LI LIN Linde plc Loading... : Bullish and Bearish Analyst Opinions

Industrial gases are protected from AI disruption.

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CF's partnership with Linde on the Bluepoint CCS unit is a cost mitigation strategy; reaffirms Linde's role in major industrial gas projects.

Watch critical materials suppliers gaining power

Jefferies raises its price target on Linde to 560 dollars from 535 dollars.

Buy Linde on near-term weakness; author holds the position and cites a major industrial gas.

Guidance was raised at the bottom end, backlog hit a record, and management expects sequential margin improvement; the tone is cautiously positive, driven by electronics, U.S. manufacturing recovery, and a stronger second half.

US pre-market movers show Apple falling on weak China sales and guidance.

Linde beats Q2 estimates with adjusted EPS of 4.50 and sales of 9.29 billion while guiding Q3.

Linde reports Q2 adjusted EPS and sales slightly above estimates while raising full-year.

Raw material and logistics inflation is driving a temporary price-cost margin headwind of ~40bps in Q2, with full catch-up expected by Q4. — Confirms supply chain cost pressures across materials and freight, potentially affecting chemical suppliers' pricing power.

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Linde rocket fuel for SpaceX

Honorable mention as a pick-and-shovel supplier of cryogenic gases (LOX) critical for SpaceX's Starbase operations. Lower probability of 5x due to larger market cap and diversification.

Long LIN and APD as suppliers of industrial gases (LOX, helium.

Watch LIN as a supplier of industrial gases (LOX, helium, hydrogen) to SpaceX.

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Author endorses LIN as a leading materials name with both Druckenmiller and Soros disclosing.

Linde's management maintains a cautious stance, keeping 2026 guidance at 7-9% growth despite raising the bottom, indicating uncertainty outweighs signs of improvement.

Raw material inflation is expected to hit P&L more materially in Q2 and H2, exiting the year at the high end of the low-to-mid single-digit range, as feedstock price increases flow through contracts with a lag. Industrial segments in APAC/EMEA see it first, then North American architectural. — The delayed pass-through means Sherwin's own margins will compress before price increases catch up, but also signals rising input costs for industrial gas suppliers and competing coatings makers who are not as contractually insulated.

"This Qatari facility has come offline because there's been an Iranian strike... Even though the US is the world's largest producer of helium, LNG, rather, they're using a lot of that domestically and you really need that refinement process for helium to come about. And that's mostly being done by Qatar and Russia." Helium is a byproduct of LNG refinement. With the world's largest LNG facility in Qatar offline and Russian supply already sanctioned or constrained, global helium supply is facing a massive bottleneck. US-based industrial gas suppliers that control domestic helium refinement and distribution will command immense pricing power as desperate semiconductor companies bid up the price of available gas. LONG. Industrial gas companies with US domestic helium exposure will see significant margin expansion due to the global supply shock. Qatar repairs its LNG facility faster than expected, flooding the market with helium and normalizing prices.

Long $LIN — speaker pitches Linde as the largest US helium distributor and says the stock.

"Helium is getting everyone's attention at the moment." Qatar is one of the world's largest helium exporters. If the Strait is closed, Qatari helium cannot leave. This creates a massive shortage, driving pricing power to industrial gas giants (Linde, Air Products) with supply sources outside the Gulf. LONG industrial gas majors as a hedge against the commodity shortage. Demand destruction in tech/medical sectors that rely on helium.

"If you had to invest all of your net worth in one company over the next 10 years and you cannot sell it, what would you own? For him, the clear answer was Lindy plc." Clay notes it has "near zero risk from AI" and operates as a "local monopoly or duopoly" in many regions. The business model is antifragile. High switching costs (gases are mission-critical but a low % of total cost) allow for strong pricing power and inflation pass-through. The "network density" creates a moat where it is uneconomic for competitors to enter a region. Furthermore, a $10B backlog tied largely to clean energy (hydrogen/carbon capture) provides visibility into future growth regardless of the broader economic cycle. LONG. A "sleep well at night" compounder targeting 10%+ annual returns through a mix of dividends, buybacks, and organic growth. Continued stagnation in global industrial production (manufacturing recession) could cap volume growth, forcing reliance solely on pricing and efficiency for returns.

European chemical producers are facing a structural decline and becoming uncompetitive due.

The tone is neutral-to-cautiously optimistic. Management guides for 6-9% EPS growth, which implies continued macro softness (0% base volume growth in the midpoint) but benefiting from FX tailwinds and internal cost actions. They feel better about comps but remain guarded and prudent, focusing on self-help actions rather than a macro-driven recovery.

Management is seeing pricing power in its merchant business in the Americas and Europe, which is helping to offset significant volume weakness and lower helium sales. — This suggests that despite weak industrial production, industrial gas producers are still able to hold or raise prices, which is a positive signal for the broader merchant gas industry.

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Highlights expertise in carbon capture and storage