Linde (LIN) Gets Price Target Increase from BMO Capital Ahead of 2026 Outlook
BMO Capital analyst John McNulty has raised his price target for Linde plc (LIN) to $507 from $501, maintaining an Outperform rating. This adjustment comes as Linde enters 2026 with a robust project backlog and sustained pricing power, which are expected to counteract macroeconomic challenges and slower project ramps. Despite an "uneven" economic environment, Linde reported record annual EPS, operating cash flow, and operating margins in Q4 2025, alongside a record $10 billion project backlog.
Hydrogen Generation Market worth $226.37 billion by 2030
The global hydrogen generation market is projected to reach USD 226.37 billion by 2030 from USD 157.81 billion in 2025, growing at a CAGR of 7.5%. This growth is driven by efforts to reduce carbon emissions, transition to cleaner energy, and strong government support. The petroleum refinery segment is expected to be the largest application, while the electrolysis technology segment is predicted to have the highest CAGR due to the push for green hydrogen. Major players include Linde, Air Liquide, and Saudi Arabian Oil Co.
Asia Pacific Industrial Gases Market Size, Share & Trends, 2033
The Asia Pacific industrial gases market, valued at USD 25.39 billion in 2024, is projected to reach USD 43.01 billion by 2033, growing at a CAGR of 6.03%. Key drivers include the expanding steel and metal fabrication industries and increasing demand in healthcare, while high transportation costs and stringent environmental regulations act as restraints. Significant opportunities lie in renewable energy solutions, particularly hydrogen fuel cells and carbon capture technologies, and the booming electronics manufacturing sector.
Linde (LIN) Gets Price Target Increase from BMO Capital Ahead of 2026 Outlook
BMO Capital analyst John McNulty raised his price target for Linde plc (NASDAQ:LIN) to $507 from $501, maintaining an Outperform rating. This adjustment comes as Linde anticipates a stronger project backlog and continued pricing strength for 2026, which are expected to offset macroeconomic weaknesses. The company recently reported record annual EPS, operating cash flow, and operating margins, along with a record $10 billion project backlog.
Linde plc Stock: Quiet Climate Giant Wall Street Is Betting On
Linde plc, a major industrial gas company, is gaining attention on Wall Street for its role in climate technology and AI infrastructure. Despite not being a volatile meme stock, its steady performance, involvement in clean hydrogen deals, and support for AI data centers and semiconductor manufacturing are attracting significant US investment. Analysts view Linde as a reliable "picks-and-shovels" play for long-term growth in critical industrial sectors.
Linde plc Stock: Quiet Climate Giant Wall Street Is Betting On
Linde plc, a major industrial gas company, is gaining attention in US markets as an infrastructure play for climate tech and AI. Analysts highlight its stable earnings, role in clean hydrogen and AI data centers, and long-term contracts as reasons for its appeal. While not a "meme stock," Linde is seen as a "defensive growth" option for long-term investors seeking exposure to key industrial trends.
LINDE PLC : Gets a Buy rating from Berenberg
Berenberg has upgraded Linde PLC to a "Buy" rating, increasing its target price from USD 500 to USD 535. This recommendation was based on a research note published by Sebastian Bray. The news highlights continued positive sentiment from analysts towards Linde PLC.
CSX Chief Executive Open to Deal as Rivals Pursue Mega Merger
CSX CEO Steve Angel is open to merger opportunities to create shareholder value, even as the company focuses on improving efficiency and performance. This comes amidst rival mega-merger proposals, such as the one between Union Pacific Corp. and Norfolk Southern Corp., which Angel views as both challenging and potentially opportunistic for CSX. Angel plans to achieve a "continuous improvement" culture within CSX, focusing on cost management and collaborating with staff and unions.
LiqTech International Appoints Bob Wowk to Board of Directors
LiqTech International has announced the appointment of Bob Wowk to its Board of Directors. Wowk brings over 30 years of experience in finance and business development, primarily in industrial gas and renewable energy sectors, including roles at Linde, Gulf Cryo, and Air Products. His expertise in scaling technology companies and leading financing rounds is expected to be invaluable to LiqTech's growth strategy.
