DA Davidson Has Lowered Expectations for Builders FirstSource (NYSE:BLDR) Stock Price

Builders FirstSource (NYSE:BLDR) had its price target lowered by equities researchers at DA Davidson from $135.00 to $125.00 in a research note issued to investors on Monday, August 4th, Marketbeat.com reports. The firm currently has a “neutral” rating on the stock. DA Davidson’s price objective indicates a potential downside of 2.27% from the company’s previous close. DA Davidson also issued estimates for Builders FirstSource’s Q3 2025 earnings at $1.70 EPS, FY2025 earnings at $6.84 EPS and FY2026 earnings at $6.77 EPS.

Other analysts have also recently issued reports about the company. UBS Group reduced their price objective on Builders FirstSource from $180.00 to $163.00 and set a “buy” rating on the stock in a research note on Friday, May 2nd. Royal Bank Of Canada lowered Builders FirstSource from an “outperform” rating to a “sector perform” rating and dropped their price objective for the stock from $132.00 to $129.00 in a report on Friday, August 1st. Loop Capital lowered their price target on Builders FirstSource from $190.00 to $170.00 and set a “buy” rating on the stock in a report on Monday, April 14th. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and issued a $134.00 price objective on shares of Builders FirstSource in a report on Friday, August 1st. Finally, Raymond James Financial reaffirmed an “outperform” rating and issued a $140.00 price objective (down previously from $170.00) on shares of Builders FirstSource in a report on Friday, May 2nd. Two investment analysts have rated the stock with a sell rating, eight have given a hold rating and eleven have given a buy rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $154.44.

Builders FirstSource Price Performance

NYSE:BLDR traded down $4.29 during trading hours on Monday, hitting $127.91. 645,378 shares of the stock were exchanged, compared to its average volume of 1,954,350. The company has a current ratio of 1.79, a quick ratio of 1.08 and a debt-to-equity ratio of 1.12. The firm’s fifty day moving average price is $122.76 and its 200 day moving average price is $127.44. The company has a market cap of $14.14 billion, a P/E ratio of 19.39, a P/E/G ratio of 14.00 and a beta of 1.68. Builders FirstSource has a 52-week low of $102.60 and a 52-week high of $203.14.

Builders FirstSource (NYSE:BLDR) last posted its quarterly earnings results on Thursday, July 31st. The company reported $2.38 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.35 by $0.03. Builders FirstSource had a return on equity of 24.61% and a net margin of 4.74%. The business had revenue of $4.23 billion during the quarter, compared to analyst estimates of $4.29 billion. During the same period in the prior year, the business earned $3.50 earnings per share. The business’s revenue was down 5.0% compared to the same quarter last year. As a group, equities research analysts anticipate that Builders FirstSource will post 11.59 EPS for the current fiscal year.

Builders FirstSource announced that its Board of Directors has authorized a share buyback program on Thursday, May 1st that allows the company to buyback $500.00 million in shares. This buyback authorization allows the company to purchase up to 3.9% of its stock through open market purchases. Stock buyback programs are usually a sign that the company’s board believes its stock is undervalued.

Insiders Place Their Bets

In other Builders FirstSource news, Director Dirkson R. Charles bought 5,000 shares of Builders FirstSource stock in a transaction that occurred on Tuesday, May 27th. The stock was purchased at an average cost of $109.67 per share, for a total transaction of $548,350.00. Following the completion of the acquisition, the director owned 5,000 shares of the company’s stock, valued at approximately $548,350. This represents a ∞ increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 2.00% of the company’s stock.

Hedge Funds Weigh In On Builders FirstSource

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in BLDR. Aptus Capital Advisors LLC lifted its position in Builders FirstSource by 6.0% in the 4th quarter. Aptus Capital Advisors LLC now owns 1,494 shares of the company’s stock worth $214,000 after buying an additional 85 shares in the last quarter. Stephens Inc. AR lifted its stake in shares of Builders FirstSource by 3.1% in the 2nd quarter. Stephens Inc. AR now owns 3,032 shares of the company’s stock valued at $354,000 after purchasing an additional 90 shares during the last quarter. Auxano Advisors LLC lifted its stake in shares of Builders FirstSource by 3.8% in the 1st quarter. Auxano Advisors LLC now owns 2,479 shares of the company’s stock valued at $310,000 after purchasing an additional 91 shares during the last quarter. Baird Financial Group Inc. lifted its stake in shares of Builders FirstSource by 2.3% in the 4th quarter. Baird Financial Group Inc. now owns 4,391 shares of the company’s stock valued at $628,000 after purchasing an additional 98 shares during the last quarter. Finally, Mather Group LLC. lifted its stake in shares of Builders FirstSource by 19.7% in the 1st quarter. Mather Group LLC. now owns 595 shares of the company’s stock valued at $74,000 after purchasing an additional 98 shares during the last quarter. Institutional investors and hedge funds own 95.53% of the company’s stock.

About Builders FirstSource

Builders FirstSource, Inc, together with its subsidiaries, manufactures and supplies building materials, manufactured components, and construction services to professional homebuilders, sub-contractors, remodelers, and consumers in the United States. It offers lumber and lumber sheet goods comprising dimensional lumber, plywood, and oriented strand board products that are used in on-site house framing; manufactured products, such as wood floor and roof trusses, floor trusses, wall panels, stairs, and engineered wood products; and windows, and interior and exterior door units, as well as interior trims and custom products comprising intricate mouldings, stair parts, and columns under the Synboard brand name.