Builders FirstSource (NYSE:BLDR) Given New $110.00 Price Target at Loop Capital

Builders FirstSource (NYSE:BLDR) had its target price cut by Loop Capital from $140.00 to $110.00 in a research report released on Friday morning,MarketScreener reports.

A number of other brokerages have also weighed in on BLDR. Stifel Nicolaus dropped their price objective on shares of Builders FirstSource from $115.00 to $93.00 and set a “hold” rating on the stock in a report on Monday, March 16th. Robert W. Baird dropped their price objective on shares of Builders FirstSource from $135.00 to $125.00 and set a “neutral” rating on the stock in a report on Wednesday, February 18th. Royal Bank Of Canada lowered their price target on shares of Builders FirstSource from $119.00 to $110.00 and set an “outperform” rating on the stock in a report on Monday, April 20th. The Goldman Sachs Group lowered their price target on shares of Builders FirstSource from $142.00 to $110.00 and set a “buy” rating on the stock in a report on Friday, April 10th. Finally, Zacks Research raised shares of Builders FirstSource from a “strong sell” rating to a “hold” rating in a report on Friday, March 20th. Nine equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $103.45.

Builders FirstSource Stock Performance

Shares of BLDR traded down $3.24 during trading hours on Friday, reaching $75.85. 3,693,887 shares of the company traded hands, compared to its average volume of 2,168,658. The stock has a market capitalization of $8.39 billion, a P/E ratio of 19.55, a P/E/G ratio of 2.38 and a beta of 1.49. The company has a quick ratio of 1.16, a current ratio of 1.76 and a debt-to-equity ratio of 1.15. Builders FirstSource has a 12-month low of $75.38 and a 12-month high of $151.03. The business has a fifty day moving average price of $89.22 and a 200-day moving average price of $105.05.

Builders FirstSource (NYSE:BLDR) last announced its quarterly earnings data on Thursday, April 30th. The company reported $0.27 earnings per share for the quarter, missing analysts’ consensus estimates of $0.39 by ($0.12). The company had revenue of $3.29 billion for the quarter, compared to analysts’ expectations 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 last year, the firm earned $1.51 earnings per share. Equities analysts anticipate that Builders FirstSource will post 5.58 EPS for the current fiscal year.

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

Insider Activity

In other news, Director Paul S. Levy bought 50,000 shares of the firm’s stock in a transaction that occurred on Friday, March 13th. The stock was purchased 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 in the company, valued at approximately $151,526,466.43. This trade represents a 2.98% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 2.70% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Builders FirstSource

Hedge funds have recently modified their holdings of the company. Cromwell Holdings LLC boosted 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 acquiring an additional 225 shares in the last quarter. Caitong International Asset Management Co. Ltd boosted 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 acquiring an additional 132 shares in the last quarter. Root Financial Partners LLC boosted 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 acquiring an additional 113 shares in the last quarter. TD Waterhouse Canada Inc. purchased a new stake in shares of Builders FirstSource during the 3rd quarter worth about $34,000. Finally, Transamerica Financial Advisors LLC boosted 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 acquiring an additional 175 shares in the last quarter. 95.53% of the stock is owned by hedge funds and other institutional investors.

Builders FirstSource News Roundup

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.