LyondellBasell Industries NV

LYB · NYSE

$63.96+$0.25 (+0.39%)TodayMarket closed · Oct 20, 7:54 PM ET

Prev close $63.71

LYB analyst rating

HoldConsensus of 16 analysts over the last 12 months. 38% rate it a buy.

Strong buy0
Buy6
Hold9
Underperform1
Sell0

12-month price target · 20 analysts

Average $69.65 (+8.9% upside)

Low: $56.56
Now: $63.96
High: $99.55

Upgrades and downgrades

The latest rating actions, newest first

LYB analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
RBC Capital	Oct 13, 2026	Maintains	Outperform	$72.00 → $68.00	46%
Barclays	Oct 13, 2026	Initiates	Equal-Weight	$66.00	50%
Citigroup	Sep 30, 2026	Downgrade	Buy → Neutral	$72.00 → $63.00	53%
UBS	Sep 25, 2026	Maintains	Neutral	$64.00 → $62.00	49%
Keybanc	Sep 11, 2026	Initiates	Sector Weight	—	30%
RBC Capital	Aug 5, 2026	Maintains	Outperform	$65.00 → $72.00	46%
UBS	Aug 4, 2026	Maintains	Neutral	$56.00 → $64.00	49%
BMO Capital	Aug 3, 2026	Maintains	Market Perform	$64.00 → $68.00	50%
Mizuho	Aug 3, 2026	Maintains	Neutral	$62.00 → $66.00	62%
JP Morgan	Aug 3, 2026	Upgrade	Neutral → Overweight	$75.00 → $80.00	57%

The case for and against

Updated Jan 26, 2026

Bull case

LyondellBasell Industries exhibits a strong potential for growth, with forward EBITDA estimates pushing towards approximately $4.5 billion, contingent on improvements in the global economic landscape, particularly in post-COVID China and Europe. The company has reported quarter-over-quarter enhancements in pricing and margins within its Olefins and Polyolefins (O&P) segment in North America, alongside an uptick in export demand. Additionally, the presence of a tight supply and demand balance, combined with moderate feedstock costs, positions LyondellBasell favorably for maintaining stable pricing and potentially higher operating rates in the industry.

Bear case

LyondellBasell Industries is experiencing a significant decline in its operational performance, with a 53% drop in North American Olefins and Polyolefins (O&P-NA) primarily attributed to reduced ethylene margins and downtime impacts. Additionally, there is ongoing weakness in the industrial and downstream segments, marked by stable but oversupplied oxyfuels and decreasing margins in styrene, further compounding the negative outlook. Overall, the company is expected to face lower earnings compared to typical seasonal expectations amid these challenging market conditions.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.