Lockheed Martin, QXO, and a healthcare company featured in CNBC's 'Final Trades'

Highlights from CNBC's Halftime Report: Top Stock Picks

During a recent segment of CNBC's Halftime Report Final Trades, Jim Lebenthal of Cerity Partners selected Lockheed Martin Corporation (NYSE: LMT) as his standout investment choice.

Defense sector stocks, including Lockheed Martin, experienced gains on Monday following a U.S. operation involving former Venezuelan president Nicolás Maduro and his spouse over the weekend. Additionally, Lockheed Martin is scheduled to announce its fourth-quarter financial results before the market opens on January 29.

Other Noteworthy Picks

Stephen Weiss, who serves as chief investment officer and managing partner at Short Hills Capital Partners, recommended QXO, Inc. (NYSE: QXO). The company recently revealed a $1.2 billion convertible note offering, with funding provided by Apollo.

For more early market insights, visit our premarket coverage.

Joe Terranova, senior managing director at Virtus Investment Partners, highlighted McKesson Corporation (NYSE: MCK) as his final trade of the day.

Analyst Insights and Earnings Preview

Supporting Terranova's pick, Barclays analyst Glen Santangelo initiated coverage on McKesson with an Overweight rating and a price target of $960 as of December 9.

McKesson plans to release its third-quarter fiscal 2026 results after markets close on Wednesday, February 4, 2026. Analysts anticipate earnings per share of $9.28, an increase from $8.03 in the same quarter last year. Revenue is projected to reach $105.98 billion, up from $95.29 billion year-over-year.

Stock Performance Recap

• Lockheed Martin closed Monday up 2.9% at $511.57.
• QXO shares surged 18.2%, ending the session at $23.30.
• McKesson edged higher by 0.2%, finishing at $824.92.

Further Reading

• How to Generate $500 Monthly from Jefferies Financial Stock Before Q4 Results

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Stock Snapshot

• Lockheed Martin Corp (LMT): $514.39 (+0.55%)
• McKesson Corp (MCK): $824.92
• QXO Inc (QXO): $23.10 (-0.86%)