Who mentions $HON most on Surfaced?

@investmentguru_ (InvestmentGuru) mentions $HON most — 10 mentions in the past 12 months.

When was $HON first mentioned on Surfaced?

The earliest tracked mention of $HON in the Surfaced archive was on Oct 18, 2025.

How many voices track $HON?

16 FinTwit voices have mentioned $HON 41 times in the past 12 months.

What kind of voices mention $HON most?

$HON is mentioned most by Long Research voices on Surfaced.

$HON — FinTwit mentions on Surfaced

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10 calls

@thevalueistJul 9, 2026 · 4:15 PM

$HON Honeywell Technologies: The Post-Spin Automation Execution. Investment Thesis. New: 7/9/26. Honeywell's portfolio simplification is the defining strategic act of the Vimal Kapur era, and the logic is sound. Spinning off the aerospace division removes a high-performing but cyclically complex business that obscured the automation and software story the market was being asked to underwrite. What remains — Building Automation, Industrial Automation, and Process Automation and Technology — is a more coherent operating portfolio where the Forge software platform can serve as a unifying value-add layer across all three segments rather than one division among many competing for capital and management attention. The Forge platform is the strategic asset that transforms the investment narrative from industrial conglomerate simplification to software-enabled automation compounder. High-margin software and services revenue attached to an installed base of automation hardware creates the recurring revenue economics that justify premium multiple consideration — but Forge needs to demonstrate adoption at scale and revenue contribution that is visible and growing before that premium is fully defensible on fundamentals rather than strategic intent. The three-year financial framework establishes clear targets for organic growth, margin expansion, and cash flow conversion — and the absence of the aerospace earnings buffer makes those targets more demanding than comparable frameworks from prior management configurations. Aerospace provided a reliable earnings floor that absorbed execution shortfalls elsewhere in the portfolio. Without it, the automation businesses need to deliver consistently across pricing, volume, and margin simultaneously, with less organizational cushion than Honeywell has historically operated with. Analyst division on whether the aggressive targets are achievable reflects a genuine uncertainty rather than a consensus forming around either outcome. Pricing power in industrial automation is real but not unlimited — customers facing their own margin pressures will push back on price increases that exceed demonstrated productivity value, and the volume assumptions embedded in the growth framework depend on end-market capital spending trends in manufacturing and infrastructure that are subject to macro sensitivity. The execution-dependent characterization is the right frame for the current investment setup. Portfolio simplification was the necessary first step, and it has been completed with reasonable efficiency. The remaining proof points are entirely operational — Forge adoption, margin expansion through mix shift toward software and services, and cash flow conversion improvement that validates the quality of the earnings base without aerospace as a stabilizer. Consistent delivery against the three-year framework is what converts the structural improvement into a durable premium valuation rather than a post-spin rerating that fades as execution complexity becomes apparent.

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@valuedontlieJun 12, 2026 · 1:13 PM

Spin-off idea: $HON trades at $220 Spinning off aerospace biz this month w/ peers at 25-30x earnings (at $5-6 EPS = $125-180/sh) implies $40-95/sh for remaining businesses doing $4 EPS in 2026 and growing to $6+ by 2029 A-class industrial w/ low leverage

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@thevalueistJun 4, 2026 · 2:27 AM

