Builders FirstSource, Inc.

(New York Stock Exchange)

Top News rankings and signal summaries are processed using AI and may contain errors.

21
Somewhat Bearish -35

Builders FirstSource, Inc. (NYSE:BLDR) Given Average Recommendation of ...

AI-generated analysis

Builders FirstSource, Inc. (NYSE:BLDR) recently received an average analyst recommendation of 'Hold' based on coverage from twenty-three analysts. The consensus twelve-month price target stands at $101.45, though recent activity shows mixed sentiment with three sell ratings, twelve hold ratings, and eight buy ratings. Notably, several...

Bullish Signals

  • Revenue of $3.29B beat estimates of $3.17B.
  • $500M share buyback authorized by Board.
  • Return on equity stands at 14.89%.

Bearish Signals

  • EPS missed estimates by $0.12.
  • Revenue declined 10.1% year-over-year.
  • Multiple banks cut price targets.
22
Bullish +65

Is Builders FirstSource (BLDR) a Cyclical Stock?

AI-generated analysis

Black Bear Value Partners highlighted Builders FirstSource (BLDR) in its Q2 2023 investor letter, noting the stock closed at $148.74 on September 1, 2023, with a market cap of approximately $18.6 billion. The firm returned +14.0% year-to-date compared to the S&P 500's +16.9%, positioning BLDR...

Bullish Signals

  • Value-added products now represent over 40% of total revenue.
  • Repurchased over 30% of stock in the last 18 months.
  • Projected normalized free-cash-flow per share between $10 and $14 annually.
  • Implies an attractive 7-10% yield at current price levels.

Bearish Signals

  • Black Bear Value Partners warns 6-12 months could be rocky for housing.
  • High mortgage rates suggest potential normalization risk after decade of lows.
23
Slightly Bullish +15

Builders FirstSource (BLDR) Trading Near 52-Week Low; Yet Analysts See 45% Upside

AI-generated analysis

Builders FirstSource (BLDR) is trading near its 52-week low of $78.22 as of April 10, 2026, having declined over 28% in the previous year. Despite this weakness, a majority of analysts maintain bullish views, with a consensus price target of $124.00 implying more than 45%...

Bullish Signals

  • Analysts maintain bullish views on Builders FirstSource despite recent price declines, with 52% of covering analysts holding positive positions.
  • The consensus price target of $124.00 implies a substantial 45% upside potential from the current trading price near $78.

Bearish Signals

  • Stifel lowered target to $93 due to absent growth.
  • Near-term forecasts soft as U.S. home construction unchanged in 2026.
  • Models assume flat activity at bottom of guidance range.
24
Slightly Bullish +25

Q1 Earnings Outperformers: Builders FirstSource (NYSE:BLDR) And The Rest Of The Home Construction Materials Stocks - StockStory

AI-generated analysis

Builders FirstSource (NYSE:BLDR) reported Q1 revenues of $3.29 billion, a 10.1% year-over-year decline that still exceeded analyst consensus estimates by 3.6%. The company delivered an impressive beat on adjusted operating income, with CEO Peter Jackson highlighting strong strategic share growth and operational adaptability despite a...

Bullish Signals

  • Adjusted operating income exceeded analyst expectations.
  • Delivered strong strategic share growth despite market challenges.
  • Sector beat revenue consensus estimates by 2.8%.

Bearish Signals

  • Revenue declined 10.1% to $3.29 billion.
  • Stock price fell 6.4% to $78.06.
  • Peer Griffon missed revenue and EBITDA guidance.
25
Bearish -65

Builders FirstSource (BLDR) Suffers a Larger Drop Than the General Market: Key Insights - Yahoo Finance Singapore

AI-generated analysis

Builders FirstSource (BLDR) shares fell 4.05% to close at $77.33, underperforming the broader market as the S&P 500 dropped 0.37% and Nasdaq lost 1.33%. Despite this daily decline, the stock has gained 8.69% over the past month, outpacing its Retail-Wholesale sector peers which saw a...

Bearish Signals

  • Shares fell 4.05%, underperforming major indices.
  • Quarterly EPS projected to drop 44.54% YoY.
  • Full-year earnings forecast to decline 38.17%.
  • Forward P/E of 18.9 exceeds industry average.
  • PEG ratio of 1.93 suggests overvaluation.
  • Zacks Rank #5 indicates strong sell sentiment.
  • Industry rank in bottom 4%.