SH SHW Sherwin-Williams Loading... : Bullish and Bearish Analyst Opinions

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PPG and Sherwin-Williams both highlighted data centers as an increasingly important revenue.

JPMorgan raises its price target on Sherwin-Williams to 380 dollars from 365 dollars.

Sherwin-Williams raised its outlook after reporting higher profit and sales.

Despite a challenging demand environment, Sherwin-Williams raised full-year sales and EPS guidance, driven by strong execution, share gains, and disciplined pricing, indicating bullish sentiment.

Pre-market movers report shows earnings beats and guidance raises for CDNS, WELL, JNJ, UPS, CNC.

Sherwin Williams reports Q2 2026 adjusted EPS of $3.70 beating estimates of $3.51 and net sales.

Peak earnings season begins with 177 S&P 500 companies reporting Q2 results this week.

AkzoNobel shares fell after Sherwin-Williams and Nippon Paint withdrew a $14.5 billion bid.

Premarket movers report shows mixed performance across Magnificent Seven stocks.

Akzo Nobel rejects unsolicited takeover bids from Nippon Paint and Sherwin-Williams.

Lowe's is working with Sherwin-Williams to improve in-store paint expertise, indicating continued partnership but no quantitative signal.

Management maintained full-year EPS and revenue guidance despite raising the raw material inflation outlook, offsetting higher price expectations with slightly weaker volume assumptions. The tone is cautiously confident with a focus on share gains, but no upgrade.

Cramer states Sherwin-Williams and Home Depot were among the Dow's biggest gainers, linking their rise to investor belief that interest rates are coming down. He notes Home Depot hit a two-year low yesterday and the housing market is the worst for transaction volume in decades. Lower interest rates would theoretically revive the frozen housing market. A thaw in housing would create pent-up demand for home improvement and paint, benefiting Home Depot and Sherwin-Williams. WATCH because the move is based on hope for a future rate-driven housing recovery, but Cramer explicitly cautions "you need a couple of persistent rate cuts before you can say that now," indicating the thesis is premature and unproven. Interest rates do not decline persistently; the housing market fails to respond to lower rates.

These are the things I would own now. Fuel, fertilizer, PVC pipes, paint, roofing material. I see the price of everything going up, but the things that are most closely connected with the hydrocarbon value chain are going to see the biggest increases. Crude oil is the foundational raw material for petrochemicals, agricultural fertilizers, and construction materials like PVC and paint. If oil shipments remain blocked, the input costs for these downstream products will skyrocket. Companies that manufacture or distribute these materials will experience massive pricing power and inventory value appreciation. LONG. Equities tied to fertilizers and hydrocarbon-heavy building materials serve as a leveraged, secondary play on a sustained global oil supply shock. A rapid de-escalation in the Middle East normalizes oil flows, crashing the input costs and speculative premium on these materials.

"These are the things I would own now. Fuel, fertilizer, PVC pipes, paint, roofing material. I see the price of everything going up... You may not be able to restock some of these items literally within weeks or months." If skyrocketing oil prices force the US government to implement 1970s-style price controls to fight inflation, it will destroy supply chains and create massive shortages in physical goods. Companies that produce or stockpile hard assets and building materials will see immense pricing power in gray markets or when controls eventually lift. LONG producers of fertilizer, chemicals, and building materials as a hedge against price controls and shortages. The war ends quickly, oil prices drop, and no price controls are implemented, leaving these cyclical stocks vulnerable to normal macroeconomic slowing.

New Sherwin-Williams products are gaining traction with pro customers at Lowe's, driving sales growth for both the retailer and the paint supplier.

Guidance is cautious with a 'softer for longer' demand environment, but management expects modest growth driven by share gains and cost discipline, despite a challenging macro.

Buy housing R&R beneficiaries — if rates fall below 5.75%.

Sherwin-Williams is deepening its partnership with Lowe's through an exclusive co-launch, expanding its retail distribution channel for this product.