Masco (MAS) Stock Forecast & Price Target

Masco is supported by a resilient repair-and-remodel franchise, with plumbing still roughly 70% of revenue and brands like Delta, Hansgrohe, and Behr benefiting from pricing, cost savings, and solid channel execution despite pressured volumes. The strong 3Q performance, including adjusted EPS of $1.19 versus $1.02 Street, revenue of $1.97 BN, and North America plumbing organic growth of 8%, shows it can expand margins and earnings without relying on a housing recovery. Management’s raised FY'26 EPS guide of $4.65-$4.75, along with expected 2026/2027E adjusted EBITDA of $1.58 BN/$1.47 BN and ongoing share repurchases, reinforces confidence in durable fundamental growth.

Masco is facing a negative fundamental setup because repair and remodel demand remains weak, with revenue declines expected to persist and DIY paint likely to post another mid-single-digit decline in 2026. Ongoing input-cost inflation, especially in plumbing from copper and in paint from fuel and other materials, threatens margin contraction as pricing relief may lag and competitive promotional activity limits pricing power. Although its portfolio is defensive and the balance sheet supports buybacks, M&A, and dividends, the lack of a clear near-term catalyst, weak international plumbing trends, and secular DIY share loss point to earnings stagnation through '26.