Truist Financial Lowers Builders FirstSource (NYSE:BLDR) Price Target to $115.00

Key Points

• Truist Financial cut Builders FirstSource's price target to $115 (from $145) but maintained a buy rating, implying roughly a 46.9% upside from the current price.
• Analyst sentiment is mixed after recent downgrades and target cuts — MarketBeat shows 10 Buys, 11 Holds and 3 Sells, with a consensus rating of Hold and an average target of $106.31.
• Operationally, BLDR missed Q1 EPS ($0.27 vs. $0.39) and revenue was down ~10% YoY; management trimmed 2026 profitability/FCF expectations, but the board authorized a $500 million share buyback (≈5.4% of shares) and an insider bought 50,000 shares.

Builders FirstSource (NYSE:BLDR - Get Free Report) had its price target decreased by stock analysts at Truist Financial from $145.00 to $115.00 in a research report issued on Thursday,MarketScreener reports. The firm presently has a "buy" rating on the stock. Truist Financial's price target would indicate a potential upside of 46.89% from the company's current price.

Other equities research analysts also recently issued research reports about the stock. Loop Capital lowered their price objective on shares of Builders FirstSource from $140.00 to $110.00 in a research report on Friday. DA Davidson reduced their target price on shares of Builders FirstSource from $111.00 to $84.00 in a research note on Friday. Weiss Ratings cut Builders FirstSource from a "hold (c-)" rating to a "sell (d+)" rating in a report on Friday, March 20th. Royal Bank Of Canada dropped their price target on Builders FirstSource from $119.00 to $110.00 and set an "outperform" rating on the stock in a research note on Monday, April 20th. Finally, Stifel Nicolaus cut their price target on Builders FirstSource from $115.00 to $93.00 and set a "hold" rating on the stock in a report on Monday, March 16th. Ten 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. Based on data from MarketBeat, the stock presently has an average rating of "Hold" and a consensus target price of $106.31.

Builders FirstSource Price Performance

Shares of BLDR opened at $78.29 on Thursday. The stock has a 50 day simple moving average of $89.22 and a 200 day simple moving average of $105.05. Builders FirstSource has a 52-week low of $76.50 and a 52-week high of $151.03. The company has a debt-to-equity ratio of 1.02, a quick ratio of 1.16 and a current ratio of 1.86. The firm 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 announced its earnings results on Thursday, April 30th. The company reported $0.27 EPS for the quarter, missing the consensus estimate 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 analyst estimates of $3.17 billion. During the same quarter last year, the business posted $1.51 earnings per share. The business's quarterly revenue was down 10.1% on a year-over-year basis. Sell-side analysts predict that Builders FirstSource will post 5.58 EPS for the current fiscal year.

Builders FirstSource declared that its board has authorized a share repurchase plan on Thursday, April 30th that allows the company to repurchase $500.00 million in shares. This repurchase authorization allows the company to reacquire up to 5.4% of its shares through open market purchases. Shares repurchase plans are usually an indication that the company's management believes its shares are undervalued.

Insider Transactions at Builders FirstSource

In other Builders FirstSource news, Director Paul S. Levy purchased 50,000 shares of the business's stock in a transaction on Friday, March 13th. The shares were purchased at an average cost of $87.73 per share, with a total value of $4,386,500.00. Following the transaction, the director directly owned 1,727,191 shares of the company's stock, valued at $151,526,466.43. This 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 hyperlink. Insiders own 2.70% of the company's stock.

Institutional Trading of Builders FirstSource

Hedge funds and other institutional investors have recently modified their holdings of the stock. Cromwell Holdings LLC raised its holdings in Builders FirstSource by 1,323.5% during the fourth quarter. Cromwell Holdings LLC now owns 242 shares of the company's stock worth $25,000 after acquiring an additional 225 shares in the last quarter. Caitong International Asset Management Co. Ltd grew its stake in Builders FirstSource by 167.1% in the third quarter. Caitong International Asset Management Co. Ltd now owns 211 shares of the company's stock valued at $26,000 after purchasing an additional 132 shares in the last quarter. 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 valued at $31,000 after purchasing an additional 113 shares in the last quarter. TD Waterhouse Canada Inc. acquired a new position in shares of Builders FirstSource during the 3rd quarter worth approximately $34,000. Finally, Transamerica Financial Advisors LLC increased its position in shares of Builders FirstSource by 90.2% during the 4th quarter. Transamerica Financial Advisors LLC now owns 369 shares of the company's stock worth $38,000 after purchasing an additional 175 shares during the last quarter. Institutional investors and hedge funds own 95.53% of the company's stock.

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

About Builders FirstSource

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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