Epitaxy Deposition Market to Get an Explosive Growth | Veeco Instruments Inc. • Aixtron SE • MOCVD
The Epitaxy Deposition Market is projected for explosive growth from 2026-2033 due to increasing demand, an expanding customer base, and technological advancements. A comprehensive report from Coherent Market Insights analyzes market trends, competitive landscapes, key players like Veeco Instruments and Aixtron SE, and future opportunities. The study segments the market by application in industries such as semiconductors, LED manufacturing, and solar cells, offering insights for strategic decision-making.
Linde stock heads into Presidents Day break up 1.7% — what to watch for LIN next
Linde (LIN) stock rose 1.7% to $481 a share before the Presidents Day holiday. Investors are focused on the company's 2026 profit targets, capital spending plans, and upcoming remarks from its CFO at two investor conferences this week. The outlook for pricing power amid varying industrial demand and the impact of rising capital spending are key concerns for the stock.
Linde stock ends Friday higher; $36 million planned share sale and two investor events in focus
Linde stock (NYSE: LIN) closed Friday 1.7% higher at $481, ahead of a holiday-shortened trading week. Investors are monitoring a planned share sale of 75,607 shares worth $36.1 million and upcoming investor events where Linde executives will present. The company previously projected 2026 adjusted EPS growth between 5% and 8%, with CFO Matt White noting increased share buybacks and a conservative outlook that doesn't factor in base volume growth.
Linde stock price: LIN jumps on cooler inflation print as investors line up next catalysts
Linde (LIN) shares rose 1.74% on Friday, closing at $481.10, following a softer U.S. inflation report that spurred investor interest in defensive stocks. The cooler Consumer Price Index data is keeping rate-cut discussions alive, while investors anticipate macro catalysts next week, including GDP and PCE data, and specific remarks from Linde management at upcoming conferences. A Form 144 notice also revealed a proposed sale of 75,607 Linde shares, valued at about $36.1 million, ahead of the Presidents Day holiday.
Materials Stocks Are Surging Over 20% and XLB Offers the Easiest Way to Ride That Wave
The Materials Select Sector SPDR Fund (XLB) provides concentrated exposure to the materials sector, holding 94.4% of its assets in materials companies with Linde making up 13.42% of the portfolio. This ETF has delivered strong double-digit returns over the past year due to infrastructure spending and stable commodity prices. However, investors opting for XLB should be aware of the lack of sector diversification, high correlation with commodity prices, and concentration risk due to its top-heavy structure.
Linde stock jumps nearly 3% as Wall Street steadies; what traders watch next
Linde (NYSE:LIN) shares rose nearly 3% following lighter inflation numbers, despite broader market volatility, with U.S. stocks generally recovering. The industrial gas company's stock performance reflects investor confidence in stable cash-generating industrials amidst fluctuating tech stocks and anticipation of future industrial demand numbers and Linde's April earnings. Traders are closely watching upcoming economic indicators for their potential impact on interest rate cut expectations and cyclical industries.
Linde plc: The Quiet Climate Workhorse Powering the Next Industrial Revolution
Linde plc is positioned as a critical enabler for industries aiming to cut emissions and expand, functioning as a platform built around industrial gases and low-carbon solutions. The company's offerings, including hydrogen, carbon capture, and digitalized gas supply, are integral to key sectors like semiconductors and healthcare, driving both decarbonization and industrial growth. This strategy has resulted in a strong financial performance, with Linde plc's stock trading at a premium due to its predictable cash flows, high switching costs, and diversified growth drivers in the climate transition.
Linde plc: The Quiet Climate Workhorse Powering the Next Industrial Revolution
Linde plc is emerging as a critical enabler in the next industrial revolution, transforming industrial gases into a strategic climate and productivity platform. The company's technology is vital for semiconductors, green hydrogen, and industrial decarbonization efforts, offering integrated solutions built around gas production, engineering, and low-carbon innovations. Linde's product platform, characterized by decarbonization as a core feature, digitalized gas supply as a service, and deep sector specialization, positions it as a resilient force in a capital-intensive industry, driving its stock to all-time highs.
