Barclays Cuts Builders FirstSource (NYSE:BLDR) Price Target to $124.00

Builders FirstSource (NYSE:BLDR) had its price objective cut by Barclays from $136.00 to $124.00 in a report released on Friday morning, MarketBeat reports. They currently have an overweight rating on the stock.

Several other research analysts have also issued reports on the company. BMO Capital Markets decreased their target price on Builders FirstSource from $130.00 to $123.00 in a research report on Wednesday, October 29th. Wells Fargo & Company increased their price objective on Builders FirstSource from $115.00 to $120.00 and gave the stock a “cautious” rating in a report on Wednesday, February 11th. DA Davidson lowered their price objective on Builders FirstSource from $115.00 to $111.00 and set a “neutral” rating for the company in a research report on Monday, February 2nd. Robert W. Baird dropped their target price on shares of Builders FirstSource from $135.00 to $125.00 and set a “neutral” rating on the stock in a report on Wednesday, February 18th. Finally, Stifel Nicolaus decreased their price target on shares of Builders FirstSource from $124.00 to $115.00 and set a “hold” rating for the company in a research note on Tuesday, December 16th. Eight analysts have rated the stock with a Buy rating, ten have given a Hold rating and four have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Builders FirstSource has a consensus rating of “Hold” and a consensus target price of $129.02.

Builders FirstSource Trading Down 0.9%

Shares of BLDR opened at $110.38 on Friday. The firm’s 50-day moving average price is $114.70 and its 200-day moving average price is $120.10. The firm has a market capitalization of $12.21 billion, a price-to-earnings ratio of 28.45, a PEG ratio of 1.77 and a beta of 1.56. The company has a current ratio of 1.86, a quick ratio of 1.16 and a debt-to-equity ratio of 1.02. Builders FirstSource has a 1-year low of $94.35 and a 1-year high of $151.03.

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 analysts’ consensus estimates 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 during the quarter, compared to the consensus estimate of $3.46 billion. During the same period in the previous year, the company earned $2.31 earnings per share. Builders FirstSource’s quarterly revenue was down 12.1% on a year-over-year basis. Sell-side analysts anticipate that Builders FirstSource will post 11.59 EPS for the current year.

Institutional Investors Weigh In On Builders FirstSource

Institutional investors have recently made changes to their positions in the company. Invesco Ltd. boosted its stake in Builders FirstSource by 36.0% during the 4th quarter. Invesco Ltd. now owns 2,102,080 shares of the company’s stock valued at $216,283,000 after purchasing an additional 556,210 shares during the last quarter. Corient Private Wealth LLC raised its stake in shares of Builders FirstSource by 1.7% in the fourth quarter. Corient Private Wealth LLC now owns 49,805 shares of the company’s stock worth $5,051,000 after purchasing an additional 849 shares during the last quarter. Alberta Investment Management Corp bought a new position in shares of Builders FirstSource during the fourth quarter valued at $1,245,000. NewEdge Advisors LLC boosted its position in shares of Builders FirstSource by 8.9% during the fourth quarter. NewEdge Advisors LLC now owns 4,593 shares of the company’s stock valued at $473,000 after buying an additional 376 shares during the last quarter. Finally, Empowered Funds LLC boosted its position in shares of Builders FirstSource by 63.3% during the fourth quarter. Empowered Funds LLC now owns 55,757 shares of the company’s stock valued at $5,737,000 after buying an additional 21,611 shares during the last quarter. Hedge funds and other institutional investors own 95.53% of the company’s stock.

More Builders FirstSource News

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

• Positive Sentiment: Benchmark cut its target but kept a Buy rating, leaving a sizable ~25% upside vs. the current share price, which supports upside potential if fundamentals stabilize. Benchmark keeps Buy, lowers PT to $138
• Positive Sentiment: Barclays lowered its PT to $124 but maintained an Overweight rating, implying continued analyst conviction that shares have mid‑teens upside if housing demand improves. Barclays lowers PT to $124, keeps Overweight
• Positive Sentiment: Company commentary/press coverage highlights that management is balancing a tough Q4 with a solid 2025 outlook, which could support medium‑term recovery if volumes and margins improve. Builders FirstSource balances Q4 hit with solid 2025
• Neutral Sentiment: BMO trimmed its PT to $120 and kept a Market Perform rating, signaling limited near‑term upside from their view. BMO lowers PT to $120, Market Perform
• Neutral Sentiment: RBC and Bank of America-related notes reiterated Hold/Hold-like stances (RBC hold; BofA hold with $123 PT), reflecting a mixed/valuations-driven view rather than outright bullishness. RBC Hold on BLDR BofA reiterates Hold
• Negative Sentiment: Analyst downgrades/pessimistic notes from Stephens and Robert W. Baird raise downside risk in the near term by lowering investor expectations for revenue/earnings recovery. Stephens issues pessimistic forecast Robert W. Baird lowers expectations
• Negative Sentiment: Q4 coverage and the earnings call highlight declining volumes and cost controls as defining the quarter — the operational weakness and revenue miss are the clearest near‑term negative drivers for the stock. Deep dive: declining volumes and cost controls Q4 earnings call transcript

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.