Masco price target raised to $88 from $79 at Oppenheimer

Oppenheimer analyst Tyler Batory raised the firm’s price target on Masco (MAS) to $88 from $79 and keeps an Outperform rating on the shares. The firm notes Masco reported Q4 earnings that were slightly ahead of its model and provided 2026 guidance that matched Street expectations. The future outlook is driven by flat global repair and remodel sales, Masco revenue flat-to-up low single digit and margin expansion. The midpoint of the EPS guide represents 6% growth potential year-over-year. Oppenheimer views these results favorably and thinks they were ahead of buy-side expectations, especially given fears about copper inflation.