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Gibraltar Industries, Inc. Stock Price

NasdaqGS:ROCK Community·US$1.3b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 20 Fair Values set on narratives written by author

ROCK Share Price Performance

US$45.27
-15.36 (-25.33%)
US$75.25
Fair Value
US$45.27
-15.36 (-25.33%)
39.8% undervalued intrinsic discount
US$75.25
Fair Value
Price US$45.27
AnalystConsensusTarget US$75.25
AnalystHighTarget US$86.00
AnalystLowTarget US$55.00

ROCK Community Narratives

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Fair Value US$75.25 39.8% undervalued intrinsic discount

Focused Realignment Will Unlock Urban Infrastructure And Agtech Opportunities

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Fair Value US$86 47.4% undervalued intrinsic discount

Agtech Expansion And Systems Integration Will Support A Stronger Long Term Outlook

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Fair Value US$55 17.7% undervalued intrinsic discount

Agtech Backlog And Residential Roofing Headwinds Will Eventually Support A Healthier Business

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US$86
47.4% undervalued intrinsic discount
Revenue
11.94% p.a.
Profit Margin
7.64%
Future PE
20.14x
Price in 2029
US$109.64

Trending Discussion

No trending discussion available.

Updated Narratives

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ROCK: Core Market Refocus And Higher Margins Will Support Bullish Repricing

Fair Value: US$75.25 39.8% undervalued intrinsic discount
6 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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ROCK: OmniMax Integration And Deleveraging Will Reshape Risk Reward Profile

Fair Value: US$55 17.7% undervalued intrinsic discount
0 users have set this as their fair value
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Agtech Expansion And Systems Integration Will Support A Stronger Long Term Outlook

Fair Value: US$86 47.4% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Reasonable growth potential and fair value.

3 Risks
2 Rewards

Gibraltar Industries, Inc. Key Details

US$1.4b

Revenue

US$1.1b

Cost of Revenue

US$367.8m

Gross Profit

US$307.5m

Other Expenses

US$60.3m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
2.03
25.45%
4.17%
136.7%
View Full Analysis

About ROCK

Founded
1972
Employees
2300
CEO
William Bosway
WebsiteView website
www.gibraltar1.com

Gibraltar Industries, Inc. manufactures and provides products and services for the residential, agtech, and infrastructure markets in the United States and internationally. The company operates through three segments: Residential, Agtech, and Infrastructure. The Residential segment offers roof and foundation ventilation products; mail systems and package solutions, including single mailboxes, and cluster style mail, and parcel boxes for single and multi-family housing; roof edgings and flashings; soffits and trim; drywall corner beads; metal roofing and accessories; rain dispersion products comprising gutters, downspouts and accessories; and exterior retractable awnings. The Agtech segment offers controlled environmental agriculture, and custom greenhouse solutions and structural canopies, including the designing, engineering, manufacturing, construction of the structure, and integration of subsystems for retail, fruits and vegetables, flowers, commercial, institutional and conservatories, and car wash structure applications. The Infrastructure segment offers expansion joints, structural bearings, rubber pre-formed seals and other sealants, elastomeric concrete, and bridge cable protection systems. The company serves home improvement retailers, wholesalers, distributors, and contractors, as well as institutional and commercial growers of fruit, vegetables, flowers, and plants. The company was founded in 1972 and is headquartered in Buffalo, New York.

Recent ROCK News & Updates

Seeking Alpha Aug 17

Gibraltar Industries - Still Some Struggles Despite Greater Focus

Summary Gibraltar Industries has transitioned to a pure-play residential building materials business after divesting its renewables segment and acquiring OmniMax. Gibraltar's leverage remains elevated at 3.6x EBITDA, with net debt at $1.13 billion, following disappointing proceeds from the renewables sale and the sizable OmniMax acquisition. Guidance for 2026 is for $1.76–$1.83 billion in sales, 17.7% EBITDA margins, and $3.65–$4.05 adjusted EPS, with organic growth holding up despite a tough macro backdrop. While operational momentum has improved, the upside is limited by high leverage and muted growth; I remain cautiously positioned, awaiting more meaningful progress. Read the full article on Seeking Alpha
Narrative Update Aug 06

ROCK: Core Market Refocus And Higher Margins Will Support Bullish Repricing

Analysts have lifted their price target for Gibraltar Industries from about $68.67 to $75.25, citing updated assumptions for fair value, a lower discount rate, a higher profit margin outlook, and a slightly adjusted future P/E multiple. What's in the News for Gibraltar Industries Gibraltar Industries has completed the sale of its Renewables business, including racking and foundations operations, to Unirac as part of a plan to concentrate on core markets in residential, agtech, and infrastructure.

Recent updates

No updates