US Clean Energy And Hydrogen Trends Will Define Future Infrastructure

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

18 Jul 24

Updated

14 Dec 25

Views

486

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-3.1%

7D

6.8%

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1Y

-3.1%

7D

6.8%

You can edit this narrative until Dec 15 5:05 AM. Then, changes will post as Updates.

Author's Valuation

US$502.8817.1% undervalued

AnalystConsensusTarget Fair Value

Shared on 14 Dec 25

Fair value Decreased 0.54%

LIN: Defensive Profile And Buybacks Will Support Shares Into 2026

Linde's analyst price target has been trimmed modestly, falling from about $505.61 to $502.88 as analysts weigh the stock's defensive growth profile, slightly lower fair value multiple assumptions, and a challenging near term macro backdrop against expectations for earnings growth acceleration in 2026. Analyst Commentary Recent research updates present a mixed but generally constructive view on Linde, with analysts balancing its defensive growth profile against persistent macro and volume headwinds across key end markets.

Shared on 26 Nov 25

LIN: Earnings Momentum And Defensive Appeal Will Drive Share Performance Into 2026

Linde's analyst price target saw a slight decrease, dropping from $507 to $500, as analysts revised their outlook based on expectations for future earnings growth acceleration and the company's continued positioning as a defensive growth stock, even with ongoing sector challenges. Analyst Commentary Recent analyst reports reflect a balanced but nuanced outlook for Linde, with both positive and cautious perspectives shaping market sentiment.

Shared on 12 Nov 25

Fair value Decreased 1.06%

LIN: Earnings Growth Acceleration Projected to Drive Share Price Momentum

Linde's analyst price target has shifted modestly lower from $511 to $505.61. Analysts factor in updated earnings forecasts and expectations for growth catalysts amid a challenging macroeconomic landscape.

Shared on 04 Sep 25

Analysts cite Linde’s resilient operational performance driven by effective pricing, strong project execution, and progress in clean energy initiatives as key positives, resulting in an unchanged consensus price target of $511. Analyst Commentary Continued resilience in the face of global industrial production headwinds, attributed to effective pricing strategies.

Shared on 07 May 25

Fair value Increased 2.57%

Shared on 30 Apr 25

Fair value Increased 1.03%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 0.85%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.038%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 0.38%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 0.21%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$502.88

17.1% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

5.29%

Chemicals revenue growth rate

0.60%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.03%

Calculation

US$9.41b

Earnings '28

x

30.25x

PE Ratio '28

=

US$284.71b

Market Cap '28

US$284.71b

Market Cap '28

/

449.51m

No. shares '28

=

US$633.37

Share Price '28

US$633.37 Share Price '28

Discounted to 2025 @ 8.03% p.a.

=

US$502.31

Fair Value '25