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 Q3 regulatory filings by fund managers ($100M+ AUM)
58% more first-time investments, than exits
New positions opened: 167 | Existing positions closed: 106
38% more capital invested
Capital invested by funds: $15.4B [Q2] → $21.3B (+$5.88B) [Q3]
22% more funds holding in top 10
Funds holding in top 10: 18 [Q2] → 22 (+4) [Q3]
16% more call options, than puts
Call options by funds: $315M | Put options by funds: $271M
7% more funds holding
Funds holding: 763 [Q2] → 815 (+52) [Q3]
3.4% more ownership
Funds ownership: 91.4% [Q2] → 94.8% (+3.4%) [Q3]
7% more repeat investments, than reductions
Existing positions increased: 293 | Existing positions reduced: 273
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Barclays Matthew Bouley 39% 1-year accuracy 26 / 66 met price target | 18%upside $188 | Overweight Maintained | 16 Jan 2025 |
Stifel W. Andrew Carter 70% 1-year accuracy 21 / 30 met price target | 9%upside $175 | Buy Reinstated | 8 Jan 2025 |
Wedbush Jay McCanless 76% 1-year accuracy 53 / 70 met price target | 44%upside $230 | Outperform Reiterated | 18 Dec 2024 |
Stephens & Co. Trey Grooms 63% 1-year accuracy 15 / 24 met price target | 25%upside $200 | Overweight Maintained | 7 Nov 2024 |
Financial journalist opinion
Based on 11 articles about BLDR published over the past 30 days









