NYSE: IBP

Installed Building Products (IBP) Stock Analysis & Forecast

Sep 28 close

$196.09−4.14 (−2.1%)

Gekko Brief

AI summary

Installed Building Products has been trading near its 52-week low after second-quarter 2026 results showed consolidated net revenue up 2% to $778 million, with adjusted EPS of $2.91 beating consensus and last EPS actual at $2.81 against a $2.41 estimate. Coverage has been mixed: the stock touched a 52-week low of $192.65 even as some analysts raised price targets and maintained neutral or buy ratings, with one consensus one-year target cited at $244.00 and another firm putting fair value near $233.54 or $244.82. A comparison piece also weighed IBP against peer Owens Corning (OC) for value investors.

The stock closed at $196.09, down 2.1%, sitting below both its 50-day average of $227.28 and 200-day average of $257.07, with the shorter average also under the longer one. Returns have been negative across the last month (-18.6%), three months (-13.7%), six months (-25.3%) and year (-21.2%). The GekkoIndex reads 64.3, placing it in the Accumulation zone, and the price sits 1.3% above Gekko Fair Value of $193.64.

The next earnings date falls on 4 November 2026, 36 days out and beyond a typical 20-day holding window. Over the last 90 days, Congress recorded 3 buys and 0 sells. Seasonality from this point in the calendar has averaged a 0.5% gain over the next 20 trading days across 5 years, rising in 3 of them. Analyst coverage from 6 firms currently shows 2 buy and 4 hold ratings, with a consensus target of $239.92.

Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.

Installed Building Products price vs fair value

$196.09$193.64Sep ’25Mar ’26Sep ’26
Close $196.09200-day averageGekko Fair Value $193.64

Installed Building Products quick facts

Market cap
$5.28B
P/E ratio
21.6
Forward P/E
17.8
EPS, TTM
$9.27
Revenue, TTM
$2.96B
Profit margin
8.5%
Dividend yield
0.77%
Beta
1.72
Volume
276,178 avg 458,718
1-year return
−21.2%
Typical daily move
±5.1%
Typical 20-day move
±9.1%
50-day average
$227.28
200-day average
$257.07
Next earnings
Nov 4
Shares outstanding
26.58M
52-week range
$192.65$349.00

Installed Building Products swing-trade checklist

Installed Building Products scores 4 supportive, 1 mixed and 1 headwind across the 6 checklist items with data.

Six things swing traders check before a 20-day hold, read from the latest data.

4 supportive1 mixed1 headwind

  • Trendheadwind

    Below 50 and 200-day

    Close $196.09 is below the 50-day ($227.28) and 200-day ($257.07) averages, and the 50-day is below the 200-day.

    See the chart
  • GekkoIndexsupportive

    64.3, Accumulation

    Reading 64.3 is in the Accumulation zone.

    See the GekkoIndex
  • Fair valuemixed

    1.3% above

    Price is within 5% of Gekko Fair Value (1.3% above).

    See fair value
  • Smart moneysupportive

    Leans bullish

    Last 90 days: Congress 3 buys / 0 sales.

    See smart money
  • Earnings risksupportive

    Reports in 36 days

    Next report Nov 4, 2026, 36 days away — outside a typical 20-trading-day hold.

    See earnings
  • Seasonalitysupportive

    +0.5% on average

    From this point in the calendar, the next 20 trading days averaged +0.5% over 5 years, rising in 3 of them.

    See seasonality

A description of current data, not a recommendation. How this page works

Installed Building Products stock chart and price history

Installed Building Products closed at $196.09 on Sep 28, 2026, −21.2% over the past year, inside a 52-week range of $192.65 to $349.00.

Close50-day average200-day averageVolume
Installed Building Products share price, past year, with 50-day and 200-day moving averages and volume$250$300$350NovDecJan 2026FebMarAprMayJunJulAugSep196.09

Use the left and right arrow keys to read daily values.

