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Linde (LIN) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Exane Asset Management acquired a new stake in shares of Linde PLC (NASDAQ: LIN) during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 52,057 shares of the basic materials company's stock, valued at approximately $22,197,000. Linde comprises 5.1% of

Benson Investment Management Company Inc. purchased a new position in Linde PLC (NASDAQ: LIN) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 14,498 shares of the basic materials company's stock, valued at approximately $6,182,000. Linde comprises approximately 2.2% of Benson

Linde is in a rare position where a global crisis actually strengthens its pricing power, thanks to its storage capacity and long-established supply network. The helium price spike is a short-term boost on top of a steady, high-quality business tied to long-term growth in semiconductors and clean energy.

Nebius has nearly $50 billion in contracted revenue against just $530 million in current sales, highlighting enormous embedded growth potential. Linde is benefiting from a helium supply shock critical to chipmaking, positioning it as a high-margin, indirect winner of the AI boom.