Builders FirstSource (NYSE:BLDR) Stock Price Target Raised at Truist Financial

Builders FirstSource (NYSE:BLDR) had its price target boosted by Truist Financial from $70.00 to $75.00 in a research report report published on Friday morning,Benzinga reports. They currently have a buy rating on the stock.

BLDR has been the subject of several other research reports. William Blair downgraded shares of Builders FirstSource from an “outperform” rating to a “market perform” rating in a research note on Thursday, October 22nd. Citigroup reissued a “market perform” rating on shares of Builders FirstSource in a research report on Thursday, October 8th. BMO Capital Markets reissued a “market perform” rating and set a $80.00 price target on shares of Builders FirstSource in a research report on Thursday, August 6th. UBS Group set a $85.00 price target on shares of Builders FirstSource in a report on Thursday, October 1st. Finally, DA Davidson set a $68.00 price objective on shares of Builders FirstSource in a research report on Friday, July 31st. Seven research analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $75.90.

Builders FirstSource Stock Performance

Shares of BLDR stock opened at $64.76 on Friday. The company has a debt-to-equity ratio of 1.13, a current ratio of 1.85 and a quick ratio of 1.09. The stock has a market cap of $6.97 billion, a PE ratio of 175.03, a price-to-earnings-growth ratio of 2.15 and a beta of 1.45. The stock has a 50-day moving average of $59.28 and a 200-day moving average of $80.72. Builders FirstSource has a one year low of $49.67 and a one year high of $131.50.

Builders FirstSource (NYSE:BLDR) last released its quarterly earnings data on Thursday, October 29th. The company reported $1.51 earnings per share for the quarter, topping the consensus estimate of $1.06 by $0.45. Builders FirstSource had a net margin of 0.28% and a return on equity of 10.77%. The business had revenue of $3.85 billion for the quarter, compared to analyst estimates of $3.75 billion. During the same quarter last year, the firm earned $1.88 EPS. Builders FirstSource’s quarterly revenue was down 2.2% compared to the same quarter last year. As a group, sell-side analysts expect that Builders FirstSource will post 2.99 earnings per share for the current year.

Hedge Funds Weigh In On Builders FirstSource

Several institutional investors and hedge funds have recently modified their holdings of BLDR. Root Financial Partners LLC boosted its stake in Builders FirstSource by 43.6% in the 1st quarter. Root Financial Partners LLC now owns 372 shares of the company’s stock worth $31,000 after purchasing an additional 113 shares in the last quarter. Wedbush Securities Inc. grew its position in Builders FirstSource by 5.3% during the 2nd quarter. Wedbush Securities Inc. now owns 2,927 shares of the company’s stock valued at $262,000 after purchasing an additional 147 shares during the last quarter. Private Advisor Group LLC increased its stake in Builders FirstSource by 5.9% during the 1st quarter. Private Advisor Group LLC now owns 2,890 shares of the company’s stock valued at $238,000 after purchasing an additional 162 shares in the last quarter. Altshuler Shaham Ltd increased its stake in Builders FirstSource by 2.4% during the 1st quarter. Altshuler Shaham Ltd now owns 7,600 shares of the company’s stock valued at $626,000 after purchasing an additional 180 shares in the last quarter. Finally, Mufg Securities Americas Inc. raised its holdings in Builders FirstSource by 5.9% in the second quarter. Mufg Securities Americas Inc. now owns 3,240 shares of the company’s stock worth $290,000 after buying an additional 180 shares during the last quarter. 95.53% of the stock is currently owned by institutional investors and hedge funds.

Key Builders FirstSource News

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

• Positive Sentiment: Adjusted earnings beat expectations. BLDR reported adjusted EPS of $1.51, above consensus estimates ranging from $1.06 to $1.12, while revenue of approximately $3.85 billion also exceeded forecasts. The results helped drive investor optimism despite weaker year-over-year comparisons. Builders FirstSource Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Management maintained its overall 2026 outlook. The company continues to expect $14.2 billion to $14.6 billion in sales and adjusted EBITDA of $1.075 billion to $1.125 billion. Planned productivity savings of $60 million to $70 million and improving multifamily activity also supported the bullish response. Builders FirstSource Jumps on Earnings Beat and Steady 2026 Outlook
• Positive Sentiment: Several analysts retained constructive ratings. Truist raised its price target to $75 and kept a buy rating, while KeyCorp and Barclays maintained overweight ratings with targets of $80 and $70, respectively. UBS also maintained a buy rating with a $75 target. UBS Adjusts Price Target on Builders FirstSource
• Neutral Sentiment: Analyst sentiment is mixed. Wells Fargo raised its target to $58 but maintained an equal-weight rating, while RBC lowered its target to $56 and kept a sector-perform rating. These targets remain below the stock’s recent trading level and could limit further upside.
• Negative Sentiment: Underlying profitability deteriorated. GAAP net income fell to $60.4 million from $122.4 million a year earlier, gross margin declined 260 basis points to 27.8%, and revenue decreased 2.2%. Single-family construction remained weak, highlighting risks from soft housing demand. Builders FirstSource Q3 Net Income Falls

About Builders FirstSource

Builders FirstSource, Inc is a supplier of building materials, manufactured components and construction services for professional homebuilders, remodelers and other construction customers in the United States. The company provides products used throughout the residential construction process, from structural framing to interior and exterior finishes.

Its offerings include lumber and engineered wood products, roof and floor trusses, wall panels, prefabricated components, windows, doors, millwork, cabinets, roofing, siding, insulation, gypsum and related hardware.