Masco (MAS) could offset the impact of potential tariffs through price increases, helping it accelerate earnings growth through 2026 and drive expansion of valuation multiples, Oppenheimer said Wednesday.

A possible pickup in repair and remodel activity in H2 this year is also seen boosting earnings, the firm said.

"We expect 2025 will be an inflection year with industry sales likely to grow in H2," it said.

Oppenheimer is projecting 2025 earnings per share of $4.43 for the home improvement products manufacturer with sales growing by 1%, which are above consensus estimates and assume that Q3 revenue will increase after 12 straight quarters of flat to downward sales. It sees EPS growth exceeding 10% in 2026.

The firm has an outperform rating on the stock and $89 price target.

Price: 77.72, Change: +0.43, Percent Change: +0.56