Benchmark Cuts Builders FirstSource (NYSE:BLDR) Price Target to $138.00

Builders FirstSource (NYSE:BLDR) had its price target trimmed by Benchmark from $142.00 to $138.00 in a research note issued to investors on Friday, Marketbeat.com reports. The brokerage currently has a buy rating on the stock.

A number of other brokerages have also commented on BLDR. Stifel Nicolaus decreased their price objective on Builders FirstSource from $124.00 to $115.00 and set a “hold” rating for the company in a report on Tuesday, December 16th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Builders FirstSource in a research report on Wednesday, January 21st. Royal Bank Of Canada reissued a “sector perform” rating and issued a $111.00 price target on shares of Builders FirstSource in a research report on Friday, January 9th. Jefferies Financial Group raised their price objective on Builders FirstSource from $110.00 to $112.00 and gave the company a “hold” rating in a research note on Monday, January 26th. Finally, Barclays upped their target price on shares of Builders FirstSource from $123.00 to $136.00 and gave the stock an “overweight” rating in a research note on Thursday, January 15th. 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. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $129.02.

Builders FirstSource Stock Performance

Shares of BLDR stock opened at $110.38 on Friday. The company has a current ratio of 1.86, a quick ratio of 1.16 and a debt-to-equity ratio of 1.02. The firm has a fifty day simple moving average of $114.70 and a two-hundred day simple moving average of $120.10. Builders FirstSource has a 12 month low of $94.35 and a 12 month high of $151.03. The firm has a market capitalization of $12.21 billion, a PE ratio of 28.45, a price-to-earnings-growth ratio of 1.77 and a beta of 1.56.

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

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Capital International Investors purchased a new position in Builders FirstSource in the third quarter valued at approximately $429,640,000. Northwestern Mutual Wealth Management Co. lifted its position in shares of Builders FirstSource by 99,084.1% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 2,241,561 shares of the company’s stock valued at $230,634,000 after buying an additional 2,239,301 shares during the last quarter. Franklin Resources Inc. grew its stake in shares of Builders FirstSource by 2,498.8% during the 3rd 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 increased its holdings in Builders FirstSource by 139.1% in the 3rd quarter. Sands Capital Management LLC now owns 2,430,902 shares of the company’s stock worth $294,747,000 after acquiring an additional 1,414,129 shares during the last quarter. Finally, Victory Capital Management Inc. raised its stake in Builders FirstSource by 235.1% in the 3rd quarter. Victory Capital Management Inc. now owns 1,893,483 shares of the company’s stock valued at $229,585,000 after acquiring an additional 1,328,363 shares during the period. 95.53% of the stock is currently owned by hedge funds and other institutional investors.

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.