Fair value for aero based on P/E could be as low as 180’s. How does your 401k like them numbers?
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I think Elliot already sold options on their holdings and taking it to the bank all the way down. That was always the plan.
Agree that 180ish is the next stop with 160 completely possible.
197 as I type.
Dear leader say this little distraction won't last more than a few years.
Initially after next quarter results August 8, 2026. The stock will tank. I expect it will hit around 180. Then next quarter result will occur sometime around November 2026. My guess it will drop again.
My opinion, it will drop to at least 160.Worst case scenario. 130 before it starts going the other direction. I told everybody at Honeywell. It was going to be a rough ride. Not Business as usual. I think they’ll be a proxy war. Bank of America wanted a different CEO for the aerospace division. They did not want inside person running the new company.
I guess you can see why they said that. I expect Elliot management to put up some nominations around December or January. They will issue letters stating why he wants to replace CEO and some board members. Then the optimization and cost cuttings we’ll kick in. After annual shareholder meeting, where they decide if they’re gonna vote these people out or not.
The circus is in town. Do you really think that Elliot management will allow the stock to under perform. His repetition is online. This will start after November 2026. When the next quarter result comes in and it’s bad. This is when all this process will begin. I’m gonna keep my résumé updated and prepare for the greatest show on earth.
No fear as leader at the helm will fix everything- as he promised the world that he was fixing supply base. If only investors attended one daily exec tier meeting, they would close their wallets and run once they observed key players have no clue how to successfully guide the aeroship. It’s so so so so bad right now.
202 and falling. Chart looks like BASE jumping.
I wonder if somebody remembered to attach the bungie cord ?
My 401K doesn't care about those numbers in the least. I instantly dump any Honeywell stock in my 401K.