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LYBBullishEarningsnews
High materiality7/10

LYB Q3 miss; analysts raise targets, shares retreat on solid cash flow

Nov 2, 2026, 12:11 PM EST1 sourcesAI-analyzed
Why it may matterVerify against the original reporting

Analyst price-target increases on earnings can support a capex-neutral upside, while the stock pulled back modestly on a miss—creating a potential near-term entry for risk-aware buyers if margins hold and cash flow remains robust.

AI summary

What happened, with direct paths to the underlying reporting

LyondellBasell reported a weaker-than-expected third-quarter 2026, with EPS and revenue missing consensus. management highlighted cash generation and a lean, cost-advantaged portfolio, while analysts boosted price targets citing margin resilience. The stock traded about 2% lower, but upside remains if the company sustains its diversified product mix and cash flow to support margins.

  • Adj EPS $2.54 vs $2.57 est. Revenue $8.499B vs $8.874B est.
  • Revenue up 10% YoY to $8.499B. QoQ down 7% to $9.177B.
  • Shares fell 2% to $67.24 after results.
  • Wells Fargo raises PT to $76; RBC to $82 after LYB earnings.

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