Builders FirstSource (NYSE:BLDR) Price Target Cut to $95.00 by Analysts at Robert W. Baird

Builders FirstSource (NYSE:BLDR) had its price target trimmed by Robert W. Baird from $125.00 to $95.00 in a research report sent to investors on Friday morning, Marketbeat.com reports.

BLDR has been the topic of a number of other reports. Stifel Nicolaus cut their price target on shares of Builders FirstSource from $115.00 to $93.00 and set a “hold” rating on the stock in a research report on Monday, March 16th. Jefferies Financial Group cut their price target on shares of Builders FirstSource from $110.00 to $85.00 and set a “hold” rating on the stock in a research report on Monday, April 13th. BMO Capital Markets cut their price target on shares of Builders FirstSource from $120.00 to $100.00 and set a “market perform” rating on the stock in a research report on Monday, April 20th. KeyCorp cut their price target on shares of Builders FirstSource from $145.00 to $100.00 and set an “overweight” rating on the stock in a research report on Friday. Finally, Bank of America dropped their target price on shares of Builders FirstSource from $123.00 to $100.00 and set a “neutral” rating on the stock in a report on Monday, April 20th. Nine investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $103.45.

Builders FirstSource Trading Down 4.1%

Builders FirstSource stock traded down $3.24 during trading hours on Friday, reaching $75.85. 3,693,887 shares of the company’s stock traded hands, compared to its average volume of 2,168,658. The company has a debt-to-equity ratio of 1.15, a quick ratio of 1.16 and a current ratio of 1.76. Builders FirstSource has a fifty-two week low of $75.38 and a fifty-two week high of $151.03. The firm has a market capitalization of $8.39 billion, a price-to-earnings ratio of 19.55, a PEG ratio of 2.38 and a beta of 1.49. The firm’s 50 day moving average is $89.22 and its 200-day moving average is $105.05.

Builders FirstSource (NYSE:BLDR) last released its earnings results on Thursday, April 30th. The company reported $0.27 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.39 by ($0.12). Builders FirstSource had a net margin of 1.97% and a return on equity of 14.89%. The business had revenue of $3.29 billion for the quarter, compared to analyst estimates of $3.17 billion. During the same quarter in the previous year, the company posted $1.51 earnings per share. The business’s revenue for the quarter was down 10.1% on a year-over-year basis. On average, analysts predict that Builders FirstSource will post 5.58 earnings per share for the current year.

Builders FirstSource announced that its Board of Directors has initiated a stock repurchase plan on Thursday, April 30th that allows the company to buyback $500.00 million in shares. This buyback authorization allows the company to buy up to 5.4% of its shares through open market purchases. Shares buyback plans are generally a sign that the company’s board of directors believes its stock is undervalued.

Insider Transactions at Builders FirstSource

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, with a total value of $4,386,500.00. Following the acquisition, the director directly 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 position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. 2.70% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Builders FirstSource

A number of hedge funds and other institutional investors have recently modified their holdings of BLDR. Capital International Investors acquired a new stake in shares of Builders FirstSource during the third quarter worth $429,640,000. Northwestern Mutual Wealth Management Co. lifted its holdings in shares of Builders FirstSource by 99,084.1% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 2,241,561 shares of the company’s stock worth $230,634,000 after buying an additional 2,239,301 shares in the last quarter. Franklin Resources Inc. raised its stake in Builders FirstSource by 2,498.8% in the third quarter. Franklin Resources Inc. now owns 1,854,525 shares of the company’s stock valued at $224,861,000 after purchasing an additional 1,783,164 shares in the last quarter. Sands Capital Management LLC raised its stake in Builders FirstSource by 139.1% in the third quarter. Sands Capital Management LLC now owns 2,430,902 shares of the company’s stock valued at $294,747,000 after purchasing an additional 1,414,129 shares in the last quarter. Finally, Victory Capital Management Inc. raised its stake in Builders FirstSource by 235.1% in the third quarter. Victory Capital Management Inc. now owns 1,893,483 shares of the company’s stock valued at $229,585,000 after purchasing an additional 1,328,363 shares in the last quarter. Institutional investors and hedge funds own 95.53% of the company’s stock.

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)

About Builders FirstSource

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.