Builders FirstSourceBLDR
BLDR
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
0
Funds holding %
of 7,433 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
2.83% more ownership
Funds ownership: 95.12% [Q1] → 97.95% (+2.83%) [Q2]
6% more call options, than puts
Call options by funds: $174M | Put options by funds: $164M
0% more funds holding in top 10
Funds holding in top 10: 16 [Q1] → 16 (+0) [Q2]
1% less repeat investments, than reductions
Existing positions increased: 278 | Existing positions reduced: 280
3% less first-time investments, than exits
New positions opened: 116 | Existing positions closed: 119
2% less funds holding
Funds holding: 773 [Q1] → 754 (-19) [Q2]
8% less capital invested
Capital invested by funds: $13.8B [Q1] → $12.6B (-$1.11B) [Q2]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$125
12%
downside
Avg. target
$135
5%
downside
High target
$155
9%
upside
7 analyst ratings
3 positive
43%
4 neutral
57%
0 negative
0%
DA Davidson Kurt Yinger | 12%downside $125 | Neutral Maintained | 4 Aug 2025 |
Stifel W. Andrew Carter | 10%downside $128 | Hold Maintained | 1 Aug 2025 |
RBC Capital Mike Dahl | 10%downside $129 | Sector Perform Downgraded | 1 Aug 2025 |
Barclays Matthew Bouley | 5%downside $135 | Overweight Maintained | 1 Aug 2025 |
Baird David Manthey | 9%downside $130 | Neutral Downgraded | 1 Aug 2025 |
Financial journalist opinion
Based on 15 articles about BLDR published over the past 30 days
Positive
Investopedia
3 days ago
Here Are The Stocks That Are Likely To Benefit From Lower Interest Rates
Stocks soared on Friday after Federal Reserve Chair Jerome Powell signaled the central bank may be ready to resume cutting interest rates at its next policy meeting in September.
Positive
Schwab Network
1 week ago
The Big 3: BLDR, IQV, LOW
Jessica Inskip expects Jackson Hole this week to be a big market mover. She also sees a potential path for interest rates during the meeting adding momentum to the homebuilder space, including Builders FirstSource (BLDR).
Positive
Zacks Investment Research
1 week ago
Builders FirstSource, Inc. (BLDR) Is a Trending Stock: Facts to Know Before Betting on It
Zacks.com users have recently been watching Builders FirstSource (BLDR) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Neutral
Business Wire
2 weeks ago
Builders FirstSource Announces Dual Listing on NYSE Texas
IRVING, Texas--(BUSINESS WIRE)--Builders FirstSource, Inc. (NYSE: BLDR) announced today the dual listing of its common stock on NYSE Texas, the newly launched fully electronic equities exchange headquartered in Dallas, TX. The Company will maintain its primary listing on the New York Stock Exchange and trade with the same “BLDR” ticker symbol on NYSE Texas. Peter Jackson, CEO of Builders FirstSource, commented: “We are pleased to be among the founding members listed on the NYSE Texas. This dual.
Positive
Seeking Alpha
3 weeks ago
Top 5 Businesses We Own: Q2 2025 Update
Auto dealers Asbury (ABG) and AutoNation (AN) offer resilient, cash-generative models with strong parts/service profits and attractive free cash flow yields versus the S&P 500. Builders FirstSource (BLDR) benefits from a structural housing shortage, improved margins, and significant buybacks, offering long-term growth despite near-term softness and cyclical headwinds. Core Natural Resources (CNR) and Warrior Met Coal (HCC) are poised for robust free cash flow as global met coal demand rises, with strong balance sheets and operational leverage post-merger and project completion.
Positive
Zacks Investment Research
3 weeks ago
Is Builders FirstSource (BLDR) a Buy as Wall Street Analysts Look Optimistic?
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Positive
Zacks Investment Research
3 weeks ago
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.
Neutral
The Motley Fool
3 weeks ago
BLDR Q2 Sales Down 5%
BLDR Q2 Sales Down 5%
Positive
Seeking Alpha
3 weeks ago
Builders FirstSource: Not The Right Time To Build More Position, But Not Gonna Sell
Builders FirstSource, Inc. demonstrates resilience with strong liquidity and strategic management, despite ongoing housing market softness and declining revenues. The valuation remains stretched; the stock is still expensive relative to historical averages and my updated DCF and P/B targets. Technical indicators show some bullish momentum, but overbought signals and weak buying volume suggest caution.
Negative
Seeking Alpha
3 weeks ago
Builders FirstSource: Q2 Results Point To Further Weakness (Rating Downgrade)
Builders FirstSource faces ongoing margin pressure and declining demand as housing construction weakens, with Q2 results missing expectations and guidance slashed significantly. Value-added diversification has not insulated BLDR from housing market downturns, as both commodity and value-added segments are underperforming. Management forecasts further declines in single-family starts and acknowledges the housing market is worse than builders admit, with balance sheet strength eroding.
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