$QNT $HON (Bloomberg) -- Quantinuum Inc., a quantum computing company backed by Honeywell International Inc., raised $1.68 billion in its upsized US initial public offering, demonstrating growing investor enthusiasm for the emerging technology. The Broomfield, Colorado-based company sold 28 million shares for $60 each, according to a statement Wednesday. The offering, which was upsized from 26.5 million shares, priced above its marketed range of $53 to $55, and values the company at $15.6 billion, based on the outstanding shares in its filings. Quantinuum makes powerful quantum computers that solve complex tasks that traditional processors can’t, making them valuable to exponential leaps in computing needed for artificial intelligence. The IPO, which was boosted on Monday, drew demand from investors for more than 20 times the shares available, people familiar with the matter have said. Shares of other quantum computing companies have surged over the last few weeks in a broader market rally led by big technology names also set to benefit from the AI frenzy. D-Wave Quantum Inc. and Rigetti Computing Inc. shares have both jumped by more than 70% from the end of March. In the same time frame, IonQ Inc. stock has gained more than 130%. International Business Machines Corp. has recently gotten in on the rally, with its shares increasing more than a third over the past two weeks. The sector has garnered support from the Trump administration, which announced May 21 more than $2 billion in funding for a group of quantum computing firms in the US. Quantinuum is set to receive $100 million, while IBM will get $1 billion, the largest award in the Commerce Department’s package. In exchange, the US government is set to receive minority, non-controlling stakes in the companies. Read More: IBM Shares Soar on US Funding for $2 Billion Quantum Push Quantinuum is developing platforms for use in fields such as chemistry, machine learning, cybersecurity, finance and drug discovery. It counts companies such as Amgen Inc. and Mitsui & Co. as early users and collaborators, its filings show. Read more on IPOs: For the latest news on equity capital markets activity in the US, Canada and Latin America, terminal users can follow the channel or visit NI BFWECMUS. To subscribe to ECM Watch, Bloomberg’s daily roundup of news from around the region, click here. Quantinuum was formed in 2021, combining the hardware capabilities of Honeywell Quantum Solutions and Cambridge Quantum’s software. Honeywell has indicated its intention to remain a strategic customer and partner following the listing, per the filings. Honeywell is expected to control 49% of the voting power after the IPO, while Cambridge Quantum will have 33%, according to the filings. JPMorgan Chase & Co. and Morgan Stanley are leading the offering. The shares are expected to trade on the Nasdaq Global Market under the symbol QNT.

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@thevalueistJun 3, 2026 · 5:04 PM

$QNT $HON UPDATED RESEARCH NOTE - Quantinuum IPO: June 1 S-1/A Sets the Deal Math, Valuation Still the Gate https://t.co/znq7wKnav7 https://t.co/B81w2lRWEi Bottom Line: Updated as of June 3, 2026 for the Form S-1/A filed June 1, 2026. The report should now be read through the June 1 S-1/A, not the initial May 8 S-1. The amended filing materially changes the underwriting frame because it gives public investors concrete deal math: 26.5 million Class A shares offered at $53-$55, a $54 midpoint, roughly $1.431 billion of gross proceeds, approximately $1.355 billion of estimated net proceeds contributed to Quantinuum Holdings, 31.363 million Class A shares outstanding after the offering, 227.923 million Class B shares/Common Units held by Continuing Common Unitholders, and 259.286 million total Common Units. At the $54 midpoint, the fully exchanged equity value is approximately $14.0 billion, or about 453x 2025 revenue. The core thesis survives: Quantinuum remains one of the few credible full-stack quantum platforms reaching the public market with real technical evidence, ecosystem validation, and strategic scarcity. The update is that valuation, structure, and dilution are no longer placeholders. Public investors are buying only 10.2% new IPO voting/economic exposure inside a broader 12.1% Class A public-company economic interest, while Continuing Common Unitholders retain 87.9% and Honeywell Entities retain approximately 48.1% combined voting power. The investment case therefore needs a higher burden of proof on RPO conversion, customer diversification, post-IPO dilution, TRA economics, Honeywell/AERO dependence, government-award equity issuance, and public-company execution readiness. The updated recommendation is to work the deal but demand valuation discipline. QNT is a strategic option on fault-tolerant quantum computing, not a revenue-compounding software IPO. The S-1/A raises the quality of disclosure, but it also confirms that current revenue scale, customer concentration, operating losses, structural tax leakage, equity overhang, and related-party complexity require a meaningful discount to any scarcity-premium narrative.

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@thevalueistMay 29, 2026 · 3:09 PM

$QNT $HON (Bloomberg) -- Quantinuum Inc.’s initial public offering drew orders for a double-digit multiple of the number of shares available, according to people familiar with the matter. Honeywell International Inc.-backed quantum computing firm’s IPO has attracted anchor-type orders from long-only investors, the people said, asking not to be identified as the information isn’t public Offering on track to price after the market closes in New York on June 3: people A representative for Quantinuum declined to comment READ MORE: Honeywell-Backed Quantinuum Seeks $1.05 Billion in US IPO JPMorgan Chase & Co., Morgan Stanley, Jefferies Financial Group Inc. and Evercore Inc. are among the banks working on the offering

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@thevalueistMay 8, 2026 · 10:00 PM

