Stephens Lowers Builders FirstSource (NYSE:BLDR) Price Target to $125.00

Builders FirstSource (NYSE:BLDR) had its target price cut by stock analysts at Stephens from $137.00 to $125.00 in a research note issued on Wednesday,MarketScreener reports. The firm presently has an “equal weight” rating on the stock. Stephens’ price target suggests a potential upside of 7.83% from the stock’s current price.

BLDR has been the topic of several other research reports. BMO Capital Markets decreased their price target on Builders FirstSource from $130.00 to $123.00 in a report on Wednesday, October 29th. Barclays boosted their price objective on shares of Builders FirstSource from $123.00 to $136.00 and gave the company an “overweight” rating in a research report on Thursday, January 15th. Royal Bank Of Canada restated a “sector perform” rating and set a $111.00 price target on shares of Builders FirstSource in a research note on Friday, January 9th. Deutsche Bank Aktiengesellschaft reduced their price target on Builders FirstSource from $134.00 to $131.00 and set a “hold” rating for the company in a research report on Monday, November 3rd. Finally, Loop Capital cut their price target on shares of Builders FirstSource from $145.00 to $140.00 in a report on Friday, October 31st. Nine analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $132.52.

Builders FirstSource Price Performance

Shares of Builders FirstSource stock traded up $1.30 on Wednesday, hitting $115.93. 145,038 shares of the company traded hands, compared to its average volume of 2,250,444. The company has a debt-to-equity ratio of 1.03, a quick ratio of 1.15 and a current ratio of 1.79. The business has a 50-day simple moving average of $114.54 and a 200 day simple moving average of $120.50. Builders FirstSource has a 52 week low of $94.35 and a 52 week high of $151.03. The stock has a market capitalization of $12.82 billion, a P/E ratio of 22.22, a price-to-earnings-growth ratio of 14.36 and a beta of 1.56.

Builders FirstSource (NYSE:BLDR) last announced its earnings results 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 net margin of 3.79% and a return on equity of 21.28%. The business had revenue of $3.36 billion for the quarter, compared to analysts’ expectations of $3.46 billion. During the same quarter in the prior year, the company posted $2.31 earnings per share. The firm’s quarterly revenue was down 12.1% compared to the same quarter last year. Research analysts expect that Builders FirstSource will post 11.59 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Builders FirstSource

A number of large investors have recently bought and sold shares of BLDR. Gotham Asset Management LLC boosted its holdings in Builders FirstSource by 5.4% in the fourth quarter. Gotham Asset Management LLC now owns 137,912 shares of the company’s stock valued at $14,190,000 after purchasing an additional 7,021 shares during the last quarter. Evolve Private Wealth LLC purchased a new stake in shares of Builders FirstSource in the fourth quarter worth about $510,000. Cinctive Capital Management LP boosted its stake in shares of Builders FirstSource by 122.9% in the fourth quarter. Cinctive Capital Management LP now owns 28,686 shares of the company’s stock worth $2,952,000 after buying an additional 15,817 shares during the last quarter. ClearAlpha Technologies LP lifted its holdings in Builders FirstSource by 122.5% in the fourth quarter. ClearAlpha Technologies LP now owns 4,191 shares of the company’s stock valued at $431,000 after acquiring an additional 2,307 shares during the period. Finally, Balyasny Asset Management L.P. grew its stake in shares of Builders FirstSource by 10,664.0% during the 4th quarter. Balyasny Asset Management L.P. now owns 305,159 shares of the company’s stock worth $31,398,000 after purchasing an additional 302,324 shares during the period. Hedge funds and other institutional investors own 95.53% of the company’s stock.

Trending Headlines about Builders FirstSource

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

• Positive Sentiment: Management gave 2026 revenue guidance with an upper bound above Street consensus (guidance range $14.8B–$15.8B vs. ~$15.2B consensus), offering some upside if demand stabilizes and helping limit downside after the print. Business Wire — Q4 Results & 2026 Outlook
• Neutral Sentiment: Acquisitions provided partial offset to weaker organic sales in Q4, cushioning revenue decline but not enough to prevent a miss. Business Wire — Q4 Results & 2026 Outlook
• Negative Sentiment: Q4 results missed estimates: EPS of $1.12 vs. ~ $1.30 consensus and revenue $3.36B vs. ~$3.46B, with net sales down ~12% YoY — the core reason shares sold off after the release. Earnings Presentation
• Negative Sentiment: Company warned annual profit margin will come in below estimates as weak housing demand and pricing pressure persist — a forward-looking hit to profitability that pressured sentiment. Reuters — Margin Forecast
• Negative Sentiment: Annual/quarterly sales declines reported (annual sales down ~7.4% noted by industry coverage); multiple outlets noted the sales shortfall and subsequent intra-day share weakness. MDM — Sales Fall 7.4%
• Negative Sentiment: Analyst action: Robert W. Baird cut its price target from $135 to $125 and moved to a Neutral rating — a downgrade that reduces broker-driven upside and signals caution. Benzinga — Baird PT Cut
• Neutral Sentiment: Investor materials posted (earnings call transcript, slide deck) provide detail on drivers and cost/margin plans; these will be used by analysts to refine models. Investor Slide Deck

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.