What Are Wall Street Analysts' Target Price for Masco Stock?

Masco Corporation (MAS), headquartered in Livonia, Michigan, manufactures home improvement and building products. With a market cap of nearly $14.7 billion, Masco offers faucets, showers, baths, spas, plumbing components, paints, coatings, cabinet and door hardware, and bath accessories through brands including Delta, Brizo, Hansgrohe, Behr, Kilz, Liberty, and Franklin Brass.

The broad portfolio has not translated into standout stock performance over the past 52 weeks, as MAS stock has posted only a marginal gain and lagged the S&P 500 Index ($SPX), which returned 20.1% during the same period. Masco gave investors a better ride in 2026, however, with the stock gaining 16.5% year-to-date (YTD) compared with the broader market's 13.1% rise.

Even with that improvement, Masco still has some catching up to do within the industrial sector because the State Street Industrial Select Sector SPDR ETF (XLI) has gained 23.9% over the past 52 weeks and 20.1% YTD.

Soft do-it-yourself (DIY) paint demand helps explain Masco’s muted stock performance over the past year. A sluggish housing market pressured volumes in the company’s Decorative Architectural segment, while higher tariffs and commodity costs squeezed margins, leaving Masco’s shares range-bound even as the broader market rallied.

However, Masco gave a reason to smile in 2026, as consecutive earnings beats put some spring back in the stock. Q1 FY2026 revenue and adjusted EPS came in above Wall Street’s estimates, helped by strength in Plumbing Products. Q2 kept the streak alive on the profit side, with adjusted EPS of $1.64 comfortably beating estimates, though revenue of $1.992 billion missed expectations.

Looking forward, Masco has raised its full-year adjusted EPS guidance to $4.40–$4.60, up from $4.10–$4.30. Moreover, management expects an $85 million net full-year benefit from International Emergency Economic Powers Act (IEEPA) tariff refunds, while continued cost discipline from restructuring efforts should further support results. 

With Plumbing Products gaining momentum, Masco is entering the back half of 2026 on solid footing. For FY2026 ending in December, analysts expect diluted EPS of $4.52, representing a 14.1% year-over-year increase. Moreover, Masco's record of beating EPS estimates in three of the last four quarters adds another encouraging wrinkle.

MAS stock currently holds an overall “Moderate Buy” rating from analysts. Out of 21 analysts covering the name, seven assign a “Strong Buy" rating, 13 suggest a “Hold,” while one flags a “Moderate Sell.”

The balance has also remained steady over the past three months, when seven analysts likewise rated MAS stock a “Strong Buy.”

Following the Q2 earnings release, Oppenheimer's Tyler Batory reiterated a “Buy” rating on MAS stock on Thursday, July 30, with an $88 price target, while UBS analyst John Lovallo maintained his “Buy” rating the same day and trimmed his target modestly to $94 from $97. 

The moves still reflect a constructive Wall Street view, suggesting analysts see Masco's improving fundamentals giving the stock more room to move higher. The average price target of $81.29 indicates potential upside of 10%. Meanwhile, the Street-High target of $96 suggests a gain of 29.9% from current levels.