Installed Building Products, In (IBP) Stock Analysis
Consumer Cyclical · Residential Construction
Sell if holding. Analyst target reached at $200.22 — A.R:R 0.1:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Supplier: single aluminum supplier for CAS distribution.
Installed Building Products is one of the nation's largest installers of insulation and complementary building products for residential and commercial construction, operating approximately 250 branch locations across all 48 continental states. Revenue of $3.0B in 2025 is derived... Read more
Sell if holding. Analyst target reached at $200.22 — A.R:R 0.1:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Supplier: single aluminum supplier for CAS distribution. Chart setup: No clear chart pattern; technical signals are mixed. Score 5.3/10, high confidence.
Passes 6/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 59d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.
Recent developments
updated 2026-06-09Recent Developments — Installed Building Products, In
Latest news
- NEWS A Look at Installed Building Products Inc (IBP) After 3.2% Decli - GuruFocus — GuruFocus negative
- NEWS Installed Building earnings ahead as housing headwinds persist By Investing.com - Investing.com Nigeria — Investing.com Nigeria negative
- NEWS Installed Building earnings ahead as housing headwinds persist By Investing.com - Investing.com Canada — Investing.com Canada negative
- NEWS Installed Building Products Q1 2026 earnings preview - MSN — MSN neutral
- NEWS Installed Building Products (IBP) Q1 Earnings: What To Expect - StockStory — StockStory neutral
Generated 2026-06-09T22:16:35Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHSuppliersingle aluminum supplier for CAS distribution10-K Item 1: 'CAS purchases the majority of its finished painted aluminum from a single supplier and is subject to fluctuations in the commodity pricing of aluminum'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
1 floor-breaker
Revenue shrinking — -3.5% YoY. Growth thesis broken unless recovery story develops.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Analyst target reached at $200.22 — A.R:R 0.1:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Supplier: single aluminum supplier for CAS distribution. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $189.54. Score 5.3/10, high confidence.
Take-profit target: $202.35 (+1.1% upside). Prior stop was $189.54. Stop-loss: $189.54.
Concentration risk — Supplier: single aluminum supplier for CAS distribution; Analyst target reached - limited upside remaining; Sector modifier (Consumer Cyclical): -1.5.
Installed Building Products, In trades at a P/E of 21.1 (forward 17.5). TrendMatrix value score: 6.6/10. Verdict: Sell.
21 analysts cover IBP with a consensus score of 2.7/5. Average price target: $233.
What does Installed Building Products, In do?Installed Building Products is one of the nation's largest installers of insulation and complementary building products...
Installed Building Products is one of the nation's largest installers of insulation and complementary building products for residential and commercial construction, operating approximately 250 branch locations across all 48 continental states. Revenue of $3.0B in 2025 is derived primarily from residential new construction insulation installation (58% of net revenue) and other complementary building products.