LyondellBasell Stock Soars Amid Iran War Disruptions

Written by Emily J. Thompson, Senior Investment Analyst

Source: NASDAQ.COM

Updated: 3 days ago

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LYB+2.01%

BAC-0.32%

Should l Buy LYB?

Source: NASDAQ.COM

Stock Surge: LyondellBasell's share price surged 40.1% in March, significantly outperforming the S&P 500's 5.1% decline, indicating strong market confidence in its future profitability.
Analyst Rating Upgrades: KeyBanc upgraded LyondellBasell's rating from sector weight to overweight, setting a one-year price target of $73, reflecting expectations that rising crude oil prices will boost chemical product prices.
Supply Chain Impact: The Iran war has disrupted 11% to 15% of global ethylene and polyethylene production, positioning LyondellBasell to benefit as a U.S.-based supplier, enhancing its competitive edge in the market.
Recent Pullback: Despite strong performance in March, LyondellBasell's stock has declined 7.9% in April, influenced by market expectations of a potential resolution to the war and analyst rating adjustments, highlighting volatility in market sentiment.

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Analyst Views on LYB

Wall Street analysts forecast LYB stock price to fall

15 Analyst Rating

1 Buy

11 Hold

3 Sell

Hold

Current: 72.270

Low

36.00

Averages

47.29

High

57.00

Current: 72.270

Low

36.00

Averages

47.29

High

57.00

RBC Capital

Outperform

maintain

$82 -> $91

2026-04-10

New

Reason

RBC Capital

Price Target

$82 -> $91

AI Analysis

2026-04-10

New

maintain

Outperform

Reason

RBC Capital raised the firm's price target on LyondellBasell to $91 from $82 and keeps an Outperform rating on the shares as part of a broader research note previewing Q1 results among Commodity Chemicals names. Recent conversations with investor relations teams have indicated that lower supply is driving price action across petchems, with the potential for significant price uplift in the first half of the year to drive stronger earnings than previously expected, the analyst tells investors in a research note.

Alembic Global

Neutral

Overweight

upgrade

$66 -> $100

2026-04-09

New

Reason

Alembic Global

Price Target

$66 -> $100

2026-04-09

New

upgrade

Neutral

Overweight

Reason

Alembic Global upgraded LyondellBasell to Overweight from Neutral with a price target of $100, up from $66. The firm views the selloff in the shares on the Middle Ease ceasefire as overdone. The Middle East petrochemical supply chain will take time to normalize after the war, the analyst tells investors in a research note. Alembic says that even in the absence of lasting infrastructure damage, a recovery will take 8-9 months. The firm sees petrochemical prices remaining elevated, providing earnings upside for both Dow and LyondellBasell.

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About LYB

LyondellBasell Industries N.V. is a global, independent chemical company creating solutions for everyday sustainable living. The Company's segments include Olefins and Polyolefins-Americas (O&P-Americas), Olefins and Polyolefins-Europe, Asia, International (O&P-EAI), Intermediates and Derivatives (I&D), Advanced Polymer Solutions (APS), and Technology. The O&P-Americas and O&P-EAI segments produces and markets olefins and co-products, polyethylene, and polypropylene. The I&D segment produces and markets propylene oxide (PO) and its derivatives, oxyfuels and related products, and intermediate chemicals, such as styrene monomer (SM), and acetyls. The APS segment produces and markets compounding and solutions, such as polypropylene compounds, engineered plastics, masterbatches, engineered composites, colors, and powders. The Technology segment develops and licenses chemical and polyolefin process technologies and manufactures and sells polyolefin catalysts.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

LyondellBasell Releases Proxy Materials for 2026 AGM

1 day agoNewsfilter

AGM Announcement: LyondellBasell has scheduled its annual general meeting for May 22, 2026, at 8 a.m. Central European Summer Time, allowing shareholders to access proxy materials online, ensuring transparency and convenience.
Proxy Material Access: The company has filed its 2025 annual report and 2026 proxy statement with the SEC, available on the investor website, and shareholders can request hard copies at no charge, reflecting the company's commitment to its investors.
Environmental and Cost Savings: By opting for the SEC's Notice and Access rules, LyondellBasell aims to minimize environmental impact and reduce printing costs for proxy materials, showcasing its dedication to sustainability.
Voting Rights Notification: Shareholders of record as of April 24, 2026, are entitled to vote, with voting instructions provided in the proxy materials and notice, ensuring shareholders can easily participate in corporate governance.

Dow and Lyondell Shares Decline Following Oil Price Drop; Analyst Recommends Buying Opportunity.

2 days agoBarron's

Stock Upgrades: Shares of commodity chemical makers Dow and LyondellBasell have been upgraded to a Buy rating.
Market Performance: This upgrade follows a notably poor performance day for these companies.

LyondellBasell Shares Drop Amid US-Iran Ceasefire

3 days agoYahoo Finance

Stock Decline: LyondellBasell's shares fell by 7.53% on Wednesday, closing at $74.22, primarily due to investors selling off positions following a ceasefire agreement between the US and Iran, indicating market concerns about the chemical industry's future outlook.
Industry Impact: Chemical manufacturers like LyondellBasell had benefited from a month of missile strikes that disrupted supply and raised commodity prices, but the ceasefire's announcement quickly reversed this favorable situation, potentially leading to a decline in future earnings.
Earnings Forecast: LyondellBasell is set to announce its first-quarter earnings on May 1 before market open, with a conference call to discuss results, as market expectations become cautiously optimistic amid volatility in feedstock and energy prices.
Market Outlook: Despite challenges, tight inventories and seasonal demand in North America are expected to support polyethylene prices, while seasonal trends in Europe may improve demand, demonstrating the company's resilience in an uncertain environment.

LyondellBasell Stock Surges Amid War Dynamics

3 days agoFool

Stock Surge: LyondellBasell's share price soared by 40.1% in March, significantly outperforming the S&P 500's 5.1% decline, indicating strong market performance amid volatility and reflecting investor optimism about future demand.
Market Dynamics Impact: The war between the U.S. and Iran has disrupted oil flow through the Strait of Hormuz, improving LyondellBasell's demand outlook, with analysts predicting that 11% to 15% of global ethylene and polyethylene production is affected, creating potential market opportunities for the company.
Rating Upgrades: KeyBanc upgraded LyondellBasell's rating from sector weight to overweight, setting a one-year price target of $73, reflecting analysts' confidence in the company's future profitability and further driving stock price increases.
April Pullback: Despite strong performance in March, LyondellBasell's stock has fallen by 7.9% in April, partly due to investor optimism about a potential resolution to the Iran conflict and Bank of America's downgrade to underperform, indicating market concerns about the sustainability of the stock's rally.