International Flavors Q4 Earnings Miss Estimates, Sales Dip Y/Y
International Flavors & Fragrances Inc. (IFF) reported adjusted earnings of 80 cents per share in Q4 2025, falling short of the Zacks Consensus Estimate of 85 cents, despite net sales of $2.59 billion surpassing the $2.51 billion estimate. The company's net sales were down 6.6% year-over-year, though currency-neutral sales increased by 1%. For the full year 2025, IFF's adjusted earnings also missed estimates, and the company provided guidance for fiscal 2026 sales between $10.5 billion and $10.8 billion.
Linde’s Strong 2025 Results And M&A Pipeline Might Change The Case For Investing In LIN
Linde plc reported strong fourth-quarter and full-year 2025 results, with significant sales and net income growth, and highlighted an active M&A pipeline focused on network density and synergies in North America and Asia. The company's leadership emphasized M&A as a key growth strategy. Analyst views are largely positive, but investors are advised to consider the risks of industrial softness and the impact of the company's execution on acquisitions.
International Flavors Q4 Earnings Miss Estimates, Sales Dip Y/Y
International Flavors & Fragrances Inc. (IFF) reported Q4 2025 adjusted earnings of 80 cents per share, missing consensus estimates, and a net sales decline of 6.6% year-over-year to $2.59 billion, despite surpassing revenue estimates. For the full year 2025, the company's adjusted earnings were $4.20 per share, and net sales reached $10.89 billion, a 5.2% decrease from the previous year. IFF also provided its 2026 sales guidance, expecting figures between $10.5 billion and $10.8 billion.
International Flavors Q4 Earnings Miss Estimates, Sales Dip Y/Y
International Flavors & Fragrances Inc. (IFF) reported Q4 2025 adjusted earnings of 80 cents per share, missing the Zacks Consensus Estimate of 85 cents. Net sales for the quarter were $2.59 billion, a 6.6% decrease year-over-year but surpassed the Zacks Consensus Estimate of $2.51 billion. For fiscal year 2026, the company expects sales between $10.5 billion and $10.8 billion and adjusted EBITDA between $2.05 billion and $2.15 billion.
Final Trades: American Express, Spotify, Linde and Devon Energy
The article features the "Final Trades" segment from the Halftime Report, highlighting top stock picks for the second half of the year from an investment committee. The companies mentioned are American Express, Spotify, Linde, and Devon Energy. The brief content indicates that experts are sharing their recommendations for these specific stocks.
International Flavors Q4 Earnings Miss Estimates, Sales Dip Y/Y
International Flavors & Fragrances Inc. (IFF) reported adjusted earnings of 80 cents per share in Q4 2025, falling short of the Zacks Consensus Estimate of 85 cents, with net sales decreasing 6.6% year over year to $2.59 billion. Despite the dip in sales and missed earnings estimates, currency-neutral sales showed a 1% increase, driven by growth in Health & Biosciences and Scent segments, and the company's gross margin improved year-over-year. IFF also provided its 2026 guidance, expecting sales between $10.5 billion and $10.8 billion.
Is Nutrien (TSX:NTR) Fairly Priced After Strong 1-Year Rally And Food Security Focus?
This article analyzes Nutrien's valuation after a strong year, considering its role in global food security. It employs a Discounted Cash Flow (DCF) model and Price-to-Earnings (P/E) ratio, suggesting Nutrien is currently fairly valued or slightly discounted. The article also introduces "Narratives" for investors to customize valuation assumptions, presenting both bull and bear case scenarios.
The Truth About Chart Industries Inc: Why Wall Street Suddenly Can’t Ignore GTLS
The article highlights Chart Industries Inc (GTLS) as a significant player in the energy hardware market, focusing on its role in liquefied natural gas (LNG), industrial gases, and hydrogen infrastructure. While not a viral stock, GTLS attracts institutional investors due to its long-term potential in the energy transition. The piece advises investors to consider GTLS for its real-world hardware contributions to clean energy, despite its stock volatility compared to larger, more stable competitors like Linde.
