Builders FirstSource (NYSE:BLDR) Stock Price Target Lowered at Barclays

Builders FirstSource (NYSE:BLDR) had its target price lowered by equities research analysts at Barclays from $81.00 to $70.00 in a research report issued to clients and investors on Friday, Benzinga reports. The firm presently has an “overweight” rating on the stock. Barclays‘s target price would indicate a potential upside of 9.65% from the stock’s current price.

BLDR has been the topic of several other reports. Melius Research began coverage on Builders FirstSource in a research note on Tuesday, October 6th. They set a “sell” rating and a $52.00 price objective on the stock. Citigroup reissued a “market perform” rating on shares of Builders FirstSource in a research report on Thursday, October 8th. Oppenheimer cut their price target on shares of Builders FirstSource from $90.00 to $78.00 and set an “outperform” rating on the stock in a report on Friday, October 16th. Robert W. Baird set a $75.00 target price on Builders FirstSource in a report on Friday, July 31st. Finally, William Blair cut Builders FirstSource from an “outperform” rating to a “market perform” rating in a research report on Thursday, October 22nd. Eight investment analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, Builders FirstSource presently has an average rating of “Hold” and a consensus target price of $77.10.

Builders FirstSource Stock Up 1.2%

BLDR traded up $0.78 during midday trading on Friday, reaching $63.84. 527,839 shares of the company were exchanged, compared to its average volume of 2,533,656. The company has a debt-to-equity ratio of 1.14, a quick ratio of 1.09 and a current ratio of 1.79. The company’s fifty day moving average price is $59.39 and its 200 day moving average price is $81.01. The company has a market cap of $6.87 billion, a price-to-earnings ratio of 69.94, a price-to-earnings-growth ratio of 1.91 and a beta of 1.45. Builders FirstSource has a one year low of $49.67 and a one year high of $131.50.

Builders FirstSource (NYSE:BLDR) last posted its earnings results on Thursday, October 29th. The company reported $1.51 earnings per share for the quarter, beating analysts’ consensus estimates of $1.06 by $0.45. The company had revenue of $3.85 billion for the quarter, compared to analyst estimates of $3.75 billion. Builders FirstSource had a return on equity of 11.73% and a net margin of 0.71%. The company’s revenue for the quarter was down 2.2% on a year-over-year basis. During the same quarter last year, the company earned $1.88 earnings per share. As a group, analysts expect that Builders FirstSource will post 2.99 EPS for the current year.

Institutional Trading of Builders FirstSource

Several hedge funds have recently made changes to their positions in BLDR. BlackRock Inc. bought a new position in Builders FirstSource during the second quarter worth about $700,934,000. Diamond Hill Capital Management LLC Investment Advisor bought a new position in Builders FirstSource in the 2nd quarter worth approximately $134,908,000. Bank of America Corp DE bought a new position in Builders FirstSource in the 2nd quarter worth approximately $83,832,000. Fort Washington Investment Advisors Inc. OH purchased a new position in Builders FirstSource in the 3rd quarter valued at approximately $48,738,000. Finally, Jupiter Topco LLC bought a new stake in Builders FirstSource during the 2nd quarter valued at $73,935,000. 95.53% of the stock is currently owned by institutional investors.

Builders FirstSource News Roundup

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

• Positive Sentiment: BLDR reported adjusted earnings of $1.51 per share, well above analysts’ expectations of approximately $1.06–$1.12, while revenue of $3.85 billion also exceeded consensus estimates. Builders FirstSource Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Management maintained its 2026 guidance for net sales of $14.2 billion to $14.6 billion and adjusted EBITDA of $1.075 billion to $1.125 billion. Investors viewed the steady outlook as evidence that productivity improvements, market-share gains and stronger multifamily activity are helping offset softer single-family demand. Builders FirstSource jumps on earnings beat and steady 2026 outlook
• Neutral Sentiment: KeyCorp lowered its BLDR price target from $91 to $80 but retained an “overweight” rating. The revised target still implies substantial upside from the quoted share price, although the reduction signals more cautious expectations. KeyCorp lowers Builders FirstSource price target
• Negative Sentiment: Underlying results remained challenged: revenue declined 2.2% year over year, GAAP net income fell to $60.4 million from $122.4 million, gross profit dropped 10.6%, and gross margin contracted 260 basis points to 27.8%. Adjusted earnings also declined from $1.88 per share a year earlier. Builders FirstSource Q3 net income falls

Builders FirstSource Company Profile

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.