Linde plc

• LIN Stock Price 24h change: -0.25%. From 439.46 USD to 438.96 USD. The slight decline was driven by broader industrial sector stagnation and cautious investor sentiment ahead of the upcoming earnings report in early February.
• From a technical perspective, the stock is in a "consolidation with a bearish lean": the 14-day RSI stands at 37.05, and the MACD is -1.66, both signaling a "Sell" bias. While mid-term moving averages (SMA 20/60) suggest a underlying bullish trend, recent price drops on higher volume indicate short-term bearish pressure and a phase of digesting previous gains.
• Linde PLC (LIN) is scheduled to announce its fourth-quarter 2025 earnings and host a conference call on February 5, 2026, with analysts maintaining an average "Buy" rating despite recent price volatility.
• Institutional activity remains high as firms like Americana Partners LLC and JCIC Asset Management recently increased their positions in LIN, reflecting long-term confidence in the industrial gas giant's market leadership.
• Air Liquide successfully completed the acquisition of DIG Airgas in South Korea, strengthening competition in the Asian industrial gas market and targeting high-growth sectors like semiconductors and clean energy.
• New ultra-high purity gas quality control standards are being set for the semiconductor industry to support sub-7nm chip manufacturing, driving demand for specialized gases provided by major players like Linde and Air Liquide.

• LIN Stock Price 24h change: -0.25%. From 440.04 USD to 438.96 USD. (Data as of Jan 16, 2026)
• The slight decline was driven by broader macroeconomic concerns including weak global industrial production and cautious sentiment in the European chemicals market, despite a recent 14% stake increase by Generali Asset Management and other institutional inflows.
• Key technical indicators show a mixed outlook: RSI(14) is neutral at 62.75, while the 50-day SMA at 419.60 provides a "Buy" signal. However, the 200-day SMA at 449.35 and a MACD of 6.41 suggest a "Sell" or consolidation phase as the price remains below long-term resistance levels.
• Sanjiv Lamba, the current CEO of Linde, is set to assume the additional role of Chairman of the Board effective January 31, 2026, following the retirement of Stephen F. Angel.
• UBS recently upgraded LIN to "Buy" with a $500 target, citing expected EPS growth acceleration to 9%-10% in 2026 supported by a strong $7 billion project backlog.
• Nordea Investment Management increased its holding in Linde by 6.1% to roughly $753.6 million, reinforcing strong institutional confidence with 82.8% total ownership.
• Global chemical production reports for early 2026 indicate a 0.1% decline in the Global CPRI, with North American output continuing to contract and European production remaining weak amid trade uncertainty.
• Industry analysts forecast 2026 as a year of significant consolidation for the petrochemical sector, with major new ethylene facilities in China and the US expected to exacerbate current oversupply issues.