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Research Alert: CFRA Keeps Sell Opinion On Shares Of Lyondellbasell Industries N.v.
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Research Alert: CFRA Keeps Sell Opinion On Shares Of Lyondellbasell Industries N.v.
May 4, 2026 4:33 AM

07:05 AM EDT, 05/04/2026 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We increase our price target by $23 to $52 using a forward P/E of 10.0x our 2027 EPS view of $5.22 (up by $1.85), a modest discount to LYB's five-year average of 10.8x given a weaker EBIT compared to historical levels. We raise our 2026 EPS to $7.21 from $2.44. We believe LYB's stock presents unfavorable risk-reward after its 69% surge in 2026 year-to-date. The Middle East conflict has created a temporary windfall for LYB by disrupting 20% of global petrochemical capacity, which tightened markets and enabled substantial price increases for polyethylene and polypropylene. LYB has capitalized on this environment through its cost-advantaged U.S. ethane-based assets and increased European production to fill supply gaps. However, we expect these tailwinds to prove unsustainable. Additionally, if the conflict persists beyond the near term, the resulting demand destruction from higher oil prices and broader cost inflation across the value chain will likely overwhelm any benefits from tighter supply-demand dynamics.

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