Linde PLC (LIN)

Investor Insights
star iconJun 11, 2026, 12:00 am

This summary was created by AI, based on 11 opinions in the last 12 months.

Linde PLC (LIN-Q) is recognized as a leading player in the industrial gases sector, characterized by a strong focus on delivering mission-critical gases to various industries, including healthcare and manufacturing. Experts have noted its ability to provide reliable, long-term contracts that ensure consistent earnings growth. The company is well-managed and has a robust growth strategy, particularly benefitting from ongoing developments in hydrogen and carbon capture technologies. Despite a recent pullback in stock price, many analysts point to its strong fundamentals and pricing power, suggesting it remains a tactical buy for long-term investors. Analysts' price targets typically reflect optimism about Linde's potential, emphasizing its status as an essential component of global industrial activity.

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Consensus
Positive
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Valuation
Fair Value
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Similar
AirProducts, APD
TOP PICK
Industrial gases. Industrial, healthcare, food services. Bond proxy. Take or pay on long contracts. Very well managed. Hydrogen exposure for ESG investing. Safe and steady. Yield is 1.34%. (Analysts’ price target is $342.39)
TOP PICK
Leading global player in industrial gases. Used in healthcare, food and beverage, and electronics, all of which are quite resilient. Growth of 10%, no matter the economic cycle. Well positioned moving forward in green infrastructure. Long-term contracts. Yield is 1.42%. (Analysts’ price target is $338.97)
HOLD
A Linde competitor badly missed today, so he reacted by wanting to sell. Wrong! This is lazy thinking based on emotion. Linde is well-run. He's holding onto it, instead. Don't let emotion rule your trading.
TOP PICK
gas is critical to many industries, from health to chemicals. It's recession-resilient. They continue to grow double digits. They have a stake in clean energy, too, in liquid hydrogen in South Korea. (Analysts’ price target is $332.25)
BUY
They have a tailwind as we move away from fossil fuels.
BUY
Likes it a lot. In the material space, which is part of the cyclical upswing you want to be involved in. An underowned name. Had been underperforming, but now seeing a bit of a turnaround. Decent dividend of 1.7%.
TOP PICK
The largest industrial gas company in the world with 24% global share. Almost in an oligopoly. Industrial gas is critical for many end markets and applications. 40% of the business is very recession resistant. Applications in electronics, health care and clean energy. Valuation is reasonable. Expects to increase earnings by double digits and dividend is expected to increase annually. (Analysts’ price target is $293.58)
BUY
Green energy stocks have been hot. If you want a safe way to play hydrogen power then play LIN. It's the world's largest industrial gas distributor. In recent weeks, LIN has announced it will bring hydrogen infrastructure to South Korea, which is committed to green hydrogen. They are the leading player in industrial gas which is thriving now. LIN reported a big revenue beat last Friday just after announcing a 10% dividend hike and a $5 billion share buyback program. Stock is down 6% from highs last month.
TOP PICK
The company is effectively a global tax on industrial production. They provide CO2 for sodas, oxygen to hospitals, hydrogen for steel, etc. The dividend continues to grow at 10%+ per annum. A slow and steady company that is very defensive. (Analysts’ price target is $284.19)
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