What is DA Davidson’s Forecast for BLDR Q3 Earnings?

Builders FirstSource, Inc. (NYSE:BLDR) – Research analysts at DA Davidson issued their Q3 2025 earnings estimates for Builders FirstSource in a report released on Tuesday, August 5th. DA Davidson analyst K. Yinger forecasts that the company will post earnings per share of $1.70 for the quarter. DA Davidson currently has a “Neutral” rating and a $125.00 price target on the stock. The consensus estimate for Builders FirstSource’s current full-year earnings is $11.59 per share.

Builders FirstSource (NYSE:BLDR) last posted its quarterly earnings results on Thursday, July 31st. The company reported $2.38 earnings per share for the quarter, topping analysts’ consensus estimates of $2.35 by $0.03. Builders FirstSource had a net margin of 4.74% and a return on equity of 24.61%. The company had revenue of $4.23 billion for the quarter, compared to the consensus estimate of $4.29 billion. During the same quarter last year, the firm posted $3.50 earnings per share. Builders FirstSource’s revenue was down 5.0% on a year-over-year basis.

BLDR has been the subject of several other reports. Loop Capital dropped their price target on Builders FirstSource from $190.00 to $170.00 and set a “buy” rating for the company in a research note on Monday, April 14th. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and set a $134.00 target price on shares of Builders FirstSource in a report on Friday, August 1st. Robert W. Baird lowered shares of Builders FirstSource from an “outperform” rating to a “neutral” rating and cut their price target for the company from $145.00 to $130.00 in a report on Friday, August 1st. Raymond James Financial reaffirmed an “outperform” rating and set a $140.00 price target (down from $170.00) on shares of Builders FirstSource in a research report on Friday, May 2nd. Finally, Baird R W lowered shares of Builders FirstSource from a “strong-buy” rating to a “hold” rating in a research report on Friday, August 1st. One investment analyst has rated the stock with a sell rating, nine have given a hold rating and twelve have assigned a buy rating to the company. According to MarketBeat, Builders FirstSource has a consensus rating of “Moderate Buy” and a consensus price target of $156.16.

Builders FirstSource Trading Down 1.5%

Shares of BLDR opened at $130.90 on Wednesday. Builders FirstSource has a twelve month low of $102.60 and a twelve month high of $203.14. The firm has a market capitalization of $14.47 billion, a P/E ratio of 19.86, a price-to-earnings-growth ratio of 13.23 and a beta of 1.68. 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 stock’s fifty day simple moving average is $121.81 and its 200 day simple moving average is $128.45.

Builders FirstSource declared that its Board of Directors has authorized a stock buyback program on Thursday, May 1st that authorizes the company to buyback $500.00 million in shares. This buyback authorization authorizes the company to purchase up to 3.9% of its shares through open market purchases. Shares buyback programs are generally an indication that the company’s board of directors believes its shares are undervalued.

Insider Buying and Selling

In other Builders FirstSource news, Director Dirkson R. Charles bought 5,000 shares of the stock in a transaction dated Tuesday, May 27th. The stock was bought at an average cost of $109.67 per share, for a total transaction of $548,350.00. Following the completion of the purchase, the director directly owned 5,000 shares of the company’s stock, valued at approximately $548,350. The trade was a ∞ increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. 2.00% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the business. Brave Warrior Advisors LLC purchased a new stake in Builders FirstSource during the 1st quarter worth approximately $155,123,000. Wellington Management Group LLP grew its position in shares of Builders FirstSource by 42.6% during the first quarter. Wellington Management Group LLP now owns 3,217,125 shares of the company’s stock worth $401,948,000 after buying an additional 960,603 shares in the last quarter. Voya Investment Management LLC increased its stake in shares of Builders FirstSource by 174.2% in the fourth quarter. Voya Investment Management LLC now owns 1,416,280 shares of the company’s stock worth $202,374,000 after buying an additional 899,841 shares during the last quarter. Kovitz Investment Group Partners LLC increased its stake in shares of Builders FirstSource by 957.1% in the first quarter. Kovitz Investment Group Partners LLC now owns 528,984 shares of the company’s stock worth $66,091,000 after buying an additional 478,942 shares during the last quarter. Finally, Diamond Hill Capital Management Inc. raised its holdings in Builders FirstSource by 16.8% in the first quarter. Diamond Hill Capital Management Inc. now owns 2,270,362 shares of the company’s stock valued at $283,659,000 after acquiring an additional 326,923 shares in the last quarter. Hedge funds and other institutional investors 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.