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Forget Vistra. One Quarter of Orders at GE Vernova Exceeded All of Last Year. That Is the AI Power Trade Worth Owning
24/7 Wall St.85d agoneutral
Forget Vistra. One Quarter of Orders at GE Vernova Exceeded All of Last Year. That Is the AI Power Trade Worth Owning

Everyone’s talking about Vistra (NYSE:VST) right now because retail investors have decided the merchant power producer is the cleanest way to bet on AI data center electricity demand. But here’s what you should actually be watching. Vistra is a single-commodity bet. Its earnings power tracks wholesale power prices, and the bull case leans heavily on ... Forget Vistra. One Quarter of Orders at GE Vernova Exceeded All of Last Year. That Is the AI Power Trade Worth Owning

Assessing Honeywell International (HON) Valuation As Mixed Momentum And Spin Off Plans Shape Expectations
Simply Wall St.86d agoneutral
Assessing Honeywell International (HON) Valuation As Mixed Momentum And Spin Off Plans Shape Expectations

Recent performance snapshot Honeywell International (HON) has traded with mixed momentum recently, with the stock up around 1.9% over the past day but down about 0.9% over the past week and 7% over the past month. Over the past 3 months, the stock is down roughly 10.5%. The year to date return is about 10.9%, and the 1 year total return sits near 4.7%. This provides investors with a mixed picture over both the near term and the longer term. See our latest analysis for Honeywell...

Why Could Honeywell International (HON) Spin-Off Plans Drive Significant Upside
Insider Monkey87d agoneutral
Why Could Honeywell International (HON) Spin-Off Plans Drive Significant Upside

Merion Road Capital Management, an investment advisor, released its Q1 2026 Investor Letter. A copy of the letter can be downloaded here. Merion Road Capital Management reported that its Merion Road Small Cap Fund gained 3.1% in the first quarter of 2026, outperforming the Russell 2000, which rose 0.9%. Merion Road’s long-only large-cap portfolio declined […]

Investors Reward Honeywell’s (HON) Focus on Its Pure-Play Automation Business
Insider Monkey87d agoneutral
Investors Reward Honeywell’s (HON) Focus on Its Pure-Play Automation Business

Broyhill Asset Management, an investment advisor, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Broyhill Equity Composite declined 6.0% in the first quarter, net of all fees and expenses, lagging the MSCI All Country World Index, which declined 3.1%. After a strong start to the year, global stocks […]

2 Quantum Leaders Are Going Public. Their Paths to the Market Couldn’t Be More Different.
Barrons.com90d agoneutral
2 Quantum Leaders Are Going Public. Their Paths to the Market Couldn’t Be More Different.

Two rising stars in quantum computing are charting vastly different courses to the public trading floor. IQM, a Finnish start-up, moved one step closer to its U.S. stock market debut on Thursday as it filed a registration statement with the Securities and Exchange Commission. IQM earlier this year announced its intention to merge with a blank-check company, Real Asset Acquisition Corp. (ticker: RAAQ), in the latest example of the special-purpose acquisition company, or SPAC, merger craze that has taken the industry by storm.

This “UFO” ETF Is Among the Few Real Ways To Invest In The Space Economy
24/7 Wall St.94d agoneutral
This “UFO” ETF Is Among the Few Real Ways To Invest In The Space Economy

If you have ever tried to buy “space exposure” through an ETF, you have probably noticed the same trick. Most space funds quietly fill the bucket with Boeing (NYSE:BA), Lockheed Martin (NYSE:LMT), and Honeywell (NASDAQ:HON), then call it a day. You end up with aerospace primes when what you wanted was the companies actually launching rockets and beaming ... This “UFO” ETF Is Among the Few Real Ways To Invest In The Space Economy

Quantinuum IPO Plan and Dividend Move Could Be A Game Changer For Honeywell International (HON)
Simply Wall St.95d agoneutral
Quantinuum IPO Plan and Dividend Move Could Be A Game Changer For Honeywell International (HON)

Honeywell International recently announced that its Board of Directors declared a quarterly dividend of US$1.19 per share, payable on June 5, 2026, to shareholders of record as of May 15, 2026, and separately disclosed that Quantinuum has filed for a proposed IPO of its Class A common stock on the Nasdaq under the ticker “QNT.” The planned Quantinuum offering highlights how Honeywell’s exposure to quantum computing could reshape the financial and strategic relevance of its minority...

Honeywell Investors Weigh Quantinuum IPO And Quantum Exposure Valuation
Simply Wall St.96d agoneutral
Honeywell Investors Weigh Quantinuum IPO And Quantum Exposure Valuation

Quantinuum, the quantum computing company in which Honeywell (NasdaqGS:HON) holds a significant stake, has filed for an IPO on the Nasdaq. The filing brings Honeywell's exposure to quantum technologies into sharper focus for public equity investors. Honeywell, best known for its industrial, aerospace, and building technologies, has been building a position in quantum computing through its stake in Quantinuum. With the IPO filing, that interest is now tied to a separate listed entity, giving...

