Is Honeywell (HON) Quietly Recasting Its Post-Breakup Story Around AI Retail And LNG Infrastructure?

In January 2026, Honeywell announced an AI-enabled Smart Shopping Platform, built with Google Cloud and 66degrees, that connects retailers’ digital data with in-store experiences, offering personalized guidance, real-time product information, substitutions and navigation via Honeywell Android devices for both shoppers and store associates. This AI retail launch, alongside Honeywell’s expanded role supplying LNG pretreatment and liquefaction solutions, highlights the company’s push into higher-value digital and energy infrastructure solutions across its portfolio. We’ll now examine how Honeywell’s AI-powered retail push with Google Cloud may influence its breakup-driven investment narrative and growth focus. The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.Honeywell International Investment Narrative RecapTo own Honeywell today, you generally need to believe in its ability to turn its diversified portfolio into steadier earnings while managing the complex breakup into three companies. The AI-enabled Smart Shopping Platform and LNG solutions push fit the story of Honeywell leaning into higher-value automation and energy systems, but they do not materially change the near term execution risk around the separation or exposure to tariffs and global demand. Among recent updates, the planned Quantinuum IPO stands out alongside the AI retail launch. Both point to Honeywell trying to surface value from its digital and advanced-computing assets just as it prepares the three-way breakup. How Quantinuum is ultimately valued and structured could influence how investors think about Honeywell’s long term earnings mix and its most important catalyst, the separation process. Yet against these opportunities, the real concern investors need to be aware of is how the breakup costs and tariff pressures could... Read the full narrative on Honeywell International (it's free!)Honeywell International's narrative projects $45.8 billion revenue and $7.5 billion earnings by 2028. This requires 4.6% yearly revenue growth and an earnings increase of about $1.8 billion from $5.7 billion today.Uncover how Honeywell International's forecasts yield a $239.40 fair value, a 12% upside to its current price.Exploring Other PerspectivesHON 1-Year Stock Price Chart Compared with this, the most pessimistic analysts were assuming only about US$43.7 billion of revenue and US$7.4 billion of earnings by 2028, which shows how differently you and they might weigh the new AI retail push against tariff and breakup risks.Explore 5 other fair value estimates on Honeywell International - why the stock might be worth as much as 17% more than the current price!Build Your Own Honeywell International NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Honeywell International research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.Our free Honeywell International research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Honeywell International's overall financial health at a glance.Contemplating Other Strategies?Early movers are already taking notice. See the stocks they're targeting before they've flown the coop:Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 38 best rare earth metal stocks of the very few that mine this essential strategic resource.Find companies with promising cash flow potential yet trading below their fair value.AI is about to change healthcare. These 30 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.