Honeywell Share Trim Amid Quantum Investment Developments
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Source: CNBC
- Honeywell Share Trim: We sold 30 shares of Honeywell at approximately $231.78, reducing its portfolio weighting from 2.5% to 2.3%, aiming to lock in nearly 10% gains, reflecting a cautious approach to market volatility.
- Quantum Investment Dynamics: Honeywell's stake in Quantinuum is seeking to raise $1.05 billion through an upcoming IPO, with an expected valuation of around $12.7 billion, lower than the previous $15 to $20 billion estimates, which may impact Honeywell's future investment returns.
- Market Reaction and Rating Adjustment: Following the Trump administration's announcement of $2 billion in grants to quantum computing firms, Honeywell shares surged, prompting us to downgrade our rating to 2, with plans to reassess our position after the upcoming Honeywell Aerospace and investor days.
- Investment Returns Overview: This sale will realize an average gain of about 33% on stocks purchased in September 2022 and August 2023, indicating that our investment strategy in the quantum computing sector is gradually yielding returns.
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Analyst Views on HON
Wall Street analysts forecast HON stock price to rise
15 Analyst Rating
8 Buy
6 Hold
1 Sell
Moderate Buy
Current: 233.000
Low
195.00
Averages
235.07
High
262.00
Current: 233.000
Low
195.00
Averages
235.07
High
262.00
About HON
Honeywell International Inc. is an integrated operating company serving a range of industries and geographies around the world, with a portfolio that is underpinned by its Honeywell Accelerator operating system and Honeywell Forge platform. The Company provides actionable solutions for aerospace, building automation, industrial automation, process automation, and process technology. The Company supplies products, software, and services for aircrafts that it sells to original equipment manufacturers (OEM) and other customers in a variety of end markets. The Company’s portfolio of solutions and services is used in buildings worldwide for fire prevention, controls, access and security. Its offerings serve as the fundamental building blocks of industrial automation. Its sensor technologies and value-added smart edge devices offer connectivity across a variety of sensing and measurement applications. The Company offers a comprehensive portfolio of end-to-end process automation solutions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Funding Goals and Valuation: Quantinuum aims to price its shares between $45 and $50, potentially raising $1.05 billion at the upper end, which would value the company at approximately $13 billion, further solidifying its position in the quantum computing sector.
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- Honeywell Share Trim: We sold 30 shares of Honeywell at approximately $231.78, reducing its portfolio weighting from 2.5% to 2.3%, aiming to lock in nearly 10% gains, reflecting a cautious approach to market volatility.
- Quantum Investment Dynamics: Honeywell's stake in Quantinuum is seeking to raise $1.05 billion through an upcoming IPO, with an expected valuation of around $12.7 billion, lower than the previous $15 to $20 billion estimates, which may impact Honeywell's future investment returns.
- Market Reaction and Rating Adjustment: Following the Trump administration's announcement of $2 billion in grants to quantum computing firms, Honeywell shares surged, prompting us to downgrade our rating to 2, with plans to reassess our position after the upcoming Honeywell Aerospace and investor days.
- Investment Returns Overview: This sale will realize an average gain of about 33% on stocks purchased in September 2022 and August 2023, indicating that our investment strategy in the quantum computing sector is gradually yielding returns.
See More
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- Government Collaboration: The firm has signed a deal with the U.S. federal government to receive R&D funding aimed at addressing specific technology bottlenecks in developing fault-tolerant trapped-ion quantum computers, further solidifying its leadership position in the quantum computing sector.
- Global Presence: With approximately 700 employees, Quantinuum operates facilities across the U.S., U.K., Germany, Japan, Qatar, and Singapore, showcasing its extensive influence and strategic positioning in the quantum computing market.
See More
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- Funding Goals and Valuation: Quantinuum aims to price its shares between $45 and $50, potentially raising $1.05 billion at the upper end, which would value the company at approximately $13 billion, further solidifying its position in the quantum computing sector.
- Financial Performance: In 2025, Quantinuum reported bookings of $79.3 million, with revenue increasing from $23 million in 2024 to $30.9 million, despite a widening net loss of $192.6 million, reflecting ongoing investments in growth and commercialization efforts.
- Government Collaboration: The firm has signed a deal with the U.S. federal government to secure R&D funding aimed at addressing specific technological bottlenecks in the development of fault-tolerant trapped-ion quantum computers, showcasing its strategic focus on innovation and market application.