Liquid Hydrogen Market to Reach US$ 65.9 Billion by 2032 | Major
The global liquid hydrogen market is projected to grow from US$ 42.3 billion in 2024 to US$ 65.9 billion by 2032, driven by increasing demand across the aerospace, automotive, and industrial sectors. North America currently holds the largest market share, while Asia Pacific is the fastest-growing region. Key players like Air Liquide, Plug Power, and Linde are expanding production and logistics to meet rising demand, despite challenges related to high costs and infrastructure.
Linde stock price rises today as BMO lifts target to $507, DZ Bank cuts rating
Linde's stock rose by 1.6% today amidst mixed analyst opinions, with BMO Capital Markets raising its price target to $507 and maintaining an Outperform rating, while DZ Bank downgraded the stock to Hold with a $460 fair value. The company's project backlog stands at $10.0 billion, and it reaffirmed its adjusted EPS guidance for 2026, with investors looking to upcoming conferences for further signals on demand and project timelines. The industrial gas sector faces challenges with pricing power due to fluctuating factory demand, making analyst commentary and project developments crucial for Linde's premium valuation.
Linde (LIN) stock closes higher at $456 as analysts lift targets — what investors watch next
Linde (LIN) stock closed higher at $456.34 on Monday, with analysts raising price targets and maintaining positive ratings despite some disagreement. The company's performance is closely watched as a proxy for factory demand, and investors are anticipating upcoming U.S. economic data, including the January jobs report and CPI numbers, which could influence bond yields and industrial valuations. Linde's record project backlog, driven by clean energy initiatives, provides a buffer, but concerns remain regarding customer run-rates, project delays, and potential interest rate hikes.
Morgan Stanley Maintains Overweight on Linde plc (LIN) Feb 2026
Morgan Stanley has reiterated its "Overweight" rating on Linde plc (LIN) and increased its price target to $530 from $495. This upgrade reflects confidence in Linde's robust fundamentals, including durable demand in industrial gases and operational leverage, suggesting the company will outperform its peers. Meyka AI also assesses Linde with a B+ grade, supporting the positive outlook while emphasizing that investor decisions should consider individual risk tolerance and broader market factors.
Linde stock heads into Monday after JPMorgan downgrade — what to watch for LIN shares this week
Linde (LIN) stock is expected to face pressure on Monday after JPMorgan downgraded it to Neutral due to valuation concerns and a halt in sequential pricing gains. The stock closed down 2.53% at $448.07 on Friday, despite UBS and Morgan Stanley reiterating Buy ratings with higher price targets. Investors will be monitoring upcoming U.S. jobs and inflation reports, as well as Linde’s presentations at industry conferences on Feb. 17-18.
Berkshire Hathaway stock eyes Feb. 17 13F filing after BRK.B trails Dow’s 50,000 rebound
Berkshire Hathaway's Class B stock rose, but trailed the Dow's rebound past 50,000 amidst a market rotation from tech to classic sectors. Investors are now keenly awaiting Berkshire's Form 13F filing on February 17, 2026, which will offer insights into its U.S.-listed holdings as of December 31, 2025, and potentially signal how the company plans to deploy its significant cash reserves in a volatile market.
Analysts Offer Insights on Materials Companies: Barrick Mining (B), RPM International (RPM) and Linde (LIN)
Three analysts have issued bullish sentiments on Barrick Mining, RPM International, and Linde in the Materials sector. Scotiabank maintained a Buy rating on Barrick Mining with a $63.00 price target, while BMO Capital reiterated a Buy rating on RPM International with a target of $149.00. Evercore ISI also maintained a Buy rating on Linde, setting a price target of $490.00.
Linde Plc Earnings Call: Record Results, Cautious Outlook
Linde Plc reported record financial performance in its latest earnings call, highlighted by strong cash generation, industry-leading return on capital, and a record project backlog focused on clean energy. Despite these achievements, management expressed caution regarding persistent weakness in traditional industrial end markets, regional softness in Europe and parts of Asia, and headwinds from helium and rare gases. The company's forward guidance for 2026 reflects a guarded yet constructive outlook, balancing continued growth investments with disciplined capital returns.
