$APD

S&P Global Ratings upgraded Air Products and Chemicals Inc. (APD) outlook to stable from negative, citing reduced spending on high-risk projects and improved financial metrics. The company exited projects like the Louisiana Clean Energy complex, taking $2.9B in pre-tax charges but lowering uncertain returns. APD cut capital expenditure guidance to $3.5B and reported positive free cash flow for the first time since 2022. S&P expects APD to focus on traditional industrial gas projects, with improv

Air Products and Chemicals (APD) has seen consistent analyst ratings over the past three months. RBC Capital analyst Arun Viswanathan maintained an 'Outperform' rating and raised the price target to $360, suggesting a 19.7% upside. The mean price target is $339.68, indicating a 12.9% premium to current levels, with the highest target at $373, implying a 24% upside.

Neom Green Hydrogen Company (NGHC) began commissioning its 2.2 GW Saudi green hydrogen and ammonia project, saying construction is 90% complete and electrolysers will be commissioned after mid-2026, with product availability in 2027. The JV involves Acwa, Air Products and Neom. Separately, Germany’s HyScale 100 2.1 GW electrolyzer project was canceled, and Power to Hydrogen started installing a 500 kW AEM electrolyzer in Belgium. Hystar and BHEL signed a PEM electrolyzer manufacturing collaborat

Zacks upgraded Air Products and Chemicals (APD) to a Zacks Rank #2 (Buy), citing rising earnings estimates and a higher Zacks Consensus Estimate. For fiscal year ending Sept. 2026, EPS is expected at $13.43 per share, unchanged year over year, while the consensus rose 1.9% over three months. The article links estimate revisions to near-term stock moves.

Simply Wall St reports Air Products and Chemicals (APD) released fiscal Q3 results, combining higher sales with a net loss and updated guidance. The stock trades at $303.44, with YTD return of 21.15% and 1-year total shareholder return of 7.89%. A valuation narrative estimates fair value at $342.42, about 11.4% above the last close, citing hydrogen and carbon capture projects.

Linde (LIN) said it won a long-term supply agreement for ultra-high-purity industrial gases to a major semiconductor manufacturer, with a $1 billion Phoenix, Arizona investment and two SPECTRA air separation units. Linde’s Taiwan JV plans about $800 million for related expansion. Linde reported Q2 sales of $9.29 billion and adjusted EPS $4.50. Air Products (APD) also won a Taiwan semiconductor-related infrastructure deal.

Business Watch reports Middle East petrochemical firms Sabic and Borouge posted strong Q2 results despite the Strait of Hormuz disruption, citing rerouted shipments and facility repairs. It also notes a Dutch court rejected Shell’s about $1 billion ethylene-damages claim. Lenzing plans to shutter Austrian and UK lyocell plants, and GAIL will expand gas-based fertilizer output with RCF.

CNBC says dividend stocks outperformed in July as the S&P 500 fell 0.1% and the Nasdaq dropped 3.2%. ProShares S&P 500 Dividend Aristocrats ETF (NOBL) rose nearly 8% and Vanguard Dividend Appreciation ETF (VIG) gained about 1%. It highlights Albemarle, Air Products (APD), and Walmart (WMT) with analyst upside and buy ratings, citing FactSet and upcoming earnings dates.

Air Products canceled its Louisiana Clean Energy Complex (Darrow Project) after costs rose and key customer Yara International exited. The project was planned to produce 600,000 metric tons of hydrogen annually with 95% CO2 capture. Cost estimates climbed from $4.5 billion (2021) to about $9 billion, and Air Products expects up to $2.9 billion in pre-tax charges in fiscal 2026 Q3.

BMO Capital Markets adjusted its price target on Air Products and Chemicals to $365 from $360 and kept an Outperform rating, according to the firm. The note discusses the company’s business segments and geographic sales mix, and references BMO’s composite rating methodology based on valuation, EPS revisions, and visibility.