Linde

LIN

Market cap $228B

Linde is in a rare position where a global crisis actually strengthens its pricing power, thanks to its storage capacity and long-established supply network. The helium price spike is a short-term boost on top of a steady, high-quality business tied to long-term growth in semiconductors and clean energy.

Nebius has nearly $50 billion in contracted revenue against just $530 million in current sales, highlighting enormous embedded growth potential. Linde is benefiting from a helium supply shock critical to chipmaking, positioning it as a high-margin, indirect winner of the AI boom.

While macro and execution risks remain, we believe long-term demand drivers support the durability of Ecolab's business model and may contribute to steady growth and margin improvement over time. We believe GE Vernova is well-positioned to continue generating strong returns on invested capital and remain a critical player in the global electricity value chain. We sold our remaining position in SAP ADR during the quarter, as the range of outcomes expanded amid growing perceived risk of disruption to traditional software from AI.

Mar Vista's U.S. Quality Premier strategy returned -10.17% net-of-fees in the first quarter of 2026, while the Russell 1000 and S&P 500 indices returned -4.18% and -4.33%, respectively. Johnson & Johnson appreciated 18.74% during the first quarter driven by strong Innovative Medicine growth and an improved outlook for the medical device segment. Taiwan Semiconductor Manufacturing reported a strong quarter and raised its outlook, as it continues to benefit from robust demand for leading-edge semiconductors.

Helium is running low because of the Iran War. Pavilion Global strategists offered up ways to play the shortage.

Linde (NASDAQ:LIN) just earned a thumbs-up on Wall Street.

Several analysts raised price targets on Linde stock over the past month, noting a couple of favorable trends.

WOKING, England--(BUSINESS WIRE)--Linde (Nasdaq: LIN) will release its first quarter 2026 financial results by 06:00 EDT/midday CEST on Friday, May 1, 2026. The Company will host and webcast its conference call at 09:00 EDT/15:00 CEST, which will be available to the public and the media in listen-only mode. Live conference call US Toll-Free Dial-In Number: 1 888 770 7292 UK Toll-Free Dial-In Number: 0800 358 0970 Access code: 6877110   Live webcast (listen-only)   https://www.linde.com/investor.

HOUSTON--(BUSINESS WIRE)--Linde announced today that it will build, own and operate a new facility for the supply of industrial gases in Garysburg, North Carolina. The new air separation unit (ASU) will produce liquid oxygen, nitrogen, and argon, serving customers in the region. Acquisition of land and equipment for the new site has begun and the plant is expected to start up at the end of 2028. “We are experiencing incredible growth across multiple end markets in the area,” said Todd Lawson, V.

Palantir, Linde and Arista stand out with strong growth, innovation, and strategic execution, despite industry challenges and market pressures.