Builders FirstSourceBLDR
About: Builders FirstSource Inc is a manufacturer and supplier of building materials. The company offers structural and related building products such as factory-built roof and floor trusses, wall panels and stairs, vinyl windows, custom millwork and trim, and engineered wood. The products can be designed for each home individually and are installed by Builders FirstSource. The company's construction-related services include professional installation, turn-key framing, and shell construction. Builders FirstSource's customers range from large production builders to small custom homebuilders.
Employees: 29,000
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
20% more call options, than puts
Call options by funds: $228M | Put options by funds: $190M
1% more repeat investments, than reductions
Existing positions increased: 300 | Existing positions reduced: 297
2.95% less ownership
Funds ownership: 92.33% [Q1] → 89.38% (-2.95%) [Q2]
10% less funds holding
Funds holding: 844 [Q1] → 762 (-82) [Q2]
35% less capital invested
Capital invested by funds: $23.4B [Q1] → $15.1B (-$8.29B) [Q2]
48% less first-time investments, than exits
New positions opened: 89 | Existing positions closed: 171
49% less funds holding in top 10
Funds holding in top 10: 35 [Q1] → 18 (-17) [Q2]
Research analyst outlook
18 Wall Street Analysts provided 1 year price targets over the past 3 months
18 analyst ratings
Goldman Sachs Charles Perron-Piche 100% 1-year accuracy 1 / 1 met price target | 17%upside $225 | Buy Initiated | 10 Oct 2024 |
Jefferies Collin Verron 100% 1-year accuracy 6 / 6 met price target | 16%upside $223 | Buy Maintained | 9 Oct 2024 |
Barclays Matthew Bouley 72% 1-year accuracy 47 / 65 met price target | 9%upside $211 | Overweight Maintained | 9 Oct 2024 |
Loop Capital Jeffrey Stevenson 50% 1-year accuracy 3 / 6 met price target | 19%upside $230 | Buy Maintained | 20 Sept 2024 |
B of A Securities Rafe Jasrosich 100% 1-year accuracy 2 / 2 met price target | 3%upside $198 | Neutral Maintained | 19 Sept 2024 |
Financial journalist opinion
Based on 16 articles about BLDR published over the past 30 days