Builders FirstSource (NYSE:BLDR) Stock Price Expected to Rise, Truist Financial Analyst Says

Builders FirstSource (NYSE:BLDR) had its price target boosted by equities researchers at Truist Financial from $70.00 to $75.00 in a research report issued to clients and investors on Friday, Benzinga reports. The firm currently has a “buy” rating on the stock. Truist Financial‘s target price points to a potential upside of 17.45% from the company’s previous close.

A number of other equities research analysts have also recently commented on BLDR. Melius Research initiated coverage on Builders FirstSource in a research report on Tuesday, October 6th. They set a “sell” rating and a $52.00 target price on the stock. BMO Capital Markets reaffirmed a “market perform” rating and issued a $80.00 price target on shares of Builders FirstSource in a report on Thursday, August 6th. Loop Capital downgraded Builders FirstSource from a “buy” rating to a “hold” rating and set a $62.00 price target on the stock. in a research report on Monday. Stifel Nicolaus dropped their price objective on Builders FirstSource from $65.00 to $55.00 and set a “hold” rating on the stock in a report on Monday. Finally, KeyCorp cut their price objective on Builders FirstSource from $91.00 to $80.00 and set an “overweight” rating for the company in a research report on Friday. Seven research analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $75.75.

Builders FirstSource Stock Up 1.3%

Shares of BLDR traded up $0.80 during mid-day trading on Friday, hitting $63.86. 1,770,215 shares of the company traded hands, compared to its average volume of 2,539,703. The business has a 50 day moving average of $59.39 and a 200 day moving average of $81.01. The company has a quick ratio of 1.09, a current ratio of 1.79 and a debt-to-equity ratio of 1.14. The company has a market capitalization of $6.87 billion, a PE ratio of 70.15, a price-to-earnings-growth ratio of 1.91 and a beta of 1.45. Builders FirstSource has a 1-year low of $49.67 and a 1-year high of $131.50.

Builders FirstSource (NYSE:BLDR) last announced its quarterly earnings data on Thursday, October 29th. The company reported $1.51 EPS 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 business had revenue of $3.85 billion during the quarter, compared to analysts’ expectations of $3.75 billion. During the same period in the previous year, the business posted $1.88 EPS. The business’s quarterly revenue was down 2.2% compared to the same quarter last year. Equities research analysts anticipate that Builders FirstSource will post 2.99 EPS for the current year.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in BLDR. Harbor Island Capital LLC acquired a new position in Builders FirstSource during the third quarter worth about $12,524,000. Nisa Investment Advisors LLC grew its position in shares of Builders FirstSource by 40,460.9% in the third quarter. Nisa Investment Advisors LLC now owns 732,529 shares of the company’s stock valued at $41,761,000 after purchasing an additional 730,723 shares in the last quarter. BlackRock Inc. purchased a new stake in shares of Builders FirstSource in the second quarter valued at approximately $700,934,000. Louisbourg Investments Inc. acquired a new stake in shares of Builders FirstSource in the third quarter valued at approximately $1,949,000. Finally, CWA Asset Management Group LLC acquired a new stake in shares of Builders FirstSource in the third quarter valued at approximately $829,000. 95.53% of the stock is owned by institutional investors and hedge funds.

More Builders FirstSource News

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

• Positive Sentiment: Adjusted earnings were $1.51 per share, well above analyst estimates ranging from $1.06 to $1.12, while revenue of approximately $3.85 billion also topped expectations. Builders FirstSource Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Management maintained its 2026 guidance, calling for net sales of $14.2 billion to $14.6 billion and adjusted EBITDA of $1.075 billion to $1.125 billion. Holding the outlook steady despite challenging housing conditions supported investor confidence. Builders FirstSource jumps on earnings beat and steady 2026 outlook
• Positive Sentiment: The company cited improved multifamily activity, relatively stable repair-and-remodel demand, and expected productivity savings of $60 million to $70 million in 2026 as factors helping offset weaker single-family construction trends.
• Neutral Sentiment: UBS lowered its price target to $75 from $88 but retained a Buy rating. Barclays reduced its target to $70 from $81 while maintaining an Overweight rating, and KeyCorp cut its target to $80 from $91 while also remaining Overweight. The cuts signal more cautious valuation expectations, but all three firms continue to view the stock favorably. UBS Adjusts Price Target on Builders FirstSource
• Negative Sentiment: Underlying results weakened year over year: net sales declined 2.2%, GAAP net income fell to $60.4 million from $122.4 million, gross profit dropped 10.6%, and gross margin contracted 260 basis points to 27.8%. These figures highlight continued pressure from the housing slowdown. Builders FirstSource Q3 Net Income Falls

Builders FirstSource Company Profile

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.