Builders FirstSource (NYSE:BLDR) Given New $142.00 Price Target at The Goldman Sachs Group

Builders FirstSource (NYSE:BLDR) had its target price decreased by The Goldman Sachs Group from $150.00 to $142.00 in a research report released on Wednesday,MarketScreener reports. The Goldman Sachs Group currently has a buy rating on the stock.

A number of other research firms have also recently weighed in on BLDR. Barclays increased their price target on Builders FirstSource from $123.00 to $136.00 and gave the stock an “overweight” rating in a report on Thursday, January 15th. Benchmark increased their target price on shares of Builders FirstSource from $138.00 to $142.00 and gave the stock a “buy” rating in a research note on Friday, October 31st. UBS Group reduced their price target on shares of Builders FirstSource from $166.00 to $143.00 and set a “buy” rating on the stock in a research note on Tuesday, January 6th. Wells Fargo & Company upped their price objective on shares of Builders FirstSource from $115.00 to $120.00 and gave the stock a “cautious” rating in a report on Wednesday, February 11th. Finally, Zacks Research raised shares of Builders FirstSource from a “strong sell” rating to a “hold” rating in a research report on Wednesday, November 5th. Nine analysts have rated the stock with a Buy rating, eleven have given a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $132.52.

Builders FirstSource Stock Performance

NYSE:BLDR opened at $114.03 on Wednesday. The company’s 50-day moving average is $114.63 and its two-hundred day moving average is $120.45. Builders FirstSource has a 1-year low of $94.35 and a 1-year high of $151.03. The company has a debt-to-equity ratio of 1.02, a current ratio of 1.86 and a quick ratio of 1.15. The firm has a market capitalization of $12.61 billion, a price-to-earnings ratio of 29.39, a PEG ratio of 14.35 and a beta of 1.56.

Builders FirstSource (NYSE:BLDR) last released its quarterly earnings results on Tuesday, February 17th. The company reported $1.12 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 analysts’ expectations of $3.46 billion. Builders FirstSource had a net margin of 2.87% and a return on equity of 17.89%. The firm’s quarterly revenue was down 12.1% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.31 EPS. Analysts forecast that Builders FirstSource will post 11.59 EPS for the current year.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of the stock. Caitong International Asset Management Co. Ltd raised its position in Builders FirstSource by 167.1% in the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 211 shares of the company’s stock valued at $26,000 after purchasing an additional 132 shares in the last quarter. Cromwell Holdings LLC increased its stake in shares of Builders FirstSource by 1,323.5% during the fourth 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. acquired a new stake in Builders FirstSource in the third quarter valued at approximately $34,000. CYBER HORNET ETFs LLC acquired a new stake in Builders FirstSource in the second quarter valued at approximately $38,000. Finally, MUFG Securities EMEA plc purchased a new position in Builders FirstSource in the second quarter worth approximately $38,000. 95.53% of the stock is owned by institutional investors and hedge funds.

Key Builders FirstSource News

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

About Builders FirstSource

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.