Builders FirstSource, Inc. (NYSE:BLDR) Stock Has Consensus Price Target of $82.25

Shares of Builders FirstSource, Inc. (NYSE:BLDR) have received a consensus recommendation of “Hold” from the twenty-five ratings firms that are covering the company, Marketbeat Ratings reports. Two research analysts have rated the stock with a sell recommendation, sixteen have issued a hold recommendation and seven have issued a buy recommendation on the company. The average 1-year price target among analysts that have updated their coverage on the stock in the last year is $75.90.

Several research analysts recently weighed in on the company. Melius Research assumed coverage on Builders FirstSource in a research note on Tuesday, October 6th. They set a “sell” rating and a $52.00 target price for the company. Deutsche Bank Aktiengesellschaft set a $66.00 price target on shares of Builders FirstSource in a research report on Friday, July 31st. Truist Financial upped their price target on shares of Builders FirstSource from $70.00 to $75.00 and gave the company a “buy” rating in a report on Friday. DA Davidson set a $68.00 price objective on shares of Builders FirstSource in a research report on Friday, July 31st. Finally, Oppenheimer lowered 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.

Key Headlines Impacting Builders FirstSource

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

• Positive Sentiment: Adjusted earnings beat expectations. BLDR reported adjusted EPS of $1.51, above consensus estimates ranging from $1.06 to $1.12, while revenue of approximately $3.85 billion also exceeded forecasts. The results helped drive investor optimism despite weaker year-over-year comparisons. Builders FirstSource Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Management maintained its overall 2026 outlook. The company continues to expect $14.2 billion to $14.6 billion in sales and adjusted EBITDA of $1.075 billion to $1.125 billion. Planned productivity savings of $60 million to $70 million and improving multifamily activity also supported the bullish response. Builders FirstSource Jumps on Earnings Beat and Steady 2026 Outlook
• Positive Sentiment: Several analysts retained constructive ratings. Truist raised its price target to $75 and kept a buy rating, while KeyCorp and Barclays maintained overweight ratings with targets of $80 and $70, respectively. UBS also maintained a buy rating with a $75 target. UBS Adjusts Price Target on Builders FirstSource
• Neutral Sentiment: Analyst sentiment is mixed. Wells Fargo raised its target to $58 but maintained an equal-weight rating, while RBC lowered its target to $56 and kept a sector-perform rating. These targets remain below the stock’s recent trading level and could limit further upside.
• Negative Sentiment: Underlying profitability deteriorated. GAAP net income fell to $60.4 million from $122.4 million a year earlier, gross margin declined 260 basis points to 27.8%, and revenue decreased 2.2%. Single-family construction remained weak, highlighting risks from soft housing demand. Builders FirstSource Q3 Net Income Falls

Hedge Funds Weigh In On Builders FirstSource

A number of hedge funds have recently modified their holdings of BLDR. BlackRock Inc. acquired a new stake in Builders FirstSource in the second quarter valued at approximately $700,934,000. Dimensional Fund Advisors LP lifted its holdings in Builders FirstSource by 12.3% in the 1st quarter. Dimensional Fund Advisors LP now owns 2,967,744 shares of the company’s stock worth $244,301,000 after buying an additional 325,935 shares in the last quarter. Diamond Hill Capital Management LLC Investment Advisor acquired a new position in Builders FirstSource in the 2nd quarter worth $134,908,000. Pictet Asset Management Holding SA boosted its position in Builders FirstSource by 74.6% in the 1st quarter. Pictet Asset Management Holding SA now owns 1,378,332 shares of the company’s stock valued at $113,478,000 after buying an additional 588,987 shares during the last quarter. Finally, Bank of America Corp DE acquired a new stake in shares of Builders FirstSource during the second quarter valued at about $83,832,000. 95.53% of the stock is currently owned by institutional investors and hedge funds.

Builders FirstSource Stock Performance

Shares of NYSE BLDR opened at $64.76 on Friday. The stock has a fifty day moving average price of $59.28 and a two-hundred day moving average price of $80.72. The company has a debt-to-equity ratio of 1.13, a quick ratio of 1.09 and a current ratio of 1.85. The firm has a market cap of $6.97 billion, a P/E ratio of 175.03, a PEG ratio of 2.22 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 issued its quarterly earnings results on Thursday, October 29th. The company reported $1.51 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.06 by $0.45. Builders FirstSource had a return on equity of 10.77% and a net margin of 0.28%. The company had revenue of $3.85 billion for the quarter, compared to analysts’ expectations of $3.75 billion. During the same period last year, the firm earned $1.88 EPS. The firm’s revenue for the quarter was down 2.2% on a year-over-year basis. Research analysts forecast that Builders FirstSource will post 3.09 EPS for the current fiscal year.

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.