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

Builders FirstSource (NYSE:BLDR) had its target price cut by Stephens from $137.00 to $125.00 in a research report sent to investors on Wednesday,MarketScreener reports. They currently have an equal weight rating on the stock.

A number of other brokerages have also weighed in on BLDR. 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 report on Thursday, January 15th. Loop Capital dropped their price target on Builders FirstSource from $145.00 to $140.00 in a research note on Friday, October 31st. Weiss Ratings restated a “hold (c-)” rating on shares of Builders FirstSource in a research note on Wednesday, January 21st. Jefferies Financial Group lifted their target price on Builders FirstSource from $110.00 to $112.00 and gave the stock a “hold” rating in a report on Monday, January 26th. Finally, Benchmark upped their target price on Builders FirstSource from $138.00 to $142.00 and gave the company a “buy” rating in a research report on Friday, October 31st. Eight investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat.com, Builders FirstSource has an average rating of “Hold” and a consensus target price of $129.02.

Builders FirstSource Price Performance

Shares of NYSE BLDR opened at $110.38 on Wednesday. Builders FirstSource has a fifty-two week low of $94.35 and a fifty-two week high of $151.03. The company has a market cap of $12.21 billion, a PE ratio of 28.45, a P/E/G ratio of 14.32 and a beta of 1.56. The company has a debt-to-equity ratio of 1.02, a quick ratio of 1.15 and a current ratio of 1.86. The business has a 50-day simple moving average of $114.70 and a two-hundred day simple moving average of $120.26.

Builders FirstSource (NYSE:BLDR) last announced its quarterly earnings data on Tuesday, February 17th. The company reported $1.12 EPS for the quarter, missing the consensus estimate of $1.30 by ($0.18). The company had revenue of $3.36 billion during the quarter, compared to analysts’ expectations of $3.46 billion. Builders FirstSource had a net margin of 2.87% and a return on equity of 17.89%. The business’s revenue for the quarter was down 12.1% compared to the same quarter last year. During the same period in the previous year, the business earned $2.31 earnings per share. As a group, equities analysts expect that Builders FirstSource will post 11.59 EPS for the current fiscal year.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the company. Tran Capital Management L.P. boosted its holdings in shares of Builders FirstSource by 2,930.4% in the third quarter. Tran Capital Management L.P. now owns 102,154 shares of the company’s stock valued at $12,386,000 after acquiring an additional 98,783 shares in the last quarter. Strs Ohio lifted its position in 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 period. M&G PLC purchased a new stake in Builders FirstSource in the 2nd quarter valued at approximately $9,002,000. Vise Technologies Inc. purchased a new stake in Builders FirstSource in the 2nd quarter valued at approximately $2,482,000. Finally, Seizert Capital Partners LLC increased its position in 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 purchasing an additional 2,799 shares during the period. Institutional investors and hedge funds own 95.53% of the company’s stock.

Builders FirstSource News Roundup

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.