Top Rated Consumer Discretionary Stock: Installed Building Products Inc (IBP) is highlighted as a mid-cap growth stock in the Construction Services industry, receiving a 68% rating based on Warren Buffett's investment strategy, which favors firms with predictable profitability and low debt.
Company Overview: Installed Building Products, Inc. specializes in residential insulation installation and offers a range of complementary building products, operating through three segments: Installation, Distribution, and Manufacturing.
Warren Buffett's Investment Philosophy: Warren Buffett, known as one of the greatest investors, emphasizes long-term value and modest living, with a notable history of outperforming the S&P 500.
Validea's Investment Research: Validea provides investment research based on the strategies of renowned investors like Warren Buffett, offering stock analysis and model portfolios aimed at long-term market outperformance.
IBP
$264.86+Infinity%1D
Analyst Views on IBP
Wall Street analysts forecast IBP stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for IBP is 243.89 USD with a low forecast of 203.00 USD and a high forecast of 275.00 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.
8 Analyst Rating
Wall Street analysts forecast IBP stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for IBP is 243.89 USD with a low forecast of 203.00 USD and a high forecast of 275.00 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.
1 Buy
5 Hold
2 Sell
Hold
Current: 268.280
Low
203.00
Averages
243.89
High
275.00
Current: 268.280
Low
203.00
Averages
243.89
High
275.00
Jefferies
Philip Ng
Hold
maintain
$230 -> $259
2025-12-15
New
Reason
Jefferies
Philip Ng
Price Target
$230 -> $259
2025-12-15
New
maintain
Hold
Reason
Jefferies analyst Philip Ng raised the firm's price target on Installed Building Products to $259 from $230 and keeps a Hold rating on the shares. With residential construction expected to remain soft to start 2026, the firm prefers consumer facing companies that have pricing power, the analyst tells investors in a 2026 building products outlook note.
Wells Fargo
Sam Reid
Equal Weight
initiated
$275
2025-11-17
Reason
Wells Fargo
Sam Reid
Price Target
$275
2025-11-17
initiated
Equal Weight
Reason
Wells Fargo analyst Sam Reid initiated coverage of Installed Building Products with an Equal Weight rating and $275 price target. The firm says Installed Building Products is perhaps one of best-run distributors in its growing coverage, with attractive roll-up dynamics. But valuation and new residential leverage keep Wells on the fence.
Evercore ISI
In Line
maintain
$240 -> $265
2025-11-06
Reason
Evercore ISI
Price Target
$240 -> $265
2025-11-06
maintain
In Line
Reason
Evercore ISI raised the firm's price target on Installed Building Products to $265 from $240 and keeps an In Line rating on the shares. The company delivered a solid Q3 performance, surpassing EPS expectations and demonstrating resilience in a challenging market, the analyst tells investors in a research note. The firm added that sales were in-line, while bottom-line results outperformed due to strength in commercial growth and effective execution across various markets.
Vertical Research
initiated
$226.09
2025-10-20
Reason
Vertical Research
Price Target
$226.09
2025-10-20
initiated
Reason
Vertical Research initiated coverage of Installed Building Products with a Sell rating and $226.09 price target.
About IBP
Installed Building Products, Inc. is a new residential insulation installer and a diversified installer of complementary building products, including waterproofing, fire-stopping, fireproofing, garage doors, rain gutters, window blinds, shower doors, closet shelving and mirrors and other products for residential and commercial builders located in the continental United States. The Company operates through three segments: Installation, Distribution and Manufacturing. The Installation segment is engaged in the installation of various products in the residential new construction, repair and remodel and commercial construction end markets. The Distribution segment sells insulation, gutters and accessories primarily to installers of these products who operate in multiple end markets. The Manufacturing segment consists of its manufacturing operation which produces cellulose insulation and asphalt and industrial fibers to sell to distributors and installers of these products.
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.
