Honeywell Aerospace (HONA) shares fell about 20% after its first standalone earnings call post spin-off, where management cut full-year revenue and profit forecasts due to unexpected supply chain problems. The company had previously focused on efficiency by moving to single-source suppliers, which contributed to the issues. At a 20x price-to-earnings ratio, HONA trades at a roughly 50% discount to its sector, despite expectations that normalized growth could justify a 30x multiple. Once supply chain challenges are resolved, earnings per share are expected to grow in the mid-teens percentage range, supported by rapid debt reduction, potentially driving the share price to $400 by 2030 with a high 20% internal rate of return.
Honeywell Aerospace shares faced challenges as noted in recent earnings, while the Industrials sector on Pluang showed broad gains. Of 76 priced US Industrials stocks, 64 rose and 8 fell as of Sep 17, 2026 19:02 WIB. Notable movers include Bloom Energy at USD 282.50 with a 4.62% increase and 99% buy orders, Powell Industries at USD 184.06 up 3.57%, and Intuitive Machines at USD 14.32 rising 3.24%.
BNP Paribas lowered Hormel Foods' price target from $26 to $23, indicating a potential 16.2% upside from its current price of around $19.80. Despite a 50.5% decline in its share price over five years, Hormel Foods remains attractive for dividend inve...
Barclays initiated coverage of Becton, Dickinson and Company (BDX) with an "Underweight" rating, indicating a cautious outlook for the medical technology stock. BDX is partnering with the U.S. government to boost domestic manufacturing and strengthen...
Morgan Stanley increased its price target for Eli Lilly to $1,430 from $1,419, maintaining an Overweight rating. This new target implies a potential upside of about 20.8% from the current share price of around $1,184. The adjustment reflects updated ...
Arthur J. Gallagher expects about 6% organic growth in Q3, driven by strong client retention and new business despite easing property insurance pricing. Cantor Fitzgerald lowered its price target to $280, below the $288 average from 19 analysts who m...
Needham raised Zscaler's price target to $255, citing strong demand for AI-related cybersecurity solutions. Zscaler aims to exceed $8 billion in annual recurring revenue by fiscal 2031, driven by increasing needs to protect against AI-powered cyberat...
