• Stephens upgrades GMS Inc. (NYSE:GMS) to "Overweight" with a "hold" action, following strong Q4 fiscal 2025 results.
• Q4 fiscal 2025 earnings report shows net sales of $1.33 billion and adjusted EPS of $1.29, beating estimates.
• Stock performance sees a significant increase, with shares surging by 28.3% after an unsolicited buyout proposal.

GMS Inc. (NYSE:GMS) is a leading North American distributor of wallboard and suspended ceilings systems. The company serves a wide range of customers, including commercial and residential builders. GMS competes with other major distributors in the construction materials industry, such as Builders FirstSource and Beacon Roofing Supply.

On June 20, 2025, Stephens updated their rating for GMS Inc. (NYSE:GMS) to "Overweight," maintaining their previous grade. At the time, the stock was priced at $101.14, and the action associated with this update was "hold." This rating comes after GMS reported strong fourth-quarter fiscal 2025 results, with net sales of $1.33 billion, surpassing analyst estimates of $1.30 billion. Despite a 5.6% decrease from the previous year, the company's adjusted earnings per share (EPS) of $1.29 exceeded the consensus of $1.11.

John C. Turner, Jr., the president and CEO of GMS, expressed satisfaction with the company's performance, highlighting the solid results achieved despite challenging end-market conditions. This positive outlook is further supported by the company's recent stock performance. GMS shares surged by 28.3%, trading at $103.92, following the announcement of an unsolicited buyout proposal from QXO at $95.20 per share.

The stock for GMS Inc. (NYSE:GMS) is currently priced at $100.85, reflecting a significant increase of $19.84, or 24.49%, over the past year. Today, the stock has fluctuated between a low of $100.27 and a high of $105.14. Over the past year, GMS has reached a high of $105.54 and a low of $65.77. The company's market capitalization stands at approximately $3.87 billion, with a trading volume of 4.24 million shares.