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

Builders FirstSource (NYSE:BLDR) had its target price cut by Benchmark from $142.00 to $138.00 in a research report report published on Friday morning, MarketBeat reports. They currently have a buy rating on the stock.

A number of other equities research analysts have also recently issued reports on the stock. Deutsche Bank Aktiengesellschaft decreased their price target on shares of Builders FirstSource from $134.00 to $131.00 and set a “hold” rating for the company in a report on Monday, November 3rd. Zacks Research raised Builders FirstSource from a “strong sell” rating to a “hold” rating in a research report on Wednesday, November 5th. Loop Capital lowered their target price on Builders FirstSource from $145.00 to $140.00 in a report on Friday, October 31st. Robert W. Baird dropped their price target on Builders FirstSource from $135.00 to $125.00 and set a “neutral” rating on the stock in a research report on Wednesday. Finally, Jefferies Financial Group increased their price objective on Builders FirstSource from $110.00 to $112.00 and gave the company a “hold” rating in a research report on Monday, January 26th. Eight research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $129.02.

Builders FirstSource Trading Down 0.9%

Shares of BLDR stock opened at $110.38 on Friday. Builders FirstSource has a 12 month low of $94.35 and a 12 month high of $151.03. The company has a market cap of $12.21 billion, a PE ratio of 28.45, a price-to-earnings-growth ratio of 14.32 and a beta of 1.56. The company has a quick ratio of 1.15, a current ratio of 1.86 and a debt-to-equity ratio of 1.02. The business’s 50 day moving average is $114.70 and its two-hundred day moving average is $120.26.

Builders FirstSource (NYSE:BLDR) last posted 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). Builders FirstSource had a return on equity of 17.89% and a net margin of 2.87%.The firm had revenue of $3.36 billion for the quarter, compared to the consensus estimate of $3.46 billion. During the same period in the prior year, the company posted $2.31 earnings per share. Builders FirstSource’s quarterly revenue was down 12.1% on a year-over-year basis. Equities analysts predict that Builders FirstSource will post 11.59 EPS for the current year.

Institutional Trading of Builders FirstSource

Institutional investors have recently modified their holdings of the company. Cromwell Holdings LLC raised its stake in shares of Builders FirstSource by 1,323.5% in the fourth quarter. Cromwell Holdings LLC now owns 242 shares of the company’s stock valued at $25,000 after purchasing an additional 225 shares in the last quarter. Caitong International Asset Management Co. Ltd increased its holdings in 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 buying an additional 132 shares during the period. TD Waterhouse Canada Inc. bought a new stake in Builders FirstSource in the 3rd quarter valued at $34,000. Transamerica Financial Advisors LLC raised its stake in shares of Builders FirstSource by 90.2% in the 4th quarter. Transamerica Financial Advisors LLC now owns 369 shares of the company’s stock valued at $38,000 after buying an additional 175 shares in the last quarter. Finally, CYBER HORNET ETFs LLC acquired a new position in shares of Builders FirstSource in the 2nd quarter valued at $38,000. Institutional investors and hedge funds 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.