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LINLinde plcSell5.5·$481.52-1.22%
SellModerate Confidence
Investment thesis

Linde is a best-in-class industrial franchise with four consecutive earnings beats and operating margins of 20%, but the share price has already moved past the near-term resistance target, the forward P/E of 26.5x screens expensive relative to a PEG of 2.21, and falling volume into the breakout signals that the current setup favors trimming or standing aside rather than adding exposure.

Thesis pillars

  • Best In Class Margins And QualityStable
  • Expensive Valuation Price Past TargetDeteriorating
  • Volume Distribution Into BreakoutDeteriorating
  • +1 more pillar — see the Why tab for full reasoning

Full reasoning →

Open full analysis

Linde plc (LIN) Stock Analysis

Range Bound setup

SellQualityModerate Confidence

Basic Materials · Specialty Chemicals

Sell if holding. Analyst target reached at $481.52 — A.R:R 0.4:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Sector modifier (Basic Materials): -0.1.

Linde is the largest industrial gas company worldwide and is a major technological innovator in the industrial gases industry. Its primary products in its industrial gases business are atmospheric gases (oxygen, nitrogen, argon, and rare gases) and process gases (hydrogen,... Read more

$481.52+2.1% A.UpsideScore 5.5/10#25 of 43 Specialty Chemicals
QualityF-score8 / 9FCF yield1.87%
IncomeYield1.31%(5y avg 1.30%)Payout40.00%sustainable
Stop $466.61Target $492.52(analyst − 10%)A.R:R 0.4:1
Analyst target$547.24+13.6%25 analysts
$492.52our TP
$481.52price
$547.24mean
$400
$612

Sell if holding. Analyst target reached at $481.52 — A.R:R 0.4:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Sector modifier (Basic Materials): -0.1. Chart setup: RSI 51 mid-range, Bollinger mid-band. Score 5.5/10, moderate confidence.

Passes 7/9 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 56d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-09-04
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Fri, Oct 30, 202656d to earnings· next earnings call

Thesis

Rewards
Strong earnings beat streak (4/4)
Risks
Analyst target reached - limited upside remaining
Sector modifier (Basic Materials): -0.1

Key Metrics

P/E (TTM)31.5
P/E (Fwd)24.7
Mkt Cap$222.3B
EV/EBITDA17.9
Profit Mgn20.4%
ROE18.4%
Rev Growth9.3%
Beta0.73
Dividend1.31%
Rating analysts31

Quality Signals

Piotroski F8/9MoatNarrow

Options Flow

P/C0.81neutral
IV38%normal
Max Pain$250-48.1% vs spot

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

10 dimensions · all in-band

GatesA.R:R 0.4 < 1.5@spotMomentum 4.9<5.5 (soft — BUY_NOW allowed but watch)Momentum 4.9>=4.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 56d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRange BoundSuitability: Moderate
RSI
51 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $471.50Resistance $494.33

Price Targets

$467
$493
A.Upside+2.1%
A.R:R0.4:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! Target reached (2.1% upside)
! asymmetry at 0.4 (below the engine's 1.5 threshold)@spot

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-10-30 (56d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is LIN stock a buy right now?

Sell if holding. Analyst target reached at $481.52 — A.R:R 0.4:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Sector modifier (Basic Materials): -0.1. Chart setup: RSI 51 mid-range, Bollinger mid-band. Prior stop was $466.61. Score 5.5/10, moderate confidence.

What is the LIN stock price target?

Take-profit target: $492.52 (+2.1% upside). Prior stop was $466.61. Stop-loss: $466.61.

What are the risks of investing in LIN?

Analyst target reached - limited upside remaining; Sector modifier (Basic Materials): -0.1.

Is LIN overvalued or undervalued?

Linde plc trades at a P/E of 31.5 (forward 24.7). TrendMatrix value score: 4.5/10. Verdict: Sell.

What do analysts say about LIN?

31 analysts cover LIN with a consensus score of 3.8/5. Average price target: $547.

What does Linde plc do?Linde is the largest industrial gas company worldwide and is a major technological innovator in the industrial gases...

Linde is the largest industrial gas company worldwide and is a major technological innovator in the industrial gases industry. Its primary products in its industrial gases business are atmospheric gases (oxygen, nitrogen, argon, and rare gases) and process gases (hydrogen, helium, carbon dioxide, carbon monoxide, electronic gases, specialty gases, and acetylene).

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