Builders FirstSource (NYSE:BLDR) Given New $100.00 Price Target at Raymond James Financial

Builders FirstSource (NYSE:BLDR) had its price objective lowered by analysts at Raymond James Financial from $140.00 to $100.00 in a research report issued to clients and investors on Friday,MarketScreener reports. Raymond James Financial’s target price indicates a potential upside of 27.73% from the company’s previous close.

A number of other research firms also recently commented on BLDR. Weiss Ratings downgraded Builders FirstSource from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday, March 20th. Jefferies Financial Group reduced their target price on Builders FirstSource from $110.00 to $85.00 and set a “hold” rating on the stock in a report on Monday, April 13th. Bank of America decreased their target price on Builders FirstSource from $123.00 to $100.00 and set a “neutral” rating for the company in a research report on Monday, April 20th. KeyCorp set a $100.00 price target on Builders FirstSource and gave the company an “overweight” rating in a research report on Friday. Finally, William Blair started coverage on Builders FirstSource in a research note on Thursday, February 26th. They set an “outperform” rating on the stock. Ten analysts have rated the stock with a Buy rating, eleven have given a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $106.31.

Builders FirstSource Trading Down 1.0%

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

Builders FirstSource (NYSE:BLDR) last released its 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 company had revenue of $3.29 billion during the quarter, compared to the consensus estimate of $3.17 billion. Builders FirstSource had a return on equity of 17.89% and a net margin of 2.87%.Builders FirstSource’s revenue for the quarter was down 10.1% on a year-over-year basis. During the same period in the previous year, the firm posted $1.51 EPS. As a group, research analysts predict that Builders FirstSource will post 5.58 earnings per share for the current fiscal year.

Builders FirstSource declared that its Board of Directors has approved a share buyback plan on Thursday, April 30th that authorizes the company to repurchase $500.00 million in shares. This repurchase authorization authorizes the company to purchase up to 5.4% of its stock through open market purchases. Stock repurchase plans are typically an indication that the company’s leadership believes its stock is undervalued.

Insider Activity at Builders FirstSource

In related news, Director Paul S. Levy bought 50,000 shares of the stock in a transaction dated Friday, March 13th. The stock was bought at an average cost of $87.73 per share, with a total value of $4,386,500.00. Following the completion of the acquisition, the director owned 1,727,191 shares of the company’s stock, valued at $151,526,466.43. This trade represents 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 accessible through this hyperlink. Company insiders own 2.70% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the stock. Diversified Investment Strategies LLC acquired a new stake in Builders FirstSource in the first quarter worth $3,921,000. Westbourne Investment Advisors Inc. boosted its holdings in shares of Builders FirstSource by 4.6% during the first quarter. Westbourne Investment Advisors Inc. now owns 52,466 shares of the company’s stock valued at $4,320,000 after acquiring an additional 2,306 shares during the period. Greatmark Investment Partners Inc. grew its position in shares of Builders FirstSource by 40.0% during the first quarter. Greatmark Investment Partners Inc. now owns 67,297 shares of the company’s stock worth $5,541,000 after acquiring an additional 19,225 shares during the last quarter. Intrinsic Value Partners LLC increased its holdings in shares of Builders FirstSource by 67.6% in the 1st quarter. Intrinsic Value Partners LLC now owns 24,745 shares of the company’s stock worth $2,037,000 after acquiring an additional 9,980 shares during the period. Finally, NBT Bank N A NY increased its holdings in shares of Builders FirstSource by 1,841.7% in the 1st quarter. NBT Bank N A NY now owns 2,000 shares of the company’s stock worth $165,000 after acquiring an additional 1,897 shares during the period. 95.53% of the stock is currently owned by institutional investors.

Key Stories Impacting 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.