Assessing Honeywell International (HON) After The Planned Three-Way Breakup Announcement
Simply Wall St.96d agoneutral
Assessing Honeywell International (HON) After The Planned Three-Way Breakup Announcement

If you are wondering whether Honeywell International at around US$216 per share is offering good value today, the key is to look past the headline price and into what different valuation methods are actually saying. The stock has returned 0.8% over the last week, a 3.5% decline over the last 30 days, 10.3% year to date, 9.2% over 1 year, 25.4% over 3 years and 13.1% over 5 years. This gives you a mix of shorter term hesitation and longer term strength to weigh up. Recent coverage of...

Jefferies, Barclays Cut Honeywell (HON) Targets After Q1, Flag Aerospace Concerns
Insider Monkey104d agoneutral
Jefferies, Barclays Cut Honeywell (HON) Targets After Q1, Flag Aerospace Concerns

Honeywell International Inc. (NASDAQ:HON) is included among the 10 Innovative Dividend Stocks to Buy Right Now. On April 26, Jefferies lowered its price recommendation on Honeywell International Inc. (NASDAQ:HON) to $240 from $245. It reiterated a Hold rating on the shares. The firm said the Middle East war hurt the company’s sales in Q1. On […]

Jim Cramer Says “People Don’t Respect Honeywell” and “They’re Making a Very Big Mistake”
Insider Monkey104d agoneutral
Jim Cramer Says “People Don’t Respect Honeywell” and “They’re Making a Very Big Mistake”

Honeywell International Inc. (NASDAQ:HON) was among the stocks on Jim Cramer’s Mad Money radar as he discussed the recent sell-off in AI-related stocks. When a caller mentioned the company’s previous and upcoming spin-offs, Cramer commented: That’s true. Here’s what’s going to happen… June 30th, they’re going to be able to split the company up. It’s […]

Honeywell (HON) is One of Jim Cramer’s Top Quantum Computing Stocks
Insider Monkey108d agoneutral
Honeywell (HON) is One of Jim Cramer’s Top Quantum Computing Stocks

We have recently published Jim Cramer Discussed AI Circular Deals, Top Quantum Plays & These 22 Stocks. Honeywell International Inc. (NASDAQ:HON) is one of the stocks discussed by Jim Cramer. Honeywell International Inc. (NASDAQ:HON) is one of the largest industrial conglomerates in the world. Its shares are up by 12.7% over the past year and […]

Honeywell (HON) Is One Of The Stocks To Buy Before SpaceX IPO
Insider Monkey108d agobullish
Honeywell (HON) Is One Of The Stocks To Buy Before SpaceX IPO

Honeywell International Inc. (NASDAQ:HON) is one of the 10 Best Stocks to Buy Before SpaceX IPO. Honeywell International Inc. (NASDAQ:HON) reported its first-quarter fiscal 2026 earnings on April 23. The results were mixed, with the earnings exceeding expectations while revenue came in slightly below estimates. It delivered non-GAAP EPS of $2.45, surpassing forecasts by $0.13. […]

Honeywell Reshapes Aerospace Portfolio And Advances Toward Three Way Breakup
Simply Wall St.109d agoneutral
Honeywell Reshapes Aerospace Portfolio And Advances Toward Three Way Breakup

Honeywell International (NasdaqGS:HON) has granted Innovative Aerosystems an exclusive perpetual license over its aircraft power generating systems, including customer contracts, IP, OEM and aftermarket rights, and related program assets. The transfer covers both commercial and defense aircraft applications and marks a clear monetization move within Honeywell's Aerospace segment. The company is also progressing toward a planned three way breakup, with regulatory steps under way and a...

Innovative Aerosystems Acquires License for Honeywell (HON) Power Generator Systems
Insider Monkey110d agoneutral
Innovative Aerosystems Acquires License for Honeywell (HON) Power Generator Systems

Honeywell International Inc. (NASDAQ:HON) is one of the 10 Best Performing Dow Stocks So Far in 2026. On April 2, 2026, Innovative Aerosystems announced that it had acquired an exclusive perpetual license from Honeywell International Inc. (NASDAQ:HON) encompassing power-generating systems for commercial and defense aircraft. The agreement pertains to customer contracts, intellectual property, OEM and […]

Is Honeywell International Inc. (HON) A Good Stock To Buy Now?
Insider Monkey110d agobullish
Is Honeywell International Inc. (HON) A Good Stock To Buy Now?

Is HON a good stock to buy? We came across a bullish thesis on Honeywell International Inc. on The Variant View’s Substack. In this article, we will summarize the bulls’ thesis on HON. Honeywell International Inc.’s share was trading at $232.19 as of April 15th. HON’s trailing and forward P/E were 33.61 and 22.03 respectively according to […]