Key Highlights from CNBC's Final Trades: Tech Giants Shine

Author: Evelyn Baker Updated: 10-09-2025 08:19 AM

Insider Insights from CNBC's Final Trades

During the recent episode of CNBC's “Halftime Report Final Trades,” prominent investment experts shared their top stock picks, highlighting technology giants and the athletic sector. Joe Terranova, a senior managing director for Virtus Investment Partners, identified Arista Networks Inc (NYSE: ANET) as his final trade recommendation, showcasing confidence in the company’s performance.

Anticipated Earnings from Arista Networks

Arista Networks is set to unveil its financial results for the quarter ending September 30. Market analysts are forecasting a notable increase in quarterly earnings, projected to reach 71 cents per share, up from 60 cents per share for the same period last year. Investors are keenly awaiting these results, as positive performance could bolster confidence in the tech sector.

Microsoft: A Powerhouse on the Rise

Bryn Talkington, managing partner at Requisite Capital Management, praised Microsoft Corporation (NASDAQ: MSFT), predicting that the tech giant is on track to deliver excellent earnings. This optimistic outlook is supported by Wells Fargo analyst Michael Turrin, who recently maintained an Overweight rating for Microsoft while also raising the price target from $650 to $675. Such endorsements reflect the strong sentiment surrounding Microsoft in the investment community.

On Holding AG Captures Attention

Jim Lebenthal, a partner at Cerity Partners, pointed out that On Holding AG (NYSE: ONON) is experiencing positive momentum in the market, with appealing valuations drawing attention. On Holding’s recent second-quarter performance exceeded expectations, further solidifying the company’s position as an attractive investment choice.

Netflix's Recent Challenges

Turning to streaming giant Netflix, Inc. (NASDAQ: NFLX), Stephen Weiss, chief investment officer at Short Hills Capital Partners, remarked that the company may have finally reached a turning point after facing recent challenges, including negative sentiment stemming from social media commentary by influential figures. Investors are monitoring Netflix closely, contemplating its recovery strategies and long-term prospects.

Recent Stock Performance

Price Action:

Microsoft shares experienced a slight increase of 0.2%, closing at $524.85.
On Holding saw a notable gain of 4.6%, ending the session at $43.62.
Netflix enjoyed a rise of 2%, closing at $1,214.25.
Arista Networks shares surged by 8.3%, settling at $157.36.

Conclusion

The insights shared on CNBC's Final Trades underline the confidence of market experts in leading companies spanning the technology and retail sectors. As they prepare to unveil their earnings, the focus remains on how these companies will adapt to ongoing market dynamics and investor expectations.

Frequently Asked Questions

What are CNBC's Final Trades?

CNBC's Final Trades highlight stock picks from financial experts, providing insights into their investment choices and market expectations.

What is the expected earnings report date for Arista Networks?

Arista Networks plans to release its earnings report on the quarter ending September 30.

Who recommended Microsoft as a strong investment?

Bryn Talkington emphasized Microsoft's potential, citing analysts’ positive ratings and target price adjustments.

What factors are contributing to On Holding's appeal?

On Holding has demonstrated strong recent sales performance and favorable valuation metrics, enhancing its attractiveness to investors.

How did Netflix respond to recent criticism?

Netflix is addressing recent challenges, including public criticism affecting subscriptions and engagement, as they work towards strategic recovery.

About The Author

Greetings, I'm 32-year-old author and financial specialist Evelyn Baker. My introduction into the financial industry started with an economics degree and continued with a wealth of experience in wealth management and financial consulting. My great passion over the years has been assisting people and companies in making wise, well-informed decisions to reach their financial objectives.

My goal with writing is to simplify difficult financial ideas into understandable, doable guidance. My goal in writing many books and articles is to make personal finance understandable to everyone, irrespective of their experience or background. I want to give readers the information they need to take charge of their financial futures, from investing and retirement planning to budgeting and saving.

Along with my writing, I lead webinars and workshops where I provide doable advice and methods for achieving financial success. To reach a larger audience, I also frequently contribute to financial blogs and publications. My method is always to offer doable, real-world guidance that can actually improve people's lives.

Aside from my job, I like to cook, travel, and experience other cultures. I work hard to apply my belief in the value of a balanced life to my financial counsel. My goal in working is to encourage and enable people to succeed financially so they may lead the best lives possible.

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