IBP

Installed Building ProductsB

NYSE / Consumer Durables & Apparel

Quote time unavailable

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AI scenario view

RankAlpha Sentiment Codex

B+

Bull case

25%

Probability

Target price

$255.00

Analysis reference price unavailable

Analysis 2026-09-11 · RankAlpha Sentiment Codex

Most likely

Base case

50%

Probability

Target price

$224.00

Analysis reference price unavailable

Analysis 2026-09-11 · RankAlpha Sentiment Codex

B-

Bear case

25%

Probability

Target price

$165.00

Analysis reference price unavailable

Analysis 2026-09-11 · RankAlpha Sentiment Codex

The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented

AI sentiment snapshot

Latest data as of 2026-09-11

AI commentary

Recent evidence is mixed: Q2 consolidated revenue growth, acquisition activity, liquidity, and capital returns are constructive, but declining installation revenue and management's housing caution constrain enthusiasm. The September 10 anchor is materially below the August 31 article's quoted price, indicating negative price momentum after the print. Quantified social sentiment, options skew, short interest, analyst revision counts, and reliable post-earnings target changes were unavailable; zero values in the sentiment object denote unavailable inputs rather than neutral measurements.

RankAlpha Sentiment Codex - 2026-09-11

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Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact

standard

Confidence

AI events

2026-12-10catalystQuarterly execution could validate operating resilienceMedium impact

Q2 net revenue rose 2.3% to $777.8 million despite a 0.7% decline in installation revenue; continued commercial and acquired-business growth could support a modest rerating, while another installation decline would weaken the thesis. [#SEC-8K-2026-08-06]

2026-12-31event2026 acquisition target and integration progressMedium impact

IBP reported approximately $59 million of acquired annual revenue year to date and maintained its expectation to acquire at least $100 million during 2026. Additional transactions and effective integration would broaden growth beyond residential installation. [#SEC-8K-2026-08-06]

2027-12-31catalystDiversified platform offsets residential weaknessHigh impact

Management attributed Q2 consolidated growth to acquisitions and heavy- and light-commercial operations while warning that affordability and consumer confidence would continue weighing on residential housing. A durable mix shift toward commercial, manufacturing, and distribution could improve cycle resilience. [#SEC-8K-2026-08-06]

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Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-09-11 • Updated nightlySource: Internal modelMethodology