StoneX cuts target for Builders FirstSource stock to USD 85
π StoneX cuts price target for Builders FirstSource from USD 100.00 to USD 85.00 following Q2 earnings miss.
π° Q2 revenue fell 8.80 percent year-over-year to USD 3.86 billion due to softer construction demand.
π EPS of USD 1.17 missed the USD 1.25 consensus estimate by eight cents, resulting in a net loss.
ποΈ Company supplies structural building products and services across the US facing headwinds in material demand.
π Consensus analyst target remains at USD 87.27 with nine Buy ratings against twelve Hold recommendations.
π΅ Stock trades near the lower end of its 52-week range between USD 54.75 and USD 131.50.
Bullish Signals
- StoneX maintains a Buy rating for Builders FirstSource despite lowering the price target, indicating continued long-term confidence in the business model.
- The consensus analyst target of USD 87.27 remains above StoneX's revised target, suggesting other analysts view the current valuation as more attractive.
Risk Factors
- Builders FirstSource Q2 revenue declined 8.80 percent year-over-year to USD 3.86 billion, signaling a contraction in core business demand.
- Earnings per share of USD 1.17 missed the consensus estimate by eight cents, and the company reported a net loss of USD 3.9 million for the quarter.
- StoneX's downward revision of the price target from USD 100.00 to USD 85.00 reflects growing analyst caution regarding the company's near-term performance.
Full Analysis
StoneX analyst firm has lowered its price target for Builders FirstSource stock from USD 100.00 to USD 85.00 following a disappointing second-quarter performance reported in early October 2026. Despite maintaining a Buy rating, the revision reflects concerns over weaker operating results and lower earnings expectations for the building products manufacturer.
Builders FirstSource reported Q2 revenue of USD 3.86 billion, representing an 8.80 percent decline year-over-year. Earnings per share came in at USD 1.17, missing the consensus estimate of USD 1.25 by eight cents, while the company recorded a net loss of USD 3.9 million for the period.
The revenue shortfall is attributed to reduced demand for structural building products and construction services across the United States. With a market capitalization of approximately USD 6.1 billion, the stock trades within its 52-week range, though the consensus analyst target remains slightly higher at USD 87.27 according to MarketBeat data.