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IBP

Installed Building ProductsA
NYSE / Consumer Durables & Apparel
Last Price
Quote time unavailable
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Current thesis
Record revenue, strong commercial growth, acquisition contribution, continued buybacks, and a stated plan to acquire at least $100 million of 2026 revenue support a constructive medium-term case. [#SEC-8K-2026-08-06]
Posture
Constructive
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta +18.1.
What can break
Acquisition integration and capital deployment must convert the stated revenue targets into profitable growth.
Momentum
64
Value
50
Sentiment
89
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $250.00 · Bull $280.00 · Bear $205.00Analysis 2026-08-08; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-08-17 • Vendor: Data Vendor v1
Scores
As of 2026-09-10 • Model: HYBRID_IC_RP
AI Memo
As of 2026-08-08 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-09-10

Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-09-10. Definitions

Supporting evidence
What
Grade A · Constructive
Confidence Medium · Net Neutral
Target $244.82
Why
Momentum64 · Δ7d +21.5
Value50 · Δ7d +0.0
Sentiment89 · Δ7d +18.1
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.

Confirming evidence

  • • Sentiment remains the lead driver in the composite, 7D delta +18.1.

Contradictions & invalidation

  • • Acquisition integration and capital deployment must convert the stated revenue targets into profitable growth.
  • • Gross margin fell year over year, with fuel expense and segment mix identified as headwinds.
  • • The quarter still showed residential weakness, declining job volume, lower gross margin, and management's expectation that affordability and consumer confidence will weigh on housing.

Catalyst clock

2026-08-11

Q2 results: revenue beat, mixed EPS, weak volume

Lead driver: Sentiment · See AI snapshot
Momentum
64
9% active weight
Current posture
7d trendImproving
Δ7d
+21.5
Δ21d
+20.9
Value
50
28% active weight
Current posture
7d trendFlat
Δ7d
+0.0
Δ21d
-1.0
Sentiment
89
62% active weight
Current posture
7d trendImproving
Δ7d
+18.1
Δ21d
+21.8
Why this grade

Composite grade A. Momentum 64.5 / Value 49.6 / Sentiment 89.0

Scenario snapshot

Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-08-08. Scenario method

B+
Bull case
25%
Probability
Target price
$280.00
Analysis reference price unavailable
Analysis 2026-08-08 · RankAlpha Sentiment Codex
Most likely
B
Base case
50%
Probability
Target price
$250.00
Analysis reference price unavailable
Analysis 2026-08-08 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$205.00
Analysis reference price unavailable
Analysis 2026-08-08 · RankAlpha Sentiment Codex
Fundamentals (TTM)
As of 2026-08-17
Market Cap
$6.47B
Beta
1.93
Shares Out
26.58M
P/E (TTM)
29.5
P/S (TTM)
2.50
P/FCF (TTM)
34.27
Rev YoY
+2.3%
EPS YoY
-3.5%
Gross Margin
+32.2%
Op Margin
+12.5%
Net Debt
$669.8M
Current Ratio
2.98
As of 2026-09-10 • Updated nightlySource: Internal modelMethods & Data