The Goldman Sachs Group Issues Pessimistic Forecast for Builders FirstSource (NYSE:BLDR) Stock Price

Builders FirstSource (NYSE:BLDR) had its price target reduced by analysts at The Goldman Sachs Group from $150.00 to $142.00 in a report issued on Wednesday,MarketScreener reports. The firm currently has a “buy” rating on the stock. The Goldman Sachs Group’s price target indicates a potential upside of 27.66% from the stock’s current price.

BLDR has been the topic of several other research reports. Weiss Ratings reiterated a “hold (c-)” rating on shares of Builders FirstSource in a report on Wednesday, January 21st. BMO Capital Markets lowered their price target on Builders FirstSource from $130.00 to $123.00 in a research report on Wednesday, October 29th. Stephens cut their price objective on Builders FirstSource from $137.00 to $125.00 and set an “equal weight” rating for the company in a research report on Wednesday. Royal Bank Of Canada restated a “sector perform” rating and set a $111.00 target price on shares of Builders FirstSource in a research note on Friday, January 9th. Finally, UBS Group lowered their target price on Builders FirstSource from $166.00 to $143.00 and set a “buy” rating on the stock in a report on Tuesday, January 6th. Nine analysts have rated the stock with a Buy rating, eleven have given a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat, Builders FirstSource presently has an average rating of “Hold” and an average price target of $132.52.

Builders FirstSource Price Performance

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

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

Institutional Trading of Builders FirstSource

Institutional investors have recently made changes to their positions in the business. Cromwell Holdings LLC raised its position in Builders FirstSource by 1,323.5% in the fourth quarter. Cromwell Holdings LLC now owns 242 shares of the company’s stock worth $25,000 after purchasing an additional 225 shares in the last quarter. Caitong International Asset Management Co. Ltd grew its stake in shares of Builders FirstSource by 167.1% in the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 211 shares of the company’s stock valued at $26,000 after purchasing an additional 132 shares during the period. TD Waterhouse Canada Inc. acquired a new position in shares of Builders FirstSource in the 3rd quarter worth approximately $34,000. Transamerica Financial Advisors LLC lifted its position in shares of Builders FirstSource by 90.2% during the 4th 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 position in shares of Builders FirstSource during the 2nd quarter worth approximately $38,000. 95.53% of the stock is currently owned by institutional investors and hedge funds.

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.