Performance Breakdown

1 month
−18.6%
3 months
−13.7%
6 months
−25.3%
1 year
−21.2%
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About Installed Building Products

Installed Building Products supplies and installs construction materials for residential and commercial builders across the United States. Its work centers on insulation, including fiberglass, cellulose, and spray foam, fitted into basements, crawl spaces, attics, building envelopes, and soundproofing applications. Alongside insulation, it handles a broad mix of building products such as caulking and sealants, sliding doors, mirrors and closet shelving, garage doors and openers in steel, aluminum, wood, and vinyl, waterproofing and moisture barrier systems, rain gutters, fire-stopping components, and window coverings like blinds, shades, and shutters.

The company runs through three segments: Installation, Distribution, and Manufacturing. Beyond installing products for builders, it acts as a wholesale distributor, supplying insulation materials such as spray foam, metal building, residential, and mechanical or fabricated Styrofoam insulation, along with related equipment and machinery, to other buyers in the construction trade.

Installed Building Products was founded in 1977 and was previously known as CCIB Holdco, Inc. It is headquartered in Columbus, Ohio, and its shares are listed on the NYSE under the ticker IBP.

Listed
NYSE
Sector
Industrial services
Industry
Engineering & construction
Website
installedbuildingproducts.com

Installed Building Products GekkoIndex: the smart money zone

Installed Building Products’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 64.3, in the Accumulation zone, down 6 points over five sessions.

010064.3Accumulation

Down 6 points over five sessions, from the Buying zone.

Reading for Sep 28, 2026

What followed past readings in each zone

ZoneReadings5 days10 days20 days50 days
Buying36+0.4%+2.4%+5.1%+2.9%
Accumulation (current zone)226+1.1%+2.2%+3.1%+2.8%
Neutral376−0.3%−0.7%−0.7%+1.0%
Distribution32+0.9%+1.6%+4.7%+7.4%
Selling2Too few readings yet

Average IBP share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.3% over 20 days. Past behaviour doesn’t guarantee future results.

Accumulation zone: Institutional interest building. About the five zones →

See every daily GekkoIndex reading plotted over the IBP price, zone by zone.Track IBP in Gekko

Is Installed Building Products stock overvalued? Gekko Fair Value

Installed Building Products trades 1.3% above Gekko Fair Value of $193.64, so the shares are about fair value on Gekko’s estimate.

Gekko’s own estimate of what Installed Building Products shares are worth, recalculated every trading day.

$193.64

Gekko Fair Value, Sep 29, 2026

1.3% above fair value · About fair value

How Gekko Fair Value works →

Gekko Fair Value on every chart, with the gap to price updating daily.Open IBP in Gekko

Installed Building Products insider and Congress trading

No open-market insider purchases were filed for Installed Building Products, and members of Congress disclosed 3 purchases and 0 sales, in the last 90 days.

Plus buybacks, unusual options and fund positions, each dated to when it became public.

Insider buying last 90 days

No open-market insider purchases were filed for IBP in the last 90 days.

From Form 4 filings, dated to when each was filed.

Every IBP insider filing, plotted on the chart in Gekko.Open IBP in Gekko

Congress trades last 90 days

3trades disclosed: 3 purchases and 0 sales.

MemberTypeAmountDisclosed
David Taylor
House, OH, purchase
Purchase$1,001 - $15,000Sep 18
traded Sep 8
David Taylor
House, OH, purchase
Purchase$1,001 - $15,000Aug 21
traded Aug 14
David J. Taylor
House, OH, purchase
Purchase$1,001 - $15,000Aug 21
traded Aug 13

From congressional disclosures, which report amounts as ranges.

Buybacks

Installed Building Products has been buying back its own shares.

Bought back, quarter ended Jun 30, 2026
$76.30M
As a share of market cap
1.44%
Trailing four quarters
$199.9M

From company filings.

Hedge funds and billionaires quarter ended Dec 31

0of the funds Gekko tracks hold IBP.

0added0opened0trimmed1sold out
Which funds are on each side, name by name.Unlock in Gekko

Installed Building Products earnings: next date and track record

Installed Building Products reports on Nov 4, 2026 (36 days away), and beat the EPS estimate in 5 of its last 8 reports.