See More
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- Dell Stock Surge: Dell Technologies' stock surged 30% on Friday, marking its best single-day performance ever, driven by strong demand for AI servers and data center infrastructure, which also bolstered Jim's bullish outlook on Nvidia.
- Cybersecurity Earnings Outlook: CrowdStrike and Palo Alto Networks are set to report earnings next week, with Jim highlighting that both stocks have rallied significantly during the quarter, although they face challenges heading into earnings, he remains optimistic about their long-term prospects.
- Rapid Fire Recap: At the end of the video, Jim covered stocks like Applied Materials, Honeywell, and FedEx, emphasizing their market performance and showcasing his focus on a diversified investment portfolio.
See More
Jim Cramer Recommends Four Stocks for New Investors
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- Stock Recommendations: Cramer recommended four stocks for new members to buy, including Alphabet, Amazon, Apple, and Nvidia, all of which demonstrate strong growth potential, particularly in their AI-related businesses.
- Market Outlook: Despite challenges faced by Meta and Microsoft, Cramer remains cautiously optimistic about their future performance, suggesting that these companies could achieve breakthroughs in the evolving AI landscape.
- Emerging Investment Opportunities: Stocks like Arm Holdings and Broadcom are showing strong performance, particularly in the data center and AI chip sectors, reflecting robust market demand for related technologies, making them worth watching for long-term growth potential.
See More
Honeywell Sets IPO Price for Quantum Unit Quantinuum
- IPO Pricing Highlights: Honeywell has priced the IPO for its quantum computing subsidiary, Quantinuum, between $45 and $50 per share, aiming to sell approximately 21.05 million shares, which could yield up to $1.05 billion in gross proceeds, indicating strong market interest in quantum technology.
- Positive Market Reaction: Following Honeywell's disclosure of Quantinuum's financial details, its stock rose by 1.7%, outperforming the S&P 500's 0.6% increase on the same day, reflecting investor confidence in the company's future prospects.
- Strategic Ownership Advantage: Honeywell will retain over a 49% stake in Quantinuum, a strategy that not only ensures its ongoing influence in the quantum computing sector but also leverages market enthusiasm for quantum companies to enhance its own market position.
- Optimistic Industry Outlook: Quantum computing is viewed as a key to future powerful computing capabilities and has already received over $2 billion in federal funding, with Quantinuum's IPO providing new investment opportunities that could further drive Honeywell's business growth.
See More
Honeywell Share Trim Amid Quantum Investment Developments
- Honeywell Share Trim: We sold 30 shares of Honeywell at approximately $231.78, reducing its portfolio weighting from 2.5% to 2.3%, aiming to lock in nearly 10% gains, reflecting a cautious approach to market volatility.
- Quantum Investment Dynamics: Honeywell's stake in Quantinuum is seeking to raise $1.05 billion through an upcoming IPO, with an expected valuation of around $12.7 billion, lower than the previous $15 to $20 billion estimates, which may impact Honeywell's future investment returns.
- Market Reaction and Rating Adjustment: Following the Trump administration's announcement of $2 billion in grants to quantum computing firms, Honeywell shares surged, prompting us to downgrade our rating to 2, with plans to reassess our position after the upcoming Honeywell Aerospace and investor days.
- Investment Returns Overview: This sale will realize an average gain of about 33% on stocks purchased in September 2022 and August 2023, indicating that our investment strategy in the quantum computing sector is gradually yielding returns.
See More
Quantinuum Files for IPO to Raise $1.05B with Share Price Between $45-$50
- IPO Plans: Quantum computing firm Quantinuum has filed to offer 21.05 million shares of its Class A common stock in an initial public offering, with a projected price range of $45 to $50 per share, potentially raising $1.05 billion at the upper end, indicating strong market interest in quantum technology.
- Financial Performance: In 2025, Quantinuum reported bookings of $79.3 million, with revenue increasing from $23 million in 2024 to $30.9 million, although the net loss widened to $192.6 million, reflecting the company's ongoing heavy investment in growth and commercialization efforts.
- Government Collaboration: The firm has signed a deal with the U.S. federal government to receive R&D funding aimed at addressing specific technology bottlenecks in developing fault-tolerant trapped-ion quantum computers, further solidifying its leadership position in the quantum computing sector.
- Global Presence: With approximately 700 employees, Quantinuum operates facilities across the U.S., U.K., Germany, Japan, Qatar, and Singapore, showcasing its extensive influence and strategic positioning in the quantum computing market.
See More
