Benchmark Lowers Builders FirstSource (NYSE:BLDR) Price Target to $138.00

Builders FirstSource (NYSE:BLDR) had its price target decreased by Benchmark from $142.00 to $138.00 in a research report issued to clients and investors on Friday, MarketBeat.com reports. The brokerage presently has a “buy” rating on the stock. Benchmark’s target price suggests a potential upside of 25.03% from the company’s current price.

A number of other equities research analysts also recently commented on BLDR. BMO Capital Markets decreased their target price on Builders FirstSource from $130.00 to $123.00 in a report on Wednesday, October 29th. UBS Group decreased their price objective on shares of Builders FirstSource from $166.00 to $143.00 and set a “buy” rating for the company in a research note on Tuesday, January 6th. Wells Fargo & Company increased their price objective on shares of Builders FirstSource from $115.00 to $120.00 and gave the stock a “cautious” rating in a research note on Wednesday, February 11th. Stephens reduced their target price on shares of Builders FirstSource from $137.00 to $125.00 and set an “equal weight” rating for the company in a report on Wednesday. Finally, Jefferies Financial Group upped their price target on shares of Builders FirstSource from $110.00 to $112.00 and gave the company a “hold” rating in a report on Monday, January 26th. Eight analysts have rated the stock with a Buy rating, ten have given a Hold rating and four have assigned a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Hold” and an average target price of $129.02.

Builders FirstSource Price Performance

Shares of BLDR opened at $110.38 on Friday. The firm has a market capitalization of $12.21 billion, a PE ratio of 28.45, a price-to-earnings-growth ratio of 14.21 and a beta of 1.56. The company has a debt-to-equity ratio of 1.02, a current ratio of 1.86 and a quick ratio of 1.15. Builders FirstSource has a 1-year low of $94.35 and a 1-year high of $151.03. The company’s fifty day moving average price is $114.70 and its 200-day moving average price is $120.17.

Builders FirstSource (NYSE:BLDR) last issued its earnings results 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 firm had revenue of $3.36 billion during the quarter, compared to analysts’ expectations of $3.46 billion. Builders FirstSource had a return on equity of 17.89% and a net margin of 2.87%.The business’s revenue was down 12.1% on a year-over-year basis. During the same quarter last year, the business earned $2.31 EPS. On average, equities research analysts predict that Builders FirstSource will post 11.59 EPS for the current year.

Institutional Investors Weigh In On Builders FirstSource

Hedge funds have recently modified their holdings of the company. State Street Corp increased its stake in shares of Builders FirstSource by 2.3% in the 4th quarter. State Street Corp now owns 5,108,120 shares of the company’s stock valued at $525,574,000 after purchasing an additional 115,857 shares in the last quarter. Capital International Investors acquired a new stake in Builders FirstSource in the third quarter valued at approximately $429,640,000. Wellington Management Group LLP increased its position in shares of Builders FirstSource by 2.3% in the fourth quarter. Wellington Management Group LLP now owns 3,316,797 shares of the company’s stock valued at $341,265,000 after buying an additional 73,835 shares in the last quarter. Geode Capital Management LLC increased its position in shares of Builders FirstSource by 0.5% in the fourth quarter. Geode Capital Management LLC now owns 2,817,958 shares of the company’s stock valued at $288,789,000 after buying an additional 14,420 shares in the last quarter. Finally, Sands Capital Management LLC raised its stake in shares of Builders FirstSource by 13.5% during the 4th quarter. Sands Capital Management LLC now owns 2,757,969 shares of the company’s stock worth $283,767,000 after buying an additional 327,067 shares during the period. 95.53% of the stock is owned by hedge funds and other institutional investors.

Builders FirstSource News Summary

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

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.