LIN

Linde (LIN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Linde plc (NASDAQ:LIN) is turning semiconductor investment into long-term gas contracts. Its Q2 2026 project backlog of roughly $11 billion includes $8.1 billion of estimated capital costs for gas projects and $3.0 billion of engineering orders. For a company featured among the 10 Best Dividend Aristocrat Stocks to Buy in 2026, the question is how […]

Linde has increased its long‑term industrial gas supply to Tata Steel’s Kalinganagar plant in Odisha, India. The move expands Linde’s presence in the Indian steel market.

Linde doubled its on‑site gas capacity at Tata Steel’s Kalinganagar complex by taking over two air separation units. The new units now supply oxygen and other gases to the steel plant.

RBC Capital keeps an Outperform rating on Linde but cuts its price target from $553 to $549. The change reflects a modest adjustment to the company’s valuation outlook.

Linde is set to report Q3 earnings later this month, with analysts expecting single‑digit growth. The preview highlights the company’s upcoming financial results.

Linde’s share price raises questions about whether its current valuation fully reflects its earnings power. The stock has delivered a 69.5% return over five years, prompting a review of its price‑earnings alignment.

Sirmium Capital recently released its quarterly Q3 2026 investor letter. A copy of the letter can be downloaded here. The letter examined a highly concentrated, AI-driven market in which a narrow group of technology and infrastructure-related stocks supported headline indexes while many other businesses remained substantially below their previous highs.