GMS Inc
About: GMS Inc is a distributor of specialty building products including wallboard, suspended ceiling systems, ceilings, steel framing, and other complementary building products. The company serves its products to commercial new construction, commercial repair and remodel, residential new construction, and residential repair and remodel (R&R). Its geographical segment is Central, Midwest, New York, Northeast, Southern, Southeast, Southwest, Western and Canada. The company generates maximum revenue from Wallboard products.
Employees: 7,113
0
Funds holding %
of 7,312 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
356% more call options, than puts
Call options by funds: $2.44M | Put options by funds: $534K
18% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 39
1.23% more ownership
Funds ownership: 103.49% [Q4 2024] → 104.73% (+1.23%) [Q1 2025]
1% more funds holding
Funds holding: 267 [Q4 2024] → 270 (+3) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]
14% less capital invested
Capital invested by funds: $3.41B [Q4 2024] → $2.94B (-$466M) [Q1 2025]
21% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 104
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$95
13%
downside
Avg. target
$106
3%
downside
High target
$110
1%
upside
7 analyst ratings
0 positive
0%
7 neutral
100%
0 negative
0%
Barclays Matthew Bouley | 1%upside $110 | Equal-Weight Maintained | 1 Jul 2025 |
Truist Securities Keith Hughes | 1%upside $110 | Hold Maintained | 1 Jul 2025 |
DA Davidson Kurt Yinger | 1%upside $110 | Neutral Maintained | 1 Jul 2025 |
Loop Capital Jeffrey Stevenson | 1%upside $110 | Hold Maintained | 1 Jul 2025 |
RBC Capital Mike Dahl | 1%upside $110 | Sector Perform Maintained | 1 Jul 2025 |
Financial journalist opinion
Based on 42 articles about GMS published over the past 30 days
Positive
Zacks Investment Research
19 hours ago
After Golden Cross, GMS (GMS)'s Technical Outlook is Bright
After reaching an important support level, GMS Inc. (GMS) could be a good stock pick from a technical perspective. GMS recently experienced a "golden cross" event, which saw its 50-day simple moving average breaking out above its 200-day simple moving average.
Positive
Zacks Investment Research
1 day ago
Fast-paced Momentum Stock GMS (GMS) Is Still Trading at a Bargain
GMS (GMS) could be a great choice for investors looking to buy stocks that have gained strong momentum recently but are still trading at reasonable prices. It is one of the several stocks that made it through our 'Fast-Paced Momentum at a Bargain' screen.
Positive
The Motley Fool
1 week ago
Why GMS Stock Crushed It This Week
Lately, GMS (GMS 0.59%) has done very well on the stock market for a company that'll soon cease to be an independent business.
Positive
Zacks Investment Research
1 week ago
Is GMS (GMS) Stock Outpacing Its Retail-Wholesale Peers This Year?
Here is how GMS (GMS) and Carvana (CVNA) have performed compared to their sector so far this year.
Neutral
Business Wire
1 week ago
GMS INVESTOR ALERT by the Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of GMS Inc. - GMS
NEW YORK CITY & NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale of GMS Inc. (NYSE: GMS) to SRS Distribution. Under the terms of the proposed transaction, shareholders of GMS will receive $110.00 in cash for each share of GMS that they own. KSF is seeking to determine whether this consideration and the process that led to it are adequate, or whether the conside.
Positive
Zacks Investment Research
1 week ago
Buy Home Depot (HD) or GMS (GMS) Stock After Acquisition Announcement?
Aiming to expand its reach to professional contractors, Home Depot (HD) announced it will be acquiring GMS Inc. (GMS) for $4.3 billion or $5.5 billion when including debt.
Positive
Zacks Investment Research
1 week ago
HD Agrees to Buy GMS to Strengthen Its SRS Distribution Unit
Home Depot advances its 'One Home Depot' plan with the pending acquisition of GMS to boost specialty distribution.
Positive
Zacks Investment Research
1 week ago
Are Investors Undervaluing GMS (GMS) Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Positive
Fast Company
1 week ago
Home Depot announces $4.3 billion deal to acquire GMS building products distributor
Home Depot is buying specialty building products distributor GMS Inc. in a deal valued at approximately $4.3 billion.The Atlanta home improvement chain said Monday the transaction will help strengthen Home Depot's relationship with professional contractors.GMS of Tucker, Georgia, is a distributor of specialty building products including drywall, ceilings, steel framing and other complementary products related to construction and remodeling projects in residential and commercial end markets.As part of the deal, a subsidiary of Home Depot's SRS Distribution Inc. will start a cash tender offer to buy all outstanding shares of GMS for $110 per share. The total equity value of the transaction is approximately $4.3 billion.
Neutral
PRNewsWire
1 week ago
Shareholder Alert: The Ademi Firm investigates whether GMS Inc. is obtaining a Fair Price for its Public Shareholders
MILWAUKEE , June 30, 2025 /PRNewswire/ -- The Ademi Firm is investigating GMS (Nasdaq: GMS) for possible breaches of fiduciary duty and other violations of law in its transaction with Home Depot. Click here to learn how to join our investigation and obtain additional information or contact us at gademi@ademilaw.com or toll-free: 866-264-3995.
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