The Goldman Sachs Group Lowers Builders FirstSource (NYSE:BLDR) Price Target to $101.00

Builders FirstSource (NYSE:BLDR) had its price target cut by analysts at The Goldman Sachs Group from $110.00 to $101.00 in a research report issued on Friday,MarketScreener reports. The Goldman Sachs Group’s price target points to a potential upside of 29.01% from the company’s current price.

Other equities analysts have also recently issued research reports about the stock. BMO Capital Markets lowered their price objective on shares of Builders FirstSource from $120.00 to $100.00 and set a “market perform” rating on the stock in a research note on Monday, April 20th. Benchmark reduced their target price on shares of Builders FirstSource from $138.00 to $105.00 and set a “buy” rating for the company in a report on Friday. KeyCorp set a $100.00 price target on shares of Builders FirstSource and gave the stock an “overweight” rating in a research report on Friday. UBS Group dropped their price target on Builders FirstSource from $166.00 to $143.00 and set a “buy” rating on the stock in a report on Tuesday, January 6th. Finally, Jefferies Financial Group cut their price objective on Builders FirstSource from $110.00 to $85.00 and set a “hold” rating for the company in a research report on Monday, April 13th. Ten equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat, Builders FirstSource has an average rating of “Hold” and an average price target of $106.31.

Builders FirstSource Trading Down 1.0%

Shares of BLDR stock opened at $78.29 on Friday. The stock has a 50-day simple moving average of $89.22 and a 200 day simple moving average of $105.05. Builders FirstSource has a fifty-two week low of $76.50 and a fifty-two week high of $151.03. The stock has a market capitalization of $8.66 billion, a P/E ratio of 20.21, a P/E/G ratio of 2.51 and a beta of 1.63. The company has a quick ratio of 1.16, a current ratio of 1.86 and a debt-to-equity ratio of 1.02.

Builders FirstSource (NYSE:BLDR) last issued its quarterly earnings results on Thursday, April 30th. The company reported $0.27 EPS for the quarter, missing the consensus estimate of $0.39 by ($0.12). Builders FirstSource had a return on equity of 17.89% and a net margin of 2.87%.The business had revenue of $3.29 billion during the quarter, compared to the consensus estimate of $3.17 billion. During the same quarter last year, the firm posted $1.51 earnings per share. Builders FirstSource’s revenue was down 10.1% compared to the same quarter last year. On average, sell-side analysts expect that Builders FirstSource will post 5.58 earnings per share for the current fiscal year.

Builders FirstSource declared that its board has authorized a stock repurchase program on Thursday, April 30th that permits the company to repurchase $500.00 million in outstanding shares. This repurchase authorization permits the company to purchase up to 5.4% of its shares through open market purchases. Shares repurchase programs are typically an indication that the company’s board of directors believes its stock is undervalued.

Insider Activity

In other news, Director Paul S. Levy purchased 50,000 shares of the business’s stock in a transaction dated Friday, March 13th. The shares were acquired at an average price of $87.73 per share, for a total transaction of $4,386,500.00. Following the completion of the acquisition, the director directly owned 1,727,191 shares of the company’s stock, valued at $151,526,466.43. The trade was a 2.98% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. 2.70% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Builders FirstSource

Several institutional investors and hedge funds have recently added to or reduced their stakes in BLDR. Cromwell Holdings LLC raised its stake in Builders FirstSource by 1,323.5% during the 4th quarter. Cromwell Holdings LLC now owns 242 shares of the company’s stock valued at $25,000 after purchasing an additional 225 shares during the period. Caitong International Asset Management Co. Ltd boosted its position in shares of Builders FirstSource by 167.1% in the third quarter. Caitong International Asset Management Co. Ltd now owns 211 shares of the company’s stock worth $26,000 after buying an additional 132 shares during the period. Root Financial Partners LLC grew its holdings in shares of Builders FirstSource by 43.6% during the first quarter. Root Financial Partners LLC now owns 372 shares of the company’s stock valued at $31,000 after buying an additional 113 shares in the last quarter. TD Waterhouse Canada Inc. acquired a new position in Builders FirstSource during the third quarter valued at $34,000. Finally, Transamerica Financial Advisors LLC lifted its stake in Builders FirstSource by 90.2% in the 4th quarter. Transamerica Financial Advisors LLC now owns 369 shares of the company’s stock worth $38,000 after acquiring an additional 175 shares in the last quarter. 95.53% of the stock is currently 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: Board authorizes $500 million buyback (≈5.4% of shares), which supports EPS and signals management believes shares are undervalued; buybacks can offset weak free cash flow in the near term and are often seen as shareholder-friendly. RTT News – Buyback
• Positive Sentiment: Some analysts (e.g., William Blair coverage cited by TipRanks) remain constructive — Buy/outperform ratings point to a view that valuation is depressed and margins can recover over time, providing a bullish counterweight for longer-term investors. TipRanks – Analyst Maintains Buy
• Neutral Sentiment: Revenue beat consensus: Q1 sales were $3.29B vs. ~$3.17B expected, showing demand still generates top-line, but revenue was down ~10% YoY — a mixed signal (top-line resilience versus meaningful volume decline). Zacks – Sales Beat
• Negative Sentiment: Q1 profit miss and swing to weaker profitability: EPS was $0.27 vs. $0.39 consensus and well below prior-year $1.51, and management outlined softer demand and margin pressure — results and commentary weigh on near-term earnings expectations. Zacks – EPS Miss
• Negative Sentiment: Management trimmed 2026 profitability and free-cash-flow expectations and signaled continued volume pressure tied to a tougher housing backdrop — investors reacted to weaker guidance and reduced margin/FCF visibility. Quiver Quant – Slides After Q1 Loss & Weaker Outlook
• Negative Sentiment: Coverage and press note a deteriorating quarter and governance moves (new legal leader) as the company responds to elevated risk and loss — this can increase short-term uncertainty for investors focused on execution and controls. Yahoo Finance – Adds Legal Leader MDM – Financials Slide

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.