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    Learn Why The Bull Case For Resideo Technologies Stock Could Change Following Apple HomeView Update

    Simply Wall St·10/24/2026 18:35:21
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    • Resideo Technologies reported that its Honeywell Home ElitePRO, X7S and X8S thermostats will receive a first quarter 2027 software update, adding Adaptive Temperature Control and Clean Energy Guidance from Apple's new HomeView without new hardware or extra installation.
    • The move extends the life and functionality of Resideo Technologies’ installed thermostat base, potentially improving customer stickiness while reinforcing its role across major smart home ecosystems and pro installer channels.
    • We will look at how Resideo Technologies’ investment narrative is affected by deeper Apple HomeView integration through this software upgrade.

    Scan how Resideo Technologies fits into the broader smart home and energy-efficiency trend by comparing it with 42 power grid technology and infrastructure stocks, which could also benefit from connected-home and grid-aware hardware adoption.

    Resideo Technologies Investment Narrative Recap

    To own Resideo Technologies, you need to believe the residential sensing and controls focus, pro installer reach and R&D pipeline can offset pressure in security and higher input costs. The Apple HomeView software upgrade fits that view by leaning into connectivity and energy efficiency without adding hardware expense.

    The key near term swing factor remains execution on product demand and cost control while analysts still forecast declining revenue and earnings. The biggest risk continues to be heavyweight tech rivals and customer vertical integration. The HomeView link partially softens that risk, but does not materially change the overall risk reward profile yet.

    The HomeView compatible thermostat update is most relevant because it speaks directly to the existing catalyst of sustained demand for smart thermostats and connected safety products. Keeping ElitePRO, X7S and X8S current through software can support the installed base and may help utilization of Resideo Technologies’ cloud and app infrastructure.

    This kind of feature extension also connects to the push for more software influenced and potentially higher margin earnings streams. It helps the business lean into energy management and comfort use cases as Big Tech competition intensifies. Execution still comes down to pricing discipline, installer loyalty and how effectively these upgrades translate into broader portfolio pull through.

    Resideo Technologies' current analyst narrative points to forecast revenues of US$1.8b and projected earnings of US$280.5 million by 2029, based on an assumed yearly revenue decline of 38.3% and a move from earnings today of US$379.0 million to that lower consensus level. This implies an earnings decrease of roughly US$98.5 million over the period.

    Uncover why Resideo Technologies' fair value indicates a 76% potential upside to its current price that may not last much longer.

    NYSE:REZI 1-Year Stock Price Chart
    NYSE:REZI 1-Year Stock Price Chart

    Exploring Other Perspectives

    Some of the most optimistic analysts already framed Resideo Technologies as a margin expansion story, with forecasts pointing to about US$2.2b of revenue and roughly US$314.4 million of earnings by 2029. You can see how the new Apple HomeView software link might nudge those upbeat views even further, or equally prompt a rethink. Different specialists can interpret the same numbers in very different ways, so it is worth exploring several angles before deciding how this update fits your own thesis.

    Explore another Resideo Technologies fair value estimate, including one that suggests as much as 103% upside from the current price.

    The Verdict Is Yours

    Don't just follow the ticker. Dig into the data and build a conviction that's truly your own.

    Looking for more investment ideas beyond Resideo Technologies?

    If the Resideo Technologies story has you thinking about portfolio upgrades, it can help to line it up against other opportunities with clear financial traits and different risk profiles.