Builders FirstSource
BLDR

$167.49

5.4%

Market Cap: 20.4B

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

Materials Lumber & Other Building Materials Dealers

0

Funds holding %

of 6,702 funds

0

Analysts bullish %

of 15 analysts

0

News positive %

of 10 articles

Fund manager confidence

Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)

148% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 69

20% more capital invested

Capital invested by funds: $19.2B [Q4 2023] → $23.1B (+$3.82B) [Q1 2024]

14% more funds holding

Funds holding: 732 [Q4 2023] → 834 (+102) [Q1 2024]

13% more funds holding in top 10

Funds holding in top 10: 31 [Q4 2023] → 35 (+4) [Q1 2024]

2% more call options, than puts

Call options by funds: $295M | Put options by funds: $290M

8% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 300

2.34% less ownership

Funds ownership: 93.44% [Q4 2023] → 91.1% (-2.34%) [Q1 2024]

See Fund Rankings

Research analyst outlook

15 Wall Street Analysts provided 1 year price forecasts over the past 6 months

Low target

$175

4%

upside

Avg. target

$208

24%

upside

High target

$242

44%

upside

15 analyst ratings

11 positive

73%

4 neutral

27%

0 negative

0%

Barclays Matthew Bouley	12%upside $188	Overweight Maintained	12 Jul 2024
Wedbush Jay McCanless	4%upside $175	Outperform Maintained	25 Jun 2024
B of A Securities Rafe Jasrosich	9%upside $183	Buy Maintained	6 Jun 2024
Barclays Matthew Bouley	19%upside $200	Overweight Maintained	8 May 2024
Truist Securities Keith Hughes	7%upside $180	Hold Maintained	8 May 2024

See Analyst Rankings

Financial journalist opinion

Based on 10 articles about BLDR published over the past 30 days

Should You Buy the 3 Worst S&P 500 Stocks in Q2?

The extended bull market we are in has not been one where a rising tide lifts all boats. The S&P 500 is up 15% year-to-date and is 52% higher since October 2022 when the latest run-up began.

Should You Buy the 3 Worst S&P 500 Stocks in Q2?

Zacks Investment Research

Builders FirstSource (BLDR) Dips 18% in 3 Months: Buy or Red Flag?

Builders FirstSource, Inc. BLDR shares plummeted 14.8% in the last three months versus the Zacks Building Products - Retail industry's 2.1% growth. The broader Zacks Retail-Wholesale sector rose 1.5%, and the S&P 500 grew 6.3% in the same time frame.

Builders FirstSource (BLDR) Dips 18% in 3 Months: Buy or Red Flag?

Zacks Investment Research

Is Most-Watched Stock Builders FirstSource, Inc. (BLDR) Worth Betting on Now?

Builders FirstSource (BLDR) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Is Most-Watched Stock Builders FirstSource, Inc. (BLDR) Worth Betting on Now?

Top 5 Businesses We Own: Q2 2024 Update

The businesses we own are at extremely attractive prices with safe balance sheets and capable management. We have a large exposure to energy names/royalty companies, natural resource companies, cyclicals and industrials. We have focused our names on the companies with the lowest-cost-to-deliver, healthy balance sheets and good management.

Top 5 Businesses We Own: Q2 2024 Update

Zacks Investment Research

Builders FirstSource, Inc. (BLDR) is Attracting Investor Attention: Here is What You Should Know

Recently, Zacks.com users have been paying close attention to Builders FirstSource (BLDR). This makes it worthwhile to examine what the stock has in store.

Builders FirstSource, Inc. (BLDR) is Attracting Investor Attention: Here is What You Should Know

Home builders, flooring companies and pool maker stocks rally as CPI data boosts rate-cut hopes

Home builder stocks were rallying across the board on Thursday, after government data showed U.S. consumer prices falling for the first time in more than four years, boosting hopes the Federal Reserve may soon start to lower interest rates.

Home builders, flooring companies and pool maker stocks rally as CPI data boosts rate-cut hopes

Zacks Investment Research

Why Builders FirstSource (BLDR) Outpaced the Stock Market Today

In the closing of the recent trading day, Builders FirstSource (BLDR) stood at $136.72, denoting a +1.8% change from the preceding trading day.

Why Builders FirstSource (BLDR) Outpaced the Stock Market Today

Builders FirstSource to Host Second Quarter 2024 Financial Results Conference Call and Webcast

IRVING, Texas--(BUSINESS WIRE)--Builders FirstSource, Inc. (NYSE: BLDR) (“Builders FirstSource” or the "Company") will host a conference call and webcast on Tuesday, August 6, 2024, to discuss the Company's financial results and other business matters. The teleconference will begin at 8:00 a.m. Central Time and will be hosted by Dave Rush, Chief Executive Officer, and Peter Jackson, Chief Financial Officer. To participate in the teleconference, please dial into the call a few minutes before the.

Builders FirstSource to Host Second Quarter 2024 Financial Results Conference Call and Webcast

Builders FirstSource: Building A Foundation For Long-Term Gains

Builders FirstSource is well-positioned to continue gaining market share in the building products industry with long-term growth opportunities. Management's strong track record of capital allocation, focus on cost efficiency, and shareholder-aligned compensation structure support the company's growth potential. With only 4% market share in core markets, BLDR has significant room for both organic and inorganic growth, making it a Buy rating.

Builders FirstSource: Building A Foundation For Long-Term Gains

Zacks Investment Research

Builders FirstSource (BLDR) Surpasses Market Returns: Some Facts Worth Knowing

In the closing of the recent trading day, Builders FirstSource (BLDR) stood at $137.86, denoting a +0.82% change from the preceding trading day.

Builders FirstSource (BLDR) Surpasses Market Returns: Some Facts Worth Knowing

See News Rankings