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LIN

Linde PLC

OPPORTUNISTIC BUY 2026-08-01 Updated today USD 478.38 Basic Materials - Chemicals - SpecialtyAWAIT ENTRY
59

Position levels

Currenttoday
USD 478.38
Buy <=wait / entry
USD 436.67
Trim >=take some off
USD 520.00
Thesis breakManagement withdrawing or materially cutting the 7-9% full-year EPS growth guida...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case26%100 / 10026.0
Base case49%62 / 10030.4
Bear case25%10 / 1002.5
Weighted conviction59 / 100 - OPPORTUNISTIC BUY

Top risks

  • Major electronics wins in the U.S. and Taiwan supporting $11.1 billion project backlog
  • Q2 2026 sales of $9.29 billion (+9% YoY) and adjusted diluted EPS of $4.50 (+10% YoY)
  • Full-year 2026 adjusted EPS guidance of $17.60 - $17.90 representing 7-9% growth
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.