RPM International

RPM · NYSE

$100.12+$1.21 (+1.22%)TodayMarket closed · Oct 20, 7:46 PM ET

Prev close $98.91

RPM analyst rating

BuyConsensus of 15 analysts over the last 12 months. 87% rate it a buy.

Strong buy0
Buy13
Hold2
Underperform0
Sell0

12-month price target · 19 analysts

Average $132.85 (+32.7% upside)

Low: $115.14
Now: $100.12
High: $158.55

Upgrades and downgrades

The latest rating actions, newest first

RPM analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Barclays	Oct 13, 2026	Initiates	Equal-Weight	$107.00	50%
Keybanc	Oct 9, 2026	Maintains	Overweight	$123.00 → $117.00	30%
Deutsche Bank	Oct 8, 2026	Maintains	Buy	$126.00 → $115.00	57%
UBS	Oct 7, 2026	Maintains	Buy	$142.00 → $128.00	49%
Citigroup	Oct 7, 2026	Maintains	Buy	$128.00 → $116.00	53%
RBC Capital	Oct 7, 2026	Maintains	Outperform	$128.00 → $120.00	46%
Wells Fargo	Oct 5, 2026	Maintains	Overweight	$135.00 → $130.00	33%
Morgan Stanley	Sep 28, 2026	Maintains	Equal-Weight	$117.00 → $114.00	84%
Keybanc	Sep 11, 2026	Initiates	Overweight	$123.00	30%
B of A Securities	Jul 23, 2026	Maintains	Buy	$129.00 → $130.00	48%

The case for and against

Updated Oct 17, 2026

Bull case

RPM International is viewed favorably because its ~20% infrastructure exposure and strength in construction products position it to benefit from expected 2026/2027 non-residential construction growth, offsetting softer DIY/consumer demand. The company’s aggressive pricing actions, supported by global scale and product innovation, should help it remain price/cost positive and protect profitability even as raw material inflation eases. Management’s ongoing SG&A investments, including $5.3M in new employees and $3.2M in ads in FQ1 2026 plus another $10M in FQ2, should support share gains, while recovering Pro/contractor demand, international sales, and ~65% industrial end markets add further upside.

Bear case

RPM International is facing a fundamental earnings setback because FQ1 organic growth missed guidance by about 400 bps, or roughly $35M of revenue, and management’s lower outlook appears driven more by Construction Products Group delays than by inflation alone. The company’s inflation forecast was raised to 9-11% y/y for FQ2, while pricing actions and freight surcharges may cushion margins, the delayed deflation timeline pushes benefits to F3Q28 and keeps COGS pressure elevated longer. With ~75% U.S. exposure, ~15% Europe exposure, and customer concentration including Home Depot at 10% of sales, weak demand, acquisition-related overhead, and limited visibility support a negative stance.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.