Truist Securities increased its 12-month price target for Minerals Technologies (NYSE:MTX) to $89.00 from $84.00 on Monday while keeping a Buy rating on the specialty minerals company. The revised target implies roughly 33% upside from the stocks trading level of $66.86.
The lift in the price target follows Minerals Technologies fourth-quarter 2025 earnings release. Truist said the company met consensus revenue expectations despite what the firm described as "choppy end market conditions." Over the trailing twelve months the company recorded $2.07 billion in revenue, a decline of 2.17% compared with the prior period.
Analysts are projecting a return to top-line expansion in fiscal 2026, with a consensus expectation of about 4% revenue growth. Truists note emphasized that while revenue momentum is expected to recover, margin pressure remains an important near-term consideration.
Specifically, Truist highlighted margin weakness in the Consumer & Specialties segment, saying that softness there is likely to persist into the first quarter of 2026 before improving later in the year. The firm contrasted that near-term margin drag with signs of stabilization elsewhere in the portfolio.
One area Truist singled out as a potential growth driver is the Household & Personal Care (H&PC) business. The analyst said growth in H&PC appears to be normalizing and that it could deliver the strongest expansion within the companys businesses this year as new business wins ramp up during the second quarter.
Truist reiterated its Buy rating on the stock, arguing that Minerals Technologies earnings stability and growth prospects are not fully reflected in current valuations. The firms view of upside at the current price underpins the higher target.
Independent financial health analysis noted alongside the coverage describes the stock as undervalued, assigning a "GOOD" overall financial health score of 2.62. The company has also maintained dividend payments for 34 consecutive years, a record cited as evidence of long-term payout stability even as recent quarters showed pressure on margins and profit metrics.
In its fourth-quarter 2025 disclosure, Minerals Technologies posted revenue that slightly exceeded consensus while reported earnings per share fell marginally short of forecasts. The company described ongoing investments in innovation and market expansion that management and analysts expect will contribute to growth in 2026. Those strategic initiatives are presented as part of the firm's efforts to strengthen its market position.
Analysts following the company noted the emphasis on future growth, but there were no specific industry-wide upgrades or downgrades referenced in the commentary. Market reaction to the results has been muted, with limited share-price movement noted after the release, which analysts interpreted as investors taking a cautious stance while awaiting clearer signs of margin recovery.
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Takeaway - Truists price-target raise reflects a view that revenue growth should resume in fiscal 2026 and that certain pockets of the business, notably H&PC, may drive the strongest growth as new wins ramp. Near-term margin headwinds, particularly in Consumer & Specialties, remain a watch item into early 2026.