Honeywell (HON)
International Stocks
Buy
The use of artificial intelligence by companies in the industrial sector and their market valuations are examined.
Jim Cramer73d
* Does not constitute investment advice
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How recommendation distribution changed over time
Covered by 5 analysts
Mixed views among analysts
Last evaluation 73+ days ago - stale data
Both buy and sell recommendations exist
Decreasing interest recently
Chronological view of analyst recommendations for this asset
The use of artificial intelligence by companies in the industrial sector and their market valuations are examined.
CNBC TelevisionThe analyst examines the performance in the company's aerospace division and the potential effects of the planned spin-off process on shareholder value.
Yahoo FinanceThe speaker evaluates the value in the company's aerospace division and the discount based on sum-of-the-parts analysis.
Yahoo FinanceEvaluates the strong Q4 earnings marked by 23% order growth and a 15% backlog increase. Examines the accelerated timeline for the Aerospace spinoff and portfolio optimization in Industrial Automation. Assesses the valuation upside from the Quantinuum division as it secures major clients like JPMorgan and Amgen.
CNBC TelevisionThe analyst examines the impact of uncertainties regarding the company's split process on investor behavior and potential post-earnings scenarios.
CNBC TelevisionThe speaker examines the confusion Honeywell's breakup plans might create and the potential pressure on the stock.
CNBC TelevisionThe speaker evaluates the strategy of splitting the company into three separate public entities in aerospace, automation, and specialty chemicals, and examines the long-term value creation potential of this structure.
CNBC TelevisionThe report discusses an analyst upgrade citing opportunities arising from the company's complex earnings profile and upcoming corporate restructuring.
Yahoo FinanceThe speaker interprets the company's simplification process from a conglomerate structure and the margin expansion potential in the aerospace division in light of 2026 expectations.
Yahoo FinanceThe speaker reviews Honeywell's (HON) stock performance, indicating a gain of over 1%.
Yahoo FinanceThe analyst reviews Honeywell's 8-9% decline, characterizing its year as one of significant change and unfortunate timing. The discussion focuses on the proposed breakup plan to unlock value across three companies, juxtaposed with a softer energy outlook and the stock's multi-year trading range. The company's need for a clear catalyst in 2026 is emphasized.
Yahoo FinanceThe use of artificial intelligence by companies in the industrial sector and their market valuations are examined.
* Does not constitute investment advice
The analyst examines the performance in the company's aerospace division and the potential effects of the planned spin-off process on shareholder value.
* Does not constitute investment advice
The speaker evaluates the value in the company's aerospace division and the discount based on sum-of-the-parts analysis.
* Does not constitute investment advice
Evaluates the strong Q4 earnings marked by 23% order growth and a 15% backlog increase. Examines the accelerated timeline for the Aerospace spinoff and portfolio optimization in Industrial Automation. Assesses the valuation upside from the Quantinuum division as it secures major clients like JPMorgan and Amgen.
* Does not constitute investment advice
The analyst examines the impact of uncertainties regarding the company's split process on investor behavior and potential post-earnings scenarios.
* Does not constitute investment advice
The speaker examines the confusion Honeywell's breakup plans might create and the potential pressure on the stock.
* Does not constitute investment advice
The speaker evaluates the strategy of splitting the company into three separate public entities in aerospace, automation, and specialty chemicals, and examines the long-term value creation potential of this structure.
* Does not constitute investment advice
The report discusses an analyst upgrade citing opportunities arising from the company's complex earnings profile and upcoming corporate restructuring.
* Does not constitute investment advice
The speaker interprets the company's simplification process from a conglomerate structure and the margin expansion potential in the aerospace division in light of 2026 expectations.
* Does not constitute investment advice
The speaker reviews Honeywell's (HON) stock performance, indicating a gain of over 1%.
* Does not constitute investment advice
The analyst reviews Honeywell's 8-9% decline, characterizing its year as one of significant change and unfortunate timing. The discussion focuses on the proposed breakup plan to unlock value across three companies, juxtaposed with a softer energy outlook and the stock's multi-year trading range. The company's need for a clear catalyst in 2026 is emphasized.
* Does not constitute investment advice