Robert W. Baird Has Lowered Expectations for Builders FirstSource (NYSE:BLDR) Stock Price

Builders FirstSource (NYSE:BLDR) had its price target decreased by investment analysts at Robert W. Baird from $135.00 to $125.00 in a research note issued on Wednesday, MarketBeat reports. The firm presently has a “neutral” rating on the stock. Robert W. Baird’s target price suggests a potential upside of 12.38% from the company’s previous close.

Several other equities research analysts have also recently commented on BLDR. Stephens reissued an “equal weight” rating and set a $137.00 price target on shares of Builders FirstSource in a research report on Tuesday, January 20th. Stifel Nicolaus reduced their price target on Builders FirstSource from $124.00 to $115.00 and set a “hold” rating for the company in a research report on Tuesday, December 16th. Royal Bank Of Canada reiterated a “sector perform” rating and set a $111.00 price objective on shares of Builders FirstSource in a research note on Friday, January 9th. Deutsche Bank Aktiengesellschaft cut their price objective on Builders FirstSource from $134.00 to $131.00 and set a “hold” rating for the company in a report on Monday, November 3rd. Finally, Weiss Ratings restated a “hold (c-)” rating on shares of Builders FirstSource in a report on Wednesday, January 21st. Nine analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $132.52.

Builders FirstSource Stock Performance

Shares of Builders FirstSource stock opened at $111.23 on Wednesday. The company has a debt-to-equity ratio of 1.02, a current ratio of 1.86 and a quick ratio of 1.15. The firm has a market cap of $12.30 billion, a price-to-earnings ratio of 28.67, a price-to-earnings-growth ratio of 14.26 and a beta of 1.56. The stock’s 50-day moving average is $114.66 and its 200-day moving average is $120.39. Builders FirstSource has a one year low of $94.35 and a one year high of $151.03.

Builders FirstSource (NYSE:BLDR) last announced its earnings results on Tuesday, February 17th. The company reported $1.12 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.30 by ($0.18). Builders FirstSource had a net margin of 2.87% and a return on equity of 17.89%. The firm had revenue of $3.36 billion during the quarter, compared to analyst estimates of $3.46 billion. During the same period in the prior year, the business posted $2.31 EPS. The firm’s quarterly revenue was down 12.1% compared to the same quarter last year. Equities analysts predict that Builders FirstSource will post 11.59 earnings per share for the current fiscal year.

Institutional Trading of Builders FirstSource

A number of hedge funds have recently modified their holdings of BLDR. Capital International Investors bought a new stake in shares of Builders FirstSource during the 3rd quarter worth about $429,640,000. Northwestern Mutual Wealth Management Co. lifted its position in Builders FirstSource by 99,084.1% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 2,241,561 shares of the company’s stock worth $230,634,000 after acquiring an additional 2,239,301 shares during the last quarter. Franklin Resources Inc. boosted its holdings in shares of Builders FirstSource by 2,498.8% during the third quarter. Franklin Resources Inc. now owns 1,854,525 shares of the company’s stock worth $224,861,000 after acquiring an additional 1,783,164 shares during the period. Sands Capital Management LLC grew its position in shares of Builders FirstSource by 139.1% in the third quarter. Sands Capital Management LLC now owns 2,430,902 shares of the company’s stock valued at $294,747,000 after purchasing an additional 1,414,129 shares during the last quarter. Finally, Victory Capital Management Inc. increased its stake in shares of Builders FirstSource by 235.1% during the third quarter. Victory Capital Management Inc. now owns 1,893,483 shares of the company’s stock worth $229,585,000 after purchasing an additional 1,328,363 shares during the period. Institutional investors and hedge funds own 95.53% of the company’s stock.

Key Stories Impacting Builders FirstSource

Here are the key news stories impacting Builders FirstSource this week:

• Positive Sentiment: Management framed Q4 as a near‑term setback but presented a “solid” 2025 outlook and guidance that suggests recovery in margins and revenue growth beyond the quarter, which provides a constructive forward catalyst. Read More.
• Positive Sentiment: Earnings‑call detail: management emphasized cost controls and operational levers to protect margins (actions investors look to as evidence the company can stabilize profitability while volumes normalize). Read More.
• Neutral Sentiment: Bank of America (Rafe Jadrosich) reiterated a Hold rating with a $123 price target — a signal of cautious sentiment from a major desk but not an outright downgrade. Read More.
• Neutral Sentiment: Goldman Sachs trimmed its price target from $150 to $142 but kept a Buy — the cut reduces upside expectations while still signaling conviction in the longer‑term thesis. Read More.
• Negative Sentiment: Q4 results missed consensus: EPS and revenue both fell short and volumes declined year‑over‑year — the core demand metrics disappointed, which is the primary reason for near‑term selling pressure. Read More.
• Negative Sentiment: Several analysts lowered price targets (Stephens to $125; Robert W. Baird to $125) or trimmed upside — these cuts compress the street’s upside and amplify short‑term downside risk following the miss. Read More. Read More.

About Builders FirstSource

Builders FirstSource, Inc is a leading supplier of structural and value-added building products and services to professional contractors, homebuilders and remodelers. The company provides a comprehensive range of materials and prefabricated components that support all phases of residential construction, from site development and framing to finishing and installation.

The company’s core offerings include lumber and lumber sheet goods, windows and doors, millwork, roofing and siding, and engineered wood products such as roof and floor trusses.