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 | New Buy : Honeywell Aerospace $HONA Honeywell Aerospace, newly spun off as HONA, fell 41% from post-listing highs after Q2 2026 as supply-chain bottlenecks delayed revenue catch-up despite long-lived aerospace aftermarket exposure. |
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 | Intuit: Bargain Price, But With Some Risks Intuit trades at historically low multiples as DIY tax pricing pressure and customer losses test its growth, while assisted tax, Money and mid-market businesses expand. |
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 | Roblox: When Will Growth Turn Into Profits? Roblox needs an estimated $6.5 billion in revenue to break even, versus $4.9 billion projected for 2025, making sustained growth and cost efficiency central to profitability. |
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