Should You Buy LyondellBasell Industries NV (LYB) Today? Analysis, Price Targets, and 2026 Outlook.
Conclusion
Hold
Latest Price
50.430
1 Day change
-0.85%
52 Week Range
79.390
Analysis Updated At
2026/01/26
LyondellBasell Industries NV (LYB) is not a strong buy for a beginner, long-term investor at this time. The company's financial performance is weak, with significant YoY declines in revenue, net income, and EPS. Analysts have downgraded the stock and lowered price targets, reflecting concerns about oversupply in the chemicals market and potential dividend cuts. While technical indicators show a neutral trend, there are no strong positive catalysts or proprietary trading signals to suggest immediate upside potential. For a long-term investor, it is advisable to monitor the company's Q4 earnings report and broader market conditions before making an investment decision.
Technical Analysis
The MACD histogram is positive at 0.422, indicating mild bullish momentum, but it is contracting. RSI is neutral at 60.58, suggesting no clear overbought or oversold conditions. Moving averages are converging, showing no strong directional trend. Key support is at 47.527, and resistance is at 52.329. The stock is trading near resistance levels, limiting immediate upside potential.
Options Data
Neutral
Open Interest Put-Call Ratio
Bullish
Option Volume Put-Call Ratio
Moving Average Consensus
Sell
6
Buy
5
Positive Catalysts
2026/01/26 02:21:31
NULL identified. The stock has a 70% chance of gaining 3.77% in the next week and 7.85% in the next month, but these are not guaranteed and lack strong supporting catalysts.
Neutral/Negative Catalysts
2026/01/26 02:21:31
Analysts have downgraded the stock and lowered price targets due to concerns about oversupply in the chemicals market, potential dividend cuts, and weak demand. Financial performance has significantly deteriorated, with negative net income and EPS. There is also risk of polyethylene margin compression and retaliatory tariffs.
Financial Performance
In Q3 2025, revenue dropped by -10.19% YoY to $7.73B. Net income fell to -$893M, down -256.67% YoY. EPS declined to -2.77, down -258.29% YoY. Gross margin decreased to 11.73%, down -22.42% YoY. The company is facing significant financial pressures heading into 2026.
Growth
Profitability
Efficiency
Analyst Ratings and Price Target Trends
Analysts have a mixed to negative view on LYB. RBC Capital raised the price target to $49 but maintained a Sector Perform rating. Other firms, including BofA, Vertical Research, and Wells Fargo, have downgraded the stock or lowered price targets, citing weak fundamentals, oversupply concerns, and potential dividend cuts. The consensus view is cautious, with limited optimism for a near-term recovery.
Wall Street analysts forecast LYB stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for LYB is 47.29 USD with a low forecast of 36 USD and a high forecast of 57 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Analyst Rating
Wall Street analysts forecast LYB stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for LYB is 47.29 USD with a low forecast of 36 USD and a high forecast of 57 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Buy
11 Hold
3 Sell
Hold
Current: 50.860
Low
36
Averages
47.29
High
57
Current: 50.860
Low
36
Averages
47.29
High
57
RBC Capital
Sector Perform
maintain
$44 -> $49
AI Analysis
2026-01-16
Reason
RBC Capital
Price Target
$44 -> $49
AI Analysis
2026-01-16
maintain
Sector Perform
Reason
RBC Capital raised the firm's price target on LyondellBasell to $49 from $44 and keeps a Sector Perform rating on the shares as part of a broader research note previewing Q4 for Commodity Chemicals. The company's 2026 is expected to reflect a mild improvement in demand post trough earnings in 2025, though with that said, there is some risk to export demand and polyethylene margins could see compression from retaliatory tariffs, the analyst tells investors in a research note.
BofA
Matthew DeYoe
Neutral
downgrade
$52 -> $46
2026-01-08
Reason
BofA
Matthew DeYoe
Price Target
$52 -> $46
2026-01-08
downgrade
Neutral
Reason
BofA analyst Matthew DeYoe lowered the firm's price target on LyondellBasell to $46 from $52 and keeps a Neutral rating on the shares. The firm is updating its price targets for Chemicals under its coverage, the analyst tells investors. Commodities face another year of growing oversupply, specialties continue to manage an inconsistent backdrop, and agriculture presents a more mixed setup, the firm adds. BofA highlights that there are areas for optimism, with several possible catalysts for the stocks including PMI indicators shifting positive, rate cuts, and potential capacity rationalization in China. The firm cautions, however, that these catalysts are too new to rely on.
Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for LYB
