Masco

MAS · NYSE

$74.66+$1.66 (+2.27%)TodayMarket closed · Oct 20, 7:31 PM ET

Prev close $73.00

MAS analyst rating

HoldConsensus of 15 analysts over the last 12 months. 33% rate it a buy.

Strong buy0
Buy5
Hold9
Underperform1
Sell0

12-month price target · 20 analysts

Average $82.41 (+10.4% upside)

Low: $68.68
Now: $74.66
High: $100.80

Upgrades and downgrades

The latest rating actions, newest first

MAS analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
RBC Capital	Oct 7, 2026	Maintains	Sector Perform	$72.00 → $69.00	59%
Melius Research	Oct 6, 2026	Initiates	Hold	$75.00	—
Wells Fargo	Sep 11, 2026	Maintains	Overweight	$87.00 → $82.00	47%
DA Davidson	Aug 25, 2026	Initiates	Neutral	$80.00	52%
Citigroup	Jul 31, 2026	Maintains	Neutral	$79.00 → $77.00	56%
UBS	Jul 30, 2026	Maintains	Buy	$97.00 → $94.00	46%
Truist Securities	Jul 30, 2026	Maintains	Buy	$90.00 → $85.00	53%
Barclays	Jul 30, 2026	Maintains	Equal-Weight	$82.00 → $79.00	52%
Evercore ISI Group	Jul 30, 2026	Downgrade	Outperform → In-Line	$86.00 → $78.00	49%
Wells Fargo	Jul 14, 2026	Maintains	Overweight	$85.00 → $87.00	47%

The case for and against

Updated Oct 14, 2026

Bull case

Masco is benefiting from a stronger-than-feared 1Q26, with revenue of $1.92 BN (+6% y/y) and adjusted EPS of $1.04 beating expectations, while management kept the FY26 EPS guide at $4.10-$4.30 despite macro uncertainty. Fundamental support comes from pricing power and resilient demand in Plumbing, where sales rose 7%-9% and margins reached 18.3%, offsetting softer DIY paint, as well as cost savings that lifted Dec Arch margins to 19.0%. The company’s outlook is further strengthened by raised buyback and M&A deployment expectations to at least $800 MM in 2026, plus the belief that restructuring savings and easing tariff pressure can support earnings growth into 2027.

Bear case

Masco is facing a negative setup because its core repair and remodel exposure makes revenue vulnerable to softer spending, while the downside case assumes CY’26E EBITDA of $1.36 billion and a 10.0x EV/EBITDA multiple amid declining sales and weaker operating leverage. Margin pressure is also a concern, with 2Q26 expected to contract after 1Q26 expansion, and management’s first-half margin guidance is flat despite tough comparisons. Additional risks include a global economic slowdown, softening new construction and R&R trends, promotional competition that limits pricing power, and rising metals, resins, and freight costs that could further erode profitability.

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