CNBC Panelists Recommend Uber, Exxon Mobil, Illumina, and Diamondback Energy Stocks

Talkington, managing partner of Requisite Capital Management, selected Uber Technologies, Inc. as her final trade on CNBC's Halftime Report Final Trades segment. The program is set to launch in the San Francisco Bay Area later in 2026, with potential expansion in 2027.

Citizens analyst Andrew Boone reiterated a Market Outperform rating for Uber and maintained a $100 price target on April 28, 2026. Uber shares fell 1.6% to close at $73.93 on May 4, 2026.

Jim Lebenthal, partner at Cerity Partners, chose Exxon Mobil Corporation. Exxon Mobil reported first-quarter 2026 earnings on May 1, with adjusted earnings of $4.9 billion, or $1.16 per share. Earnings excluding identified items and estimated timing effects were $8.8 billion, or $2.09 per share, exceeding the analyst estimate of $1.15 per share.

Exxon Mobil shares gained 0.6% to settle at $153.69 on May 4, 2026. Amy Raskin, chief investment officer at Chevy Chase Trust, selected Illumina, Inc. Illumina reported first-quarter 2026 financial results on April 30 that exceeded expectations and raised its fiscal year 2026 adjusted earnings per share guidance above analyst estimates.

The company's board authorized an additional $1.5 billion for stock buybacks. Illumina shares rose 2.6% to close at $139.37 on May 4, 2026.

Terranova, senior managing director for Virtus Investment Partners, recommended Diamondback Energy, Inc. Diamondback Energy reported first-quarter 2026 earnings of $4.23 per share on May 4, 2026, which beat the analyst consensus estimate of $3.30 per share.

The company also reported quarterly sales of $4.240 billion, surpassing the consensus estimate of $3.753 billion. Diamondback Energy shares gained 2.9% to settle at $213.69 on May 4, 2026.