Builders FirstSource (NYSE:BLDR) Given New $105.00 Price Target at Benchmark

Builders FirstSource (NYSE:BLDR) had its price objective lowered by Benchmark from $138.00 to $105.00 in a report published on Friday, Marketbeat Ratings reports. The firm currently has a buy rating on the stock.

Other research analysts also recently issued research reports about the stock. Stephens dropped their price objective on shares of Builders FirstSource from $125.00 to $100.00 and set an “equal weight” rating for the company in a report on Monday, April 27th. Jefferies Financial Group dropped their price objective on shares of Builders FirstSource from $110.00 to $85.00 and set a “hold” rating for the company in a report on Monday, April 13th. Wells Fargo & Company dropped their price objective on shares of Builders FirstSource from $120.00 to $87.00 and set an “equal weight” rating for the company in a report on Wednesday, April 8th. KeyCorp dropped their price objective on shares of Builders FirstSource from $145.00 to $100.00 and set an “overweight” rating for the company in a report on Friday. Finally, Royal Bank Of Canada dropped their price objective on shares of Builders FirstSource from $119.00 to $110.00 and set an “outperform” rating for the company in a report on Monday, April 20th. Nine equities research 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. According to data from MarketBeat, Builders FirstSource presently has a consensus rating of “Hold” and a consensus target price of $103.45.

Builders FirstSource Price Performance

BLDR stock traded down $3.24 during trading on Friday, reaching $75.85. The company’s stock had a trading volume of 3,693,887 shares, compared to its average volume of 2,168,658. The company’s fifty day moving average is $89.22 and its 200-day moving average is $105.05. Builders FirstSource has a 1 year low of $75.38 and a 1 year high of $151.03. The company has a market capitalization of $8.39 billion, a P/E ratio of 19.55, a price-to-earnings-growth ratio of 2.38 and a beta of 1.49. The company has a quick ratio of 1.16, a current ratio of 1.76 and a debt-to-equity ratio of 1.15.

Builders FirstSource (NYSE:BLDR) last released its quarterly earnings data on Thursday, April 30th. The company reported $0.27 EPS for the quarter, missing the consensus estimate of $0.39 by ($0.12). Builders FirstSource had a net margin of 1.97% and a return on equity of 14.89%. The company had revenue of $3.29 billion for the quarter, compared to the consensus estimate of $3.17 billion. During the same period last year, the company earned $1.51 EPS. The firm’s revenue for the quarter was down 10.1% on a year-over-year basis. On average, research analysts expect that Builders FirstSource will post 5.58 earnings per share for the current fiscal year.

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

Insider Buying and Selling

In related news, Director Paul S. Levy purchased 50,000 shares of the company’s stock in a transaction that occurred on Friday, March 13th. The stock was bought at an average price of $87.73 per share, for a total transaction of $4,386,500.00. Following the completion of the transaction, the director owned 1,727,191 shares in the company, valued at approximately $151,526,466.43. The trade was a 2.98% increase in their position. The purchase was disclosed in a filing with the SEC, which is available at the SEC website. Corporate insiders own 2.70% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Cromwell Holdings LLC grew its position in Builders FirstSource by 1,323.5% in the fourth quarter. Cromwell Holdings LLC now owns 242 shares of the company’s stock worth $25,000 after acquiring an additional 225 shares in the last quarter. Caitong International Asset Management Co. Ltd boosted its position in shares of Builders FirstSource by 167.1% during the third 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 period. Root Financial Partners LLC boosted its position in shares of Builders FirstSource by 43.6% during the first quarter. Root Financial Partners LLC now owns 372 shares of the company’s stock valued at $31,000 after buying an additional 113 shares during the period. TD Waterhouse Canada Inc. purchased a new position in shares of Builders FirstSource during the third quarter valued at approximately $34,000. Finally, Transamerica Financial Advisors LLC boosted its position in shares of Builders FirstSource by 90.2% during the fourth quarter. Transamerica Financial Advisors LLC now owns 369 shares of the company’s stock valued at $38,000 after buying an additional 175 shares during the period. Hedge funds and other institutional investors own 95.53% of the company’s stock.

Key Builders FirstSource News

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

• Positive Sentiment: Board authorizes $500 million share repurchase (≈5.4% of outstanding shares), which supports buyback-driven upside and signals management thinks shares are undervalued. RTT News
• Positive Sentiment: Insider buying was reported (Paul S. Levy purchased shares), a constructive signal for investors watching insider conviction. Quiver Quant
• Neutral Sentiment: Some sell-side firms left “buy”/outperform stances in place even after trimming targets (e.g., UBS, Truist, Benchmark), so analyst tone is mixed rather than uniformly bearish. Benzinga (example: UBS)
• Negative Sentiment: Q1 results disappointed on profitability: EPS of $0.27 missed estimates, revenue fell ~10% YoY (though slightly beat sales forecasts), and management signaled weaker demand and pressure on margins and free cash flow for 2026 — a key driver of the stock’s downside. MarketBeat / Press Release
• Negative Sentiment: Widespread price-target cuts from multiple firms this morning (examples: UBS, RBC, Wells Fargo, DA Davidson, Truist, Loop Capital, Goldman, Raymond James, Benchmark, Baird) created additional selling pressure as several targets moved substantially lower. MarketScreener (Goldman example)

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.