Builders FirstSource (NYSE:BLDR) Given New $90.00 Price Target at Oppenheimer

Builders FirstSource (NYSE:BLDR) had its target price lowered by Oppenheimer from $110.00 to $90.00 in a research report report published on Friday morning,Benzinga reports. The brokerage currently has an outperform rating on the stock.

A number of other analysts have also recently commented on the stock. Jefferies Financial Group dropped their target price on shares of Builders FirstSource from $85.00 to $80.00 and set a “hold” rating on the stock in a report on Monday, May 4th. Stifel Nicolaus decreased their price target on shares of Builders FirstSource from $76.00 to $70.00 and set a “hold” rating for the company in a research note on Thursday, July 23rd. The Goldman Sachs Group decreased their price target on shares of Builders FirstSource from $110.00 to $101.00 in a research note on Friday, May 1st. Loop Capital lowered their price target on shares of Builders FirstSource from $140.00 to $110.00 in a research report on Friday, May 1st. Finally, Zacks Research raised shares of Builders FirstSource from a “strong sell” rating to a “hold” rating in a research note on Friday, July 3rd. Nine analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, Builders FirstSource has an average rating of “Hold” and an average target price of $90.59.

Builders FirstSource Trading Up 0.6%

BLDR opened at $66.44 on Friday. The company has a quick ratio of 1.09, a current ratio of 1.79 and a debt-to-equity ratio of 1.14. Builders FirstSource has a 52 week low of $65.10 and a 52 week high of $151.03. The stock has a market cap of $7.15 billion, a PE ratio of 73.01, a PEG ratio of 1.62 and a beta of 1.42. The business has a 50 day moving average of $76.92 and a 200-day moving average of $89.84.

Builders FirstSource (NYSE:BLDR) last issued its quarterly earnings results on Thursday, July 30th. The company reported $1.17 earnings per share for the quarter, missing the consensus estimate of $1.25 by ($0.08). The firm had revenue of $3.86 billion during the quarter, compared to analysts’ expectations of $3.91 billion. Builders FirstSource had a return on equity of 11.73% and a net margin of 0.71%.Builders FirstSource’s revenue for the quarter was down 8.8% on a year-over-year basis. During the same period in the previous year, the company earned $2.38 earnings per share. Equities research analysts predict that Builders FirstSource will post 4.16 earnings per share for the current fiscal year.

Builders FirstSource announced that its board has approved a stock buyback program on Thursday, April 30th that authorizes the company to repurchase $500.00 million in outstanding shares. This repurchase authorization authorizes the company to repurchase up to 5.4% of its shares through open market purchases. Shares repurchase programs are typically a sign that the company’s management believes its stock is undervalued.

Institutional Investors Weigh In On Builders FirstSource

Institutional investors have recently modified their holdings of the stock. Cromwell Holdings LLC increased its holdings in shares of Builders FirstSource by 1,323.5% during the fourth quarter. Cromwell Holdings LLC now owns 242 shares of the company’s stock valued at $25,000 after acquiring an additional 225 shares in the last quarter. Caitong International Asset Management Co. Ltd boosted its stake 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 worth $26,000 after purchasing an additional 132 shares in the last quarter. Sunbelt Securities Inc. boosted its stake in Builders FirstSource by 508.5% in the 1st quarter. Sunbelt Securities Inc. now owns 359 shares of the company’s stock worth $30,000 after purchasing an additional 300 shares in the last quarter. Root Financial Partners LLC grew its position in Builders FirstSource by 43.6% during the 1st quarter. Root Financial Partners LLC now owns 372 shares of the company’s stock valued at $31,000 after purchasing an additional 113 shares during the last quarter. Finally, Transamerica Financial Advisors LLC grew its position in Builders FirstSource by 90.2% during the 4th quarter. Transamerica Financial Advisors LLC now owns 369 shares of the company’s stock valued at $38,000 after purchasing an additional 175 shares during the last quarter. 95.53% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Builders FirstSource

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

• Positive Sentiment: Analysts continue to maintain constructive ratings despite lowering their targets. Truist kept a “buy” rating with a $90 target, while Royal Bank of Canada and Oppenheimer retained “outperform” ratings with $88 and $90 targets, respectively—implying roughly 32%–36% upside from the referenced price. Analyst price target updates
• Neutral Sentiment: The analyst actions were mixed but broadly cautious: RBC, Oppenheimer, and Truist each reduced their price targets, while Wells Fargo cut its target to $65 and moved to an “equal weight” rating. The lower targets suggest expectations for slower recovery, even though some firms still view the current valuation as attractive. Wells Fargo analyst update
• Negative Sentiment: Second-quarter adjusted earnings of $1.17 per share missed the $1.25 consensus estimate and fell sharply from $2.38 a year earlier. Revenue declined 8.8% year over year to $3.86 billion, below the $3.91 billion estimate, indicating weaker demand and reduced operating leverage. Q2 earnings and revenue miss
• Negative Sentiment: Builders FirstSource issued fiscal 2026 revenue guidance of $14.0 billion to $14.8 billion, with the upper end only matching consensus expectations. Commentary around weaker housing demand and a lower outlook is adding to concerns about near-term growth and profitability. Q2 outlook and housing-demand concerns

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.