Honeywell International (NASDAQ: HON) is drawing fresh attention from tech-savvy investors after Nvidia’s venture arm joined a funding round for its quantum computing unit, Quantinuum.
The move signals growing confidence in Honeywell’s role in next-gen computing, even as its core industrial business remains dominant.
Honeywell stock inched up following today’s announcement, adding to its steady performance this year. Versus their year-to-date low in early April, HON shares are up roughly 18% at writing.
With a market cap of over $130 billion and projected annual revenue of $41 billion, the firm’s quantum ambitions may seem modest – but they’re turning increasingly hard to ignore.
Honeywell stock offers adequate exposure to quantum tech
Honeywell shares are evolving as attractive play on quantum computing now that the Quantinuum subsidiary has been valued at $10 billion in the latest funding round, which attracted heavyweights like NVentures, Quanta Computer, JPMorgan, and Amgen.
While quantum computing remains a nascent field, Quantinuum’s approach – using trapped ions to build stable qubits – has earned praise for its technical rigor.
According to Honeywell chief executive Vimal Kapur, the business “continues to meet and exceed our stated objectives – strategically, technically, and commercially.”
HON has teamed up with Nvidia’s Accelerated Quantum Research Center as well – positioning its Quantinuum business at the heart of future breakthroughs. Though revenue impact is still minimal, the strategic upside is increasingly compelling.
Why HON shares may be safer than pure-play quantum stocks
Unlike stand-alone quantum computing names, Honeywell shares offer exposure to cutting-edge technology without the volatility.
Companies like IonQ, Rigetti, and D-Wave have seen valuations swing wildly, with only D-Wave posting gains in 2025. Others have retreated amid concerns about commercialization timelines and scalability.
HON stock, by contrast, boasts a diversified portfolio spanning aerospace, automation, and energy. It also pays a reliable dividend currently set at 2.10% and maintains strong cash flows.
For investors intrigued by quantum technology but wary of speculative plays, Honeywell offers a balanced alternative – one that blends long-term tech potential with industrial stability.
Should you invest in Honeywell shares today?
Honeywell’s foray into quantum computing may still be in its early innings, but the latest funding round and Nvidia’s endorsement suggest it’s playing a long game.
Quantinuum’s $10 billion valuation puts it in the same league as publicly traded quantum firms, yet Honeywell’s broader business shields investors from the sector’s growing pains.
As quantum computing inches closer to real-world utility, Honeywell stock could emerge as a stealth beneficiary – offering both innovation and insulation. For now, the Nasdaq-listed giant may be one of the few ways to bet on quantum without going all in.
Wall Street also currently has a consensus “overweight” rating on HON shares with the mean target of about $253 indicating potential upside of another 19% from here.
The post Why Honeywell may be a safer bet than pure-play quantum stocks appeared first on Invezz
