GMS

GMS Inc. (GMS) | Rumor.io

GMS

Attention (50-day avg)0%

Attention rank (50-day avg)—

Bullish sentiment (50-day avg)—

Price to earnings ratio0

Market capitalization0

Earnings per share0

Dividend yield (TTM)—

Revenue (annual)0

Net income (annual)0

Social

What share of all stock conversation is about GMS?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% 0	0% +0	0% 0

May 14

GMS Inc.'s gross merchandise sales and revenue are expected to improve in the second half of the year.
StubHub's (STUB) shares are rising after reporting better-than-expected Q1 results and reiterating its annual forecast.
Morgan Stanley analyst sees potential for StubHub's sales and revenue to grow, citing positive trends.

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Sentiment

Of the messages about GMS that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	—	—	92.31% +3.44
Bearish	—	—	—	7.69% -3.44

Bullish· Jun 20

$GMS is experiencing a significant surge in price, with a 29% increase, due to takeover offers from $HD and $QXO.
The company has posted better-than-expected fourth-quarter fiscal 2025 results, with net sales of $1.33 billion and adjusted EPS of $1.29.
Analysts, including TRUIST's Keith Hughes, have boosted their price targets for $GMS, with Hughes upgrading his target to $105 and increasing the potential upside to 29.61%.

Bearish· Jun 28

GMS Inc. has seen a significant decline in its share price, decreasing by -23.8% and reaching a new 52-week low.
The company has missed earnings estimates, with a Q4 earnings miss and a revenue miss, resulting in a 20% drop in stock price.
GMS Inc.'s financial performance has been disappointing, with the company missing EPS estimates by $0.09 and revenue estimates, as well as having a bad technical rating.

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Topics

Of the messages about GMS that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Analysts	—	0%	0%	36.78%
Announcements	—	0%	68.66%	12.13%
Controversies	—	0%	0%	0.65%
Earnings	—	100%	31.34%	4.62%
Macro	—	0%	0%	45.7%
Technical Analysis	—	0%	0%	0.11%

Earnings· May 14

StubHub reported better-than-expected Q1 earnings and reiterated its annual forecast, with gross merchandise sales (GMS) and revenue expected to improve in the second half of the year.
Morgan Stanley analyst notes that StubHub's Q1 results were driven by improved GMS, with revenue expected to follow suit in the second half of the year.
StubHub's Q1 earnings beat expectations, with shares rising in response, driven by the company's reiteration of its annual forecast and analyst commentary on improving GMS and revenue.

Analysts· Dec 3

Analysts at Barclays and RBC Capital have raised the price target for GMS Inc. to $61 and $68, respectively.
Barclays and RBC Capital have maintained their Equal-Weight and Outperform ratings for GMS, respectively, following solid Q2 results.
Robert W. Baird and Royal Bank of Canada have also raised the price target for GMS to $68, with Baird maintaining an Outperform rating.

Announcements· Jun 30

Home Depot ($HD) has agreed to acquire GMS Inc. ($GMS) for $110 per share in a deal valued at approximately $5.5 billion.
The acquisition, made through Home Depot's SRS Distribution unit, will add over 1,200 locations and 8,000 trucks to Home Depot's network, expanding its specialty trade presence.
The deal represents a 36% premium to GMS's unaffected share price as of June 18, 2025, and is expected to close by January 31, 2026, subject to regulatory approvals and the tender of a majority of GMS shares.

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Community

Of the messages about GMS, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	100%	100%	37.86%	6.11%
Newcomers	0%	0%	62.14%	93.89%

Regulars· Jun 30

Home Depot has agreed to acquire GMS in a $5.5 billion deal, with SRS Distribution's subsidiary offering $110 per share, a 13.02% premium from the stock's last close.
The acquisition will see SRS Distribution expand its network to 1,200+ locations and 8,000+ trucks, aligning with Home Depot's strategy of expanding its professional contractor ecosystem.
The deal is expected to close by January 31, 2026, and represents a 14% premium to last Friday's closing price, driving GMS shares sharply higher.

Newcomers· Jul 2

Newcomers are discussing the acquisition of GMS Inc. by Home Depot, with some considering whether to buy GMS stock after the announcement.
There is a focus on the implications of this acquisition, with one author noting past attempts by GMS to break into the wholesale business.
The acquisition's impact on the wholesale business and the stock market is being considered by some, with some asking whether Home Depot or GMS stock is the better investment option.

Generated by AI

Also Discussed

Investors talking about GMS also mention

#	Name	Attention
1	Korn FerryKFY	0%0
2	iShares International Select Dividend ETFIDV	0%0
3	PDCO - Patterson Companies, Inc.	——
4	Core Laboratories Inc.CLB	0%0
5	BYN - Banyan Acquisition Corporation	——
6	Collegium Pharmaceutical, Inc.COLL	0%0
7	Ferroglobe PLCGSM	0%0
8	John Wiley & Sons Inc.WLY	0%new
9	iShares MSCI Kokusai ETFTOK	0%new
10	Unum GroupUNM	0%new

GMS Inc.