$QNT $HON RESEARCH NOTE - Quantinuum IPO: Strategic Quantum Platform, Valuation Still the Gate https://t.co/znq7wKnav7 https://t.co/gLHqtXcsen Bottom Line: Quantinuum is one of the few credible full-stack quantum platforms reaching the public market with real technical evidence, not just category aspiration. The company combines trapped-ion/QCCD hardware, the H1/H2/Helios system progression, Helios metrics of 98 physical qubits, 48 logical qubits, 99.921% average two-qubit gate fidelity, a software stack spanning Guppy, TKET, Nexus, and InQuanto, DARPA Stage B validation, approximately 700 employees, and a strategic ecosystem that includes Honeywell, NVentures/NVIDIA, Quanta, JPMorganChase, Amgen, RIKEN, Singapore, and Qatar. That combination supports a legitimate scarcity premium and makes QNT more than a generic high-burn quantum concept stock. The investment gating item is valuation relative to commercial proof. The S-1 shows $30.931 million of 2025 revenue, $5.237 million of Q1 2026 revenue, $1.3 million of Q1 2026 bookings, $76.8 million of RPO at March 31, 2026, severe customer/geographic concentration, adjusted EBITDA loss of $(171.2) million in 2025 and $(68.2) million in Q1 2026, and material governance, dilution, Honeywell, TRA, related-party, NSA, and export-control complexity. The right posture is to work the deal aggressively, but require amended filing terms, clean capitalization, customer diversification, bookings/RPO quality, and a valuation discount before underwriting QNT as a public-equity long rather than a long-duration strategic option.

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@photonbullMar 26, 2026 · 8:19 PM

Really hoping this is just bad social media bait from the white house. They posted a pixelated image of Trump, who looks like he is ready to press a red button (nuke?). Two interesting names worth watching: $BWXT: $20B market cap. Sole-source manufacturer of naval nuclear reactors and fuel for the US government. The pure play. $HON: $143B conglomerate. Quietly operates the NNSA's primary nuclear weapons components facility in Kansas City and manages Sandia National Labs. Buried inside a mega-cap, basically unnoticed. One builds the deterrent. The other builds the warhead components. Both are US government sole-source contracts. Hoping it does not escalate further, but these names stand to benefit even if the US decides to ramp up their possibilities. $BWXT $HON

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@ftr_investorsJan 14, 2026 · 12:18 PM

$HON Honeywell said its majority-owned quantum computing unit Quantinuum has confidentially filed IPO paperwork with the SEC, marking an early step toward a possible public listing 🚀📄 Are you interested in this company? 👀 https://t.co/Qafn5zBj3I

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@ragingventuresOct 30, 2025 · 12:37 AM

Not to pick on this idea, as it came from one of the best investors I know, but I was recently pitched long $HON, a $135 billion market cap company, due to its ~55% stake in Quantinuum, a hot quantum startup that was last valued around $10 billion. This reminded me of the late ‘90s when value guys started pitching long railroads and utilities because they were going to run fiber down their right-of-ways (a “safe” way to play the telecom boom). It worked for the Anschutz family (Qwest Communications), but it ended up being pretty late cycle for everyone else.

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@valuedontlieOct 18, 2025 · 6:47 PM

$HON spinning off $SOLS soon... here's a pre-spin look at the setup: 1) specialty chem w/ 2 segments (RAS & ESM) - former is ~40% EBITDA margin mostly refrigerants... other biz lines serve nuclear, construction, semis, etc. 2) guiding LSD/MSD rev growth (vs 3-4% since 2016) - plenty of regulatory demand (HVAC) and market demand (semis, data centers, AI) 3) capital intensive biz model (8-9% sales) and ramping next ~2yrs w/ organic growth projects (capacity) 4) solid op. cash flow, but capex limits FCF conversion to 70% - legacy HON shedding 14% op cash flow and 29% capex 5) consolidated EBITDA margins >25% which puts this ~ best-in-class among specialty chem peers 6) guiding $3.8bn rev / $950m EBITDA in '25 + LSD/MSD rev & EBITDA growth over medium-term (call it $1.05-1.1bn by '27) 7) clean balance sheet - $1.55bn net debt vs. $950m = 1.6x leverage - M&A will be a focus 8) comps trading 11-13x EBITDA = $56-68 per share (though this leads to a rich valuation on FCF) We'll see where this one trades soon!

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