Raymond James Financial Lowers Builders FirstSource (NYSE:BLDR) Price Target to $100.00

Key Points

• Raymond James cut its price target on Builders FirstSource to $100 from $140, implying roughly a 27.7% upside from the current share price.
• The company missed Q1 EPS ($0.27 vs. $0.39 expected) despite a revenue beat of $3.29B, and management warned of softer demand while the Board authorized a $500 million share buyback (≈5.4% of shares).
• Analyst sentiment is mixed—consensus is a Hold with an average target of $106.31, and institutional investors own about 95.5% of the stock.

Builders FirstSource (NYSE:BLDR - Get Free Report) had its price objective cut by equities researchers at Raymond James Financial from $140.00 to $100.00 in a report issued on Friday,MarketScreener reports. Raymond James Financial's price objective indicates a potential upside of 27.73% from the company's current price.

A number of other equities research analysts also recently issued reports on the company. Royal Bank Of Canada lowered their price target on Builders FirstSource from $119.00 to $110.00 and set an "outperform" rating for the company in a research report on Monday, April 20th. Bank of America reduced their price objective on Builders FirstSource from $123.00 to $100.00 and set a "neutral" rating on the stock in a research note on Monday, April 20th. Jefferies Financial Group dropped their target price on shares of Builders FirstSource from $110.00 to $85.00 and set a "hold" rating for the company in a research report on Monday, April 13th. William Blair initiated coverage on shares of Builders FirstSource in a report on Thursday, February 26th. They issued an "outperform" rating on the stock. Finally, Weiss Ratings cut shares of Builders FirstSource from a "hold (c-)" rating to a "sell (d+)" rating in a research report on Friday, March 20th. Ten research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and three have assigned a Sell rating to the company's stock. According to data from MarketBeat, the stock currently has a consensus rating of "Hold" and a consensus target price of $106.31.

Builders FirstSource Stock Down 1.0%

Shares of BLDR opened at $78.29 on Friday. The firm has a market cap of $8.66 billion, a PE ratio of 20.21, a price-to-earnings-growth ratio of 2.51 and a beta of 1.63. The company's fifty day moving average is $89.22 and its two-hundred day moving average is $105.05. Builders FirstSource has a fifty-two week low of $76.50 and a fifty-two week high of $151.03. 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 - Get Free Report) last released 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). The firm had revenue of $3.29 billion for the quarter, compared to analyst estimates of $3.17 billion. Builders FirstSource had a return on equity of 17.89% and a net margin of 2.87%.The company's quarterly revenue was down 10.1% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.51 earnings per share. Analysts forecast that Builders FirstSource will post 5.58 earnings per share for the current year.

Builders FirstSource declared that its Board of Directors has authorized a stock repurchase plan on Thursday, April 30th that permits the company to repurchase $500.00 million in shares. This repurchase authorization permits the company to repurchase up to 5.4% of its stock through open market purchases. Stock repurchase plans are typically a sign that the company's management believes its shares are undervalued.

Insiders Place Their Bets

In other news, Director Paul S. Levy purchased 50,000 shares of the company's stock in a transaction that occurred on Friday, March 13th. The shares were purchased at an average price 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 approximately $151,526,466.43. This represents a 2.98% increase in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Insiders own 2.70% of the company's stock.

Institutional Trading of Builders FirstSource

Several large investors have recently modified their holdings of the business. 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. boosted its holdings in Builders FirstSource by 99,084.1% in the fourth 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. grew its stake in Builders FirstSource by 2,498.8% during 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 in the last quarter. Sands Capital Management LLC grew its stake in Builders FirstSource by 139.1% during the 3rd quarter. Sands Capital Management LLC now owns 2,430,902 shares of the company's stock valued at $294,747,000 after purchasing an additional 1,414,129 shares in the last quarter. Finally, Victory Capital Management Inc. increased its holdings in 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 purchasing an additional 1,328,363 shares during the last quarter. 95.53% of the stock is currently owned by institutional investors and hedge funds.

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

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.