Analysts Set Builders FirstSource, Inc. (NYSE:BLDR) Price Target at $134.02

Shares of Builders FirstSource, Inc. (NYSE:BLDR) have been assigned a consensus recommendation of “Hold” from the twenty-three research firms that are currently covering the stock, MarketBeat reports. Three analysts have rated the stock with a sell rating, eleven have assigned a hold rating and nine have issued a buy rating on the company. The average 12-month price target among brokerages that have updated their coverage on the stock in the last year is $132.5205.

Several equities analysts have weighed in on the company. Wells Fargo & Company lifted their price objective on Builders FirstSource from $115.00 to $120.00 and gave the company a “cautious” rating in a report on Wednesday, February 11th. Stifel Nicolaus reduced their price objective on Builders FirstSource from $124.00 to $115.00 and set a “hold” rating on the stock in a research report on Tuesday, December 16th. Deutsche Bank Aktiengesellschaft reduced their price objective on shares of Builders FirstSource from $134.00 to $131.00 and set a “hold” rating on the stock in a research note on Monday, November 3rd. Benchmark raised their price target on shares of Builders FirstSource from $138.00 to $142.00 and gave the stock a “buy” rating in a report on Friday, October 31st. Finally, Weiss Ratings reissued a “hold (c-)” rating on shares of Builders FirstSource in a research note on Wednesday, January 21st.

Institutional Investors Weigh In On Builders FirstSource

Several hedge funds and other institutional investors have recently made changes to their positions in BLDR. Capital International Investors purchased a new position in Builders FirstSource in the third quarter worth $429,640,000. Northwestern Mutual Wealth Management Co. increased its stake in shares of Builders FirstSource by 99,084.1% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 2,241,561 shares of the company’s stock valued at $230,634,000 after buying an additional 2,239,301 shares during the period. Franklin Resources Inc. increased its stake in shares of Builders FirstSource by 2,498.8% in the 3rd quarter. Franklin Resources Inc. now owns 1,854,525 shares of the company’s stock worth $224,861,000 after acquiring an additional 1,783,164 shares in the last quarter. Sands Capital Management LLC grew its stake in shares of Builders FirstSource by 139.1% in the third quarter. Sands Capital Management LLC now owns 2,430,902 shares of the company’s stock worth $294,747,000 after acquiring an additional 1,414,129 shares during the last quarter. Finally, Victory Capital Management Inc. increased its position in shares of Builders FirstSource by 235.1% during the third quarter. Victory Capital Management Inc. now owns 1,893,483 shares of the company’s stock valued at $229,585,000 after acquiring an additional 1,328,363 shares in the last quarter. 95.53% of the stock is owned by institutional investors.

Key Builders FirstSource News

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

• Positive Sentiment: Management framed Q4 as a near‑term setback but presented a “solid” 2025 outlook and guidance that suggests recovery in margins and revenue growth beyond the quarter, which provides a constructive forward catalyst. Read More.
• Positive Sentiment: Earnings‑call detail: management emphasized cost controls and operational levers to protect margins (actions investors look to as evidence the company can stabilize profitability while volumes normalize). Read More.
• Neutral Sentiment: Bank of America (Rafe Jadrosich) reiterated a Hold rating with a $123 price target — a signal of cautious sentiment from a major desk but not an outright downgrade. Read More.
• Neutral Sentiment: Goldman Sachs trimmed its price target from $150 to $142 but kept a Buy — the cut reduces upside expectations while still signaling conviction in the longer‑term thesis. Read More.
• Negative Sentiment: Q4 results missed consensus: EPS and revenue both fell short and volumes declined year‑over‑year — the core demand metrics disappointed, which is the primary reason for near‑term selling pressure. Read More.
• Negative Sentiment: Several analysts lowered price targets (Stephens to $125; Robert W. Baird to $125) or trimmed upside — these cuts compress the street’s upside and amplify short‑term downside risk following the miss. Read More. Read More.

Builders FirstSource Stock Down 2.3%

NYSE:BLDR opened at $111.23 on Tuesday. The company has a current ratio of 1.86, a quick ratio of 1.15 and a debt-to-equity ratio of 1.02. The stock has a 50-day moving average price of $114.66 and a two-hundred day moving average price of $120.39. Builders FirstSource has a 1 year low of $94.35 and a 1 year high of $151.03. The stock has a market cap of $12.30 billion, a price-to-earnings ratio of 28.67, a PEG ratio of 14.26 and a beta of 1.56.

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

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.