---
title: "3M Growth Prospects Improving Into 2026, Says Analyst"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/273264739.md"
description: "3M's stock rose after beating Q4 earnings estimates, with adjusted sales of $6.023 billion and EPS of $1.83. Bank of America raised EPS estimates and maintained a Buy rating, projecting 2026 EPS of $8.50-$8.70 and sales of $25.250 billion. Analyst Andrew Obin noted strong growth in Safety & Industrial, despite weaker performance in Consumer. He expects margin expansion and improved growth prospects, raising EPS estimates for 2026 to $8.70 and for 2027 to $9.18. 3M shares were up 0.76% at $157.30."
datetime: "2026-01-21T17:17:52.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/273264739.md)
  - [en](https://longbridge.com/en/news/273264739.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/273264739.md)
---

# 3M Growth Prospects Improving Into 2026, Says Analyst

Post-it maker **3M Company** (NYSE:MMM) stock climbed Wednesday after the industrial giant beat fourth-quarter earnings estimates.

On Tuesday, the company reported fourth-quarter 2025 adjusted sales of $6.023 billion, which came slightly above the consensus estimate of $6.012 billion.

Adjusted earnings per share rose 9% Y/Y to $1.83, topping the Street estimate of $1.80.

3M sees 2026 adjusted EPS outlook of $8.50-$8.70 (versus consensus of $8.61) and adjusted sales outlook of about $25.250 billion, versus street view of $25.040 billion.

Following the results, **Bank of America Securities** analyst Andrew Obin raised the company’s EPS estimates, while maintaining a Buy rating and a $200 price forecast.

## Analyst Views

The analyst writes that organic revenue growth outside the Consumer segment exceeded estimates, while Consumer underperformed due to a weaker-than-expected holiday season.

Safety & Industrial drove the outperformance, benefiting from a stabilizing industrial channel and self-help initiatives, while Transportation and Electronics showed solid organic growth but slightly lagged on operations, notes the analyst.

Obin says that 3 M’s guidance projects top-line growth above consensus for fiscal 2026, despite a conservative macro outlook, with margin expansion expectations included in the guidance range.

Contrary to some market skepticism around slowing margin growth, the analyst sees improving growth prospects, especially in Safety & Industrial, while strategic adjustments in Transportation & Electronics could broaden the total addressable market.

Cost-cutting and operational efficiency efforts remain on track, supporting potential upside to margins as macro conditions improve, adds the analyst.

Consequently, Obin raised EPS estimates to $8.70 (from $8.60) for 2026 and $9.18 (from $9.06) for 2027. The analyst sees EPS estimates of $9.79 for 2028.

**MMM Price Action:** 3M shares were up 0.76% at $157.30 at the time of publication on Wednesday, according to Benzinga Pro data.

_Image via Shutterstock_

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