Linde Plc Earnings Call: Record Results, Cautious Outlook
Linde Plc reported record financial performance in its latest earnings call, including strong cash generation, industry-leading return on capital, and a record $10 billion project backlog driven by clean energy initiatives. Despite these achievements, management expressed caution regarding persistent weakness in traditional industrial markets, regional softness in Europe and parts of Asia, and headwinds from helium and rare gas segments. The company's 2026 outlook reflects a balance between these challenges and its structural strengths, projecting 6-9% EPS growth with continued capital returns and strategic investments.
Linde stock price falls as LIN heads into weekend; JPMorgan downgrade and guidance in focus
Linde plc's stock fell 2.5% to $448.24 on Friday after reporting fourth-quarter sales of $8.76 billion and adjusted EPS of $4.20. The company's 2026 full-year adjusted EPS guidance of $17.40-$17.90 came in below analyst expectations, prompting a downgrade from JPMorgan to Neutral, though Morgan Stanley and UBS raised their price targets. Investors are now focused on the sufficiency of Linde's 2026 outlook in light of industrial demand and pricing concerns.
Analysts Offer Insights on Materials Companies: Barrick Mining (B), RPM International (RPM) and Linde (LIN)
This article highlights bullish analyst ratings for three materials companies: Barrick Mining (B), RPM International (RPM), and Linde (LIN). Scotiabank maintained a Buy rating for Barrick Mining with a $63.00 price target, BMO Capital reiterated a Buy for RPM International with a $149.00 target, and Evercore ISI maintained a Buy for Linde with a $490.00 target. The consensus for all three stocks is a "Strong Buy," indicating positive outlooks from the analyst community.
Analysts Offer Insights on Materials Companies: Barrick Mining (B), RPM International (RPM) and Linde (LIN)
Three analysts have issued bullish sentiments on several Materials sector companies. Scotiabank maintained a Buy rating for Barrick Mining (B) with a $63.00 price target, while BMO Capital reiterated a Buy on RPM International (RPM) with a $149.00 target, and Evercore ISI maintained a Buy on Linde (LIN) with a $490.00 price target. This article details the analyst ratings, price targets, and average returns for each company.
Analysts Offer Insights on Materials Companies: Barrick Mining (B), RPM International (RPM) and Linde (LIN)
The article highlights bullish analyst sentiments for three materials companies: Barrick Mining (B), RPM International (RPM), and Linde (LIN). Scotiabank maintained a Buy rating on Barrick Mining, BMO Capital reiterated a Buy on RPM International, and Evercore ISI maintained a Buy rating on Linde, with all three companies receiving a "Strong Buy" consensus from analysts.
Analysts Offer Insights on Materials Companies: Barrick Mining (B), RPM International (RPM) and Linde (LIN)
Three analysts recently provided bullish insights on companies in the Materials sector. Scotiabank maintained a Buy rating on Barrick Mining with a $63.00 price target, BMO Capital reiterated a Buy on RPM International with a $149.00 price target, and Evercore ISI maintained a Buy rating on Linde with a $490.00 price target. All three stocks currently hold a "Strong Buy" analyst consensus.
Linde price target raised to $530 from $495 at Morgan Stanley
Morgan Stanley has increased its price target for Linde (LIN) to $530 from $495, maintaining an Overweight rating. This adjustment reflects an expectation of stronger growth for Linde in 2026, driven by fewer economic headwinds, increased productivity, new project startups, acquisitions, foreign exchange benefits, and a projected modest macro improvement throughout the year.
Research Alert: CFRA Maintains Hold Opinion On Shares Of Linde Plc
CFRA has reaffirmed its "Hold" opinion on Linde Plc shares. This alert, published by MT Newswires, also mentions Unity Software's fourth-quarter financial results, reporting a 35% year-over-year revenue increase to $609 million, though the company recorded a loss of 66 cents per share.
