Robert W. Baird Cuts Builders FirstSource (NYSE:BLDR) Price Target to $125.00

Builders FirstSource (NYSE:BLDR) had its price objective cut by Robert W. Baird from $135.00 to $125.00 in a report published on Wednesday, MarketBeat reports. They currently have a neutral rating on the stock.

Several other analysts have also weighed in on the stock. Wells Fargo & Company raised their price objective on shares of Builders FirstSource from $115.00 to $120.00 and gave the stock a “cautious” rating in a report on Wednesday, February 11th. The Goldman Sachs Group increased their price target on Builders FirstSource from $146.00 to $150.00 and gave the stock a “buy” rating in a research report on Tuesday, January 13th. Royal Bank Of Canada reaffirmed a “sector perform” rating and set a $111.00 price target on shares of Builders FirstSource in a report on Friday, January 9th. UBS Group reduced their price objective on Builders FirstSource from $166.00 to $143.00 and set a “buy” rating on the stock in a research note on Tuesday, January 6th. Finally, Zacks Research upgraded Builders FirstSource from a “strong sell” rating to a “hold” rating in a report on Wednesday, November 5th. Eight research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $129.02.

Builders FirstSource Stock Performance

Builders FirstSource stock opened at $110.38 on Wednesday. Builders FirstSource has a 52-week low of $94.35 and a 52-week high of $151.03. The company has a debt-to-equity ratio of 1.02, a current ratio of 1.86 and a quick ratio of 1.15. The stock has a fifty day moving average price of $114.70 and a two-hundred day moving average price of $120.26. The firm has a market capitalization of $12.21 billion, a P/E ratio of 28.45, a P/E/G ratio of 14.32 and a beta of 1.56.

Builders FirstSource (NYSE:BLDR) last posted its earnings results on Tuesday, February 17th. The company reported $1.12 earnings per share 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 during the quarter, compared to the consensus estimate of $3.46 billion. During the same period in the previous year, the company posted $2.31 EPS. The firm’s revenue for the quarter was down 12.1% compared to the same quarter last year. As a group, analysts anticipate that Builders FirstSource will post 11.59 EPS for the current fiscal year.

Hedge Funds Weigh In On Builders FirstSource

Several large investors have recently made changes to their positions in the company. Tran Capital Management L.P. lifted its holdings in Builders FirstSource by 2,930.4% during the 3rd quarter. Tran Capital Management L.P. now owns 102,154 shares of the company’s stock valued at $12,386,000 after purchasing an additional 98,783 shares during the last quarter. Strs Ohio increased its holdings in shares of Builders FirstSource by 24.0% in the third quarter. Strs Ohio now owns 118,594 shares of the company’s stock valued at $14,380,000 after purchasing an additional 22,926 shares during the last quarter. M&G PLC bought a new position in shares of Builders FirstSource in the second quarter valued at about $9,002,000. Vise Technologies Inc. acquired a new stake in shares of Builders FirstSource during the 2nd quarter worth about $2,482,000. Finally, Seizert Capital Partners LLC lifted its stake in shares of Builders FirstSource by 0.9% during the 2nd quarter. Seizert Capital Partners LLC now owns 300,990 shares of the company’s stock worth $35,123,000 after buying an additional 2,799 shares during the last quarter. Institutional investors and hedge funds own 95.53% of the company’s stock.

Key Headlines 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.