Robert W. Baird Lowers Builders FirstSource (NYSE:BLDR) Price Target to $125.00

Builders FirstSource (NYSE:BLDR) had its target price decreased by equities research analysts at Robert W. Baird from $135.00 to $125.00 in a report released on Wednesday,Benzinga reports. The firm currently has a “neutral” rating on the stock. Robert W. Baird’s price target points to a potential upside of 8.84% from the company’s previous close.

BLDR has been the subject of a number of other reports. Zacks Research upgraded Builders FirstSource from a “strong sell” rating to a “hold” rating in a report on Wednesday, November 5th. Barclays lifted their price objective on shares of Builders FirstSource from $123.00 to $136.00 and gave the company an “overweight” rating in a research note on Thursday, January 15th. Weiss Ratings reissued a “hold (c-)” rating on shares of Builders FirstSource in a research note on Wednesday, January 21st. Royal Bank Of Canada reaffirmed a “sector perform” rating and issued a $111.00 price target on shares of Builders FirstSource in a research note on Friday, January 9th. Finally, Wells Fargo & Company increased their price objective on shares of Builders FirstSource from $115.00 to $120.00 and gave the stock a “cautious” rating in a research report on Wednesday, February 11th. Nine equities research 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. Based on data from MarketBeat, Builders FirstSource presently has an average rating of “Hold” and a consensus target price of $133.52.

Builders FirstSource Stock Performance

Shares of Builders FirstSource stock opened at $114.85 on Wednesday. Builders FirstSource has a fifty-two week low of $94.35 and a fifty-two week high of $153.91. The company has a debt-to-equity ratio of 1.03, a current ratio of 1.79 and a quick ratio of 1.15. The firm has a market capitalization of $12.70 billion, a P/E ratio of 21.88, a P/E/G ratio of 14.36 and a beta of 1.56. The company’s 50 day moving average price is $114.54 and its two-hundred day moving average price is $120.50.

Builders FirstSource (NYSE:BLDR) last issued its quarterly earnings data on Tuesday, February 17th. The company reported $1.12 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.31 by ($0.19). The company had revenue of $3.36 billion for the quarter, compared to the consensus estimate of $3.46 billion. Builders FirstSource had a return on equity of 21.28% and a net margin of 3.79%.Builders FirstSource’s revenue was down 12.1% compared to the same quarter last year. During the same quarter last year, the business earned $2.31 earnings per share. On average, equities analysts forecast that Builders FirstSource will post 11.59 earnings per share for the current fiscal year.

Institutional Trading of Builders FirstSource

Several institutional investors and hedge funds have recently made changes to their positions in the company. Cinctive Capital Management LP boosted its holdings in Builders FirstSource by 122.9% during the fourth quarter. Cinctive Capital Management LP now owns 28,686 shares of the company’s stock worth $2,952,000 after purchasing an additional 15,817 shares during the last quarter. ClearAlpha Technologies LP boosted its stake in shares of Builders FirstSource by 122.5% in the 4th quarter. ClearAlpha Technologies LP now owns 4,191 shares of the company’s stock worth $431,000 after buying an additional 2,307 shares during the last quarter. Balyasny Asset Management L.P. grew its holdings in shares of Builders FirstSource by 10,664.0% in the fourth quarter. Balyasny Asset Management L.P. now owns 305,159 shares of the company’s stock valued at $31,398,000 after acquiring an additional 302,324 shares in the last quarter. Aristeia Capital L.L.C. increased its position in shares of Builders FirstSource by 89.5% during the fourth quarter. Aristeia Capital L.L.C. now owns 7,545 shares of the company’s stock valued at $776,000 after acquiring an additional 3,564 shares during the last quarter. Finally, Auxier Asset Management LLC bought a new stake in Builders FirstSource during the fourth quarter worth $206,000. Hedge funds and other institutional investors own 95.53% of the company’s stock.

Key Headlines Impacting Builders FirstSource

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

• Positive Sentiment: Revenue guidance range ($14.8B–$15.8B) includes the Street midpoint, reducing outright downside risk to revenue expectations. Builders FirstSource Reports Fourth Quarter and Full-Year 2025 Results; Provides 2026 Financial Outlook
• Positive Sentiment: Acquisitions and some commodity cost relief partially offset organic weakness, which could support cash flow as housing demand recovers. Builders FirstSource Reports Fourth Quarter and Full-Year 2025 Results; Provides 2026 Financial Outlook
• Neutral Sentiment: Company released an earnings slide deck and call transcript — useful for investors wanting line-item detail on margins, mix and regional trends. Slide Deck / Press Release
• Neutral Sentiment: Revenue guidance brackets Wall Street forecasts, leaving upside or downside dependent on housing starts and pricing recovery—outcome is data-dependent. What’s Going On With Builders FirstSource Stock On Tuesday?
• Negative Sentiment: Q4 misses: EPS $1.12 vs. $1.31 est.; revenue $3.36B vs. $3.46B est.; net sales down 12.1% YoY — a clear near-term earnings and revenue headwind. Builders FirstSource misses Q4 expectations, shares dip
• Negative Sentiment: Management warned that annual profit margin will come in below estimates due to weak housing demand, signaling lower profitability ahead. Builders FirstSource forecast annual profit margin below estimates on weak housing demand
• Negative Sentiment: Company sales fell year-over-year (annual sales down ~7.4% in filings), underscoring persistent housing-market weakness that pressures top-line growth. Builders FirstSource Annual Sales Fall 7.4% as Housing Weakness Persists
• Negative Sentiment: Market reaction: shares slipped/edged lower after the report and comments on demand/pricing pressure — traders are pricing in slower housing recovery and margin risk. What’s Going On With Builders FirstSource Stock On Tuesday?

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.