Builders FirstSource (NYSE:BLDR) Price Target Cut to $125.00 by Analysts at Stephens

Builders FirstSource (NYSE:BLDR) had its price objective cut by Stephens from $137.00 to $125.00 in a research note issued to investors on Wednesday,MarketScreener reports. They currently have an equal weight rating on the stock.

BLDR has been the subject of a number of other research reports. Jefferies Financial Group upped their price objective on Builders FirstSource from $110.00 to $112.00 and gave the stock a “hold” rating in a research note on Monday, January 26th. The Goldman Sachs Group upped their price objective on Builders FirstSource from $146.00 to $150.00 and gave the stock a “buy” rating in a report on Tuesday, January 13th. Stifel Nicolaus lowered their price target on shares of Builders FirstSource from $124.00 to $115.00 and set a “hold” rating for the company in a report on Tuesday, December 16th. Zacks Research raised shares of Builders FirstSource from a “strong sell” rating to a “hold” rating in a research note on Wednesday, November 5th. Finally, Barclays raised their target price on shares of Builders FirstSource from $123.00 to $136.00 and gave the stock an “overweight” rating in a report on Thursday, January 15th. Nine research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Hold” and a consensus target price of $132.52.

Builders FirstSource Price Performance

Shares of NYSE:BLDR opened at $114.03 on Wednesday. Builders FirstSource has a twelve month low of $94.35 and a twelve month high of $151.03. The firm’s 50 day moving average price is $114.63 and its 200-day moving average price is $120.45. The company has a quick ratio of 1.15, a current ratio of 1.86 and a debt-to-equity ratio of 1.02. The stock has a market capitalization of $12.61 billion, a PE ratio of 29.39, a price-to-earnings-growth ratio of 14.35 and a beta of 1.56.

Builders FirstSource (NYSE:BLDR) last announced its quarterly earnings data on Tuesday, February 17th. The company reported $1.12 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.30 by ($0.18). The company had revenue of $3.36 billion for the quarter, compared to the consensus estimate of $3.46 billion. Builders FirstSource had a net margin of 2.87% and a return on equity of 17.89%. The company’s revenue was down 12.1% compared to the same quarter last year. During the same quarter last year, the firm posted $2.31 earnings per share. Equities research analysts expect that Builders FirstSource will post 11.59 EPS for the current year.

Institutional Trading of Builders FirstSource

Several institutional investors and hedge funds have recently modified their holdings of BLDR. Caitong International Asset Management Co. Ltd grew its stake in Builders FirstSource by 167.1% in the third quarter. Caitong International Asset Management Co. Ltd now owns 211 shares of the company’s stock worth $26,000 after purchasing an additional 132 shares in the last quarter. Cromwell Holdings LLC lifted its holdings in shares of Builders FirstSource by 1,323.5% in the 4th quarter. Cromwell Holdings LLC now owns 242 shares of the company’s stock worth $25,000 after buying an additional 225 shares during the period. TD Waterhouse Canada Inc. bought a new position in Builders FirstSource in the third quarter worth about $34,000. CYBER HORNET ETFs LLC purchased a new stake in shares of Builders FirstSource during the second quarter valued at about $38,000. Finally, MUFG Securities EMEA plc bought a new stake in shares of Builders FirstSource in the 2nd quarter valued at about $38,000. Institutional investors own 95.53% of the company’s stock.

Builders FirstSource News Roundup

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

• Positive Sentiment: Goldman Sachs lowered its price target to $142 but kept a “buy” rating, noting continued conviction in the recovery potential; the new target implies large upside from current levels. Goldman Sachs adjusts price target on Builders FirstSource to $142 from $150, maintains buy rating
• Neutral Sentiment: Management provided FY‑2026 revenue guidance of $14.8B–$15.8B (vs. Street ~$15.2B), which brackets consensus and leaves delivery risk around margin/volume execution. Company press release: Q4 results and 2026 outlook
• Neutral Sentiment: Earnings call transcript and slide deck are available for investors who want details on price/volume trends, commodity deflation impacts, and acquisition contributions. Review the call for management commentary on working capital and margin levers. Earnings call transcript
• Negative Sentiment: Q4 results missed consensus: EPS $1.12 vs. $1.30 expected and revenue $3.36B vs. $3.46B expected; net sales declined ~12% YoY, driven by a below‑normal starts environment. Those misses are the primary near‑term catalyst for downside. Q4 results summary
• Negative Sentiment: Company forecasted annual profit margin below analyst estimates, citing weak housing demand — a guidance shortfall that increases uncertainty around 2026 profitability. Reuters: Forecast margin below estimates
• Negative Sentiment: Multiple firms trimmed price targets (Stephens to $125, Robert W. Baird to $125) and some removed upside momentum; these analyst cuts amplify selling pressure despite a few maintained buys. Stephens price target cut Baird price target cut

Builders FirstSource Company Profile

Builders FirstSource, Inc is a leading supplier of structural and value-added building products and services to professional contractors, homebuilders and remodelers. The company provides a comprehensive range of materials and prefabricated components that support all phases of residential construction, from site development and framing to finishing and installation.

The company’s core offerings include lumber and lumber sheet goods, windows and doors, millwork, roofing and siding, and engineered wood products such as roof and floor trusses.