Builders FirstSource (NYSE:BLDR) Price Target Cut to $84.00 by Analysts at DA Davidson

Builders FirstSource (NYSE:BLDR) had its price target lowered by equities research analysts at DA Davidson from $111.00 to $84.00 in a report released on Friday,MarketScreener reports. DA Davidson’s target price would suggest a potential upside of 7.29% from the stock’s current price.

Several other equities research analysts also recently weighed in on the stock. Stifel Nicolaus decreased their price target on shares of Builders FirstSource from $115.00 to $93.00 and set a “hold” rating for the company in a research note on Monday, March 16th. Stephens reduced their target price on Builders FirstSource from $125.00 to $100.00 and set an “equal weight” rating for the company in a research note on Monday. Deutsche Bank Aktiengesellschaft decreased their target price on Builders FirstSource from $117.00 to $102.00 and set a “hold” rating for the company in a research report on Monday, February 23rd. BMO Capital Markets dropped their price target on Builders FirstSource from $120.00 to $100.00 and set a “market perform” rating on the stock in a research note on Monday, April 20th. Finally, Bank of America cut their price target on Builders FirstSource from $123.00 to $100.00 and set a “neutral” rating on the stock in a report on Monday, April 20th. Ten research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $106.31.

Builders FirstSource Price Performance

Shares of BLDR opened at $78.29 on Friday. The firm has a market cap of $8.66 billion, a PE ratio of 20.21, a price-to-earnings-growth ratio of 2.51 and a beta of 1.63. Builders FirstSource has a 52-week low of $76.50 and a 52-week high of $151.03. The business’s 50 day moving average price is $89.22 and its two-hundred day moving average price is $105.05. The company has a debt-to-equity ratio of 1.02, a quick ratio of 1.16 and a current ratio of 1.86.

Builders FirstSource (NYSE:BLDR) last released its quarterly earnings data on Thursday, April 30th. The company reported $0.27 earnings per share for the quarter, missing the consensus estimate of $0.39 by ($0.12). Builders FirstSource had a net margin of 2.87% and a return on equity of 17.89%. The company had revenue of $3.29 billion during the quarter, compared to the consensus estimate of $3.17 billion. During the same quarter in the prior year, the firm earned $1.51 EPS. The business’s revenue was down 10.1% compared to the same quarter last year. On average, equities analysts anticipate that Builders FirstSource will post 5.58 EPS for the current year.

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

Insiders Place Their Bets

In related news, Director Paul S. Levy purchased 50,000 shares of the business’s stock in a transaction on Friday, March 13th. The stock was acquired at an average price of $87.73 per share, for a total transaction of $4,386,500.00. Following the purchase, the director owned 1,727,191 shares of the company’s stock, valued at approximately $151,526,466.43. This trade represents a 2.98% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Insiders own 2.70% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of BLDR. Cromwell Holdings LLC boosted its position 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 buying an additional 225 shares during the last quarter. Caitong International Asset Management Co. Ltd raised its position 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 valued at $26,000 after buying an additional 132 shares during the last quarter. Root Financial Partners LLC lifted its stake 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 acquiring an additional 113 shares in the last quarter. TD Waterhouse Canada Inc. bought a new position in Builders FirstSource during the 3rd quarter valued at $34,000. Finally, Transamerica Financial Advisors LLC boosted its holdings in Builders FirstSource by 90.2% during the 4th quarter. Transamerica Financial Advisors LLC now owns 369 shares of the company’s stock worth $38,000 after acquiring an additional 175 shares during the last quarter. 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: Board authorizes $500 million buyback (≈5.4% of shares), which supports EPS and signals management believes shares are undervalued; buybacks can offset weak free cash flow in the near term and are often seen as shareholder-friendly. RTT News – Buyback
• Positive Sentiment: Some analysts (e.g., William Blair coverage cited by TipRanks) remain constructive — Buy/outperform ratings point to a view that valuation is depressed and margins can recover over time, providing a bullish counterweight for longer-term investors. TipRanks – Analyst Maintains Buy
• Neutral Sentiment: Revenue beat consensus: Q1 sales were $3.29B vs. ~$3.17B expected, showing demand still generates top-line, but revenue was down ~10% YoY — a mixed signal (top-line resilience versus meaningful volume decline). Zacks – Sales Beat
• Negative Sentiment: Q1 profit miss and swing to weaker profitability: EPS was $0.27 vs. $0.39 consensus and well below prior-year $1.51, and management outlined softer demand and margin pressure — results and commentary weigh on near-term earnings expectations. Zacks – EPS Miss
• Negative Sentiment: Management trimmed 2026 profitability and free-cash-flow expectations and signaled continued volume pressure tied to a tougher housing backdrop — investors reacted to weaker guidance and reduced margin/FCF visibility. Quiver Quant – Slides After Q1 Loss & Weaker Outlook
• Negative Sentiment: Coverage and press note a deteriorating quarter and governance moves (new legal leader) as the company responds to elevated risk and loss — this can increase short-term uncertainty for investors focused on execution and controls. Yahoo Finance – Adds Legal Leader MDM – Financials Slide

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.