Builders FirstSource (NYSE:BLDR) Given New $107.00 Price Target at Royal Bank Of Canada

Builders FirstSource (NYSE:BLDR) had its price objective decreased by Royal Bank Of Canada from $110.00 to $107.00 in a report issued on Friday morning,Benzinga reports. Royal Bank Of Canada currently has an outperform rating on the stock.

Other research analysts also recently issued research reports about the company. BMO Capital Markets reduced their price target on Builders FirstSource from $120.00 to $100.00 and set a “market perform” rating on the stock in a report on Monday, April 20th. William Blair began coverage on Builders FirstSource in a report on Thursday, February 26th. They set an “outperform” rating on the stock. Bank of America reduced their price target on Builders FirstSource from $123.00 to $100.00 and set a “neutral” rating on the stock in a report on Monday, April 20th. Weiss Ratings downgraded Builders FirstSource from a “hold (c-)” rating to a “sell (d+)” rating in a report on Friday, March 20th. Finally, Deutsche Bank Aktiengesellschaft reduced their price target on Builders FirstSource from $117.00 to $102.00 and set a “hold” rating on the stock in a report on Monday, February 23rd. Nine equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Builders FirstSource presently has an average rating of “Hold” and a consensus target price of $103.45.

Builders FirstSource Price Performance

NYSE BLDR traded down $3.24 during trading hours on Friday, reaching $75.85. 3,693,887 shares of the stock traded hands, compared to its average volume of 2,168,658. The stock has a 50 day simple moving average of $89.22 and a two-hundred day simple moving average of $105.05. Builders FirstSource has a 1 year low of $75.38 and a 1 year high of $151.03. The company has a debt-to-equity ratio of 1.15, a current ratio of 1.76 and a quick ratio of 1.16. The company has a market cap of $8.39 billion, a price-to-earnings ratio of 19.55, a price-to-earnings-growth ratio of 2.38 and a beta of 1.49.

Builders FirstSource (NYSE:BLDR) last released its quarterly earnings data on Thursday, April 30th. The company reported $0.27 EPS 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 analysts’ expectations of $3.17 billion. Builders FirstSource had a return on equity of 14.89% and a net margin of 1.97%.The firm’s quarterly revenue was down 10.1% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.51 EPS. On average, analysts predict that Builders FirstSource will post 5.58 EPS for the current fiscal year.

Builders FirstSource announced that its board has authorized a stock buyback plan on Thursday, April 30th that permits the company to buyback $500.00 million in outstanding shares. This buyback authorization permits the company to repurchase up to 5.4% of its shares through open market purchases. Shares buyback plans are generally an indication that the company’s board believes its stock is undervalued.

Insiders Place Their Bets

In other news, Director Paul S. Levy acquired 50,000 shares of the business’s stock in a transaction on Friday, March 13th. The shares were acquired at an average cost of $87.73 per share, with a total value of $4,386,500.00. Following the transaction, the director owned 1,727,191 shares in the company, valued at $151,526,466.43. The trade was a 2.98% increase in their position. The acquisition was disclosed in a filing with the SEC, which can be accessed through this link. Insiders own 2.70% of the company’s stock.

Institutional Trading of Builders FirstSource

Hedge funds have recently made changes to their positions in the stock. Caitong International Asset Management Co. Ltd boosted its position in shares of Builders FirstSource by 167.1% in the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 211 shares of the company’s stock worth $26,000 after purchasing an additional 132 shares in the last quarter. Cromwell Holdings LLC boosted its position in shares of Builders FirstSource by 1,323.5% in the 4th quarter. Cromwell Holdings LLC now owns 242 shares of the company’s stock worth $25,000 after purchasing an additional 225 shares in the last quarter. TD Waterhouse Canada Inc. bought a new stake in shares of Builders FirstSource in the 3rd quarter worth approximately $34,000. CYBER HORNET ETFs LLC bought a new stake in shares of Builders FirstSource in the 2nd quarter worth approximately $38,000. Finally, MUFG Securities EMEA plc bought a new stake in shares of Builders FirstSource in the 2nd quarter worth approximately $38,000. 95.53% of the stock is owned by institutional investors.

Key Builders FirstSource News

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)

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.