Builders FirstSource, Inc. (NYSE:BLDR) Stock Rated “Hold” by Sell-Side Analysts

Builders FirstSource, Inc. (NYSE:BLDR) has earned a consensus recommendation of “Hold” from the twenty-five brokerages that are covering the stock, Marketbeat Ratings reports. Two research analysts have rated the stock with a sell recommendation, fifteen have given a hold recommendation and eight have assigned a buy recommendation to the company. The average 12 month price target among brokers that have issued a report on the stock in the last year is $79.35.

BLDR has been the topic of several analyst reports. BMO Capital Markets reiterated a “market perform” rating and set a $80.00 price target on shares of Builders FirstSource in a report on Thursday, August 6th. Barclays decreased their price objective on shares of Builders FirstSource from $93.00 to $81.00 and set an “overweight” rating for the company in a research note on Friday, July 31st. Royal Bank Of Canada dropped their target price on Builders FirstSource from $107.00 to $88.00 and set an “outperform” rating for the company in a research report on Friday, July 31st. Citigroup restated a “market perform” rating on shares of Builders FirstSource in a research report on Thursday, October 8th. Finally, DA Davidson set a $68.00 target price on Builders FirstSource in a research note on Friday, July 31st.

Builders FirstSource Stock Up 12.6%

NYSE BLDR opened at $62.94 on Friday. The company has a quick ratio of 1.09, a current ratio of 1.79 and a debt-to-equity ratio of 1.14. The company has a fifty day moving average of $59.39 and a two-hundred day moving average of $81.01. The firm has a market capitalization of $6.77 billion, a price-to-earnings ratio of 69.17, a PEG ratio of 1.91 and a beta of 1.45. Builders FirstSource has a 52 week low of $49.67 and a 52 week high of $131.50.

Builders FirstSource (NYSE:BLDR) last announced its earnings results on Thursday, October 29th. The company reported $1.51 earnings per share for the quarter, beating the consensus estimate of $1.06 by $0.45. Builders FirstSource had a net margin of 0.71% and a return on equity of 11.73%. The business had revenue of $3.85 billion for the quarter, compared to the consensus estimate of $3.75 billion. During the same quarter in the prior year, the firm posted $1.88 earnings per share. The business’s revenue for the quarter was down 2.2% on a year-over-year basis. On average, analysts predict that Builders FirstSource will post 2.99 earnings per share for the current year.

Key Stories Impacting Builders FirstSource

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

• Positive Sentiment: Adjusted earnings and revenue beat estimates. BLDR reported adjusted EPS of $1.51, above analyst expectations of roughly $1.06-$1.12, while quarterly sales of $3.854 billion exceeded the approximately $3.75 billion consensus. Builders FirstSource Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Management maintained its 2026 targets. The company continues to expect net sales of $14.2 billion to $14.6 billion and adjusted EBITDA of $1.075 billion to $1.125 billion, supporting investor confidence that weaker demand is manageable. BLDR also expects $60 million to $70 million in productivity savings. Builders FirstSource Jumps on Earnings Beat and Steady 2026 Outlook
• Positive Sentiment: Operating trends were mixed but not uniformly weak. Multifamily activity improved, repair-and-remodel demand was roughly stable, and management highlighted operating discipline and market-share gains. Liquidity totaled approximately $1.5 billion, including about $1.4 billion of revolver availability.
• Neutral Sentiment: Institutional positioning was mixed in the latest quarter, with several large investors adding shares while others reduced holdings. This provides no clear directional signal for BLDR.
• Negative Sentiment: Underlying profitability declined year over year. GAAP net income fell to $60.4 million, or $0.56 per diluted share, from $122.4 million a year earlier. Sales decreased 2.2%, gross profit declined 10.6%, and gross margin contracted 260 basis points to 27.8%, reflecting continued housing and pricing pressure. Builders FirstSource Q3 Net Income Falls

Hedge Funds Weigh In On Builders FirstSource

A number of large investors have recently bought and sold shares of BLDR. Root Financial Partners LLC grew its stake in Builders FirstSource by 43.6% in the first quarter. Root Financial Partners LLC now owns 372 shares of the company’s stock worth $31,000 after purchasing an additional 113 shares in the last quarter. Wedbush Securities Inc. increased its holdings in Builders FirstSource by 5.3% during the 2nd quarter. Wedbush Securities Inc. now owns 2,927 shares of the company’s stock worth $262,000 after purchasing an additional 147 shares during the period. Private Advisor Group LLC raised its position in Builders FirstSource by 5.9% during the 1st quarter. Private Advisor Group LLC now owns 2,890 shares of the company’s stock valued at $238,000 after purchasing an additional 162 shares in the last quarter. Altshuler Shaham Ltd lifted its holdings in shares of Builders FirstSource by 2.4% in the 1st quarter. Altshuler Shaham Ltd now owns 7,600 shares of the company’s stock worth $626,000 after buying an additional 180 shares during the period. Finally, Mufg Securities Americas Inc. lifted its holdings in shares of Builders FirstSource by 5.9% in the 2nd quarter. Mufg Securities Americas Inc. now owns 3,240 shares of the company’s stock worth $290,000 after buying an additional 180 shares during the period. Hedge funds and other institutional investors own 95.53% of the company’s stock.

About Builders FirstSource

Builders FirstSource, Inc is a supplier of building materials, manufactured components and construction services for professional homebuilders, remodelers and other construction customers in the United States. The company provides products used throughout the residential construction process, from structural framing to interior and exterior finishes.

Its offerings include lumber and engineered wood products, roof and floor trusses, wall panels, prefabricated components, windows, doors, millwork, cabinets, roofing, siding, insulation, gypsum and related hardware.