$HONA

Analysts made several calls on Thursday. Goldman upgraded Sunbelt citing growth improvement. Wolfe reiterated Tesla as peer perform. Bernstein downgraded Palo Alto Networks, Okta, and SentinelOne due to valuation. Citizens upgraded JBHT to market outperform. Daiwa reiterated Nvidia as outperform but lowered its price target to $245. RBC initiated Kraft Heinz as outperform. Wells Fargo initiated several bitcoin miners as overweight. Barclays reinstated Paramount Skydance as underweight and Warner

Honeywell Aerospace (HONA) shares rose 3.6% to $163.97. Management's positive outlook on demand, backlog growth, and supply-chain improvements, along with a recent insider purchase, may be driving the rebound after an August selloff following a guidance cut. Analysts have set price targets ranging from $235 to $276.

Compass Point upgraded Coinbase (COIN) to Neutral with a $177 price target, citing Bitcoin's cyclical recovery. Wolfe Research upgraded Affirm (AFRM) to Outperform with a $90 target, noting favorable risk/reward. UBS upgraded Allegiant Travel (ALGT) and Zions Bancorp (ZION) with price targets of $107 and $78, respectively. Baird downgraded Nike (NKE) to Neutral with a $44 target, citing concerns post-earnings. Other analysts made various upgrades and downgrades across multiple sectors.

JPMorgan double-upgraded IREN Limited to Overweight with a $65 target, while GLJ Research initiated GE Vernova with a Sell rating at $470. Oil prices dropped over 2%, and crypto markets were volatile ahead of the Fed's rate decision. Analysts also upgraded Chime Financial and downgraded Accenture, among others.

Honeywell Aerospace (HONA) is highlighted as a potential investment opportunity due to increased global defense spending and strong demand for aircraft parts. The company reported Q2 revenue of $4.5B, up 5% YoY, but EPS fell 71% to $0.78. It adjusted full-year guidance, reducing organic growth and EBIT expectations. Analysts see upside, with an average price target of $213, 35% above current levels. The company's backlog grew 9% YoY to $18.2B, driven by defense modernization programs.

Honeywell Aerospace Inc. (HONA) is addressing supply chain issues through investments and direct management. Strong demand and major contract wins support a positive outlook, with expected margin expansion as supply constraints ease. The company recently became independent and aerospace-focused.

Honeywell has split into three companies: Honeywell Technologies (HON), Solstice Advanced Materials (SOLS), and Honeywell Aerospace (HONA). Honeywell Technologies, led by CEO Vimal Kapur, reported strong automation sector growth with 16% order increase and 10% earnings growth. Solstice Advanced Materials showed 11% sales growth and 23% EPS increase, while Honeywell Aerospace lowered guidance.

Honeywell Aerospace Director Arnold Craig bought 6,400 shares at $156 each, totaling $998,400 on 2026-09-01, according to an SEC filing.

Honeywell Aerospace Inc. (HONA) director Arnold Craig bought 6,400 shares at $156.00 each, totaling $998K, on September 1, 2026, in an open-market transaction. This increased his direct holdings to 6,400 shares. No Rule 10b5-1 trading plan was reported.

ARNOLD CRAIG purchased 6,400 shares of Honeywell Aerospace Inc. (HONA) at $156.00 ($1.00M total) on 2026-09-01.