Air Products (APD) stock analysis 2026: price $289.60, P/E 30x, $7.24 dividend (2.5% yield), $328 analyst target, NEOM green hydrogen project, Louisiana blue hydrogen, take-or-pay moat, and Linde comparison.
Realty Income (NYSE: O) stock analysis for 2026 covering 650+ consecutive monthly dividends, Dividend Aristocrat status, VEREIT and Spirit Realty acquisitions, UK expansion, REIT tax treatment in IRAs, and the interest rate sensitivity thesis.
McDonald's (MCD) deep-dive for 2026: $5 Meal Deal impact, real estate franchise model, SSS trends, China JV targeting 10,000 stores, McCafe vs Starbucks, and 12-month price targets.
ExxonMobil stock analysis 2026: FY2024 revenue of $339B, Pioneer acquisition integration, Guyana offshore expansion, Permian growth, CCS and hydrogen investments, $4.12 dividend, and XLE comparison.
Johnson & Johnson stock analysis 2026: post-Kenvue spin-off financials, talc litigation resolution path, MedTech vs Innovative Medicine segment dynamics, dividend history, and XLV comparison.
Chevron (CVX) 2026 investment analysis — ICC arbitration timeline and Stabroek Block scenarios, Permian Wolfcamp/Bone Spring cost structure, Tengiz FGP ramp, Australia and Israel LNG, free-cash-flow breakeven Brent, capital return program, and how the Hess merger outcome reshapes the XOM vs CVX comparison.