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LyondellBasell Industries N.V. Stock Price

NYSE:LYB Community·US$20.9b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 162 Fair Values set on narratives written by author
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LYB Share Price Performance

US$64.51
10.11 (18.58%)
​
US$69.53
Fair Value
US$64.51
10.11 (18.58%)
7.2% undervalued intrinsic discount
US$69.53
Fair Value
Price US$64.51
AnalystConsensusTarget US$69.53
AnalystHighTarget US$84.86
AnalystLowTarget US$56.00
Wed, 12 Aug 26
Fair ValueUS$69.53
Share Pricen/a

LYB Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$69.53 7.2% undervalued intrinsic discount

Analyst Commentary Highlights Cautious Outlook as LyondellBasell Faces Lower Price Targets and Market Challenges

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84users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$84.86 24.0% undervalued intrinsic discount

Urbanization And Advanced Recycling Will Drive Material Demand

1users have liked this narrative
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5users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$56 15.2% overvalued intrinsic discount

Stricter Sustainability Standards Will Cripple Legacy Petrochemical Margins

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0users have commented on this narrative
8users have followed this narrative
LYB logo
LyondellBasell Industries
7.2% undervalued intrinsic discount

Analyst Commentary Highlights Cautious Outlook as LyondellBasell Faces Lower Price Targets and Market Challenges

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 12 Aug
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LYB logo
LyondellBasell Industries
24.0% undervalued intrinsic discount
Updated

Urbanization And Advanced Recycling Will Drive Material Demand

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AN
AnalystHighTarget
AnalystHighTarget
Updated 9 Sep
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LYB logo
LyondellBasell Industries
15.2% overvalued intrinsic discount

Stricter Sustainability Standards Will Cripple Legacy Petrochemical Margins

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AN
AnalystLowTarget
AnalystLowTarget
Updated 26 Aug
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystHighTarget
LYB logo

LYB: Higher Cash Generation And Q2 Margin Strength Are Expected To ReRate Shares

Fair Value: US$84.86 24.0% undervalued intrinsic discount
5 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
LYB logo

LYB: Normalizing Chemical Spreads And Overearning Risk Will Pressure Future Returns

Fair Value: US$56 15.2% overvalued intrinsic discount
8 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
LYB logo

LYB: Future Returns Will Weigh Q2 Pricing Gains Against Margin And Cash Risks

Fair Value: US$69.53 7.2% undervalued intrinsic discount
84 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis

Undervalued with adequate balance sheet.

2 Risks
3 Rewards
View Full Analysis

LyondellBasell Industries N.V. Key Details

US$31.2b

Revenue

US$27.2b

Cost of Revenue

US$4.0b

Gross Profit

US$4.3b

Other Expenses

-US$265.0m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-0.82
12.89%
-0.85%
118.5%
View Full Analysis

About LYB

Founded
2009
Employees
18970
CEO
Peter Z. Vanacker
WebsiteView website
www.lyondellbasell.com

LyondellBasell Industries N.V. operates as a chemical company in the United States, Germany, China, Mexico, Italy, Japan, France, Poland, the Netherlands, and internationally. It operates in five segments: Olefins and Polyolefins—Americas; Olefins and Polyolefins—Europe, Asia, International; Intermediates and Derivatives; Advanced Polymer Solutions; and Technology. The company produces and markets olefins and co-products, such as ethylene, aromatics, propylene and butadiene; polyolefins; polyethylene; polypropylene homopolymers and copolymers; propylene oxide and derivatives; oxyfuels and related products; and intermediate chemicals, such as styrene monomer and acetyls. It also produces and markets compounding and solutions, including polypropylene compounds, engineered plastics, masterbatches, and engineered composites and colors. In addition, it develops and licenses chemical and polyolefin process technologies; and manufactures and sells polyolefin catalysts and serves food packaging, home furnishings, automotive components, and paints and coatings applications. LyondellBasell Industries N.V. was incorporated in 2009 and is headquartered in Rotterdam, the Netherlands.

Recent LYB News & Updates

User avatar
Narrative Update • Sep 09

LYB: Higher Cash Generation And Q2 Margin Strength Are Expected To ReRate Shares

Analysts have adjusted their fair value estimate for LyondellBasell Industries to $84.86 from $89.66, reflecting updated views on revenue growth, margins, and future P/E assumptions following a series of revised price targets and fresh commentary on cash flow and sector pricing. Analyst Commentary Recent Street research on LyondellBasell Industries shows a wide range of views, but several bullish analysts highlight improving cash generation, supportive product pricing, and company specific actions as key positives for the stock.
Seeking Alpha • Sep 02

LyondellBasell: The Market Ignores A Massive Earnings Recovery

Summary LyondellBasell remains a Buy at ~$63, with Q2 results far exceeding expectations due to favorable market conditions and operational leverage. O&P Americas drove Q2 strength, with adjusted EBITDA surging to $1.27B, but these margins are not expected to persist as Middle East supply normalizes. LYB's cost-cutting, asset sales, and improved balance sheet (net debt/EBITDA down to 2.6x) enhance structural profitability even at normalized margins. I maintain an $80 base case target, expecting normalized EPS of $6.50–$7.00, and see 2027 as the key test for structural improvements. Read the full article on Seeking Alpha
User avatar
Narrative Update • Aug 26

LYB: Normalizing Chemical Spreads And Overearning Risk Will Pressure Future Returns

Analysts have lifted the fair value estimate for LyondellBasell Industries to $56 from $48, as recent price target increases and commentary highlight expectations for support from cost reductions, stronger Oxyfuels, and updated margin assumptions, despite some anticipated giveback of Q2 pricing benefits. Analyst Commentary Recent research on LyondellBasell Industries shows a wide range of views as analysts refresh their models after the latest results and commodity moves.

Recent updates

No updates

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