Masco, the Industrials sector company, was revisited by a Wall Street analyst yesterday. Analyst Rafe Jadrosich from Bank of America Securities reiterated a Sell rating on the stock and has a $64.00 price target.
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Rafe Jadrosich has given his Sell rating due to a combination of factors impacting Masco’s financial performance. The company reported lower-than-expected earnings per share for the third quarter of 2025, missing forecasts due to decreased revenue and operating margins. Management has adjusted their earnings guidance to the lower end of their previous range, reflecting ongoing challenges.
Additionally, Masco’s stock is trading at a premium compared to its historical valuation relative to peers, which is concerning given the weak performance in the repair and remodel sector. The company’s plumbing segment has been affected by increased tariffs and higher commodity prices, leading to reduced operating margins. Furthermore, delays in hardware shipments have negatively impacted the Decorative Architectural segment, contributing to a decline in revenue. These factors combined have led to a cautious outlook and the reiteration of an Underperform rating.
MAS’s price has also changed slightly for the past six months – from $60.460 to $65.220, which is a 7.87% increase.