UBS Group Lowers Builders FirstSource (NYSE:BLDR) Price Target to $122.00

Key Points

• UBS cut its price target to $122 (from $143) and kept a "buy" rating, but multiple brokers trimmed targets and the consensus sits at a Hold with an average price target of $103.45.
• Q1 EPS missed ($0.27 vs. $0.39 expected) while revenue of $3.29B beat estimates but fell ~10% YoY, prompting management to signal softer demand and the stock to trade down to $75.85.
• The Board approved a $500M share buyback (~5.4% of shares outstanding) and a director purchased 50,000 shares, signaling management confidence despite the weak quarter.

Builders FirstSource (NYSE:BLDR - Get Free Report) had its price target dropped by research analysts at UBS Group from $143.00 to $122.00 in a report released on Friday,Benzinga reports. The brokerage presently has a "buy" rating on the stock. UBS Group's price objective indicates a potential upside of 60.84% from the company's previous close.

Other research analysts have also issued research reports about the stock. Barclays dropped their price target on shares of Builders FirstSource from $114.00 to $93.00 and set an "overweight" rating for the company in a research report on Friday. Zacks Research raised shares of Builders FirstSource from a "strong sell" rating to a "hold" rating in a research report on Friday, March 20th. Oppenheimer set a $121.00 price target on shares of Builders FirstSource in a research report on Friday. Raymond James Financial dropped their price target on shares of Builders FirstSource from $140.00 to $100.00 in a research report on Friday. Finally, William Blair assumed coverage on shares of Builders FirstSource in a research report on Thursday, February 26th. They issued an "outperform" rating for the company. Ten investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, Builders FirstSource currently has a consensus rating of "Hold" and an average price target of $103.45.

Builders FirstSource Stock Down 4.1%

NYSE:BLDR traded down $3.24 during trading hours on Friday, reaching $75.85. The company's stock had a trading volume of 3,692,730 shares, compared to its average volume of 2,343,818. The company has a market cap of $8.39 billion, a price-to-earnings ratio of 19.55, a price-to-earnings-growth ratio of 2.51 and a beta of 1.63. Builders FirstSource has a one year low of $75.38 and a one year high of $151.03. The business's 50-day moving average is $89.22 and its 200-day moving average is $105.05. 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 (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 analysts' consensus estimates of $0.39 by ($0.12). The business had revenue of $3.29 billion during the quarter, compared to the consensus estimate of $3.17 billion. Builders FirstSource had a return on equity of 17.89% and a net margin of 2.87%.The company's revenue for the quarter was down 10.1% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.51 earnings per share. Equities research analysts predict that Builders FirstSource will post 5.58 EPS for the current year.

Builders FirstSource announced that its Board of Directors has approved a share repurchase plan on Thursday, April 30th that permits the company to repurchase $500.00 million in outstanding 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 an indication that the company's board of directors believes its stock is undervalued.

Insider Buying and Selling 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. 2.70% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Builders FirstSource

Several institutional investors and hedge funds have recently added to or reduced their stakes in BLDR. Cromwell Holdings LLC increased its stake in shares of Builders FirstSource by 1,323.5% during the 4th quarter. Cromwell Holdings LLC now owns 242 shares of the company's stock worth $25,000 after purchasing an additional 225 shares during the last quarter. Caitong International Asset Management Co. Ltd increased its stake in shares of Builders FirstSource by 167.1% during the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 211 shares of the company's stock worth $26,000 after purchasing an additional 132 shares during the last quarter. Root Financial Partners LLC increased its stake in shares of Builders FirstSource by 43.6% during the 1st quarter. Root Financial Partners LLC now owns 372 shares of the company's stock worth $31,000 after purchasing an additional 113 shares during the last quarter. TD Waterhouse Canada Inc. acquired a new position in shares of Builders FirstSource during the 3rd quarter worth about $34,000. Finally, Transamerica Financial Advisors LLC increased its stake 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. 95.53% of the stock is owned by institutional investors.

Trending Headlines about Builders FirstSource

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

• Positive Sentiment: Board approved a $500 million share buyback (represents ~5.4% of shares outstanding), which signals management believes the stock is undervalued and supports earnings per share over time. RTT News: Buyback
• Positive Sentiment: Insider activity includes a recent purchase (Paul S. Levy bought shares), which can be a constructive signal on management confidence. QuiverQuant: Insider & stock moves
• Neutral Sentiment: Revenue slightly beat expectations ($3.29B vs. ~$3.17B) even though sales were down ~10% year‑over‑year — mixed operational signal (top‑line resilience vs. demand softness). MarketBeat: Q1 results & materials
• Neutral Sentiment: Company added a legal leader amid scrutiny after the loss; governance hires are often neutral-to-slightly-positive long term but reflect management addressing issues raised by the quarter. Yahoo Finance: Legal leader hire
• Negative Sentiment: Q1 EPS missed estimates ($0.27 vs. $0.39 expected) and the company swung to a net loss year‑over‑year; management signaled softer demand, lower margin and reduced free‑cash‑flow expectations for 2026 — the primary driver of negative sentiment. Zacks: Q1 earnings lag
• Negative Sentiment: Multiple brokerages cut price targets this morning (RBC, Wells Fargo, DA Davidson, Truist, Loop Capital, Goldman, Raymond James, Benchmark, Baird, etc.), reflecting lowered margin/volume assumptions and prompting downside pressure from analysts. Benzinga: Analyst moves (sample) MarketScreener: DA Davidson cut

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.

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.