Barclays Issues Pessimistic Forecast for Air Products and Chemicals (NYSE:APD) Stock Price

Key Points

• Barclays cut its price target for Air Products and Chemicals from $353 to $346, but maintained an Overweight rating; the new target implies about 12% upside from the share price cited in the report.
• Analyst sentiment is broadly positive: the stock has a “Moderate Buy” consensus rating and an average price target of $333.47, though individual analysts’ targets and ratings vary.
• The company reported quarterly EPS of $3.61, in line with estimates, while revenue of $3.56 billion exceeded forecasts and rose 12.3% year over year.

Air Products and Chemicals (NYSE:APD - Get Free Report) had its target price reduced by Barclays from $353.00 to $346.00 in a research report issued to clients and investors on Friday, Benzinga reports. The firm presently has an "overweight" rating on the basic materials company's stock. Barclays's price target indicates a potential upside of 11.98% from the company's current price.

Several other analysts have also issued reports on APD. Evercore reiterated an "outperform" rating and issued a $342.00 target price on shares of Air Products and Chemicals in a research report on Friday, July 10th. Weiss Ratings raised shares of Air Products and Chemicals from a "hold (c-)" rating to a "hold (c)" rating in a research note on Tuesday, October 27th. Argus upped their price target on shares of Air Products and Chemicals from $316.00 to $329.00 and gave the stock a "buy" rating in a research report on Wednesday, September 9th. Mizuho raised their price target on shares of Air Products and Chemicals from $345.00 to $355.00 and gave the company an "outperform" rating in a research note on Friday, July 31st. Finally, UBS Group lowered their price objective on Air Products and Chemicals from $336.00 to $305.00 and set a "neutral" rating on the stock in a report on Monday, October 5th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $333.47.

Air Products and Chemicals Price Performance

Shares of NYSE:APD traded down $0.52 during midday trading on Friday, reaching $308.98. 200,177 shares of the company's stock traded hands, compared to its average volume of 1,261,532. The company has a fifty day simple moving average of $294.95 and a two-hundred day simple moving average of $290.69. Air Products and Chemicals has a 1 year low of $229.11 and a 1 year high of $324.00. The company has a market cap of $68.81 billion, a P/E ratio of -1,404.73, a PEG ratio of 3.00 and a beta of 0.67. The company has a debt-to-equity ratio of 1.01, a quick ratio of 0.92 and a current ratio of 1.08.

Air Products and Chemicals (NYSE:APD - Get Free Report) last issued its quarterly earnings results on Thursday, November 5th. The basic materials company reported $3.61 EPS for the quarter, hitting the consensus estimate of $3.61. The company had revenue of $3.56 billion during the quarter, compared to analyst estimates of $3.33 billion. Air Products and Chemicals had a negative net margin of 0.38% and a positive return on equity of 16.87%. The firm's revenue was up 12.3% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $3.39 EPS. Equities analysts predict that Air Products and Chemicals will post 13.46 EPS for the current fiscal year.

Institutional Investors Weigh In On Air Products and Chemicals

Large investors have recently modified their holdings of the business. Fiduciary Financial Advisors purchased a new position in Air Products and Chemicals in the second quarter worth $25,000. Cornerstone Planning Group LLC boosted its position in shares of Air Products and Chemicals by 318.2% during the 1st quarter. Cornerstone Planning Group LLC now owns 92 shares of the basic materials company's stock worth $28,000 after purchasing an additional 70 shares in the last quarter. Main Street Group LTD acquired a new position in shares of Air Products and Chemicals during the 1st quarter worth $27,000. MJT & Associates Financial Advisory Group Inc. grew its stake in shares of Air Products and Chemicals by 77.6% during the 3rd quarter. MJT & Associates Financial Advisory Group Inc. now owns 103 shares of the basic materials company's stock worth $28,000 after purchasing an additional 45 shares during the period. Finally, Retirement Wealth Solutions LLC acquired a new position in shares of Air Products and Chemicals during the 3rd quarter worth $30,000. Hedge funds and other institutional investors own 81.66% of the company's stock.

Trending Headlines about Air Products and Chemicals

Here are the key news stories impacting Air Products and Chemicals this week:

• Positive Sentiment: Adjusted Q4 EPS of $3.61 met consensus, while revenue rose 12.3% year over year to $3.56 billion, ahead of the $3.33 billion estimate. The company cited higher volumes and pricing, with strong Americas performance. Article: APD Q4 Earnings Beat on Higher Volumes, Sales Top Estimates
• Positive Sentiment: Management forecast fiscal 2027 adjusted EPS of $14.15–$14.50, above fiscal 2026’s $13.45, implying continued earnings growth. It also reported more than $2 billion in new electronics business wins and lower fiscal 2026 capital spending. Article: Air Products Reports Fiscal 2026 Results and Provides Fiscal 2027 Guidance
• Positive Sentiment: Mizuho raised its price target to $360 from $355 and maintained an Outperform rating, adding a favorable analyst view. Article: Mizuho Raises Price Target
• Neutral Sentiment: A separate valuation analysis suggested APD could be about 8% undervalued; this is an estimate, not a company forecast. Article: Air Products Could Be 8% Undervalued Following Annual Results
• Negative Sentiment: Project-exit charges, primarily tied to two China coal-gasification plants, substantially depressed GAAP results: fiscal 2026 GAAP EPS was $2.39 versus adjusted EPS of $13.45. These charges may temper investor confidence despite stronger underlying performance. Article: Fiscal 2026 Results

About Air Products and Chemicals

Air Products and Chemicals, Inc is a global industrial gas and related equipment company serving customers in industries such as refining, chemicals, manufacturing, metals, electronics, food and beverage, healthcare, and energy. The company supplies atmospheric gases, including oxygen, nitrogen and argon, as well as hydrogen, helium, carbon dioxide, specialty gases and other industrial gases.

Air Products produces and distributes gases through pipelines, on-site facilities, bulk deliveries and packaged-gas systems.

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