Stephens Issues Pessimistic Forecast for Builders FirstSource (NYSE:BLDR) Stock Price

Builders FirstSource (NYSE:BLDR) had its price objective dropped by analysts at Stephens from $137.00 to $125.00 in a research report issued on Wednesday,MarketScreener reports. The firm presently has an “equal weight” rating on the stock. Stephens’ price objective would suggest a potential upside of 12.38% from the stock’s previous close.

A number of other equities analysts have also issued reports on BLDR. Barclays upped their target price on Builders FirstSource from $123.00 to $136.00 and gave the company an “overweight” rating in a research report on Thursday, January 15th. Deutsche Bank Aktiengesellschaft cut their price target on shares of Builders FirstSource from $134.00 to $131.00 and set a “hold” rating on the stock in a report on Monday, November 3rd. DA Davidson decreased their price objective on shares of Builders FirstSource from $115.00 to $111.00 and set a “neutral” rating for the company in a report on Monday, February 2nd. Loop Capital dropped their target price on shares of Builders FirstSource from $145.00 to $140.00 in a research report on Friday, October 31st. Finally, The Goldman Sachs Group increased their price target on shares of Builders FirstSource from $146.00 to $150.00 and gave the stock a “buy” rating in a research report on Tuesday, January 13th. Nine equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $132.52.

Builders FirstSource Stock Performance

NYSE:BLDR opened at $111.23 on Wednesday. The firm has a 50-day moving average of $114.66 and a two-hundred day moving average of $120.39. 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 stock has a market cap of $12.30 billion, a P/E ratio of 28.67, a PEG ratio of 14.26 and a beta of 1.56. Builders FirstSource has a 1-year low of $94.35 and a 1-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). The business had revenue of $3.36 billion for the quarter, compared to analysts’ expectations of $3.46 billion. Builders FirstSource had a return on equity of 17.89% and a net margin of 2.87%.The firm’s revenue was down 12.1% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.31 earnings per share. On average, research analysts expect that Builders FirstSource will post 11.59 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Builders FirstSource

Large investors have recently bought and sold shares of the business. Cromwell Holdings LLC raised its position in shares of Builders FirstSource by 1,323.5% during the 4th quarter. Cromwell Holdings LLC now owns 242 shares of the company’s stock worth $25,000 after purchasing an additional 225 shares during the period. Caitong International Asset Management Co. Ltd grew its stake in Builders FirstSource by 167.1% during the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 211 shares of the company’s stock worth $26,000 after buying an additional 132 shares during the last quarter. TD Waterhouse Canada Inc. acquired a new stake in Builders FirstSource in the third quarter worth $34,000. Transamerica Financial Advisors LLC increased its position in Builders FirstSource by 90.2% in the fourth quarter. Transamerica Financial Advisors LLC now owns 369 shares of the company’s stock worth $38,000 after buying an additional 175 shares during the period. Finally, CYBER HORNET ETFs LLC bought a new stake in Builders FirstSource in the second quarter valued at $38,000. Institutional investors own 95.53% of the company’s stock.

Builders FirstSource News Roundup

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.

Builders FirstSource Company Profile

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.