Installed Building Products, Inc.
No enriched coverage for $IBP in the last 7 days.
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.
Recent IBP coverage spans earnings, financial news and insider activity.
In the last 30 days, IBP insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($257K). The most active reporter was Jackson Janet E. with 1 filing.
Buy initiation could lift the stock toward target.
Earnings release provides fresh revenue and EPS data.
The insider sale may signal reduced confidence or liquidity needs, potentially pressuring the stock short-term.
Revenue beat modestly while margins fell, suggesting mixed short-term outlook.
Earnings call details point to margin pressure from fuel and medical insurance, partially offset by strong heavy commercial growth and acquisition-driven revenue.
AlphAI scores every news story that mentions IBP with an AI model for sentiment and relevance, and aggregates insider trades from Installed Building Products, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
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.
2 min readInstalled 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.
3 min readJackson Janet E. sold 1,086 shares of Installed Building Products, Inc. (IBP) at $237.06 ($0.26M total) on 2026-09-03.
1 min readInstalled 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.
3 min readInstalled 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.
7 min readInstalled 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.
4 min readInstalled Building Products (IBP) reported Q2 2026 revenue growth driven by a 15% rise in heavy commercial sales and strong manufacturing and distribution results, offset by a 6% decline in new residential same-branch sales. Management cited affordability and low confidence. It expects at least $100M annual revenue from 2026 acquisitions and said spray foam costs are being passed through.
6 min readInstalled Building Products (NYSE:IBP) reported Q2 CY2026 revenue of $777.8 million, up 2.3% year on year, ahead of Wall Street expectations. Non-GAAP EPS was $2.91, 13.6% above consensus, though down from $2.95 a year earlier. Analysts expect revenue growth of about 2.3% and full-year EPS to fall 5.1% to $10.56.
6 min readInstalled Building Products, Inc. (IBP) filed an SEC Form 8-K — Results of Operations and Financial Condition. INSTALLED BUILDING PRODUCTS REPORTS SECOND QUARTER 2026 RESULTS; DECLARES REGULAR QUARTERLY CASH DIVIDEND Columbus, Ohio, August 6, 2026, Installed Building Products, Inc. (the "Company" or "IBP") (NYSE: IBP), an industry-leading installer of insulation and complementary building
4 min readInstalled Building Products (NYSE: IBP) is set to report Q2 earnings Thursday before market open. The company previously missed revenue and also fell short on EBITDA and EPS. For Q2, analysts expect revenue down about 2% YoY. The article cites an average analyst price target of $233.27 versus a $237.86 share price.
4 min read
