$IBP

Wells Fargo maintained its 'Equal-Weight' rating for Installed Building Products Inc (IBP) but lowered its price target to $195 from $240, an 18.75% decrease. IBP's stock is currently trading at $185.86, which GuruFocus estimates is 20.6% undervalued with a GF Value of $234. The company has a GF Score of 93/100, indicating strong fundamentals but lower momentum. Insider activity shows recent selling, suggesting cautious sentiment.

Analysts updated ratings and price targets for several companies. Notable changes include Crocs upgraded to Overweight with a target of $139, IBM's target raised to $238, Microsoft's target increased to $675, and Morgan Stanley's target cut to $185. Other companies received mixed recommendations and target adjustments.

Goldman Sachs maintained a 'Buy' rating for Installed Building Products (IBP) but lowered its price target from $297 to $257. The stock is currently trading at $186.91, with a GF Value of $233.97, indicating a 20.1% undervaluation. IBP has a GF Score of 93/100, showing strong financial health. Insider activity shows recent selling.

Installed Building Products, Inc. (IBP) filed an SEC Form 8-K — Regulation FD Disclosure. Installed Building Products Publishes 2026 Environmental, Social and Governance Report Columbus, Ohio, October 1, 2026 -- Installed Building Products, Inc. (the “Company” or “IBP”) (NYSE: IBP), an industry-leading installer of insulation and complementary building products, annou

Analysts initiated coverage on five companies: Autodesk (ADSK) with a Neutral rating and $215 target, Installed Building (IBP) with a Buy rating and $240 target, Samsara (IOT) with an Overweight rating and $45 target, Nokia (NOK) with a Buy rating and $15 target, and Netskope (NTSK) with an Overweight rating and $21 target.

Installed Building Products (NYSE:IBP) led Q2 earnings among home builders, while NVR (NYSE:NVR) reported the weakest results with revenue down 10.5% YoY. D.R. Horton (NYSE:DHI) met revenue expectations but missed full-year guidance. PulteGroup (NYSE:PHM) beat revenue and EPS estimates despite a 9.6% YoY decline. NVR, DHI, and PHM stocks are down 3%, 4.7%, and 4.8% since reporting, respectively.

Jackson Janet E. sold 1,086 shares of Installed Building Products, Inc. (IBP) at $237.06 ($0.26M total) on 2026-09-03.

Installed Building Products (IBP) reported Q2 revenue of $777.8M, up 2.3% YoY, driven by acquisitions and growth in non-core segments. However, net income fell to $64.9M, and margins slipped due to residential softness and higher costs. The company raised its dividend and repurchased shares. According to IBP, housing slowdowns impacted its largest business line.

Installed Building Products (IBP) reported Q2 2026 net revenue of $777.8 million, up 2.3%, with adjusted gross margin at 33.3% and adjusted EBITDA of $130.9 million. Installation revenue was $710.7 million, down 0.7%, while Other segment revenue rose to $67.1 million. The company repurchased $76.2 million of shares and declared a $0.39 dividend.

Installed Building Products (IBP) expects commercial and multifamily demand to stay resilient, offsetting weakness in single-family starts. Management projects at least $100M in revenue-accretive acquisitions this year and says spray foam price increases should support margins in 2H, with potential short-term volatility. Shares trade around $238.22.