News about HON

Honeywell International has launched Forge Cognition, an AI and simulation platform for facility operations, developed with NVIDIA and Dell Technologies. The platform applies AI models and physics-based simulation to asset reliability, energy use and day-to-day plant performance. The article says it extends Honeywell's Forge software stack across more than 300,000 installed sites where the company already manages controls, safety and building systems. NVIDIA contributes AI models such as Nemotron, Omniverse libraries and GPUs, while Dell brings its AI Factory stack for scaling from the data center to the edge. The launch fits Honeywell's push for a higher mix of software and services to support its long-term margin and growth goals.

Honeywell recently launched Forge Cognition, an agentic AI and simulation platform for facility operations, developed with NVIDIA and Dell Technologies. Dangote Petroleum Refinery and Petrochemicals FZE selected Honeywell Technologies for a scope of process technologies and digital solutions worth roughly US$300 million for a planned 700,000 barrel-per-day refinery in Kenya. The article says these projects show Honeywell pairing long-cycle refinery work with AI-enabled automation across an installed base of more than 300,000 sites. It also flags the planned three-way breakup and softer end-market sentiment as risks, with analysts factoring in declining revenue and earnings over the next three years. The narrative projects $22.3 billion revenue and $3.2 billion earnings by 2029, with a $257.61 fair value, a 24% upside to the current price.

Honeywell International (NasdaqGS: HON) has launched Forge Cognition, a self-contained AI and simulation platform for large facilities, built with NVIDIA and Dell technology. The platform uses real-time digital twins and AI agents to support building and industrial site operations across energy, safety and maintenance. According to the article, it helps Honeywell expand its software and services mix and targets markets also pursued by Siemens and Schneider Electric, but rolling it out across a base of more than 300,000 sites could prove slow or capital intensive.