Carlisle price target raised to $435 from $400 at Oppenheimer

Oppenheimer analyst Bryan Blair raised the firm’s price target on Carlisle (CSL) to $435 from $400 and keeps an Outperform rating on the shares after meeting with management. Although macro uncertainties linger into 2026, Carlisle faces easing comparisons, new construction headwinds may transition to tailwinds alongside a more accommodative rate path, and robust cash generation/balance sheet optionality remains supportive. Oppenheimer views Carlisle’s 2026 guidance framework as reasonable, and perhaps conservative-leaning as management anticipates a continuation of still-sluggish macro conditions and modest price/cost benefit throughout the year.