09:35 AM EDT, 07/25/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:
We lift our 12-month price target by $23 to $140 on a forward P/E of 22x our FY 27 (May) EPS view of $6.39, a 19% premium to its five-year average of 18.5x on sales/margin expansion and acquisitions. We cut our FY 26 EPS estimate by $0.02 to $5.82. FQ4 sales rose 3.7% Y/Y (margin +90 bps), reflecting sales of systems and turnkey solutions to serve high-performance buildings. Sales/adj. EBIT margin by segment: Construction Products Group +6.3%/+135 bps, Consumer Group -1.6%/+90 bps, Performance Coatings Group +9.2%/+120 bps, and Specialty Products Group +2%/+35 bps. We keep our Buy view, due to positive tailwinds from data center, infrastructure, and high-performance buildings, with $70M of incremental MAP benefits flowing into FY 26. We believe RPM is positioned to deliver superior returns as it leverages operational excellence into accelerated growth, making it an attractive investment opportunity for investors seeking exposure to infrastructure modernization, industrial automation, and construction markets.