5 of 8reports beat the EPS estimate
±9.3%average move across the report
4 of 8reports followed by a gain

Share-price move across each report

−7.7%Nov ’24−0.3%Feb ’25−2.0%May ’25+21.7%Aug ’25+5.8%Nov ’25+9.0%Feb ’26−26.5%May ’26+1.1%Aug ’26

Last earnings call, Aug 6, 2026 AI summary

What they said
Installed Building Products (IBP) reported resilient results in 2Q 2026 with consolidated net revenue up 2% to $778 million and same-branch sales down modestly. Growth was driven by recent acquisitions and strength in commercial installation, manufacturing and distribution (the “other” segment), which grew ~50% on an as-reported basis (~28% on a same-branch basis). Heavy commercial delivered double-digit same-branch growth for the fifth consecutive quarter and heavy commercial backlog and margins remain strong. New single-family residential remained pressured due to affordability and low consumer confidence, with same-branch installation sales down ~2% and new residential same-branch sales down ~6%. Adjusted gross margin was 33.3% (installation 36.5%), down from a year ago driven by fuel cost (~50 bps impact) and mix shift due to faster growth in lower-margin other segment; management reiterated a full-year gross margin range of ~32%-34%. Adjusted EBITDA and operating performance were impacted by higher medical insurance costs (material headwind to SG&A) and modest deleverage. Management emphasized diversification, disciplined pricing in local markets, capital allocation priorities (M&A prioritized over share repurchases but buybacks continue when appropriate), willingness to flex leverage up toward ~3x for the right platform acquisition, and confidence in free cash flow to delever post-deal. Key near-term uncertainties include spray foam material price increases (25% reported input increase) that may create some Q3 lumpiness but are expected to be margin-neutral over time, and broader macro/affordability pressures on single-family demand.
Guidance
No formal forward guidance was provided. Management reiterated its prior full-year adjusted gross margin target range of ~32%–34%, said spray-foam manufacturer price increases should begin to have more positive impact in H2 but may be bumpy in Q3, and indicated they expect commercial end markets (including heavy commercial and light commercial) to remain positive through the back half of the year. Management also stated they may opportunistically increase leverage up to ~3x for the right platform acquisitions and will prioritize M&A over buybacks.
Risks flagged
Risks noted by management include continued weakness in new single-family housing due to low consumer confidence and affordability, increased fuel costs (a near-term margin headwind), rising medical insurance costs (increasing SG&A), potential for increased supply / capacity coming online in insulation manufacturing which could limit price acceptance, and geopolitical/macro uncertainty that could reduce consumer demand.
ReportedEPSSurpriseRevenueSurpriseMove
Aug 6, 2026$2.81
est $2.41
+16.6%$777.8M
est $743.3M
+4.6%+1.1%
May 7, 2026$1.79
est $1.96
−8.7%$660.5M
est $668.9M
−1.3%−26.5%
Feb 26, 2026$3.24
est $2.75
+17.8%$747.5M
est $739.0M
+1.2%+9.0%
Nov 5, 2025$3.18
est $2.69
+18.2%$778.2M
est $739.0M
+5.3%+5.8%
Aug 7, 2025$2.95
est $2.45
+20.4%$760.3M
est $770.3M
−1.3%+21.7%
May 8, 2025$1.64
est $1.87
−12.3%$684.8M
est $724.1M
−5.4%−2.0%
Feb 27, 2025$2.88
est $2.85
+0.9%$750.2M
est $763.0M
−1.7%−0.3%
Nov 7, 2024$2.85
est $3.02
−5.6%$760.6M
est $757.2M
+0.4%−7.7%

“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.

Installed Building Products stock forecast and analyst price targets

Analysts’ average 12-month price target for Installed Building Products is $239.92, +22.4% from the last close, from 6 firms rating the stock in the last 90 days.

$239.92consensus 12-month target, +22.4% from the last close
Low $222High $285
Buy2
Hold4
Sell0

Each firm’s latest rating in the last 90 days: 6 firms.

