$RPM

KeyBanc lowers RPM International stock price target on guidance concerns

KeyBanc reduced its price target for RPM International (NYSE:RPM) to $117 from $123 due to organic decline in Consumer Products Group and guidance downgrade. RPM's stock is near its 52-week low at $97.83 but is considered undervalued. The company reported Q1 fiscal 2027 earnings beating EPS estimates but faced margin pressure. BMO Capital maintained an Outperform rating but lowered its target to $147.

Original reporting
Published Oct 9, 2026, 2:18 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 9, 2026, 2:31 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefEarnings
Primary signal
$RPM
Bearish
medium confidence
Mentioned
$RPM
Relevance
8/10
AlphAI data visualization · based on investing.com
Decision brief

The 30-second read

$RPMBearishMed
01

Why it matters

Analyst target cut may trigger short‑term sell pressure, but the earnings beat and undervaluation could support a rebound.

02

Market read

RPM's earnings beat and analyst target cut provide mixed signals, creating a short‑term trading opportunity.

03

What to watch

Potential upside from upcoming M&A activity and productivity gains not fully priced in.

Relevance 8/10Novelty 8/10Timing: today

Background

KeyBanc lowered its price target on RPM International after an unexpected organic decline in its Consumer Products Group and a guidance downgrade, while the company posted a Q1 earnings beat.

Company-level read

Ticker impact

$RPMBearishMedium confidence
Context

KeyBanc cut RPM International's price target to $117 and reported the company's Q1 fiscal 2027 earnings beat expectations.

Expected impact

likely pressure as the market prices in the lower target

Evidence & confidence

Analyst downgrade outweighs earnings beat, indicating short‑term downside.

Market effects

The coatings sector may see modest repricing as analysts reassess growth outlooks.

U.S. industrial stocks could face slight pressure.

Limited to U.S. equities; no broader macro effect.

Counterpoint

The earnings beat and low valuation may present a buying opportunity despite the target cut.

Key entities

  • KeyBanc

    Equity research firm that lowered RPM's price target.

  • RPM International Inc.

    U.S. industrial coatings and specialty chemicals company.

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Will Earnings Beat Change RPM International (RPM) Stock Narrative

RPM International reported Q1 2027 sales of $2.215 billion and net income of $256.36 million, with EPS of $2.02. The company cited record revenue, acquisitions like Volteco, and cost control as drivers. RPM provided guidance for low to mid-single-digit sales growth in Q2 and fiscal 2027, with analysts projecting 4.3% annual revenue growth and earnings growth to $976.7 million by 2029.

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BMO Capital cuts RPM International stock price target on raw material headwinds

BMO Capital reduced its price target for RPM International (NYSE:RPM) to $147 from $151, citing raw material and logistics cost headwinds, though it kept an Outperform rating. RPM reported Q1 fiscal 2027 earnings of $1.98 per share, beating estimates, with revenue at $2.22 billion. The company faces margin pressures but is growing through pricing, market share gains, and cost efficiency. RPM's stock trades near its 52-week low at $96.81.

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BMO reiterates RPM International stock rating on earnings beat

BMO Capital reiterated an Outperform rating on RPM International (NYSE:RPM) with a $151 price target after its Q1 earnings beat estimates. RPM reported Q1 EPS of $1.98, exceeding expectations, but lowered full-year EBITDA guidance due to inflation. Shares had declined 19% before earnings, near a 52-week low. The company has maintained dividends for 54 years, yielding 2.2%. RPM's next potential catalyst is its November Map 3.0 presentation.