Air Products and Chemicals

Hydrogen And Clean Ammonia Projects Will Shape Future Markets

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

06 Aug 24

Updated

23 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-21.9%

7D

1.4%

Loading

1Y

-21.9%

7D

1.4%

You can edit this narrative until Nov 24 11:05 PM. Then, changes will post as Updates.

Author's Valuation

US$310.7616.0% undervalued

AnalystConsensusTarget Fair Value

Shared on 23 Nov 25

Fair value Decreased 1.35%

APD: Decarbonization Projects Will Drive Renewed Confidence Amid Sector Headwinds

Analysts have modestly reduced their fair value estimate for Air Products and Chemicals from $315 to approximately $310.76 per share. They cite recent price target cuts, evolving expectations for project updates, and sector challenges as reasons for the change.

Shared on 07 Nov 25

Fair value Decreased 2.82%

APD: Decarbonization Earnings Potential Will Drive Near-Term Upside Prospects

Analysts have revised their price target for Air Products and Chemicals downward, from approximately $324 to $315 per share. They cite a combination of slower expected revenue growth and adjustments to market conditions, despite ongoing optimism about the company's decarbonization earnings potential.

Shared on 07 May 25

Fair value Decreased 2.05%

Shared on 30 Apr 25

Fair value Increased 2.66%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 2.68%

Shared on 16 Apr 25

Fair value Decreased 3.58%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.87%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 0.82%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 0.36%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 9.80%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 0.26%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$310.76

16.0% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

6.19%

Chemicals revenue growth rate

0.62%

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

7.96%

Calculation

US$3.77b

Earnings '28

x

23.02x

PE Ratio '28

=

US$86.80b

Market Cap '28

US$86.80b

Market Cap '28

/

222.93m

No. shares '28

=

US$389.37

Share Price '28

US$389.37 Share Price '28

Discounted to 2025 @ 7.96% p.a.

=

US$309.46

Fair Value '25