LINDE PLC
Linde is an industrial gases and engineering company that serves customers in healthcare, chemicals and energy, manufacturing, metals and mining, food and beverage, and electronics. Its industrial gases include atmospheric gases such as oxygen, nitrogen and argon, and process gases such as hydrogen, helium, carbon dioxide and specialty gases. Linde also designs and builds gas production equipment and plants, and provides gas production and processing services. Its Engineering business plans, designs and constructs plants for producing and processing gases, and offers digital services and solutions to improve plant efficiency and performance. Linde supplies gases on-site through plants and pipelines, as merchant liquids delivered by tanker truck, and in cylinders. It earns money from gas supply contracts and sales, plant components and engineering projects, and related services. Linde operates globally, with subsidiaries in approximately 50 European, Middle Eastern and African countries, approximately 15 Asian and South Pacific countries, and approximately 20 countries in North and South America. Its principal offices are in the United Kingdom and United States.
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Linde (LIN) is restructuring its Lincare division, which has reduced its 2026 EPS growth by 1.5% to 2%. Management expects to return to double-digit EPS growth once Lincare's issues are resolved. Linde guided 8% to 9% EPS growth for 2026, with Q4 growth expected at 5% to 7%. The company took a $425M restructuring charge in Q3, with benefits expected from Q4 and fully realized by mid-2027.
White Matthew J (Chief Financial Officer) sold 86,833 shares of LINDE PLC (LIN) at an average of $521.21 ($518.50–$525.00, $45.26M total) across 4 trades on 2026-11-04.
European chemical and industrial gas companies Syensqo, Linde, and Air Liquide reported strong third-quarter results, driven by AI chip demand. Syensqo expects 25% sales growth in semiconductors. Air Liquide and Linde are investing heavily in semiconductor-related projects, with Air Liquide acquiring DIG Airgas for 2.85 billion euros.
Over the past 7 days, AlphAI's AI scored 1 news story mentioning LIN (LINDE PLC). Coverage has been balanced: 0 bullish, 1 neutral, and 0 bearish.
Recent LIN coverage spans financial news, earnings and insider activity.
In the last 30 days, LIN insiders filed 5 SEC Form 4 transactions — no purchases and 5 sales ($50.1M). The most active reporter was White Matthew J, Chief Financial Officer, with 4 filings.
Guidance is modest and highlights a near‑term earnings drag, which may keep the stock under pressure.
Insider selling by the CFO is a modest negative sentiment signal, but it is not a fundamental change by itself.
Likely upside as AI-driven demand lifts earnings expectations.
The insider sale suggests potential downside pressure on LIN shares.
Analyst upgrade may create modest buying pressure.
AlphAI scores every news story that mentions LIN with an AI model for sentiment and relevance, and aggregates insider trades from LINDE PLC's SEC EDGAR Form 4 filings. Figures refresh continuously.
Linde (LIN) is restructuring its Lincare division, which has reduced its 2026 EPS growth by 1.5% to 2%. Management expects to return to double-digit EPS growth once Lincare's issues are resolved. Linde guided 8% to 9% EPS growth for 2026, with Q4 growth expected at 5% to 7%. The company took a $425M restructuring charge in Q3, with benefits expected from Q4 and fully realized by mid-2027.
White Matthew J (Chief Financial Officer) sold 86,833 shares of LINDE PLC (LIN) at an average of $521.21 ($518.50–$525.00, $45.26M total) across 4 trades on 2026-11-04.
European chemical and industrial gas companies Syensqo, Linde, and Air Liquide reported strong third-quarter results, driven by AI chip demand. Syensqo expects 25% sales growth in semiconductors. Air Liquide and Linde are investing heavily in semiconductor-related projects, with Air Liquide acquiring DIG Airgas for 2.85 billion euros.
Bichara Guillermo (Exec VP & Chief Legal Officer) sold 9,350 shares of LINDE PLC (LIN) at $518.91 ($4.85M total) on 2026-11-02.
UBS kept its Buy rating on Linde and increased its price target to $585, up from $574. This suggests a 13.8% upside from the Oct 30 close of $514.24. Recent analyst targets for Linde range from $545 to $591.
Citigroup maintained its Buy rating on Linde and increased its price target to $580 from $560, suggesting a 12.8% upside from the Oct 30 close of $514.24. Recent analyst notes on Linde have price targets ranging from $545 to $591.
RBC Capital raised its price target for Linde to $568 from $549, representing a 3.5% increase. This target suggests a 12.9% upside from Linde's Oct 29 close of $503.15. Recent analyst price targets for Linde range from $545 to $591.
Barclays reaffirmed its Overweight rating on Linde and increased its price target to $591 from $577, citing a 17.5% upside from the Oct 29 close. Recent analyst targets for Linde range from $545 to $577.
Keybanc reaffirmed its Overweight rating for Linde and increased its price target to $545 from $542, suggesting an 8.3% upside from the last close. Recent analyst targets for Linde range from $549 to $577.
Linde (LIN) raised its full-year earnings forecast due to strong electronics demand, particularly in AI-related chips. Despite this, its shares fell 1.43% to $500.88. Q3 operating cash flow was $3.169B, with $1.777B in free cash flow. The company's revised annual adjusted earnings target is $17.82-$17.92 per share. Linde's market value is $230.90B, with a P/E ratio of 32.34.
