LyondellBasell Industries Stock: Analyst Estimates & Ratings
With a market cap of $19.2 billion, LyondellBasell Industries N.V. (LYB) is a chemical company creating solutions for everyday sustainable living internationally. Based in Houston, Texas, the company operates in six segments: Olefins and Polyolefins-Americas; Olefins and Polyolefins-Europe, Asia, International; Intermediates and Derivatives; Advanced Polymer Solutions; Refining; and Technology.
Shares of LYB have significantly lagged behind the broader market over the past 52 weeks. LYB has dropped 40.2% over this time frame, while the broader S&P 500 Index ($SPX) has gained 12.5%. Moreover, shares of LYB are down 19.5% on a YTD basis, compared to SPX’s 1.3% rise.
Looking closer, LyondellBasell Industries has also underperformed the Materials Select Sector SPDR Fund’s (XLB) 4.7% dip over the past 52 weeks and a nearly 3.5% gain on a YTD basis.
LyondellBasell stock rose marginally after the release of its Q1 2025 results on Apr. 25. The company reported sales of $7.7 billion, down 7.6% year-over-year, but above the consensus estimate of $7.6 billion. LYB’s U.S. polypropylene volumes rose 12% quarter-over-quarter, driven by market share gains and higher operating rates. In Europe, polyethylene profitability improved due to higher ethylene cracker utilization and seasonal demand recovery. Its adjusted EPS came in at $0.33, which did not meet the Wall Street expectations of $0.36.
For the current fiscal year, ending in December 2025, analysts expect LYB’s adjusted EPS to decline 37% year-over-year to $4.03. The company's earnings surprise history is mixed. It beat or met the consensus estimates in two of the past four quarters while missing on two other occasions.
Among the 20 analysts covering the stock, the consensus rating is a “Hold.” That’s based on four “Strong Buy” ratings, one “Moderate Buy,” 12 “Holds,” and three “Strong Sells.”
On May 1, Barclays analyst Michael Leithead lowered LYB’s price target to $62 while maintaining an “Equal Weight” rating.
As of writing, LyondellBasell Industries is trading below the mean price target of $67.19. The Street-high price target of $105 implies a potential upside of a staggering 75.7% from the current price levels.
On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.