GFF · NYSE
Average $129.54 (+36.4% upside)
The latest rating actions, newest first
| Firm | Date | Action | Rating |
|---|---|---|---|
| Stephens & Co. | Aug 6, 2026 | Maintains | Overweight |
| Stephens & Co. | Feb 9, 2026 | Maintains | Overweight |
| Stephens & Co. | Nov 24, 2025 | Maintains | Overweight |
Updated May 12, 2026
Griffon is expected to have a strong future due to their successful F1Q26 results, increased CPP international volume, and announcement of a JV with ONCAP, providing $100 million in cash and $161 million in second lien debt. With a strategic review underway and the company's solid performance, this financial analyst has revised the price target to $115, supported by a strong EV/NTM EBITDA estimate and SOTP valuation.
Griffon is facing significant risks due to its heavy dependence on the renovation and remodeling (R&R) market, which could be negatively impacted by a potential recession. The company also faces risks from rising interest rates, potential customer concentration with Home Depot, and the execution of future acquisitions. Despite strong margins and a solid track record of generating cash flow, these risks could affect the company's bottom line and lead to a negative outlook for its stock. [The company's revenue is expected to decline in the first half of FY26 due to lower volume, but normal weather patterns and replenishment should support positive revenue in the second half. However, there may be some variability in product mix within the company's guidance. While management has been successful in improving margins, the high risks faced by the company may make its current valuation unattractive. As a result, the target price has been adjusted to $92. However, changes to GAAP EPS show a decrease across all time periods.]
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