LIN - Linde Plc.

NYSE · Basic Materials · Specialty Chemicals

$492.23

Market Closed

End of day · Apr 17, 2026, 12:00 AM

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Linde plc operates as an industrial gas company in North and South America, Europe, the Middle East, Africa, and the Asia Pacific. It offers atmospheric gases, including oxygen, nitrogen, argon, and rare gases; and process gases, such as carbon dioxide, helium, hydrogen, electronic gases, specialty gases, and acetylene. The company also designs and constructs turnkey process plants for third-party customers, as well as for the gas businesses in various locations, such as air separation, hydrogen, synthesis, olefin, and natural gas plants. It serves a range of industries, including healthcare, chemicals and energy, manufacturing, metals and mining, food and beverage, and electronics. The company was founded in 1879 and is based in Woking, the United Kingdom.

https://www.linde.com

LIN - Linde Plc.

Basic Materials

I've been following LIN for a while, and the recent price recovery from the December lows below 400 to just under 500 signals that something has shifted in the market's sentiment. Even after that run, I think there's still significant upside here if you're willing to look past the headline multiples and focus on the underlying quality of the business. LIN isn't a flashy growth story, but it's quietly compounding earnings and cash flows year after year, which is exactly what I want to see for a deep value play that rewards patience. The real moat for LIN is its scale and essential nature industrial gases are mission-critical across healthcare, chips, and energy, and the switching costs for customers are huge. The company has pricing power that's held up even when input costs have fluctuated, and that's a big reason margins have remained solid through various macro cycles. Plus, the balance sheet is clean and management's allocation has been disciplined, with steady buybacks and dividends to support shareholder returns. That said, I do worry a bit about how much optimism is now getting baked in after this price surge. If we see another macro wobble or a slowdown in industrial activity, LIN could pull back just as quickly as it rebounded. But looking forward, the next earnings report is the big catalyst if management guides for stable cash flows and reaffirms their margin targets, I believe we could see this stock re-rate higher. I'm targeting 572.30 over the next 14 weeks. That's a decent move from here, but with LIN's history of execution and the sector tailwinds, I think the risk/reward still lines up well for patient investors willing to ride out some volatility.

Entry

$488.15

Above

$572.30

Jun 28, 2026

Karma

116 to 16658

Bullish

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LIN - Linde Plc.

Basic Materials

LIN has been quietly grinding higher since that November washout to the low 410s. If you map out the last several months of price action, you can see a pretty clear uptrend emerge from the December base. Each dip keeps getting bought, and since January the higher lows have been stacking up. That breakout move in early February where it ripped through 470 and held was a strong confirmation that buyers are firmly in control now, not just opportunistic bargain hunters. Recently, we've been consolidating a bit below 500, but the longer it churns up here without breaking down, the more constructive it looks for a sustained leg up. From a technical perspective, the 200-day average is sloping up and the stock is now well above it. Momentum is healthy, with RSI staying out of overbought territory even as price makes new local highs, which tells me this isn't a blow-off top scenario. Volume spikes on green days over the last couple of months suggest real institutional buying, not just retail FOMO. The last test of the mid-470s acted as a springboard right back to current levels, implying strong demand on every pullback. The main risk is that if LIN fails to hold above 485 490 and slips back into that late-2025 range, the uptrend gets called into question. An ugly macro headline could easily cause a fake breakdown, so I'd want to see confirmation before sizing up. But if the trend holds, the chart is setting up for a move to 584.60 over the next 10 weeks, especially with the next earnings report serving as a solid catalyst for a breakout above this resistance zone.

Entry

$494.05

Above

$584.60

May 26, 2026

Karma

122 to 17261

Bullish

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