Investors interested in Construction stocks should always be looking to find the best-performing companies in the group. Is Installed Building Products (IBP) one of those stocks right now? Let's take a closer look at the stock's year-to-date performance to find out.Installed Building Products is a member of the Construction sector. This group includes 93 individual stocks and currently holds a Zacks Sector Rank of #16. The Zacks Sector Rank considers 16 different sector groups. The average Zacks Rank of the ...

Following my coverage on Installed Building Products ( IBP ) in August, I recommended a hold rating as the outlook wasn’t great. The housing market remains soft, and the IBP pace of acquisition was also lagging. FastI take a fundamentals-based approach to value investing.I disagree with the common misconception held by many investors that low multiple stocks must be cheap. I look for companies that offer the best long-term durability at the most affordable prices. Consequently, I have a propensity to be dra ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even ...

Core Insights - U.S. stock markets are experiencing a significant bull run in 2023, with major indexes near all-time highs [1] - Small-cap and mid-cap benchmarks have shown notable gains, with Russell 2000 up 14.3% and S&P 400 up 7.6% year to date [2] - Mid-cap stocks are seen as a good diversification strategy, combining benefits of both small and large-cap stocks [2][3] Mid-Cap Stocks Overview - Top-ranked mid-cap stocks have high potential for profitability and market share growth, with less exposure to international risks compared to large caps [3] - In a thriving economy, mid-cap stocks are expected to outperform small caps due to established management and access to capital [4] Recommended Mid-Cap Stocks - Five mid-cap stocks with favorable Zacks Ranks for 2026 are FirstCash Holdings Inc. (FCFS), Lyft Inc. (LYFT), Installed Building Products Inc. (IBP), Lumen Technologies Inc. (LUMN), and Advanced Energy Industries Inc. (AEIS) [5][9] - Each stock carries a Zacks Rank of 1 (Strong Buy) or 2 (Buy) [5] Company-Specific Insights FirstCash Holdings Inc. (FCFS) - Operates pawn stores and payment solutions in the U.S. and Latin America, with expected revenue and earnings growth rates of 5.7% and 21.8% respectively for next year [8][10] Lyft Inc. (LYFT) - Engages in ridesharing in the U.S. and Canada, with expected revenue and earnings growth rates of 14.6% and 25.9% respectively for next year [11][13] - Aims to enter the robotaxi market through partnerships, avoiding high R&D costs [12] Installed Building Products Inc. (IBP) - Operates as a residential insulation installer, with expected revenue and earnings growth rates of 1.1% and 0.1% respectively for next year [14][15] Lumen Technologies Inc. (LUMN) - Focused on AI opportunities, with $10 billion in Private Connectivity Fabric deals and plans to eliminate $1 billion in costs [16][17] - Expected revenue and earnings growth rates of -5.2% and -71.9% respectively for next year [18] Advanced Energy Industries Inc. (AEIS) - Benefits from semiconductor and data center demand, with expected revenue growth of approximately 20% and earnings growth of 20.2% for next year [19][20][21]

Core Insights - Eminence Capital has fully exited its position in Installed Building Products, selling 945,101 shares for approximately $170 million, marking a significant change in its investment strategy [1][2][10]. Company Overview - Installed Building Products, Inc. operates in the U.S. residential and commercial construction markets, focusing on the installation and distribution of insulation and complementary building products [5][9]. - The company reported a total revenue of $2.97 billion and a net income of $255.70 million for the trailing twelve months (TTM) [4]. Financial Performance - As of November 13, 2025, shares of Installed Building Products were priced at $257.14, reflecting a 26.0% increase over the past year, outperforming the S&P 500 by 13.44 percentage points [3][10]. - The company's dividend yield stands at 1.25% [4]. Business Model - Installed Building Products employs a vertically integrated business model, combining installation, distribution, and manufacturing to serve builders across the United States [9][14]. - The company focuses on both new construction and retrofit markets, leveraging a diversified product portfolio to provide value-added services [5][9]. Market Position and Strategy - Installed Building Products has transformed from a small insulation contractor into one of the largest installation platforms in the U.S., primarily generating revenue through installation services and product distribution [11][6]. - The company aims to continue its growth by acquiring well-run regional installers and integrating them into its operations, positioning itself as a consolidator in a fragmented industry [11][12]. Recent Developments - The complete sale of Installed Building Products shares by Eminence Capital indicates a strategic shift, as the stake previously represented 2.1% of the fund's assets under management [2][7]. - The decision to exit after a year of strong performance raises questions about the long-term growth potential of Installed Building Products and its ability to maintain attractive returns on acquisitions [10][12].

