UBS analyst Damian Karas upgrades $Honeywell (HON.US)$ to a buy rating, and adjusts the target price from $215 to $298.
According to TipRanks data, the analyst has a success rate of 63.8% and a total average return of 11.2% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Honeywell (HON.US)$'s main analysts recently are as follows:
The firm anticipates that Honeywell's free cash flow-based sum-of-the-parts valuation could rise by 2025, with a potential further increase by the end of 2026.
The suggestion by an investor for a two-way split into separate aerospace and automation-focused entities is considered a rational approach to tackle the company's persistent underperformance. The recent lackluster performance of the company's shares is, in part, due to the market's current preference for cyclically-leveraged entities over firms with high-quality earnings, according to an analyst.
The firm is buoyed by the correspondence to Honeywell's Board and the possibilities for more significant changes within the portfolio. However, it is anticipated that it will take time for the Board to consider and for any resulting actions to be implemented, which suggests that it could be until 2026 before any potential divestitures occur.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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瑞士銀行分析師Damian Karas上調$霍尼韋爾 (HON.US)$至買入評級,並將目標價從215美元上調至298美元。
根據TipRanks數據顯示,該分析師近一年總勝率為63.8%,總平均回報率為11.2%。
此外,綜合報道,$霍尼韋爾 (HON.US)$近期主要分析師觀點如下:
該公司預計到2025年,霍尼韋爾基於自由現金流的各部分估值可能會上升,並在2026年底前有進一步增長的潛力。
投資者提出的將公司分拆爲專注於航空航天和自動化的兩個獨立實體的建議,被認爲是應對公司持續低迷表現的合理方式。分析師指出,公司股票近期表現不佳,部分原因在於市場當前更青睞週期性槓桿公司,而非高質量盈利的企業。
該公司對霍尼韋爾董事會的函件和投資組合內可能發生更大變化的前景感到鼓舞。然而,預計董事會考慮的時間將較長,任何由此產生的行動落實也需要時間,這意味着在2026年之前可能還不會發生任何潛在的剝離。
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