BMO Capital Markets Cuts Builders FirstSource (NYSE:BLDR) Price Target to $120.00

Builders FirstSource (NYSE:BLDR) had its target price decreased by BMO Capital Markets from $123.00 to $120.00 in a research note issued to investors on Friday morning,MarketScreener reports. BMO Capital Markets currently has a market perform rating on the stock.

A number of other research firms have also recently issued reports on BLDR. Jefferies Financial Group boosted their price objective on Builders FirstSource from $110.00 to $112.00 and gave the company a “hold” rating in a report on Monday, January 26th. Stephens cut their price target on shares of Builders FirstSource from $137.00 to $125.00 and set an “equal weight” rating on the stock in a report on Wednesday, February 18th. Wells Fargo & Company raised their price target on shares of Builders FirstSource from $115.00 to $120.00 and gave the stock a “cautious” rating in a research note on Wednesday, February 11th. 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. Finally, Deutsche Bank Aktiengesellschaft dropped their target price on shares of Builders FirstSource from $134.00 to $131.00 and set a “hold” rating on the stock in a research note on Monday, November 3rd. Eight analysts have rated the stock with a Buy rating, ten have issued a Hold rating and four have issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $129.02.

Builders FirstSource Stock Performance

Shares of NYSE:BLDR 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. Builders FirstSource has a 12 month low of $94.35 and a 12 month high of $151.03. The company 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 firm’s 50-day moving average is $114.70 and its 200 day moving average is $120.10.

Builders FirstSource (NYSE:BLDR) last announced its quarterly earnings data 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). The firm had revenue of $3.36 billion during the quarter, compared to the consensus estimate 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 for the quarter was down 12.1% on a year-over-year basis. During the same period in the previous year, the business earned $2.31 EPS. Research analysts predict that Builders FirstSource will post 11.59 EPS for the current year.

Institutional Inflows and Outflows

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

Key Stories Impacting Builders FirstSource

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

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.