Air Products and Chemicals, Inc.

(New York Stock Exchange)
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Bullish +55

Jefferies lifts target to USD 355 for Air Products and Chemicals stock

Analyst upgrade AI-generated analysis

πŸ“ˆ Jefferies raised its price target for Air Products from USD 351.00 to USD 355.00 on October 23, 2026.

πŸ’° The company reported adjusted earnings per share of USD 3.47 in the fiscal third quarter, beating analyst estimates.

πŸ“Š Revenue reached USD 3.16 billion in Q3, marking a 4.60 percent increase from the prior-year quarter.

πŸ—“οΈ Air Products is scheduled to discuss its fiscal fourth-quarter results on November 5, 2026.

🌍 The company supplies industrial gases and equipment to customers across approximately 50 countries globally.

πŸ’΅ Fiscal 2025 total sales for Air Products reached USD 12.0 billion according to recent announcements.

πŸ“‰ The stock traded between USD 229.11 and USD 314.87 over the past 52 weeks as of October 27, 2026.

🏒 Air Products operates in the Basic Materials sector with a focus on Specialty Chemicals.

Bullish Signals
  • Jefferies analyst raised the price target for Air Products from USD 351.00 to USD 355.00, signaling confidence in the company's near-term prospects.
  • Adjusted earnings per share of USD 3.47 exceeded the consensus estimate of USD 3.34 during the fiscal third quarter.
  • Revenue grew by 4.60 percent year-over-year to reach USD 3.16 billion, demonstrating resilient demand for industrial gases.
Risk Factors
  • Fiscal third-quarter revenue of USD 3.16 billion slightly missed the analyst consensus estimate of USD 3.20 billion.
Full Analysis
Jefferies has raised its price target for Air Products and Chemicals (APD) from USD 351.00 to USD 355.00, reflecting a positive analyst outlook ahead of the company's upcoming fiscal fourth-quarter earnings report scheduled for November 5, 2026. The firm views the current valuation as offering a concrete reference point for investors, with the new target sitting approximately 15.90 percent above the primary-exchange price at the time of reporting. Air Products reported strong fiscal third-quarter performance, delivering adjusted earnings per share of USD 3.47 against a consensus estimate of USD 3.34. While revenue of USD 3.16 billion slightly missed the USD 3.20 billion forecast, it represented a solid year-over-year increase of 4.60 percent, driven by growth in adjusted earnings per share which rose from USD 3.09 in the prior-year quarter. The industrial gases and specialty chemicals provider serves a diverse customer base including refining, chemicals, manufacturing, metals, electronics, healthcare, and energy sectors across approximately 50 countries. With fiscal 2025 sales reaching USD 12.0 billion, the company maintains a substantial market capitalization of USD 68.2 billion, trading within a 52-week range between USD 229.11 and USD 314.87 as of late October 2026.