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

Builders FirstSource (NYSE:BLDR) had its target price dropped by investment analysts at Barclays from $136.00 to $124.00 in a note issued to investors on Friday, Marketbeat Ratings reports. The firm currently has an “overweight” rating on the stock. Barclays‘s price objective indicates a potential upside of 12.34% from the company’s previous close.

Other equities research analysts have also issued research reports about the company. Jefferies Financial Group raised their target price on Builders FirstSource from $110.00 to $112.00 and gave the stock a “hold” rating in a research report on Monday, January 26th. Deutsche Bank Aktiengesellschaft cut their price objective on shares of Builders FirstSource from $134.00 to $131.00 and set a “hold” rating on the stock in a report on Monday, November 3rd. The Goldman Sachs Group dropped their target price on shares of Builders FirstSource from $150.00 to $142.00 and set a “buy” rating on the stock in a research report on Wednesday. BMO Capital Markets reduced their price target on shares of Builders FirstSource from $130.00 to $123.00 in a research report on Wednesday, October 29th. Finally, Royal Bank Of Canada restated a “sector perform” rating and issued a $111.00 price objective on shares of Builders FirstSource in a research note on Friday, January 9th. Eight analysts have rated the stock with a Buy rating, ten have issued a Hold rating and four have assigned a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $129.02.

Builders FirstSource Trading Down 0.9%

Shares of NYSE:BLDR opened at $110.38 on Friday. Builders FirstSource has a 52 week low of $94.35 and a 52 week high of $151.03. The company’s 50 day moving average is $114.70 and its two-hundred day moving average is $120.17. The company has a market cap of $12.21 billion, a PE ratio of 28.45, a P/E/G ratio of 14.21 and a beta of 1.56. The company has a current ratio of 1.86, a quick ratio of 1.15 and a debt-to-equity ratio of 1.02.

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

Hedge Funds Weigh In On Builders FirstSource

Several institutional investors have recently added to or reduced their stakes in the stock. Tran Capital Management L.P. increased its stake in shares of Builders FirstSource by 2,930.4% during the third quarter. Tran Capital Management L.P. now owns 102,154 shares of the company’s stock worth $12,386,000 after acquiring an additional 98,783 shares during the period. Strs Ohio boosted its holdings in Builders FirstSource by 24.0% in the 3rd quarter. Strs Ohio now owns 118,594 shares of the company’s stock valued at $14,380,000 after purchasing an additional 22,926 shares in the last quarter. M&G PLC purchased a new stake in Builders FirstSource in the 2nd quarter valued at approximately $9,002,000. Vise Technologies Inc. acquired a new position in Builders FirstSource during the 2nd quarter worth approximately $2,482,000. Finally, Seizert Capital Partners LLC raised its stake in shares of Builders FirstSource by 0.9% during the 2nd quarter. Seizert Capital Partners LLC now owns 300,990 shares of the company’s stock worth $35,123,000 after buying an additional 2,799 shares in the last quarter. Institutional investors and hedge funds own 95.53% of the company’s stock.

Key Stories Impacting Builders FirstSource

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

• Positive Sentiment: Benchmark cut its target but kept a Buy rating, leaving a sizable ~25% upside vs. the current share price, which supports upside potential if fundamentals stabilize. Benchmark keeps Buy, lowers PT to $138
• Positive Sentiment: Barclays lowered its PT to $124 but maintained an Overweight rating, implying continued analyst conviction that shares have mid‑teens upside if housing demand improves. Barclays lowers PT to $124, keeps Overweight
• Positive Sentiment: Company commentary/press coverage highlights that management is balancing a tough Q4 with a solid 2025 outlook, which could support medium‑term recovery if volumes and margins improve. Builders FirstSource balances Q4 hit with solid 2025
• Neutral Sentiment: BMO trimmed its PT to $120 and kept a Market Perform rating, signaling limited near‑term upside from their view. BMO lowers PT to $120, Market Perform
• Neutral Sentiment: RBC and Bank of America-related notes reiterated Hold/Hold-like stances (RBC hold; BofA hold with $123 PT), reflecting a mixed/valuations-driven view rather than outright bullishness. RBC Hold on BLDR BofA reiterates Hold
• Negative Sentiment: Analyst downgrades/pessimistic notes from Stephens and Robert W. Baird raise downside risk in the near term by lowering investor expectations for revenue/earnings recovery. Stephens issues pessimistic forecast Robert W. Baird lowers expectations
• Negative Sentiment: Q4 coverage and the earnings call highlight declining volumes and cost controls as defining the quarter — the operational weakness and revenue miss are the clearest near‑term negative drivers for the stock. Deep dive: declining volumes and cost controls Q4 earnings call transcript

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.