Eminence Completes Exit from Installed Building Products Following a Year of Strong Performance
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 05 2025
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Source: NASDAQ.COM
Eminence Capital's Sale: Eminence Capital, LP fully exited its position in Installed Building Products by selling 945,101 shares, resulting in a net change of approximately $170.42 million, which accounted for 0% of its 13F assets under management post-sale.
Company Overview: Installed Building Products, Inc. specializes in the installation and distribution of insulation and complementary building products for the U.S. residential and commercial construction markets, operating a vertically integrated business model.
Market Performance: Despite a strong year where Installed Building Products' stock outperformed the S&P 500, Eminence Capital's decision to liquidate its position suggests a strategic shift rather than a response to declining performance.
Future Considerations: The company's ability to continue acquiring local installers and maintain profitability will be crucial for its growth, as investors will be watching how it navigates potential market slowdowns.
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Analyst Views on GTLB
Wall Street analysts forecast GTLB stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GTLB is 52.61 USD with a low forecast of 40.00 USD and a high forecast of 72.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
25 Analyst Rating
15 Buy
10 Hold
0 Sell
Moderate Buy
Current: 37.225
Low
40.00
Averages
52.61
High
72.00
Current: 37.225
Low
40.00
Averages
52.61
High
72.00
About GTLB
GitLab Inc. provides DevSecOps Platform, is built on a single codebase, unified data model, and user interface. The Company offers customers flexible deployment options, including a self-managed offering, as well as multi-tenant and single-tenant (GitLab Dedicated) software-as-a-service (SaaS) solutions. It offers the DevSecOps Platform in three different subscription tiers, namely Free, Premium and Ultimate. The DevSecOps Platform enables its customers to move their DevOps workflow across any hybrid or multi-cloud environment. Its subscription plans are available as a self-managed offering that customers download to run in their own on-premises environment or hybrid cloud environments, and also a SaaS offering, which is offered as either multi-tenant or single-tenant (called GitLab Dedicated). The Company also provides related training and professional services. Its SaaS products provide access to hosted software as well as support.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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