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

Builders FirstSource (NYSE:BLDR) had its price objective decreased by research analysts at Truist Financial from $145.00 to $115.00 in a note issued to investors on Thursday, MarketBeat.com reports. The firm presently has a “buy” rating on the stock. Truist Financial’s price target indicates a potential upside of 51.61% from the stock’s previous close.

A number of other research analysts also recently weighed in on the company. KeyCorp lowered their target price on Builders FirstSource from $145.00 to $100.00 and set an “overweight” rating on the stock in a report on Friday. Stifel Nicolaus cut their price target on Builders FirstSource from $115.00 to $93.00 and set a “hold” rating for the company in a research note on Monday, March 16th. Stephens reduced their price target 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, April 27th. Wells Fargo & Company lowered their price objective on shares of Builders FirstSource from $120.00 to $87.00 and set an “equal weight” rating on the stock in a research note on Wednesday, April 8th. Finally, DA Davidson cut their target price on shares of Builders FirstSource from $111.00 to $84.00 and set a “neutral” rating for the company in a research report on Friday. Nine equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $103.45.

Builders FirstSource Trading Down 4.1%

NYSE:BLDR opened at $75.85 on Thursday. The company has a market cap of $8.39 billion, a PE ratio of 19.55, a price-to-earnings-growth ratio of 2.38 and a beta of 1.49. The company has a current ratio of 1.76, a quick ratio of 1.16 and a debt-to-equity ratio of 1.15. The company has a 50 day simple moving average of $89.22 and a two-hundred day simple moving average of $105.05. Builders FirstSource has a 12 month low of $75.38 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 earnings per share for the quarter, missing the consensus estimate of $0.39 by ($0.12). The firm had revenue of $3.29 billion for the quarter, compared to the consensus estimate of $3.17 billion. Builders FirstSource had a net margin of 1.97% and a return on equity of 14.89%. Builders FirstSource’s quarterly revenue was down 10.1% compared to the same quarter last year. During the same period in the previous year, the company earned $1.51 earnings per share. Research analysts forecast that Builders FirstSource will post 5.58 earnings per share for the current year.

Builders FirstSource declared that its board has authorized a share repurchase plan on Thursday, April 30th that permits the company to buyback $500.00 million in outstanding shares. This buyback authorization permits the company to buy up to 5.4% of its stock through open market purchases. Stock buyback plans are often an indication that the company’s board believes its shares are undervalued.

Insiders Place Their Bets

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 stock was acquired at an average price of $87.73 per share, for a total transaction of $4,386,500.00. Following the purchase, the director 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 Securities & Exchange Commission, which is available through this link. Corporate insiders own 2.70% of the company’s stock.

Hedge Funds Weigh In On Builders FirstSource

Large investors have recently made changes to their positions in the business. Caitong International Asset Management Co. Ltd grew its position in shares of Builders FirstSource by 167.1% during the third 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 in the last quarter. Cromwell Holdings LLC lifted its holdings in Builders FirstSource by 1,323.5% in the 4th quarter. Cromwell Holdings LLC now owns 242 shares of the company’s stock worth $25,000 after purchasing an additional 225 shares in the last quarter. TD Waterhouse Canada Inc. bought a new position in Builders FirstSource in the 3rd quarter worth approximately $34,000. CYBER HORNET ETFs LLC purchased a new stake in Builders FirstSource during the 2nd quarter valued at approximately $38,000. Finally, MUFG Securities EMEA plc purchased a new stake in Builders FirstSource during the 2nd quarter valued at approximately $38,000. 95.53% of the stock is currently owned by hedge funds and other institutional investors.

Key Builders FirstSource News

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

• Positive Sentiment: Board authorizes $500 million share repurchase (≈5.4% of outstanding shares), which supports buyback-driven upside and signals management thinks shares are undervalued. RTT News
• Positive Sentiment: Insider buying was reported (Paul S. Levy purchased shares), a constructive signal for investors watching insider conviction. Quiver Quant
• Neutral Sentiment: Some sell-side firms left “buy”/outperform stances in place even after trimming targets (e.g., UBS, Truist, Benchmark), so analyst tone is mixed rather than uniformly bearish. Benzinga (example: UBS)
• Negative Sentiment: Q1 results disappointed on profitability: EPS of $0.27 missed estimates, revenue fell ~10% YoY (though slightly beat sales forecasts), and management signaled weaker demand and pressure on margins and free cash flow for 2026 — a key driver of the stock’s downside. MarketBeat / Press Release
• Negative Sentiment: Widespread price-target cuts from multiple firms this morning (examples: UBS, RBC, Wells Fargo, DA Davidson, Truist, Loop Capital, Goldman, Raymond James, Benchmark, Baird) created additional selling pressure as several targets moved substantially lower. MarketScreener (Goldman example)

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.