LindeNewmont

Linde vs Newmont

Global industrial gases company with long term contracts vs Global gold producer operating mines across continents. Which is the better buy for your portfolio in July 2026? Plain-English answer below.

Linde operates the world's largest industrial gas business, supplying oxygen, nitrogen, hydrogen, and specialty gases to healthcare facilities, semiconductor fabs, steel mills, and energy transition p...

Why It’s Moving

Linde

Linde faces downside chatter as analysts weigh valuation pressure against a still-solid operating backdrop.

  • Analysts remain broadly constructive on Linde, but the stock is getting fresh scrutiny because some research desks see limited upside from current levels and are flagging a less favorable risk/reward setup.
  • Recent commentary points to a softer industrial backdrop, including weaker demand in parts of Asia-Pacific and flat pricing, which can pressure volume growth and limit margin expansion.
  • Concerns about valuation, higher debt, and insider selling are keeping bearish arguments alive even as the company continues to beat earnings expectations and attract buy ratings.
Sentiment:
🐻Bearish
Newmont

Newmont slips as analysts warn fading momentum could leave room for more near-term downside

  • Raymond James flagged short-term technical weakness, saying Newmont’s recent momentum has faded and the stock may be entering a corrective phase, which has pressured sentiment around the name.
  • The firm pointed to a likely test of the 50-day moving average, a level traders often watch for whether a stock can stabilize or extend lower.
  • Analysts said the setup reflects growing caution after the stock’s earlier rebound, with investors now focusing more on execution risk and stretched expectations than on bullish commentary.
Sentiment:
🐻Bearish

Investment Analysis

Pros

  • Linde delivered a 7% year-on-year increase in EPS, surpassing Q3 2025 forecasts and reaffirming full-year guidance for 5-6% growth.
  • The company's electronics segment is experiencing robust growth, with a strong outlook projected for the next 5-7 years.
  • Linde maintains a solid balance sheet and continues to benefit from global expansion in high-growth industrial markets.

Considerations

  • Revenue growth has slowed, with Q3 2025 sales slightly missing expectations despite a 3% year-on-year increase.
  • European markets present ongoing challenges, impacting regional performance and near-term growth prospects.
  • Analyst sentiment is bearish in the short term, with technical indicators suggesting modest downward pressure on the share price.

Pros

  • Newmont is the world's largest gold miner, with ambitious plans to increase annual production to 6 million ounces by 2028.
  • The company has demonstrated robust financial health, supported by asset sales and a commitment to shareholder returns through dividends and buybacks.
  • Rising gold prices present a significant upside opportunity, with tactical targets suggesting strong potential for future gains.

Considerations

  • Investor confidence remains fragile, with market skepticism surrounding Newmont's ability to deliver on ambitious production targets.
  • The company trades at a market discount compared to sector averages, reflecting ongoing valuation concerns among analysts.
  • Newmont's performance is highly sensitive to commodity price volatility, exposing it to significant macroeconomic and market risks.

Linde (LIN) Next Earnings Date

Linde plc (LIN) is scheduled to report its next earnings on Friday, July 31, 2026. The release will cover second-quarter 2026 results. Management has indicated the earnings announcement will be published before the market opens, with the conference call later that morning.

Newmont (NEM) Next Earnings Date

The next earnings date for NEM is expected to be July 23, 2026, based on the company’s historical reporting pattern. The report should cover Q2 2026. If the company has not formally announced the date, this remains an estimated release window rather than a confirmed filing date.

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LIN
LIN$512.80
vs
NEM
NEM$92.07
Buy LIN