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 7,425 funds
0
Analysts bullish %
of 12 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
0.56% more ownership
Funds ownership: 93.68% [Q3] → 94.24% (+0.56%) [Q4]
2% less first-time investments, than exits
New positions opened: 125 | Existing positions closed: 127
2% less funds holding
Funds holding: 817 [Q3] → 800 (-17) [Q4]
12% less repeat investments, than reductions
Existing positions increased: 281 | Existing positions reduced: 319
12% less call options, than puts
Call options by funds: $155M | Put options by funds: $177M
27% less capital invested
Capital invested by funds: $21.1B [Q3] → $15.5B (-$5.62B) [Q4]
41% less funds holding in top 10
Funds holding in top 10: 22 [Q3] → 13 (-9) [Q4]
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$118
7%
upside
Avg. target
$151
37%
upside
High target
$180
63%
upside
12 analyst ratings
10 positive
83%
2 neutral
17%
0 negative
0%
Stifel W. Andrew Carter 32% 1-year accuracy 11 / 34 met price target | 7%upside $118 | Hold Maintained | 5 May 2025 |
BMO Capital Ketan Mamtora 20% 1-year accuracy 1 / 5 met price target | 22%upside $135 | Market Perform Maintained | 5 May 2025 |
UBS John Lovallo 10% 1-year accuracy 3 / 30 met price target | 47%upside $163 | Buy Maintained | 2 May 2025 |
RBC Capital Mike Dahl 46% 1-year accuracy 23 / 50 met price target | 19%upside $132 | Outperform Maintained | 2 May 2025 |
Stephens & Co. Trey Grooms 45% 1-year accuracy 9 / 20 met price target | 26%upside $140 | Overweight Maintained | 2 May 2025 |
Financial journalist opinion
Based on 18 articles about BLDR published over the past 30 days
Negative
Seeking Alpha
2 days ago
Builders FirstSource: Rating Downgrade On Poor Near-Term Demand Outlook
I downgraded Builders FirstSource to a sell due to disappointing 1Q25 performance, organic sales declines, and significant margin compression. Multifamily segment remains a major weakness, with a 32.7% y/y organic sales drop and no near-term recovery expected. The single-family market struggles under affordability pressures, with management expecting mid-single-digit declines in starts for FY25.
Neutral
Zacks Investment Research
4 days ago
Wall Street Analysts Think Builders FirstSource (BLDR) Is a Good Investment: Is It?
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Negative
Seeking Alpha
5 days ago
Builders FirstSource: Cheaper Valuation But Difficult Fundamentals Create A Challenging Stock
Builders FirstSource shares have declined 40% due to weak residential construction and macro uncertainty, leading to a “hold” rating despite a better valuation. Q1 results showed a 43% drop in adjusted EPS and a 14% decline in gross profit, with significant margin compression and sales down 5%. The company's balance sheet has weakened from a very strong place due to $828 million in M&A and $391 million in April buybacks, raising net leverage to 2x.
Neutral
Business Wire
6 days ago
Builders FirstSource Prices Offering of $750 Million of Senior Notes due 2035
IRVING, Texas--(BUSINESS WIRE)--Builders FirstSource, Inc. (NYSE: BLDR) (“Builders FirstSource” or the “Company”) today announced that it has priced an offering of $750 million aggregate principal amount of 6.750% unsecured Senior Notes due 2035 (the “Notes”), which represents a $250 million increase in the previously announced size of the offering. The price to investors will be 100.000% of the principal amount of the Notes. The offering of the Notes is expected to close on May 8, 2025, subjec.
Positive
Zacks Investment Research
6 days 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.
Negative
Zacks Investment Research
6 days ago
New Strong Sell Stocks for May 5th
CECO, BLDR and EGBN have been added to the Zacks Rank #5 (Strong Sell) List on May 5, 2025.
Neutral
Business Wire
6 days ago
Builders FirstSource Launches Offering of $500 Million of Senior Notes due 2035
IRVING, Texas--(BUSINESS WIRE)--Builders FirstSource, Inc. (NYSE: BLDR) (“Builders FirstSource” or the “Company”) today announced that it has launched an offering of $500 million aggregate principal amount of unsecured Senior Notes due 2035 (the “Notes”). The Company intends to use the net proceeds from the offering to repay indebtedness outstanding under the ABL Facility. Consummation of the offering of the Notes is subject to market and other conditions, and there can be no assurance that the.
Neutral
Seeking Alpha
1 week ago
Builders FirstSource, Inc. (BLDR) Q1 2025 Earnings Call Transcript
Builders FirstSource, Inc. (NYSE:BLDR ) Q1 2025 Earnings Conference Call May 1, 2025 9:00 AM ET Company Participants Peter Jackson - President and CEO Pete Beckmann - CFO Heather Kos - SVP, IR Conference Call Participants Matthew Bouley - Barclays Michael Dahl - RBC Capital Markets Charles Perron-Piche - Goldman Sachs John Lovallo - UBS Rafe Jadrosich - Bank of America Keith Hughes - Traits Securities Trey Grooms - Stephens Phil Ng - Jefferies Collin Verron - Deutsche Bank Adam Baumgarten - Zelman & Associates Brian Biros - Thompson Research Group Operator Good day, and welcome to the Builders FirstSource First Quarter 2025 Earnings Conference Call. Today's call is scheduled to last about 1 hour, including remarks by management and the question-and-answer session.
Negative
Zacks Investment Research
1 week ago
BLDR Q1 Earnings Surpass Estimates, Sales Miss, Stock Declines
Builders FirstSource's first-quarter results reflect dismal core organic sales, along with ongoing Single-Family and Multi-Family margin normalization.
Positive
Zacks Investment Research
1 week ago
Builders FirstSource (BLDR) Q1 Earnings Beat Estimates
Builders FirstSource (BLDR) came out with quarterly earnings of $1.51 per share, beating the Zacks Consensus Estimate of $1.50 per share. This compares to earnings of $2.65 per share a year ago.
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