Builders FirstSource (NYSE:BLDR) Given New $107.00 Price Target at Royal Bank Of Canada

Key Points

• Royal Bank of Canada lowered its price target on Builders FirstSource to $107 (from $110) but kept an "outperform" rating, implying roughly a 38.4% upside from the current share price.
• Q1 results were mixed: revenue of $3.29 billion beat estimates while EPS of $0.27 missed the $0.39 consensus, revenue fell ~10% year‑over‑year and management flagged a weaker 2026 outlook—spurring multiple analyst target cuts.
• The board authorized a $500 million share buyback (about 5.4% of shares) and an insider bought 50,000 shares, moves that signal management confidence despite recent weakness.

Builders FirstSource (NYSE:BLDR - Get Free Report) had its price target decreased by research analysts at Royal Bank Of Canada from $110.00 to $107.00 in a research note issued on Friday,Benzinga reports. The brokerage presently has an "outperform" rating on the stock. Royal Bank Of Canada's price target suggests a potential upside of 38.40% from the stock's current price.

Other equities research analysts also recently issued research reports about the company. Deutsche Bank Aktiengesellschaft cut their price objective on Builders FirstSource from $117.00 to $102.00 and set a "hold" rating on the stock in a report on Monday, February 23rd. Zacks Research upgraded Builders FirstSource from a "strong sell" rating to a "hold" rating in a report on Friday, March 20th. Weiss Ratings downgraded Builders FirstSource from a "hold (c-)" rating to a "sell (d+)" rating in a report on Friday, March 20th. KeyCorp cut their price objective on Builders FirstSource from $145.00 to $100.00 and set an "overweight" rating on the stock in a report on Friday. Finally, Stephens cut their price objective on Builders FirstSource from $125.00 to $100.00 and set an "equal weight" rating on the stock in a report on Monday. Ten equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and three have assigned a Sell rating to the company's stock. Based on data from MarketBeat, the stock presently has an average rating of "Hold" and a consensus target price of $104.45.

Builders FirstSource Trading Down 2.2%

Builders FirstSource stock traded down $1.78 during trading on Friday, reaching $77.31. 993,028 shares of the company were exchanged, compared to its average volume of 2,308,306. Builders FirstSource has a 52-week low of $76.50 and a 52-week high of $151.03. The company has a market capitalization of $8.55 billion, a P/E ratio of 19.95, a PEG ratio of 2.51 and a beta of 1.63. The company has a debt-to-equity ratio of 1.02, a current ratio of 1.86 and a quick ratio of 1.16. The stock's 50 day simple moving average is $89.22 and its two-hundred day simple moving average is $105.05.

Builders FirstSource (NYSE:BLDR - Get Free Report) last announced its quarterly earnings data on Thursday, April 30th. The company reported $0.27 EPS for the quarter, missing analysts' consensus estimates of $0.39 by ($0.12). Builders FirstSource had a return on equity of 17.89% and a net margin of 2.87%.The company had revenue of $3.29 billion for the quarter, compared to analysts' expectations of $3.17 billion. During the same quarter in the previous year, the business posted $1.51 EPS. The business's quarterly revenue was down 10.1% compared to the same quarter last year. On average, equities research analysts expect that Builders FirstSource will post 5.58 earnings per share for the current fiscal year.

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

Insider Buying and Selling

In related news, Director Paul S. Levy bought 50,000 shares of the stock in a transaction that occurred on Friday, March 13th. The stock was purchased at an average cost of $87.73 per share, with a total value of $4,386,500.00. Following the purchase, the director directly owned 1,727,191 shares of the company's stock, valued at $151,526,466.43. This trade represents a 2.98% increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through this link. 2.70% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of BLDR. Capital International Investors acquired a new position in Builders FirstSource during the 3rd quarter worth $429,640,000. Northwestern Mutual Wealth Management Co. boosted its position in shares of Builders FirstSource by 99,084.1% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 2,241,561 shares of the company's stock worth $230,634,000 after acquiring an additional 2,239,301 shares in the last quarter. Franklin Resources Inc. boosted its position in shares of Builders FirstSource by 2,498.8% during the 3rd quarter. Franklin Resources Inc. now owns 1,854,525 shares of the company's stock worth $224,861,000 after acquiring an additional 1,783,164 shares in the last quarter. Sands Capital Management LLC boosted its position in shares of Builders FirstSource by 139.1% during the 3rd quarter. Sands Capital Management LLC now owns 2,430,902 shares of the company's stock worth $294,747,000 after acquiring an additional 1,414,129 shares in the last quarter. Finally, Victory Capital Management Inc. boosted its position in shares of Builders FirstSource by 235.1% during the 3rd quarter. Victory Capital Management Inc. now owns 1,893,483 shares of the company's stock worth $229,585,000 after acquiring an additional 1,328,363 shares in the last quarter. 95.53% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Builders FirstSource

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

• Positive Sentiment: Board authorized a $500 million buyback (repurchases up to ~5.4% of shares), which supports EPS and signals management believes shares are undervalued. RTT News - Buyback
• Positive Sentiment: Several firms still maintain buy ratings with substantial upside (Truist $115, Loop Capital $110, Benchmark $105), providing demand support despite cuts. Truist/MarketScreener Loop/MarketScreener Benchmark/Benzinga
• Positive Sentiment: Insider buying noted (purchase of 50,000 shares), which can signal management confidence. QuiverQuant - Insider Activity
• Neutral Sentiment: Q1 results: revenue of $3.29B beat estimates but EPS of $0.27 missed consensus $0.39; revenue was down ~10% year‑over‑year — a mixed operational print. Zacks - Q1 Results
• Neutral Sentiment: Company added a legal leader amid governance and risk focus — relevant for investors watching controls and oversight. Yahoo Finance - Legal Hire
• Neutral Sentiment: Some analysts and commentators see the company as nearer a bottom, suggesting potential upside if housing demand stabilizes. Seeking Alpha - Nearing a Bottom
• Negative Sentiment: Wide analyst target cuts today: Wells Fargo to $85 (equal weight), DA Davidson to $84, Goldman to $101, Raymond James to $100, Baird to $95, among others — consensus targets pulled down on weaker demand and margin risk. Benzinga - Wells Fargo DA Davidson/MS Goldman/MarketScreener
• Negative Sentiment: Management commentary and analyst notes flagged a swing to a Q1 net loss, softer 2026 outlook, and reduced margin and free‑cash‑flow expectations — the primary near‑term driver of downward revisions. QuiverQuant - Outlook & Margins
• Negative Sentiment: Significant institutional trimming of positions by several large funds in recent quarters increases selling pressure and sentiment risk. QuiverQuant - Institutional Moves

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.