Builders FirstSource (NYSE:BLDR) Given New $58.00 Price Target at Wells Fargo & Company

Builders FirstSource (NYSE:BLDR) had its target price increased by Wells Fargo & Company from $55.00 to $58.00 in a report issued on Friday,Benzinga reports. Wells Fargo & Company currently has an equal weight rating on the stock.

BLDR has been the subject of a number of other research reports. Barclays decreased their price objective on shares of Builders FirstSource from $81.00 to $70.00 and set an “overweight” rating for the company in a research note on Friday. Loop Capital cut shares of Builders FirstSource from a “buy” rating to a “hold” rating and set a $62.00 price target for the company. in a report on Monday, October 26th. Truist Financial raised their price target on Builders FirstSource from $70.00 to $75.00 and gave the company a “buy” rating in a research report on Friday. BMO Capital Markets reiterated a “market perform” rating and issued a $80.00 price objective on shares of Builders FirstSource in a research note on Thursday, August 6th. Finally, Weiss Ratings reissued a “sell (d)” rating on shares of Builders FirstSource in a research report on Monday, October 19th. Seven equities research analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $75.90.

Builders FirstSource Stock Up 2.7%

Shares of BLDR stock opened at $64.76 on Friday. Builders FirstSource has a 1 year low of $49.67 and a 1 year high of $131.50. 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 business’s fifty day moving average is $59.28 and its 200-day moving average is $80.72. The stock has a market cap of $6.97 billion, a PE ratio of 175.03, a price-to-earnings-growth ratio of 2.15 and a beta of 1.45.

Builders FirstSource (NYSE:BLDR) last announced its quarterly earnings data on Thursday, October 29th. The company reported $1.51 earnings per share for the quarter, beating the consensus estimate of $1.06 by $0.45. The business had revenue of $3.85 billion during the quarter, compared to analyst estimates of $3.75 billion. Builders FirstSource had a return on equity of 10.77% and a net margin of 0.28%. The company’s revenue was down 2.2% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.88 earnings per share. Equities analysts expect that Builders FirstSource will post 2.99 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Builders FirstSource

A number of institutional investors have recently added to or reduced their stakes in the company. Sunbelt Securities Inc. raised its stake in Builders FirstSource by 508.5% during the first quarter. Sunbelt Securities Inc. now owns 359 shares of the company’s stock worth $30,000 after acquiring an additional 300 shares in the last quarter. Root Financial Partners LLC lifted its holdings in shares of Builders FirstSource by 43.6% during the first quarter. Root Financial Partners LLC now owns 372 shares of the company’s stock valued at $31,000 after acquiring an additional 113 shares during the period. Allworth Financial LP acquired a new stake in shares of Builders FirstSource in the 2nd quarter valued at $42,000. Clark Wealth Partners acquired a new stake in shares of Builders FirstSource in the 3rd quarter valued at $27,000. Finally, PFS Partners LLC bought a new stake in shares of Builders FirstSource in the 3rd quarter worth about $28,000. 95.53% of the stock is owned by institutional investors and hedge funds.

Key Builders FirstSource News

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

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.