Is REZI bullish or bearish?

Based on 1 trade ideas from 1 analysts, REZI sentiment is 100% bullish. There are 1 bullish and 0 bearish calls from 1 sources.

What do analysts say about Resideo Technologies, Inc. (REZI)?

1 analysts have published opinions on Resideo Technologies, Inc. (REZI) tracked on Buzzberg across 1 sources including YouTube, Twitter/X, and Substack. Current sentiment score: 100%.

REZI Resideo Technologies, Inc. : Bullish and Bearish Analyst Opinions

Sentiment & Price 1 ideas • 1 voices • 1 sources ▼

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19:43
Feb 26

Charles Bobrinskoy Vice Chair and Head of Investment Group, Ariel Investments CNBC

The speaker discusses "hard companies" like Phinia (powertrain/turbochargers) and the Honeywell thermostat spin-off (Resideo). He notes Phinia trades at ~13x earnings and benefits because the transition to full EVs is slower than expected, keeping hybrids and ICE vehicles relevant. The market priced these legacy industrial spin-offs as if their terminal value was zero due to the EV transition. As the EV timeline extends, these cash-generative "boring" businesses re-rate higher because their runway is longer than the market anticipated. LONG. "Hard economy" value plays with low expectations. Accelerated adoption of full EVs rendering ICE technologies obsolete faster than predicted.

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About REZI Analyst Coverage

Buzzberg tracks REZI (Resideo Technologies, Inc.) across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked.