Disney, Toast, and ServiceNow Featured on CNBC's 'Final Trades'

Experts discuss their top stock picks, including a new Disney CEO and strong earnings reports.

Published on Mar. 4, 2026

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On CNBC's 'Halftime Report Final Trades,' investment experts discussed their top stock picks, including The Walt Disney Company, Toast Inc., and ServiceNow Inc. Disney announced a new CEO and executive departure, while Toast and ServiceNow reported strong quarterly earnings results.

Why it matters

These stock recommendations from financial experts provide insights into market trends and highlight companies that are performing well, which can be valuable information for investors looking to make informed decisions.

The details

Sarat Sethi of DCLA said he is sticking with Disney, which recently named Josh D'Amaro as its new CEO, replacing Bob Iger. Joshua Brown of Ritholtz Wealth Management likes Toast, which reported better-than-expected Q4 earnings and authorized a $500 million share buyback program. Malcolm Ethridge of Capital Area Planning Group named ServiceNow as his final trade, noting the company's strong Q4 revenue and earnings results.

  • On March 18, Josh D'Amaro will officially succeed Bob Iger as Disney's CEO.
  • On February 12, Toast reported Q4 earnings of 16 cents per share, beating analyst estimates.
  • On January 28, ServiceNow reported Q4 revenue of $3.57 billion, exceeding analyst forecasts.

The players

Josh D'Amaro

The current chairman of Disney Experiences, who will become Disney's new CEO on March 18.

Kristina Schake

Disney's senior executive vice president and chief communications officer, who will depart the company after March 18.

Joshua Brown

The co-founder and CEO of Ritholtz Wealth Management, who recommended Toast.

Malcolm Ethridge

The managing partner at Capital Area Planning Group, who recommended ServiceNow.

Joseph Terranova

The senior managing director at Virtus Investment Partners, who recommended ResMed Inc.

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What they’re saying

“We must not let individuals continue to damage private property in San Francisco.”

— Robert Jenkins, San Francisco resident (San Francisco Chronicle)

“Fifty years is such an accomplishment in San Francisco, especially with the way the city has changed over the years.”

— Gordon Edgar, grocery employee (Instagram)

What’s next

The judge in the case will decide on Tuesday whether or not to allow Walker Reed Quinn out on bail.

The takeaway

This case highlights growing concerns in the community about repeat offenders released on bail, raising questions about bail reform, public safety on SF streets, and if any special laws to govern autonomous vehicles in residential and commercial areas.