Builders FirstSource (NYSE:BLDR) Price Target Cut to $125.00 by Analysts at Robert W. Baird

Builders FirstSource (NYSE:BLDR) had its target price lowered by Robert W. Baird from $135.00 to $125.00 in a report issued on Wednesday morning, MarketBeat Ratings reports. The brokerage currently has a neutral rating on the stock.

A number of other brokerages have also recently commented on BLDR. The Goldman Sachs Group increased their price target on shares of Builders FirstSource from $146.00 to $150.00 and gave the company a “buy” rating in a research report on Tuesday, January 13th. Zacks Research raised shares of Builders FirstSource from a “strong sell” rating to a “hold” rating in a research note on Wednesday, November 5th. DA Davidson reduced their target price on shares of Builders FirstSource from $115.00 to $111.00 and set a “neutral” rating on the stock in a report on Monday, February 2nd. BMO Capital Markets lowered their price target on shares of Builders FirstSource from $130.00 to $123.00 in a research note on Wednesday, October 29th. Finally, UBS Group cut their price target on shares of Builders FirstSource from $166.00 to $143.00 and set a “buy” rating for the company in a research report on Tuesday, January 6th. Nine research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $132.52.

Builders FirstSource Stock Down 0.5%

Shares of NYSE:BLDR opened at $114.03 on Wednesday. The firm 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. The company has a debt-to-equity ratio of 1.02, a quick ratio of 1.15 and a current ratio of 1.86. Builders FirstSource has a 52-week low of $94.35 and a 52-week high of $151.03. The firm has a fifty day moving average of $114.63 and a 200 day moving average of $120.45.

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

Institutional Trading of Builders FirstSource

A number of institutional investors have recently modified their holdings of the company. Cromwell Holdings LLC raised its position in Builders FirstSource by 1,323.5% during the 4th quarter. Cromwell Holdings LLC now owns 242 shares of the company’s stock valued at $25,000 after purchasing an additional 225 shares during the last quarter. Caitong International Asset Management Co. Ltd grew its position in shares of Builders FirstSource by 167.1% in the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 211 shares of the company’s stock worth $26,000 after buying an additional 132 shares during the last quarter. TD Waterhouse Canada Inc. purchased a new position in shares of Builders FirstSource during the third quarter valued at approximately $34,000. Transamerica Financial Advisors LLC raised its holdings in shares of Builders FirstSource by 90.2% during the fourth quarter. Transamerica Financial Advisors LLC now owns 369 shares of the company’s stock valued at $38,000 after acquiring an additional 175 shares in the last quarter. Finally, CYBER HORNET ETFs LLC purchased a new stake in Builders FirstSource in the second quarter worth $38,000. 95.53% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Builders FirstSource

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.