Builders FirstSource (NYSE:BLDR) Price Target Cut to $95.00 by Analysts at Robert W. Baird

Builders FirstSource (NYSE:BLDR) had its target price decreased by equities research analysts at Robert W. Baird from $125.00 to $95.00 in a research report issued to clients and investors on Friday,MarketScreener reports. Robert W. Baird’s price objective suggests a potential upside of 21.35% from the stock’s previous close.

Other research analysts have also recently issued research reports about the stock. KeyCorp set a $100.00 price objective on shares of Builders FirstSource and gave the company an “overweight” rating in a research report on Friday. UBS Group lowered their target price on shares of Builders FirstSource from $166.00 to $143.00 and set a “buy” rating for the company in a report on Tuesday, January 6th. Benchmark dropped their price target on shares of Builders FirstSource from $138.00 to $105.00 and set a “buy” rating for the company in a research note on Friday. The Goldman Sachs Group cut their price target on shares of Builders FirstSource from $110.00 to $101.00 in a report on Friday. Finally, William Blair began coverage on shares of Builders FirstSource in a research report on Thursday, February 26th. They issued an “outperform” rating on the stock. Ten equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat, Builders FirstSource has a consensus rating of “Hold” and an average target price of $106.31.

Builders FirstSource Stock Down 1.0%

Shares of NYSE BLDR opened at $78.29 on Friday. The firm’s 50-day moving average price is $89.22 and its 200-day moving average price is $105.05. The company has a current ratio of 1.86, a quick ratio of 1.16 and a debt-to-equity ratio of 1.02. The stock has a market capitalization of $8.66 billion, a price-to-earnings ratio of 20.21, a P/E/G ratio of 2.51 and a beta of 1.63. Builders FirstSource has a 12-month low of $76.50 and a 12-month high of $151.03.

Builders FirstSource (NYSE:BLDR) last released its quarterly 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 during the quarter, compared to analysts’ expectations of $3.17 billion. During the same quarter in the prior year, the business posted $1.51 EPS. The company’s revenue was down 10.1% on a year-over-year basis. On average, equities research analysts anticipate that Builders FirstSource will post 5.58 EPS for the current fiscal year.

Builders FirstSource declared that its board has approved a stock buyback program on Thursday, April 30th that authorizes the company to repurchase $500.00 million in outstanding shares. This repurchase authorization authorizes the company to reacquire up to 5.4% of its shares through open market purchases. Shares repurchase programs are often a sign that the company’s board of directors believes its stock is undervalued.

Insider Transactions at Builders FirstSource

In related news, Director Paul S. Levy bought 50,000 shares of the company’s stock in a transaction on Friday, March 13th. The shares were acquired at an average cost of $87.73 per share, for a total transaction 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. The trade was a 2.98% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 2.70% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of the company. Cromwell Holdings LLC raised its position in Builders FirstSource by 1,323.5% during the 4th quarter. Cromwell Holdings LLC now owns 242 shares of the company’s stock valued at $25,000 after purchasing an additional 225 shares in the last quarter. Caitong International Asset Management Co. Ltd grew its position 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 buying an additional 132 shares in the last quarter. Root Financial Partners LLC increased its stake in shares of Builders FirstSource by 43.6% during the first quarter. Root Financial Partners LLC now owns 372 shares of the company’s stock valued at $31,000 after buying an additional 113 shares during the period. TD Waterhouse Canada Inc. purchased a new position in shares of Builders FirstSource during the third quarter valued at $34,000. Finally, Transamerica Financial Advisors LLC raised its holdings in shares of Builders FirstSource by 90.2% in the fourth quarter. Transamerica Financial Advisors LLC now owns 369 shares of the company’s stock valued at $38,000 after acquiring an additional 175 shares in the last quarter. 95.53% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Builders FirstSource

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.