Here's our plan for both Honeywell stocks after a divergent first week of trading
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- Honeywell Aerospace (HONA) rallied about 15% over three sessions, trading around $220 last Monday when the CNBC Investing Club set a $285 price target — and the Club wants to add more shares but prefers patience after the $30 burst.
- Honeywell Technologies (HON) dropped roughly 9% (about $20) since the separation, as investors sold the automation business to capture pure-play aerospace exposure — typical spinoff dynamics that the Club sees as a buying opportunity once technical selling pressure eases.
- Goldman Sachs received a price-target raise to $1,075 from $950 at Evercore ISI, which cited bullish capital markets and M&A activity; Goldman leads global M&A fees with 11.7% wallet share in H1 2026, per LSEG.
- Wells Fargo was placed under JPMorgan's "positive catalyst watch" with a target raise to $93.50 from $86.50 ahead of its July 14 earnings report, though shares remain down about 6% year-to-date after two consecutive lackluster reports.
- Samsung Electronics reports earnings this week in South Korea, closely watched by Wall Street as the largest customer of Club holding Qnity and a key player in the semiconductor supply chain.
- The New York Fed releases its monthly one-year consumer inflation expectations survey on Tuesday, the only major U.S. economic data point on the near-term calendar.
Why it matters: Honeywell investors now face a sharp split: aerospace up 15% — already hitting the Club's $285 target in one week — versus automation down 9%, where the Club sees technical selling creating a patient entry point. With Goldman and Wells reporting July 14, Q2 earnings will test the M&A and spinoff trades the Club holds simultaneously.
