Builders FirstSource (NYSE:BLDR) Price Target Cut to $120.00 by Analysts at BMO Capital Markets

Builders FirstSource (NYSE:BLDR) had its price target reduced by BMO Capital Markets from $123.00 to $120.00 in a research report report published on Friday morning,MarketScreener reports. They currently have a market perform rating on the stock.

A number of other research firms have also recently commented on BLDR. Zacks Research raised shares of Builders FirstSource from a “strong sell” rating to a “hold” rating in a report on Wednesday, November 5th. Robert W. Baird reduced their price objective on Builders FirstSource from $135.00 to $125.00 and set a “neutral” rating for the company in a report on Wednesday. Jefferies Financial Group boosted their target price on Builders FirstSource from $110.00 to $112.00 and gave the company a “hold” rating in a research note on Monday, January 26th. DA Davidson dropped their price target on Builders FirstSource from $115.00 to $111.00 and set a “neutral” rating on the stock in a research report on Monday, February 2nd. Finally, UBS Group decreased their price objective on Builders FirstSource from $166.00 to $143.00 and set a “buy” rating for the company in a report on Tuesday, January 6th. Eight investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $129.02.

Builders FirstSource Price Performance

Shares of NYSE:BLDR opened at $110.38 on Friday. The company has a market capitalization of $12.21 billion, a P/E ratio of 28.45, a price-to-earnings-growth ratio of 14.32 and a beta of 1.56. The company’s 50-day moving average is $114.70 and its 200 day moving average is $120.26. 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 fifty-two week low of $94.35 and a fifty-two week high of $151.03.

Builders FirstSource (NYSE:BLDR) last announced its quarterly earnings data on Tuesday, February 17th. The company reported $1.12 EPS for the quarter, missing the consensus estimate of $1.30 by ($0.18). The company had revenue of $3.36 billion during 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 business’s revenue was down 12.1% on a year-over-year basis. During the same period in the prior year, the firm posted $2.31 EPS. On average, equities research analysts forecast that Builders FirstSource will post 11.59 earnings per share for the current year.

Institutional Trading of Builders FirstSource

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. Invesco Ltd. boosted its stake in Builders FirstSource by 36.0% in the 4th quarter. Invesco Ltd. now owns 2,102,080 shares of the company’s stock worth $216,283,000 after purchasing an additional 556,210 shares during the period. Corient Private Wealth LLC increased its position in shares of Builders FirstSource by 1.7% during the fourth quarter. Corient Private Wealth LLC now owns 49,805 shares of the company’s stock valued at $5,051,000 after buying an additional 849 shares during the period. Alberta Investment Management Corp purchased a new stake in shares of Builders FirstSource in the fourth quarter worth about $1,245,000. NewEdge Advisors LLC boosted its position in shares of Builders FirstSource by 8.9% in the fourth quarter. NewEdge Advisors LLC now owns 4,593 shares of the company’s stock valued at $473,000 after acquiring an additional 376 shares during the period. Finally, Empowered Funds LLC boosted its position in shares of Builders FirstSource by 63.3% in the fourth quarter. Empowered Funds LLC now owns 55,757 shares of the company’s stock valued at $5,737,000 after acquiring an additional 21,611 shares during the period. 95.53% of the stock is currently owned by institutional investors.

Trending Headlines about 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

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.