Latest analyst actions

DateFirmRatingTargetvs price
Sep 25Evercore ISIHold, maintained$222+13.2%
Sep 15Stifel NicolausBuy, initiated$240+22.4%
Sep 14Stifel NicolausBuy, initiated$240+22.4%
Sep 11Wells FargoHold, maintained$240+22.4%
Aug 10D.A. DavidsonHold, maintained$250+27.5%
+3.1%average 20-day move after past Accumulation readings
+0.5%average move over the next 20 trading days in the last 5 years
±5.1%typical daily move, from the 14-day average range

Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.

Installed Building Products seasonality: the next 20 trading days

Over the next 20 trading days from Sep 29, Installed Building Products averaged +0.5% across the last 5 years, rising in 3 of them.

Next 20 trading days, by year

+10.8%2021+3.5%2022−12.8%2023−4.7%2024+8.8%2025

Average move and hit rate

WindowAverageYears higher
Next 5 trading days−1.4%1 of 5
Next 10 trading days−2.8%1 of 5
Next 15 trading days−1.4%3 of 5
Next 20 trading days+0.5%3 of 5
Next 30 trading days+2.0%4 of 5

For scale, IBP’s typical 20-trading-day move in either direction is about 9.1%.

Installed Building Products market cap and key statistics

Installed Building Products’s market cap is $5.28B, with a P/E ratio of 21.6 and revenue of $2.96B over the last twelve months.

Valuation

Market cap
$5.28B
P/E ratio
21.6
Forward P/E
17.8
EPS, TTM
$9.27
Gekko Fair Value
$193.64

Trading

Volume
276,178
Avg volume, 20 days
458,718
52-week high
$349.00
52-week low
$192.65
Shares outstanding
26.58M

Financials

Revenue, TTM
$2.96B
Profit margin
8.5%
Return on equity
38.5%
Quarterly earnings growth, YoY
−3.6%

Risk and income

Beta
1.72
Typical daily move
±5.1%
Typical 20-day move
±9.1%
Dividend yield
0.77%

Installed Building Products stock news this week

Coverage of Installed Building Products this week reads positive: 4 positive, 1 neutral and 2 negative headlines.

News sentiment positive

Installed Building Products peers

Installed Building Products’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.

StockTodayGekkoIndex zonevs Fair Value
PWRQuanta Services−0.1%Neutral6.5% above
FIXComfort Systems USA+0.2%Neutral5.6% above
FERFerrovial+0.8%Accumulation20.0% below
EMEEMCOR+0.6%Neutral5.7% above
OTISOtis Worldwide+0.8%Accumulation16.5% below
APGAPi+0.3%Neutral1.2% above

A peer links to its own page where one exists.

In the Buying zone today

Reporting earnings this week

Popular on Gekko

Installed Building Products stock FAQ

What is Installed Building Products’s market cap?

Installed Building Products’s market cap is $5.28B at the Sep 28, 2026 close of $196.09, with 26.58M shares outstanding. The shares trade on a P/E ratio of 21.6.

What is the Installed Building Products stock forecast?

The consensus analyst 12-month price target for Installed Building Products is $239.92, +22.4% from the last close. Of the 6 firms that rated the stock in the last 90 days, 2 rate it a buy, 4 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.

Is Installed Building Products stock overvalued or undervalued?

On Gekko’s estimate Installed Building Products is about fair value: the Sep 28, 2026 close of $196.09 is 1.3% above Gekko Fair Value of $193.64. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.

When does Installed Building Products report earnings next?

Installed Building Products is expected to report on Nov 4, 2026 (36 days away). Analysts expect earnings of $2.88 per share on revenue of $790.4M. Installed Building Products beat the earnings estimate in 5 of its last 8 reports, moving 9.3% on average across the report.

What is Installed Building Products’s 52-week high and low?

Installed Building Products’s 52-week high is $349.00 and its 52-week low is $192.65; it closed at $196.09 on Sep 28, 2026, −21.2% over the past year.

Is Installed Building Products stock a buy right now?

Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 4 of the 6 items with data read as supportive (gekkoindex, smart money, earnings risk and seasonality), 1 as mixed (fair value) and 1 as a headwind (trend). The checklist is a description of current data, not a recommendation.

How this page works

During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →

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