DailyIQ
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Last updated 3 minutes ago

MAS·Masco Corporation

$.
-. (-.%)
After Hours
High
$78.20
Open
$77.60
Market Cap
15.70B
52W High
$83.20
Low
$75.57
P. Close
$76.20
P/E
18.78
52W Low
$58.16
Fwd P/E
16.55
DailyIQ Est.
$82.14
Technical Score (1D)
59
BUY
News Sentiment
59
BULLISH
Goldman Sachs has just lifted its price target for Masco (MAS) to $94 from $90, signaling a shift in the bank’s view of the company’s earnings prospects. The upgrade to an overweight rating reflects the firm’s belief that MAS can sustain growth amid a favorable market environment. This change suggests that analysts now expect stronger revenue or margin performance in the near term. As a result, traders may see MAS’s valuation become more attractive relative to its peers, potentially drawing buying interest. The higher target also implies that MAS’s current stock price is now considered undervalued by a leading research house. Investors should keep an eye on the company’s upcoming earnings release, as the guidance issued there will be the first test of Goldman’s optimism. Any upside surprise in earnings or revenue could further validate the new target and reinforce the overweight stance. Conversely, a miss or weak guidance could undermine the upgrade and prompt a reassessment. Therefore, the next key watch point is MAS’s earnings announcement and any forward‑looking commentary that could confirm or challenge the revised outlook.
Earnings Summary
Masco Corporation, a diversified home‑improvement and building‑products provider headquartered in Livonia, Michigan, operates through plumbing and decorative architectural segments, offering faucets, shower systems, paints, coatings, and hardware under brands such as Delta, Hansgrohe, Behr, and Liberty. In the most recent reporting cycle, the company posted Q4 2025 revenue of $1.793 billion and EPS of $0.82, a decline from Q3 2025’s $1.917 billion and $0.97, and from Q2 2025’s $2.051 billion and $1.30; the Q1 2026 results showed a modest rebound to $1.918 billion in revenue and $1.04 in EPS, yet still below the Q2 2025 levels, indicating a downward trend in both top‑line and earnings. Over the past six quarters Masco has alternated between beating and missing consensus, with three beats (Q4 2024, Q2 2025, Q1 2026) and three misses (Q1 2025, Q3 2025, Q4 2025), reflecting earnings volatility amid modest revenue pressure. Historically, the firm has maintained a pattern of revenue contraction in the latter part of the year while EPS has fluctuated, suggesting that margin management and product mix shifts are key drivers rather than pure sales growth. Recent analyst commentary, including Goldman Sachs’ upgrade to an overweight rating and a $94 price target, underscores expectations of sustained growth in a favorable market environment, while Wells Fargo’s upgrade and concerns about stagnant revenue growth highlight divergent views; the upcoming Q2 2026 earnings release will test these expectations. Investors should watch for guidance on revenue outlook, margin expectations, and capital allocation, as well as any updates on product‑mix initiatives or acquisitions that could influence the company’s trajectory in the next quarter.

EPS

EstBeatMiss
$0.75$0.91$1.06$1.22$1.38Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$1.31 - -
Q1'26$0.88$1.04+18.4%
Q4'25$0.88$0.82-6.4%
Q3'25$1.03$0.97-5.7%
Q2'25$1.08$1.30+20.7%
Q1'25$0.91$0.87-4.8%

Revenue

EstBeatMiss
$1.7B$1.8B$1.9B$2.0B$2.1BQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$2.1B - -
Q1'26$1.8B$1.9B+4.6%
Q4'25$1.9B$1.8B-3.3%
Q3'25 - $1.9B -
Q2'25 - $2.1B -
Q1'25 - $1.8B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

MAS Stock Snapshot

MAS is currently trading at $76.18, giving Masco Corporation a market cap of 15.70B and a P/E ratio of 18.8. Today's range spans $75.57–$78.20, with shares opening at $77.60 and moving down $0.02 (0.0%) from the prior close. DailyIQ's technical score sits at 59/100 (HOLD) with a news sentiment reading of 59/100.

Over the past year MAS has traded between $58.16 and $83.20 - the current price is +31.0% off the 52-week low and -8.4% from the high. 26 analysts cover the stock with a Hold consensus and a mean 12-month target of $81.24 (range $67.00–$97.00), implying upside of +6.6%.

A HOLD read (59/100) for MAS at $76.18 (in the upper portion of its 52-week range) with neutral sentiment (59/100) tells the story of a large-cap Industrials stock between identifiable trends. The current P/E ratio stands at 18.8. The 15.70B market cap keeps institutional interest alive; the 52-week range of $58.16–$83.20 keeps the trade interesting. HOLD signals here aren't an endpoint - they're a setup phase waiting for the right trigger.

The 52-week range of $58.16–$83.20 for MAS provides the structural reference that options traders, systematic funds, and discretionary managers all anchor to — and at $76.18 (in the upper portion of its 52-week range), the stock sits in a zone where the next 5–10% move will likely define which crowd was right. A HOLD signal at 59/100 and neutral news backdrop (59/100) don't break the tie yet, but they narrow the probability distribution toward the upside.