LyondellBasell Industries N.V. (LYB)

LyondellBasell's stock has pulled back into the middle of its 52-week range after a soft stretch: it fell 8.31% over the past week and sits 3.06% below its 50-day average and 5.68% below its 200-day average. The most recent earnings report, dated October 30, 2026, came in slightly short of estimates at $2.54 per share against $2.55 expected, and the stock fell 2.56% in the next session. Analysts are mostly on the sidelines, with a median 12-month target of $72.00 that sits 18.8% above the current price. The gap between the stock's discount valuation and its slowing top line is the central tension for investors watching the name now.

The October 30, 2026 report was a narrow miss: adjusted earnings of $2.54 per share compared with the $2.55 analysts expected, a shortfall of 0.39%. The stock fell 2.56% in the first session afterward. That reaction fits a pattern: of the last eight reports, four beat estimates, and in two of those beats the share price still closed lower the next session. The July 31, 2026 report was a clearer beat, at $4.30 against $3.42, yet the stock also dropped 2.35% the following session. Investors appear to be weighing the quality of the results and the outlook more than the headline comparison with estimates.

At a trailing P/E of 14.96, the stock trades at a 50.5% discount to the Basic Materials sector median P/E of 30.2. Its price-to-sales ratio of 0.61 compares with a sector median of 4.2. The trailing dividend yield is 4.55%, paid at $2.76 a share. Those figures explain why the stock screens cheaply. Debt-to-equity stands at 1.21, which supports the company's health rating of 2 out of 5.

Of 20 analysts with a current rating, 5 rate the stock buy or strong buy, 12 rate it hold and 3 rate it sell or strong sell. Three months ago, 7 of 18 ratings were buy. On November 2 and November 3, 2026, Barclays, RBC Capital, Wells Fargo, Citigroup and UBS each kept their existing ratings, with no changes. Insiders sold $28.1M of stock over the last 18 months across three sales and bought $247K on the open market in one purchase. Insider sales are often planned in advance or made to cover tax on vesting shares, so they carry less weight than open-market buying.

The base case for the coming months is a stock that trades in a range while it works through its averages. For the shares to regain the 50-day and 200-day averages, revenue growth would need to keep pace with the 19.0% sector median rather than the 10.00% it posted in the latest quarter, and earnings would need to stop missing or barely meeting estimates. Analysts' own figures point to a harder path: they expect earnings per share to shrink 28.5% next fiscal year, to $6.39 from the $8.94 projected this year. Upside toward the $72.00 median target would depend on the business delivering on the revenue growth analysts expect this year, 8.8%. The downside case is a further break below the $42.01 52-week low, where the stock would be testing its lowest levels in a year. The analysts' targets range from $58.00 to $93.00, so the spread of views is wide.

Support sits at the 52-week low of $42.01, the nearest and most distant floor, far below the current price and marking the bottom of the past year's range. Resistance is closest at the 50-day average of $62.52, then the 20-day exponential average of $63.18, and the 200-day average of $64.25. A move through these three averages would be the first sign that the downtrend is losing force. Above them, the 52-week high of $83.94 marks the top of the range the stock has traded in over the past year.