosting their stakes in Cameco (NYSE:CCJ) and Devon Energy (NYSE:DVN), while Toast (NASDAQ:TOST) reported Q1 earnings that missed estimates but announced a strategic partnership.
Cameco
Cameco Co. (NYSE:CCJ) saw a significant increase in its shareholdings by institutional investors during the fourth quarter. Tidal Investments LLC, for instance, increased its position by 44.7%, owning 36,736 shares after purchasing an additional 11,340 shares [1]. Other notable investors, including Sprott Inc. and Alliancebernstein L.P., also increased their stakes in the uranium mining company [1]. Cameco missed its Q1 earnings and revenue estimates, but the stock has seen a "Buy" rating from several analysts [1].
Devon Energy
Devon Energy Co. (NYSE:DVN) has also seen substantial investment from institutional investors. 111 Capital bought a new stake in Devon Energy during the fourth quarter, acquiring 49,409 shares valued at approximately $1,617,000 [2]. Vanguard Group Inc. and Raymond James Financial Inc. also increased their holdings in the company [2]. Devon Energy reported Q1 earnings that missed estimates but saw an encouraging call with JPMorgan [2].
Toast
Toast (NASDAQ:TOST) reported Q1 earnings that missed estimates but announced a strategic partnership with Topgolf to implement Toast Enterprise Solutions. The company's stock has been under scrutiny due to its earnings performance, but the strategic partnership may provide a boost to its prospects [1].
Analyst Ratings
Analysts have been largely positive towards Cameco, with nine analysts issuing a "Buy" rating and three giving a "Strong Buy" rating [1]. Devon Energy has seen a mix of ratings, with some analysts setting a "Buy" rating while others have been more cautious [2].
References
[1] https://www.marketbeat.com/instant-alerts/filing-cameco-co-nyseccj-shares-purchased-by-tidal-investments-llc-2025-05-24/
[2] https://www.marketbeat.com/instant-alerts/filing-49409-shares-in-devon-energy-co-nysedvn-acquired-by-111-capital-2025-05-28/
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