NASDAQ:HON

Honeywell International (HON)

206.07
-3.91 (1.86%)
as of Sep 2, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconSep 2, 2026, 12:00 am

This summary was created by AI, based on 27 opinions in the last 12 months.

Honeywell International (HON-Q) is currently undergoing a significant transition as it prepares to split into three distinct segments, including a focus on aerospace, automation, and advanced materials. Analysts have mixed views, with many noting the potential for value creation from the restructuring, similar to past successful spinoffs seen in other companies like GE. While there's general agreement on the company's solid fundamentals and potential for growth, particularly in aerospace and automation, several experts express concerns about current valuations being high relative to growth expectations. Some recommend waiting for the spinoff to better assess the new entities, while others view it as a good long-term hold, especially in the context of AI development and increased demand in various industrial sectors. Overall, the company is viewed as a stable investment, but investors should remain cautious about the market's reaction to the upcoming splits.

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Consensus
Positive
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Valuation
Fair Value
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Similar
CAT
HOLD
Likes it. It has hit his screens over the last few months. Operate around the world and do a very good job, priced very reasonably. UTS would be an alternative.
PARTIAL SELL
When it gets up to about 4X Book, where it is now, that tends to be it.
SELL
Partly industrial and partly technology but more technology. Technology companies do very well usually from 1st week in October until the 2nd week in January when the Consumer Electronic Show (CSE) is held. The end of seasonal strength is now over so you should take profits.
COMMENT
A hidden gem. One of the only technology stocks that pays a dividend over 2%. Has been sold off along with the concerns of the international slowdown. Good management. Growth has been diminished significantly. For tech exposure, he prefers the NASDAQ 100 Trust (QQQQ-Q).
COMMENT
If you're trading the stock, from a technical perspective it is at the bottom of the range. The company suffers from being in an industrial area that is slowing down. If you are buying for the long term, this could get cheaper and you should wait.
BUY
Trades about 15 X earnings. Would have been a perfect merger with GE (GE-N). Eventually some one will buy it. Likes the company. Well run.
DON'T BUY
Fairly valued at these levels. Trades around 15 X next year’s earnings. Doesn’t see a lot of upside. One of the issues in the overall industry is a need for mergers and acquisitions.
BUY
A late cycle company, which means that capital equipment will hold up better. There has been under investment in capital equipment which means investments in infrastructure should be good.
TOP PICK
Reported a fantastic quarter. Enormous cash flow.
TOP PICK
Has good earnings. A good investment for the next couple of years.
TOP PICK
Moving into the middle of this expansion cycle, likes manufacturing and industrial companies. Has a few years good outlook ahead of it. A good investment and hasn't been for a while.
TOP PICK
Weaker US$ helps their overseas business. General manufacturing is starting to pick up. Reasonable multiple.
HOLD
Asbestos is a problem. Has good potential with the military. Could have more downside.
WAIT
At a bottom. Fair market value is $70. Cheap. Could drop further. May have some litigation over asbestos exposure.
DON'T BUY
Has some risk in its turn around. Prefers GE.
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