Builders FirstSource, Inc. (NYSE:BLDR) Receives Consensus Rating of "Hold" from Brokerages

Key Points

• Consensus "Hold" rating: 23 brokerages cover Builders FirstSource (3 sell, 11 hold, 9 buy) with an average 12‑month target of about $103.45.
• Disappointing Q1 and weaker outlook: Q1 EPS of $0.27 missed forecasts ($0.39) and revenue fell ~10% YoY, prompting widespread price‑target cuts and recent share weakness.
• Board buyback and insider purchase: The board approved a $500 million repurchase program (~5.4% of shares) and Director Paul S. Levy bought 50,000 shares, signaling management confidence.

Shares of Builders FirstSource, Inc. (NYSE:BLDR - Get Free Report) have earned a consensus recommendation of "Hold" from the twenty-three brokerages that are presently covering the firm, Marketbeat Ratings reports. Three analysts have rated the stock with a sell recommendation, eleven have given a hold recommendation and nine have issued a buy recommendation on the company. The average 12 month target price among analysts that have covered the stock in the last year is $103.4481.

A number of equities research analysts have weighed in on the company. Jefferies Financial Group lowered their price target on Builders FirstSource from $110.00 to $85.00 and set a "hold" rating on the stock in a research report on Monday, April 13th. KeyCorp cut their price objective on Builders FirstSource from $145.00 to $100.00 and set an "overweight" rating for the company in a report on Friday. UBS Group reduced their price objective on Builders FirstSource from $143.00 to $122.00 and set a "buy" rating on the stock in a research report on Friday. Royal Bank Of Canada decreased their price objective on Builders FirstSource from $110.00 to $107.00 and set an "outperform" rating on the stock in a report on Friday. Finally, Deutsche Bank Aktiengesellschaft cut their target price on Builders FirstSource from $117.00 to $102.00 and set a "hold" rating for the company in a research note on Monday, February 23rd.

Builders FirstSource News Summary

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

• Positive Sentiment: Board authorizes $500 million share repurchase (≈5.4% of outstanding shares), which supports buyback-driven upside and signals management thinks shares are undervalued. RTT News
• Positive Sentiment: Insider buying was reported (Paul S. Levy purchased shares), a constructive signal for investors watching insider conviction. Quiver Quant
• Neutral Sentiment: Some sell-side firms left “buy”/outperform stances in place even after trimming targets (e.g., UBS, Truist, Benchmark), so analyst tone is mixed rather than uniformly bearish. Benzinga example: UBS
• Negative Sentiment: Q1 results disappointed on profitability: EPS of $0.27 missed estimates, revenue fell ~10% YoY (though slightly beat sales forecasts), and management signaled weaker demand and pressure on margins and free cash flow for 2026 — a key driver of the stock’s downside. MarketBeat / Press Release
• Negative Sentiment: Widespread price-target cuts from multiple firms this morning (examples: UBS, RBC, Wells Fargo, DA Davidson, Truist, Loop Capital, Goldman, Raymond James, Benchmark, Baird) created additional selling pressure as several targets moved substantially lower. MarketScreener (Goldman example)

Builders FirstSource Trading Down 4.1%

Shares of BLDR opened at $75.85 on Friday. Builders FirstSource has a 1-year low of $75.38 and a 1-year high of $151.03. The company has a market capitalization of $8.39 billion, a P/E ratio of 29.06, a P/E/G ratio of 2.28 and a beta of 1.49. The company has a debt-to-equity ratio of 1.15, a current ratio of 1.76 and a quick ratio of 1.16. The firm's 50 day simple moving average is $89.22 and its 200 day simple moving average is $104.94.

Builders FirstSource (NYSE:BLDR - Get Free Report) last released its quarterly earnings results on Thursday, April 30th. The company reported $0.27 EPS for the quarter, missing analysts' consensus estimates of $0.39 by ($0.12). The company had revenue of $3.29 billion during the quarter, compared to analysts' expectations of $3.17 billion. Builders FirstSource had a return on equity of 14.89% and a net margin of 1.97%.Builders FirstSource's quarterly revenue was down 10.1% on a year-over-year basis. During the same period in the prior year, the firm earned $1.51 EPS. Sell-side analysts forecast that Builders FirstSource will post 5.43 earnings per share for the current fiscal year.

Builders FirstSource declared that its board has approved a stock repurchase program on Thursday, April 30th that allows the company to buyback $500.00 million in outstanding shares. This buyback authorization allows the company to purchase up to 5.4% of its shares through open market purchases. Shares buyback programs are usually a sign that the company's board believes its stock is undervalued.

Insider Buying and Selling at Builders FirstSource

In other Builders FirstSource news, Director Paul S. Levy acquired 50,000 shares of the business's stock in a transaction dated Friday, March 13th. The stock was bought at an average price of $87.73 per share, with a total value of $4,386,500.00. Following the purchase, the director owned 1,727,191 shares of the company's stock, valued at approximately $151,526,466.43. This trade represents a 2.98% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Insiders own 2.70% of the company's stock.

Hedge Funds Weigh In On Builders FirstSource

A number of large investors have recently added to or reduced their stakes in the business. Integrated Wealth Concepts LLC boosted its position in Builders FirstSource by 9.3% during the first quarter. Integrated Wealth Concepts LLC now owns 3,460 shares of the company's stock valued at $432,000 after buying an additional 295 shares during the period. Woodline Partners LP increased its holdings in shares of Builders FirstSource by 40.7% in 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 period. EverSource Wealth Advisors LLC lifted its stake in shares of Builders FirstSource by 180.0% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,582 shares of the company's stock valued at $185,000 after acquiring an additional 1,017 shares during the last quarter. Baird Financial Group Inc. lifted its stake in shares of Builders FirstSource by 230.7% in the 2nd quarter. Baird Financial Group Inc. now owns 18,942 shares of the company's stock valued at $2,210,000 after acquiring an additional 13,215 shares during the last quarter. Finally, Jump Financial LLC boosted its holdings in Builders FirstSource by 144.1% during the 2nd quarter. Jump Financial LLC now owns 7,223 shares of the company's stock valued at $843,000 after acquiring an additional 4,264 shares during the period. Hedge funds and other institutional investors own 95.53% of the company's stock.

Builders FirstSource Company Profile

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.

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