Loop Capital Cuts Builders FirstSource (NYSE:BLDR) Price Target to $110.00

Key Points

• Loop Capital cut its price target on Builders FirstSource to $110 from $140, implying about a 40.5% upside from the prior close, while the analyst consensus sits at a "Hold" with a $106.31 average target after multiple firms trimmed forecasts.
• BLDR's Q1 results showed an EPS miss ($0.27 vs. $0.39 expected) but a revenue beat of $3.29B (down ~10% YoY), and management trimmed 2026 profitability and free-cash-flow guidance, flagging continued volume pressure.
• The board approved a $500 million share buyback (≈5.4% of shares) and Director Paul S. Levy bought 50,000 shares, signaling insider and board confidence despite near-term weakness.

Builders FirstSource (NYSE:BLDR - Get Free Report) had its price objective cut by equities researchers at Loop Capital from $140.00 to $110.00 in a report issued on Friday,MarketScreener reports. Loop Capital's price target would suggest a potential upside of 40.51% from the stock's previous close.

BLDR has been the subject of a number of other reports. Wells Fargo & Company dropped their price objective on shares of Builders FirstSource from $120.00 to $87.00 and set an "equal weight" rating for the company in a research note on Wednesday, April 8th. Barclays set a $93.00 price objective on Builders FirstSource in a research report on Friday. DA Davidson decreased their target price on Builders FirstSource from $115.00 to $111.00 and set a "neutral" rating for the company in a research report on Monday, February 2nd. Weiss Ratings cut shares of Builders FirstSource from a "hold (c-)" rating to a "sell (d+)" rating in a report on Friday, March 20th. Finally, Robert W. Baird reduced their price target on shares of Builders FirstSource from $135.00 to $125.00 and set a "neutral" rating on the stock in a research note on Wednesday, February 18th. Ten research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of "Hold" and a consensus price target of $106.31.

Builders FirstSource Stock Performance

NYSE BLDR opened at $78.29 on Friday. The company has a debt-to-equity ratio of 1.02, a current ratio of 1.86 and a quick ratio of 1.16. Builders FirstSource has a 1-year low of $76.50 and a 1-year high of $151.03. The business has a 50 day simple moving average of $89.22 and a two-hundred day simple moving average of $105.05. The stock has a market capitalization of $8.66 billion, a PE ratio of 20.21, a P/E/G ratio of 2.51 and a beta of 1.63.

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

Builders FirstSource announced that its board has approved a stock buyback plan on Thursday, April 30th that permits the company to buyback $500.00 million in shares. This buyback authorization permits the company to purchase up to 5.4% of its shares through open market purchases. Shares buyback plans are typically an indication that the company's board believes its stock is undervalued.

Insiders Place Their Bets

In other news, Director Paul S. Levy purchased 50,000 shares of the business's stock in a transaction on Friday, March 13th. The shares were acquired at an average cost of $87.73 per share, with a total value of $4,386,500.00. Following the completion of the acquisition, the director 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 ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. 2.70% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Builders FirstSource

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

Key Builders FirstSource News

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

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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