Group 1 - Installed Building Products (IBP) is currently ranked 1 (Strong Buy) in the Zacks Rank system, indicating strong potential for outperforming the market in the near term [3] - The Zacks Consensus Estimate for IBP's full-year earnings has increased by 9.6% over the past quarter, reflecting improved analyst sentiment and a more positive earnings outlook [4] - IBP has achieved a year-to-date return of 51.8%, significantly outperforming the average gain of 4.7% in the Construction sector [4] Group 2 - Installed Building Products is part of the Building Products - Miscellaneous industry, which includes 33 stocks and currently ranks 97 in the Zacks Industry Rank [6] - Stocks in the Building Products - Miscellaneous industry have, on average, lost 2.8% this year, further highlighting IBP's strong performance relative to its peers [6] - Advanced Drainage Systems (WMS), another stock in the Construction sector, has a year-to-date return of 32.1% and a Zacks Rank of 2 (Buy), indicating solid performance as well [5]

Core Viewpoint - Installed Building Products (IBP) has received an upgrade to a Zacks Rank 1 (Strong Buy), indicating a positive outlook based on rising earnings estimates, which are a significant factor influencing stock prices [1][4][6]. Earnings Estimates and Ratings - The Zacks rating system focuses on changes in earnings estimates, which are tracked through the Zacks Consensus Estimate, reflecting EPS estimates from sell-side analysts for the current and following years [2]. - The Zacks rating upgrade for IBP signifies an improvement in the company's earnings outlook, likely leading to a favorable impact on its stock price [4][6]. Impact of Earnings Estimate Revisions - There is a strong correlation between earnings estimate revisions and near-term stock price movements, making it beneficial for investors to track these revisions [7]. - The Zacks Rank system effectively utilizes earnings estimate revisions to classify stocks, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [8]. Specifics on Installed Building Products - For the fiscal year ending December 2025, IBP is expected to earn $11.03 per share, with no year-over-year change; however, the Zacks Consensus Estimate has increased by 9.6% over the past three months [9]. - The upgrade to Zacks Rank 1 places IBP in the top 5% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [11].

Core Viewpoint - Arcosa (ACA) is currently viewed as a superior value opportunity compared to Installed Building Products (IBP) based on various financial metrics and earnings outlook [1][7]. Valuation Metrics - ACA has a forward P/E ratio of 22.89, while IBP has a forward P/E of 23.61, indicating that ACA is relatively cheaper [5]. - The PEG ratio for ACA is 1.43, suggesting a more favorable valuation in relation to its expected earnings growth compared to IBP's PEG ratio of 4.52 [5]. - ACA's P/B ratio stands at 1.86, significantly lower than IBP's P/B ratio of 9.78, further supporting ACA's valuation advantage [6]. Earnings Outlook - ACA is experiencing an improving earnings outlook, which is a positive indicator in the Zacks Rank model, contrasting with IBP's less favorable position [3][7].

Group 1 - Artisan Partners' "Artisan Small Cap Fund" reported strong performance in Q3 2025, with the Investor Class fund returning 8.69%, Advisor Class fund at 8.75%, and Institutional Class fund at 8.73%, while the Russell 2000 Growth Index returned 12.19% [1] - Major US indices, including Russell 1000®, Russell Midcap®, and Russell 2000®, reached record highs during the quarter, contributing to a double-digit year-to-date gain for global equities [1] Group 2 - Installed Building Products, Inc. (NYSE:IBP) was highlighted as a key stock, with a one-month return of -8.20% and a 52-week gain of 18.29%, closing at $244.76 per share with a market capitalization of $6.639 billion on November 17, 2025 [2] - Artisan Small Cap Fund expressed confidence in IBP's growth potential, citing factors such as rising new home completions, geographic expansion, and increased revenue per project through cross-selling [3] - The company was moved to the CropSM prior to its earnings announcement, indicating a belief that the worst of the residential market challenges may be behind it, with expectations for improved residential performance and new commercial market opportunities [3]

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]