Linde vs Newmont
This page compares Linde plc and Newmont Mining Corp., examining their business models, financial performance, and the market context in which they operate. It presents neutral, accessible analysis to help readers understand how these companies position themselves in their sectors. Educational content, not financial advice.
This page compares Linde plc and Newmont Mining Corp., examining their business models, financial performance, and the market context in which they operate. It presents neutral, accessible analysis to...
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.
Newmont Surges on Record Gold Prices and Bullish Analyst Upgrades Ahead of Key Earnings.
- Bank of America hiked its price target to $129 from $114 on January 19, citing intensified macro drivers pushing gold higher and expecting robust Q4 capital returns.
- Stock jumped 6.8% recently on record gold prices and gains from Tier 1 portfolio projects like Ahafo North, with analysts praising disciplined capital allocation and non-core divestitures.
- Raymond James raised its target to $111 in late December, spotlighting Newmont's lower-risk assets, profitability surge, and dividend strength in the gold boom.
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.
Newmont Surges on Record Gold Prices and Bullish Analyst Upgrades Ahead of Key Earnings.
- Bank of America hiked its price target to $129 from $114 on January 19, citing intensified macro drivers pushing gold higher and expecting robust Q4 capital returns.
- Stock jumped 6.8% recently on record gold prices and gains from Tier 1 portfolio projects like Ahafo North, with analysts praising disciplined capital allocation and non-core divestitures.
- Raymond James raised its target to $111 in late December, spotlighting Newmont's lower-risk assets, profitability surge, and dividend strength in the gold boom.
Investment Analysis
Linde
LIN
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.
Newmont
NEM
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.
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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.
Newmont (NEM) Next Earnings Date
Newmont Corporation (NEM) is expected to report its next earnings on February 19, 2026, covering the Q4 2025 fiscal quarter ending December 2025. This date aligns with analyst estimates and the company's historical late-February pattern for year-end results. The earnings release and conference call are anticipated after market close, with details subject to official confirmation.
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.
Newmont (NEM) Next Earnings Date
Newmont Corporation (NEM) is expected to report its next earnings on February 19, 2026, covering the Q4 2025 fiscal quarter ending December 2025. This date aligns with analyst estimates and the company's historical late-February pattern for year-end results. The earnings release and conference call are anticipated after market close, with details subject to official confirmation.
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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.
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.
Published: September 10, 2025
Explore BasketBuy LIN or NEM in Nemo
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