Mixed Analyst Moves on Air Products (APD) Highlight Ongoing Sector Headwinds

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RegExp("[?&]notifications=1(&|#|$)");"desktop"===y&&i&&b.test(window.location.search)&&(i.checked=!0)};ge("ybar-mod-notification",(function(e){var t={isUH3:"crunch"===e.getConfig().ytheme,notifContainer:document.getElementById("notification-container"),notifBadge:document.getElementById("notif-badge"),notifMenu:document.getElementById("ybarNotificationMenu"),notifMenuOpener:document.querySelector("#ybarNotificationMenu + label"),notifDropdown:document.getElementById("notifDropdownContainer"),tooltipContainer:document.querySelector(".".concat($n)),notifLabel:document.querySelector(".".concat(Xn))};t.notifDropdown&&so(e,t)}))}()}};]]>Vardah GillTue, December 30, 2025 at 9:33 PM GMT+1 2 min readAir Products and Chemicals, Inc. (NYSE:APD) is included among the 14 Best Dividend Aristocrats to Invest in Heading into 2026.Mixed Analyst Moves on Air Products (APD) Highlight Ongoing Sector HeadwindsOn December 19, Wells Fargo analyst Michael Sison downgraded Air Products and Chemicals, Inc. (NYSE:APD) to Equal Weight from Overweight and cut the price target to $250 from $330. The firm lowered ratings on four chemical names, citing channel checks that point to “trough-like conditions” lingering into the first half of 2026. The analyst flagged several pressures on the sector. These include a “muted” recovery in China and slow housing markets across the US and Europe. Wells Fargo sees interest rate cuts as a potential tailwind, but said meaningful catalysts to lift valuations in chemical stocks are likely still quarters away.A day earlier, on December 18, Mizuho also reduced its price target on Air Products and Chemicals, Inc. (NYSE:APD) to $290 from $300. The firm maintained an Outperform rating as part of its 2026 outlook for the chemicals, agriculture, and packaging space. Mizuho noted that China’s rising exports continue to weigh on most basic chemical markets. The firm expects the March quarter to start off as weak as the December quarter ended for many companies.Air Products and Chemicals, Inc. (NYSE:APD) is positioning itself as a leader in solutions tied to energy and environmental challenges, with a focus on gasification, carbon capture, and clean hydrogen. Several large hydrogen projects are already in progress and are expected to come online over the next few years.Construction is about 80% complete at its NEOM Green Hydrogen Project in Saudi Arabia, which is scheduled to begin production by 2027. The company is also advancing a potential $8 billion blue hydrogen project in Louisiana and a $3.3 billion blue hydrogen project in Canada. In addition, a smaller $360 million green hydrogen project in Arizona could start operating in 2026.Air Products and Chemicals, Inc. (NYSE:APD) remains a global leader in industrial gases and liquefied natural gas processing technology and equipment.While we acknowledge the potential of APD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.READ NEXT: 14 Best Pharma Dividend Stocks to Buy in 2026 and 15 Global Dividend Stocks to Diversify Your Portfolio.Disclosure: None.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoS&P 5006,845.50 -50.74 (-0.74%)Dow 3048,063.29 -303.77 (-0.63%)Nasdaq23,241.99 -177.09 (-0.76%)Russell 20002,481.91 -18.68 (-0.75%)VIX14.95 0.00 (0.00%)Gold4,332.10 -9.00 (-0.21%)Trending tickersBTC-USD Bitcoin USD 87,607.08 -860.98 (-0.97%)^GSPC S&P 500 6,845.50 -50.74 (-0.74%)NKE NIKE, Inc. 63.71 +2.52 (+4.12%)^IXIC NASDAQ Composite 23,241.99 -177.09 (-0.76%)ETH-USD Ethereum USD 2,977.74 +7.20 (+0.24%)PortfolioSign in to access your portfolioSign inTop gainersAXSM Axsome Therapeutics, Inc. 182.64 +33.85 (+22.75%)PSNY Polestar Automotive Holding UK PLC 21.37 +1.88 (+9.65%)ONDS Ondas Holdings Inc. 9.76 +0.77 (+8.57%)DJT Trump Media & Technology Group Corp. 13.24 +0.67 (+5.33%)PBF PBF Energy Inc. 27.12 +1.08 (+4.15%)Top losersCORT Corcept Therapeutics Incorporated 34.80 -35.40 (-50.42%)QXO QXO, Inc. 19.29 -1.75 (-8.32%)RGC Regencell Bioscience Holdings Limited 21.00 -1.90 (-8.30%)NIO NIO Inc. 5.10 -0.40 (-7.27%)PSLV Sprott Physical Silver Trust 23.65 -1.57 (-6.23%)Most activeONDS Ondas Holdings Inc. 9.76 +0.77 (+8.57%)NVDA NVIDIA Corporation 186.50 -1.04 (-0.55%)PLUG Plug Power Inc. 1.9700 +0.0350 (+1.81%)NIO NIO Inc. 5.10 -0.40 (-7.27%)TSLA Tesla, Inc. 449.72 -4.52 (-1.00%)Top economic eventsEarnings eventsMy earnings eventsEarnings events