Air Products and ChemicalsNYSE: APD

Air Products is a stable company that generates cash and is expected to gain from the rising need for clean hydrogen. The use of hydrogen is growing in industries, energy, and transportation as part of efforts to reduce carbon emissions. While Air Products has a solid core business with long-term contracts, it is also taking on more risk with its hydrogen projects.

Air Products and Chemicals (APD) has the right mix of two important factors that could lead to better earnings in its next report. Be ready for the main expectations.

Hedge fund D.E. Shaw has changed its strategy in its push for change at Air Products and Chemicals. Instead of continuing with its own plan to challenge the board, it is now backing a competitor's activist efforts, according to sources who are knowledgeable about the situation.

A rising debate about the ESG-focused investment strategies of Air Products, an industrial gas company, highlights the difficulties many American businesses encounter during the energy transition. Recently, the company's management has faced criticism from significant investors because of its large and risky investments in green hydrogen, which is produced through an electrolysis process that uses only zero-carbon energy sources.

Both activists aim to focus on the planning for CEO transitions and how the company allocates its capital.

Air Products and Chemicals (APD) has a strong track record of surprising with its earnings and currently has the right factors in place for a potential positive outcome in its upcoming quarterly report.

The multi-strategy hedge fund D.E. Shaw has put forward three candidates for the board of Air Products and Chemicals. They are advocating for the company to revert to its past successful business methods.

David Faber from CNBC presents his newest Faber Report.

Air Products and Chemicals (APD) experienced a significant rise in its stock price during the last trading session, with trading volume exceeding the usual amount. However, the recent changes in earnings estimates might not lead to additional price growth in the short term.