Robert W. Baird Issues Pessimistic Forecast for Builders FirstSource (NYSE:BLDR) Stock Price

Builders FirstSource (NYSE:BLDR) had its price objective lowered by stock analysts at Robert W. Baird from $135.00 to $125.00 in a report issued on Wednesday,Benzinga reports. The firm presently has a “neutral” rating on the stock. Robert W. Baird’s price target indicates a potential upside of 8.84% from the stock’s previous close.

Several other brokerages also recently issued reports on BLDR. Wells Fargo & Company increased their price target on Builders FirstSource from $115.00 to $120.00 and gave the stock a “cautious” rating in a report on Wednesday, February 11th. Deutsche Bank Aktiengesellschaft lowered their target price on Builders FirstSource from $134.00 to $131.00 and set a “hold” rating for the company in a research note on Monday, November 3rd. DA Davidson dropped 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. Weiss Ratings reiterated a “hold (c-)” rating on shares of Builders FirstSource in a report on Wednesday, January 21st. Finally, Royal Bank Of Canada reissued a “sector perform” rating and set a $111.00 price objective on shares of Builders FirstSource in a research report on Friday, January 9th. Nine research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Builders FirstSource has an average rating of “Hold” and an average price target of $133.52.

Builders FirstSource Stock Up 0.1%

Shares of NYSE BLDR opened at $114.85 on Wednesday. Builders FirstSource has a 52-week low of $94.35 and a 52-week high of $153.91. The company has a debt-to-equity ratio of 1.03, a quick ratio of 1.15 and a current ratio of 1.79. The stock has a market cap of $12.70 billion, a P/E ratio of 21.88, a P/E/G ratio of 14.36 and a beta of 1.56. The firm has a 50 day moving average price of $114.54 and a 200 day moving average price of $120.50.

Builders FirstSource (NYSE:BLDR) last announced its quarterly earnings results on Tuesday, February 17th. The company reported $1.12 earnings per share for the quarter, missing analysts’ consensus estimates of $1.31 by ($0.19). 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 21.28% and a net margin of 3.79%.The company’s revenue for the quarter was down 12.1% compared to the same quarter last year. During the same period in the prior year, the business earned $2.31 earnings per share. Analysts expect that Builders FirstSource will post 11.59 EPS for the current year.

Hedge Funds Weigh In On Builders FirstSource

Large investors have recently modified their holdings of the business. Integrated Wealth Concepts LLC grew its stake in Builders FirstSource by 9.3% in the first quarter. Integrated Wealth Concepts LLC now owns 3,460 shares of the company’s stock valued at $432,000 after purchasing an additional 295 shares in the last quarter. Woodline Partners LP increased its position in Builders FirstSource by 40.7% during the first quarter. Woodline Partners LP now owns 9,723 shares of the company’s stock worth $1,215,000 after buying an additional 2,812 shares during the last quarter. Nordea Investment Management AB boosted its stake in shares of Builders FirstSource by 7.6% during the 2nd quarter. Nordea Investment Management AB now owns 11,541 shares of the company’s stock worth $1,347,000 after acquiring an additional 819 shares during the period. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new stake in Builders FirstSource in the 2nd quarter valued at $1,855,000. Finally, Stephens Inc. AR increased its holdings in shares of Builders FirstSource by 3.1% in the second quarter. Stephens Inc. AR now owns 3,032 shares of the company’s stock valued at $354,000 after purchasing an additional 90 shares during the last quarter. 95.53% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Builders FirstSource

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

• Positive Sentiment: Revenue guidance range ($14.8B–$15.8B) includes the Street midpoint, reducing outright downside risk to revenue expectations. Builders FirstSource Reports Fourth Quarter and Full-Year 2025 Results; Provides 2026 Financial Outlook
• Positive Sentiment: Acquisitions and some commodity cost relief partially offset organic weakness, which could support cash flow as housing demand recovers. Builders FirstSource Reports Fourth Quarter and Full-Year 2025 Results; Provides 2026 Financial Outlook
• Neutral Sentiment: Company released an earnings slide deck and call transcript — useful for investors wanting line-item detail on margins, mix and regional trends. Slide Deck / Press Release
• Neutral Sentiment: Revenue guidance brackets Wall Street forecasts, leaving upside or downside dependent on housing starts and pricing recovery—outcome is data-dependent. What’s Going On With Builders FirstSource Stock On Tuesday?
• Negative Sentiment: Q4 misses: EPS $1.12 vs. $1.31 est.; revenue $3.36B vs. $3.46B est.; net sales down 12.1% YoY — a clear near-term earnings and revenue headwind. Builders FirstSource misses Q4 expectations, shares dip
• Negative Sentiment: Management warned that annual profit margin will come in below estimates due to weak housing demand, signaling lower profitability ahead. Builders FirstSource forecast annual profit margin below estimates on weak housing demand
• Negative Sentiment: Company sales fell year-over-year (annual sales down ~7.4% in filings), underscoring persistent housing-market weakness that pressures top-line growth. Builders FirstSource Annual Sales Fall 7.4% as Housing Weakness Persists
• Negative Sentiment: Market reaction: shares slipped/edged lower after the report and comments on demand/pricing pressure — traders are pricing in slower housing recovery and margin risk. What’s Going On With Builders FirstSource Stock On Tuesday?

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.