Linde vs Southern Copper
This page compares Linde plc and Southern Copper Corp. It examines business models, financial performance, and market context to help readers understand how the two companies operate within their sectors. The tone is neutral and accessible, aiming to inform without judgement or promotion. Educational content, not financial advice.
This page compares Linde plc and Southern Copper Corp. It examines business models, financial performance, and market context to help readers understand how the two companies operate within their sect...
Why It's Moving
Citi boosts Linde target, spotlighting industrial gases powerhouse amid AI-driven tailwinds.
- Citi analyst holds Buy rating after raising target price, citing Linde's robust prospects in high-growth sectors.
- BMO highlights management's push for over 10% EPS growth via AI efficiencies and cost savings from recent reviews.
- Leadership views the stock as undervalued post-sell-off, fueling optimism for new entry opportunities.
Southern Copper Surges on Analyst Upgrades and Copper Supply Squeeze Hype
- Wells Fargo boosted its price target to $182, citing improved copper pricing from supply scarcity and surging demand.
- Stock rallied 4.93% for the Jan 19-23 week, breaking out of consolidation around $185 with bullish technical signals.
- Dividend announcement on Jan 22 underscores financial strength, bolstering appeal amid optimistic sector comeback narrative.
Citi boosts Linde target, spotlighting industrial gases powerhouse amid AI-driven tailwinds.
- Citi analyst holds Buy rating after raising target price, citing Linde's robust prospects in high-growth sectors.
- BMO highlights management's push for over 10% EPS growth via AI efficiencies and cost savings from recent reviews.
- Leadership views the stock as undervalued post-sell-off, fueling optimism for new entry opportunities.
Southern Copper Surges on Analyst Upgrades and Copper Supply Squeeze Hype
- Wells Fargo boosted its price target to $182, citing improved copper pricing from supply scarcity and surging demand.
- Stock rallied 4.93% for the Jan 19-23 week, breaking out of consolidation around $185 with bullish technical signals.
- Dividend announcement on Jan 22 underscores financial strength, bolstering appeal amid optimistic sector comeback narrative.
Investment Analysis
Linde
LIN
Pros
- Linde reported a 7% year-over-year increase in EPS for Q3 2025, beating analyst expectations with $4.21 per share.
- The company shows strategic growth in high-demand sectors like electronics and commercial gas segments, supporting a positive long-term outlook.
- Linde has a strong global footprint with diversified end markets including chemicals, energy, healthcare, and electronics, contributing to stable revenue streams.
Considerations
- Revenue slightly missed analyst forecasts in Q3 2025, indicating challenges in meeting growth expectations despite EPS growth.
- Linde's enterprise value currently declined by about 9.6%, reflecting some market concerns about valuation or growth sustainability.
- The stock shows medium volatility with bearish market sentiment and a forecasted short-term price decline of around 2.7% by the end of 2025.
Southern Copper
SCCO
Pros
- Southern Copper has shown strong market cap growth of 26.8% over the past year, reflecting significant value appreciation.
- The company benefits from high copper demand driven by global industrial and clean energy trends, supporting potential revenue growth.
- Southern Copper's large-scale mining operations and resource base position it well to capitalize on long-term metal price cycles.
Considerations
- Southern Copper's market cap has also seen a recent 6.5% decline over the last year, reflecting commodity price and market volatility risks.
- The company is highly exposed to copper and other metal commodity price fluctuations, which can impact earnings unpredictably.
- Southern Copper faces geopolitical and regulatory risks given its mining operations in multiple countries with complex legal environments.
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Linde (LIN) Next Earnings Date
Linde plc (LIN) is scheduled to release its next earnings on Thursday, February 5, 2026, before market open. This report will cover the fourth quarter of 2025, with results available by 06:00 EST and a conference call at 09:00 EST. Investors should monitor the company's investor relations page for the earnings release and presentation materials on that date.
Southern Copper (SCCO) Next Earnings Date
Southern Copper Corp (SCCO) is estimated to report its next earnings on February 11, 2026, covering the fourth quarter of 2025. This date is projected based on the company's historical reporting patterns, as no official confirmation has been announced yet. Investors should monitor for updates, as estimates can shift closer to the release.
Linde (LIN) Next Earnings Date
Linde plc (LIN) is scheduled to release its next earnings on Thursday, February 5, 2026, before market open. This report will cover the fourth quarter of 2025, with results available by 06:00 EST and a conference call at 09:00 EST. Investors should monitor the company's investor relations page for the earnings release and presentation materials on that date.
Southern Copper (SCCO) Next Earnings Date
Southern Copper Corp (SCCO) is estimated to report its next earnings on February 11, 2026, covering the fourth quarter of 2025. This date is projected based on the company's historical reporting patterns, as no official confirmation has been announced yet. Investors should monitor for updates, as estimates can shift closer to the release.
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Africa's rapid urbanization is creating massive demand for new housing, offices, and infrastructure, offering a significant growth opportunity for investors. This basket provides exposure to this trend through US and EU-listed global real estate giants, asset managers, and technology firms shaping Africa's property markets.
Published: September 10, 2025
Explore BasketWhich Baskets Do They Appear In?
Bloom Energy Stock: What's Next for Digital Africa
As Africa's digital economy expands, the demand for stable and clean electricity for data centers and industry is growing rapidly. This basket offers exposure to US-listed firms at the forefront of providing next-generation power solutions, from fuel cells to the infrastructure that supports them.
Published: September 11, 2025
Explore BasketBest REITs Nigeria: Beyond Traditional Property
Africa's rapid urbanization is creating massive demand for new housing, offices, and infrastructure, offering a significant growth opportunity for investors. This basket provides exposure to this trend through US and EU-listed global real estate giants, asset managers, and technology firms shaping Africa's property markets.
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