Lorne Steinberg's Top Picks: Kimberly-Clark, Microsoft & Linde PLC
Lorne Steinberg, president of Lorne Steinberg Wealth Management, has shared his top stock picks for the market, which include Kimberly-Clark, Microsoft, and Linde PLC. The article features a video of Steinberg discussing these selections and also lists several other market-related videos from BNN Bloomberg's Market Call segment.
Linde PLC (NASDAQ:LIN) Gave Weak Guidance
Linde PLC (NASDAQ:LIN) saw its stock fall after issuing full-year 2026 guidance that missed analyst expectations, despite exceeding fourth-quarter earnings and revenue forecasts. The company reported strong Q4 underlying sales, cash flow, and segment growth, maintaining a record $10 billion project backlog. However, investor concern was driven by the 2026 adjusted EPS guidance falling below consensus, although Q1 2026 EPS guidance was in line.
Linde targets $17.40–$17.90 EPS for 2026 as restructuring and record backlog drive outlook
Linde expects to achieve an EPS target of $17.40-$17.90 by 2026, driven by a restructuring program that is expected to save $150-$200 million annually, alongside a record project backlog. The company anticipates long-term benefits from decarbonization and digitalization trends.
Linde plc (NASDAQ:LIN) Q4 2025 Earnings Call Transcript
Linde plc reported Q4 2025 earnings, beating EPS expectations at $4.20 versus $4.18. The company highlighted resilient performance in a challenging economic environment, driven by strength in AI and digital infrastructure despite weakness in traditional industrial markets. Linde also provided full-year 2026 EPS guidance of $17.40 to $17.90, expecting continued growth from its record $10 billion project backlog and ongoing restructuring efforts.
Linde’s Clean Energy Expansion Tests Valuation And Long Term Growth Story
Linde (NasdaqGS:LIN) is expanding its clean energy initiatives with significant hydrogen and ammonia projects globally and acquiring Airtec. The company has outlined up to $50 billion in future green investments and is also increasing support for the commercial space launch sector. These strategic moves, coupled with a leadership transition, position Linde for substantial long-term growth, though investor focus will be on capital deployment effectiveness and valuation given the stock's current premium.
ABN AMRO Bank N.V. Purchases 105,465 Shares of Linde PLC $LIN
ABN AMRO Bank N.V. has increased its stake in Linde PLC (NASDAQ:LIN) by 26.6%, purchasing an additional 105,465 shares, bringing its total holding to 502,477 shares valued at approximately $237.95 million. This makes Linde the 14th largest holding in ABN AMRO's portfolio, representing about 2.3% of its investments. Linde recently reported slightly better-than-expected Q4 earnings and revenue, and analysts maintain a consensus "Buy" rating for the stock with an average target price of $501.75.
Linde targets $17.40–$17.90 EPS for 2026 as restructuring and record backlog drive outlook
Linde (NASDAQ:LIN) is targeting an EPS range of $17.40-$17.90 for 2026, driven by ongoing restructuring efforts that are expected to yield $1.2 billion in annual benefits by 2026. This positive outlook is further supported by a record project backlog of $17.6 billion as the company focuses on high-quality and energy transition opportunities. The company also announced a new $15 billion share repurchase program, demonstrating confidence in its financial position.
Key facts: Linde Q4 EPS Surpasses Estimates; Boosts U.S. Space Investments
Linde plc announced strong Q4 earnings, surpassing estimates with $4.20 per share. The company forecasts adjusted EPS of $4.20 to $4.30 for Q1 2026 and $17.40 to $17.90 for the full year. Additionally, Linde plans to increase its investments in the U.S. space sector, specifically targeting rocket launches in Florida and Texas, as it already supplies a significant portion of industrial gases for U.S. launches.
We Think Linde Has a Long Runway for Profitable Growth
Linde, the world's largest industrial gas producer, benefits from a favorable industry structure despite selling commodity products. The company's economic moat, derived from long-term contracts and high switching costs, allows it to generate predictable cash flow. This structure enables Linde to deliver lucrative returns and analysts maintain a positive outlook for its profitable growth.
