Stock of the Day

LyondellBasell Industries (LYB)

$64.00

+$1.33 (+2.1%)

Market Cap: $20.67B

About LyondellBasell Industries

LyondellBasell Industries N.V. operates as a chemical company in the United States, Germany, Mexico, Italy, Poland, France, Japan, China, the Netherlands, and internationally. The company operates in six segments: Olefins and PolyolefinsAmericas; Olefins and PolyolefinsEurope, Asia, International; Intermediates and Derivatives; Advanced Polymer Solutions; Refining; and Technology.

It produces and markets olefins and co-products, polyethylene, and polypropylene; and propylene oxide and derivatives; oxyfuels and related products; and intermediate chemicals, such as styrene monomer, acetyls, ethylene oxide, and ethylene glycol. In addition, the company produce and markets compounding and solutions including polypropylene compounds, engineered plastics, masterbatches, engineered composites, colors and powders, and advanced polymers including catalloy and polybutene-1; and refines heavy, high-sulfur crude oil and other crude oils, as well as refined products, including gasoline and distillates. Further, it develops and licenses chemical and polyolefin process technologies; manufactures and sells polyolefin catalysts; and serves food packaging, home furnishings, automotive components, and paints and coatings applications. LyondellBasell Industries N.V. was incorporated in 2009 and is headquartered in Houston, Texas.

LyondellBasell Industries Bull Case

Here are some ways that investors could benefit from investing in LyondellBasell Industries:

• LyondellBasell Industries recently reported a significant earnings beat for the quarter ended July 31, 2026, posting an EPS of $4.30 compared to the analyst consensus estimate of $3.44, which demonstrates strong operational performance and profitability relative to market expectations.
• The company offers an attractive dividend yield of 4.60%, providing income-oriented investors with a steady cash flow return that is notably higher than the average yield found in the broader market.
• With a current stock price of $59.46, the shares are trading well below the average 12-month price objective of $72.06 set by sell-side analysts, suggesting potential for substantial upside if the stock reverts to its consensus valuation.
• LyondellBasell Industries has demonstrated strong revenue growth, with the most recent quarter showing a 19.8% year-over-year increase in revenue to $9.18 billion, indicating expanding demand for its chemical products and market share gains.
• The stock exhibits a low beta of 0.30, meaning it is significantly less volatile than the overall market, which can help reduce portfolio risk for investors seeking stability during periods of market turbulence.

LyondellBasell Industries Bear Case

Investors should be bearish about investing in LyondellBasell Industries for these reasons:

• The company has a negative price-to-earnings ratio of -52.62, indicating that it is currently reporting net losses on a trailing basis, which raises concerns about the sustainability of its earnings power and profitability.
• LyondellBasell Industries has a negative net margin of 1.13% and a negative payout ratio of -244.25%, suggesting that the company is spending more on dividends than it is generating in net income, which could signal financial strain or a reliance on cash reserves to maintain shareholder payouts.
• Recent analyst actions have been mixed to negative, with Citigroup downgrading the stock to a neutral rating and cutting its price target from $72.00 to $63.00, while Bank of America issued an underperform rating with a target price of $48.00, reflecting skepticism about the company's near-term outlook.
• The stock is trading below its 50-day moving average of $62.42 and its 200-day moving average of $65.61, which is a technical indicator often interpreted as a bearish trend, suggesting that downward momentum may persist in the near term.
• Short interest has been relatively high, with 12,444,912 shares shorted as of September 30, 2026, representing approximately 3.86% of the float, indicating that a significant portion of the market is betting against the stock's price appreciation.

Recent News

• LyondellBasell: The 40% YTD Rally Doesn't Fully Account For A Potential Recovery (seekingalpha.com)
• Two Chemical Giants Cut Their Dividends. One Kept Raising. (247wallst.com)
• What to expect from LyondellBasell's next quarterly earnings report (msn.com)
• 5 Dividend Stocks Where Sky-High Yields Could Be Hiding Serious Problems (247wallst.com)
• LYB - LyondellBasell Industries N.V. (seekingalpha.com)