Benchmark Lowers Builders FirstSource (NYSE:BLDR) Price Target to $105.00

Builders FirstSource (NYSE:BLDR) had its price target lowered by Benchmark from $138.00 to $105.00 in a research report issued on Friday,Benzinga reports. The brokerage currently has a “buy” rating on the stock. Benchmark’s target price suggests a potential upside of 34.12% from the company’s current price.

Other equities analysts also recently issued research reports about the stock. Bank of America cut their price objective on shares of Builders FirstSource from $123.00 to $100.00 and set a “neutral” rating for the company in a research report on Monday, April 20th. Zacks Research upgraded shares of Builders FirstSource from a “strong sell” rating to a “hold” rating in a research note on Friday, March 20th. Wells Fargo & Company cut their price target on shares of Builders FirstSource from $120.00 to $87.00 and set an “equal weight” rating for the company in a report on Wednesday, April 8th. Stephens reduced their price objective on shares of Builders FirstSource from $125.00 to $100.00 and set an “equal weight” rating for the company in a research report on Monday. Finally, Royal Bank Of Canada lowered their price objective on Builders FirstSource from $119.00 to $110.00 and set an “outperform” rating on the stock in a report on Monday, April 20th. Ten equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $106.31.

Builders FirstSource Stock Down 1.0%

Builders FirstSource stock opened at $78.29 on Friday. The stock has a 50 day moving average of $89.22 and a two-hundred day moving average of $105.05. Builders FirstSource has a twelve month low of $76.50 and a twelve month high of $151.03. The stock has a market capitalization of $8.66 billion, a price-to-earnings ratio of 20.21, a PEG ratio of 2.51 and a beta of 1.63. The company has a current ratio of 1.86, a quick ratio of 1.16 and a debt-to-equity ratio of 1.02.

Builders FirstSource (NYSE:BLDR) last released its earnings results 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). Builders FirstSource had a net margin of 2.87% and a return on equity of 17.89%. The company had revenue of $3.29 billion during the quarter, compared to analyst estimates of $3.17 billion. During the same period in the previous year, the firm posted $1.51 EPS. The company’s revenue for the quarter was down 10.1% on a year-over-year basis. As a group, research analysts expect that Builders FirstSource will post 5.58 earnings per share for the current year.

Builders FirstSource declared that its Board of Directors has initiated a share repurchase program on Thursday, April 30th that allows the company to buyback $500.00 million in shares. This buyback authorization allows the company to buy up to 5.4% of its stock through open market purchases. Stock buyback programs are usually an indication that the company’s management believes its stock is undervalued.

Insider Activity at Builders FirstSource

In other Builders FirstSource news, Director Paul S. Levy acquired 50,000 shares of the company’s stock in a transaction dated Friday, March 13th. The stock was acquired 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 in the company, valued at approximately $151,526,466.43. This trade represents a 2.98% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through this link. 2.70% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Builders FirstSource

Large investors have recently bought and sold shares of the stock. State Street Corp raised its holdings in shares of Builders FirstSource by 2.3% in the fourth quarter. State Street Corp now owns 5,108,120 shares of the company’s stock worth $525,574,000 after acquiring an additional 115,857 shares during the last quarter. Capital International Investors acquired a new stake in shares of Builders FirstSource during the third quarter valued at $429,640,000. Wellington Management Group LLP increased its position in Builders FirstSource by 2.3% during the 4th quarter. Wellington Management Group LLP now owns 3,316,797 shares of the company’s stock worth $341,265,000 after purchasing an additional 73,835 shares in the last quarter. Geode Capital Management LLC increased its position in Builders FirstSource by 0.5% during the 4th quarter. Geode Capital Management LLC now owns 2,817,958 shares of the company’s stock worth $288,789,000 after purchasing an additional 14,420 shares in the last quarter. Finally, Sands Capital Management LLC raised its stake in Builders FirstSource by 13.5% in the 4th quarter. Sands Capital Management LLC now owns 2,757,969 shares of the company’s stock valued at $283,767,000 after purchasing an additional 327,067 shares during the last quarter. Institutional investors and hedge funds own 95.53% of the company’s stock.

More 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

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.