Wells Fargo & Company Issues Positive Forecast for Builders FirstSource (NYSE:BLDR) Stock Price

Builders FirstSource (NYSE:BLDR) had its price target lifted by equities research analysts at Wells Fargo & Company from $55.00 to $58.00 in a research note issued on Friday, Benzinga reports. The firm presently has an “equal weight” rating on the stock. Wells Fargo & Company‘s price target would indicate a potential downside of 8.96% from the stock’s current price.

Several other research firms have also weighed in on BLDR. Oppenheimer dropped their price objective on shares of Builders FirstSource from $90.00 to $78.00 and set an “outperform” rating on the stock in a research note on Friday, October 16th. BMO Capital Markets reaffirmed a “market perform” rating and set a $80.00 target price on shares of Builders FirstSource in a report on Thursday, August 6th. Zacks Research upgraded Builders FirstSource from a “strong sell” rating to a “hold” rating in a research report on Friday, October 2nd. William Blair lowered Builders FirstSource from an “outperform” rating to a “market perform” rating in a research report on Thursday, October 22nd. Finally, Royal Bank Of Canada lowered their price objective on Builders FirstSource from $62.00 to $56.00 and set a “sector perform” rating for the company in a research note on Friday. Seven investment analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, Builders FirstSource has a consensus rating of “Hold” and an average price target of $75.90.

Builders FirstSource Stock Performance

Shares of BLDR stock traded up $0.65 on Friday, hitting $63.71. 2,398,092 shares of the stock traded hands, compared to its average volume of 2,543,823. The company’s fifty day moving average is $59.39 and its 200 day moving average is $81.01. Builders FirstSource has a 1-year low of $49.67 and a 1-year high of $131.50. The company has a market capitalization of $6.85 billion, a PE ratio of 69.94, a PEG ratio of 1.91 and a beta of 1.45. The company has a debt-to-equity ratio of 1.14, a current ratio of 1.79 and a quick ratio of 1.09.

Builders FirstSource (NYSE:BLDR) last released its earnings results on Thursday, October 29th. The company reported $1.51 earnings per share for the quarter, beating the consensus estimate of $1.06 by $0.45. Builders FirstSource had a net margin of 0.71% and a return on equity of 11.73%. The firm had revenue of $3.85 billion during the quarter, compared to analyst estimates of $3.75 billion. During the same quarter in the previous year, the firm earned $1.88 earnings per share. The firm’s revenue for the quarter was down 2.2% compared to the same quarter last year. On average, equities research analysts predict that Builders FirstSource will post 2.99 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in the business. Clark Wealth Partners bought a new stake in shares of Builders FirstSource during the third quarter valued at about $27,000. PFS Partners LLC bought a new position in Builders FirstSource in the 3rd quarter valued at about $28,000. Sunbelt Securities Inc. increased its stake in Builders FirstSource by 508.5% during the 1st quarter. Sunbelt Securities Inc. now owns 359 shares of the company’s stock valued at $30,000 after buying an additional 300 shares during the period. Root Financial Partners LLC increased its stake in Builders FirstSource by 43.6% during the 1st 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. Finally, Sunrise Financial Services LLC bought a new stake in shares of Builders FirstSource during the 3rd quarter worth about $32,000. 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: Adjusted earnings and revenue exceeded expectations. BLDR reported adjusted EPS of $1.51 versus the roughly $1.06–$1.12 analyst consensus, while revenue reached $3.85 billion, ahead of the $3.75 billion estimate. Builders FirstSource Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Management maintained its earnings outlook midpoint. Builders FirstSource continues to expect 2026 net sales of $14.2 billion to $14.6 billion and adjusted EBITDA of $1.075 billion to $1.125 billion. The company also expects $60 million–$70 million in productivity savings, supporting the view that cost controls and market-share gains can offset weak housing demand. Builders FirstSource jumps on earnings beat and steady 2026 outlook
• Neutral Sentiment: Analyst views are divided. Truist raised its target to $75 and maintained a buy rating, while Barclays and KeyCorp retained overweight ratings with targets of $70 and $80, respectively. However, UBS cut its target to $75 from $88 while keeping a buy rating. UBS Adjusts Price Target on Builders FirstSource
• Negative Sentiment: Underlying profitability deteriorated. GAAP net income fell to $60.4 million from $122.4 million a year earlier, revenue declined 2.2%, gross profit dropped 10.6%, and gross margin contracted 260 basis points to 27.8%. Royal Bank of Canada lowered its target to $56 and kept a sector-perform rating, signaling downside risk if housing demand remains soft.

About Builders FirstSource

Builders FirstSource, Inc is a supplier of building materials, manufactured components and construction services for professional homebuilders, remodelers and other construction customers in the United States. The company provides products used throughout the residential construction process, from structural framing to interior and exterior finishes.

Its offerings include lumber and engineered wood products, roof and floor trusses, wall panels, prefabricated components, windows, doors, millwork, cabinets, roofing, siding, insulation, gypsum and related hardware.