Location

Social

What share of all stock conversation is about GMS?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% 0	0% +0	0% 0

May 14

GMS Inc.'s gross merchandise sales and revenue are expected to improve in the second half of the year.
StubHub's (STUB) shares are rising after reporting better-than-expected Q1 results and reiterating its annual forecast.
Morgan Stanley analyst sees potential for StubHub's sales and revenue to grow, citing positive trends.

Generated by AI

Sentiment

Of the messages about GMS that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	—	—	92.31% +3.44
Bearish	—	—	—	7.69% -3.44

Bullish· Jun 20

$GMS is experiencing a significant surge in price, with a 29% increase, due to takeover offers from $HD and $QXO.
The company has posted better-than-expected fourth-quarter fiscal 2025 results, with net sales of $1.33 billion and adjusted EPS of $1.29.
Analysts, including TRUIST's Keith Hughes, have boosted their price targets for $GMS, with Hughes upgrading his target to $105 and increasing the potential upside to 29.61%.

Bearish· Jun 28

GMS Inc. has seen a significant decline in its share price, decreasing by -23.8% and reaching a new 52-week low.
The company has missed earnings estimates, with a Q4 earnings miss and a revenue miss, resulting in a 20% drop in stock price.
GMS Inc.'s financial performance has been disappointing, with the company missing EPS estimates by $0.09 and revenue estimates, as well as having a bad technical rating.

Generated by AI

Topics

Of the messages about GMS that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Analysts	—	0%	0%	36.78%
Announcements	—	0%	68.66%	12.13%
Controversies	—	0%	0%	0.65%
Earnings	—	100%	31.34%	4.62%
Macro	—	0%	0%	45.7%
Technical Analysis	—	0%	0%	0.11%

Earnings· May 14

StubHub reported better-than-expected Q1 earnings and reiterated its annual forecast, with gross merchandise sales (GMS) and revenue expected to improve in the second half of the year.
Morgan Stanley analyst notes that StubHub's Q1 results were driven by improved GMS, with revenue expected to follow suit in the second half of the year.
StubHub's Q1 earnings beat expectations, with shares rising in response, driven by the company's reiteration of its annual forecast and analyst commentary on improving GMS and revenue.

Analysts· Dec 3

Analysts at Barclays and RBC Capital have raised the price target for GMS Inc. to $61 and $68, respectively.
Barclays and RBC Capital have maintained their Equal-Weight and Outperform ratings for GMS, respectively, following solid Q2 results.
Robert W. Baird and Royal Bank of Canada have also raised the price target for GMS to $68, with Baird maintaining an Outperform rating.

Announcements· Jun 30

Home Depot ($HD) has agreed to acquire GMS Inc. ($GMS) for $110 per share in a deal valued at approximately $5.5 billion.
The acquisition, made through Home Depot's SRS Distribution unit, will add over 1,200 locations and 8,000 trucks to Home Depot's network, expanding its specialty trade presence.
The deal represents a 36% premium to GMS's unaffected share price as of June 18, 2025, and is expected to close by January 31, 2026, subject to regulatory approvals and the tender of a majority of GMS shares.

Generated by AI

Community

Of the messages about GMS, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	100%	100%	37.86%	6.11%
Newcomers	0%	0%	62.14%	93.89%

Regulars· Jun 30

Home Depot has agreed to acquire GMS in a $5.5 billion deal, with SRS Distribution's subsidiary offering $110 per share, a 13.02% premium from the stock's last close.
The acquisition will see SRS Distribution expand its network to 1,200+ locations and 8,000+ trucks, aligning with Home Depot's strategy of expanding its professional contractor ecosystem.
The deal is expected to close by January 31, 2026, and represents a 14% premium to last Friday's closing price, driving GMS shares sharply higher.

Newcomers· Jul 2

Newcomers are discussing the acquisition of GMS Inc. by Home Depot, with some considering whether to buy GMS stock after the announcement.
There is a focus on the implications of this acquisition, with one author noting past attempts by GMS to break into the wholesale business.
The acquisition's impact on the wholesale business and the stock market is being considered by some, with some asking whether Home Depot or GMS stock is the better investment option.

Generated by AI

GMS

Social

May 14

Sentiment

Bullish· Jun 20

Bearish· Jun 28

Topics

Earnings· May 14

Analysts· Dec 3

Announcements· Jun 30

Community

Regulars· Jun 30

Newcomers· Jul 2

Also Discussed

GMS Inc.

Company Information

Location

Social

May 14

Sentiment

Bullish· Jun 20

Bearish· Jun 28

Topics

Earnings· May 14

Analysts· Dec 3

Announcements· Jun 30

Community

Regulars· Jun 30

Newcomers· Jul 2

Also Discussed