Microsoft, Howmet Aerospace, FTAI Aviation And An Energy Stock On CNBC’s ‘Final Trades’
CNBC Final Trades: Sechan picked HWM, Weiss FTAI, Snipe MSFT and Terranova LNG; MSFT rose 5%, while FTAI fell 2%.
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Rep. Byron Donalds (R-Fla.) disclosed his most recent stock trades. Here's what the Florida Governor candidate bought and sold.
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CNBC Final Trades: Sechan picked HWM, Weiss FTAI, Snipe MSFT and Terranova LNG; MSFT rose 5%, while FTAI fell 2%.
Howmet Aerospace (HWM) and Textron (TXT) are compared as aerospace and defense investment options. Howmet raised its 2026 revenue outlook to $10.00-$10.10 billion driven by strong commercial and defense aerospace demand, while Textron faces supply-chain challenges and uncertainty over $350 million in MV-75 funding. Howmet shares gained 10.9% year-to-date versus Textron's 8.9% decline. Despite Textron's more attractive valuation, Howmet is recommended as the better pick due to stronger growth prospects and analyst estimates.
Netflix faces headwinds as Wells Fargo and HSBC downgraded the stock to sell/hold ratings, citing declining viewer engagement, weak original content performance, and YouTube's growing market share. The stock is down 23% year-to-date with concerns about slowing subscriber growth, though the company maintains double-digit revenue growth and strong margins.
Friday’s regular session has two sectors higher and nine lower, with growth and cyclical sectors split across the top three positions. The leaders are separated rather than clustered, with Technology and Industrials
Netflix's revenue growth has decelerated from a 17.6% peak to 13.4% in Q2 2026, with management forecasting further slowdown to ~12% in Q3. However, the analyst suggests this reflects tough year-over-year comparisons rather than weakening demand, as engagement metrics, pricing power, and advertising revenue remain healthy. At a P/E of 19x, the stock appears fairly valued but not a compelling buy until reported quarters stabilize the growth rate.