On CNBC's “Halftime Report Final Trades,” Bryn Talkington, managing partner at Requisite Capital Management, said Dell Technologies Inc. (NYSE:DELL) is a great company to own in the long term.
Supporting her view, Dell, on May 29, reported first-quarter revenue of $23.38 billion, beating the consensus estimate of $23.14 billion, according to Benzinga Pro.
Dell expects fiscal 2026 revenue of $101 billion to $105 billion and full-year adjusted earnings of $9.40 per share.
Sarat Sethi, DCLA managing partner and portfolio manager, picked data centers, and said Equinix, Inc. (NASDAQ:EQIX) is the company to play in that.
Lending support to his choice, Equinix, on April 30, posted better-than-expected financial results for the first quarter.
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Jim Lebenthal, Chief Equity Strategist at Cerity Partners, said Westinghouse Air Brake Technologies Corporation (NYSE:WAB) is just a solid industrial stock.
On the earnings front, Westinghouse Air Brake, on April 23, reported better-than-expected first-quarter adjusted EPS results and raised its FY25 adjusted EPS guidance.
Joseph M. Terranova, Senior Managing Director for Virtus Investment Partners, named Guidewire Software, Inc. (NYSE:GWRE) as his final trade.
Guidewire Software shares rose sharply on Wednesday after the company reported better-than-expected third-quarter earnings on Tuesday after the market closed.
Price Action:
- Dell shares gained 0.7% to close at $112.70 on Wednesday.
- Equinix rose 1.9% to close at $912.20 on Wednesday.
- Wabtec shares gained 0.2% to close at $203.94 during the session.
- Guidewire Software shares jumped 16.4% to settle at $253.98.
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