Builders FirstSource (NYSE:BLDR) Stock Price Target Lowered at KeyCorp

Builders FirstSource (NYSE:BLDR) had its price target reduced by stock analysts at KeyCorp from $91.00 to $80.00 in a research note issued on Friday, Benzinga reports. The firm currently has an “overweight” rating on the stock. KeyCorp‘s price objective suggests a potential upside of 27.10% from the company’s current price.

Several other research analysts have also issued reports on BLDR. Truist Financial lowered their target price on Builders FirstSource from $90.00 to $70.00 and set a “buy” rating for the company in a research report on Thursday, October 8th. Zacks Research upgraded shares of Builders FirstSource from a “strong sell” rating to a “hold” rating in a report on Friday, October 2nd. Citizens Jmp began coverage on shares of Builders FirstSource in a research report on Friday, August 21st. They issued a “market perform” rating for the company. DA Davidson set a $68.00 price objective on Builders FirstSource in a report on Friday, July 31st. Finally, Stifel Nicolaus lowered their target price on shares of Builders FirstSource from $65.00 to $55.00 and set a “hold” rating for the company in a report on Monday. Eight equities research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $77.65.

Builders FirstSource Stock Up 12.6%

Shares of NYSE BLDR opened at $62.94 on Friday. The company has a debt-to-equity ratio of 1.14, a quick ratio of 1.09 and a current ratio of 1.79. Builders FirstSource has a 52 week low of $49.67 and a 52 week high of $131.50. The stock has a market capitalization of $6.77 billion, a P/E ratio of 69.17, a PEG ratio of 1.91 and a beta of 1.45. The stock’s fifty day moving average is $59.39 and its 200 day moving average is $81.01.

Builders FirstSource (NYSE:BLDR) last announced its quarterly earnings data on Thursday, October 29th. The company reported $1.51 earnings per share for the quarter, topping the consensus estimate of $1.06 by $0.45. Builders FirstSource had a return on equity of 11.73% and a net margin of 0.71%. The business had revenue of $3.85 billion during the quarter, compared to the consensus estimate of $3.75 billion. During the same period in the prior year, the company earned $1.88 EPS. Builders FirstSource’s revenue for the quarter was down 2.2% on a year-over-year basis. Sell-side analysts forecast that Builders FirstSource will post 2.99 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Builders FirstSource

A number of institutional investors and hedge funds have recently modified their holdings of BLDR. Clark Wealth Partners bought a new position in Builders FirstSource in the 3rd quarter valued at $27,000. PFS Partners LLC bought a new position in Builders FirstSource during the third quarter valued at approximately $28,000. Sunbelt Securities Inc. lifted its stake in Builders FirstSource by 508.5% in the first quarter. Sunbelt Securities Inc. now owns 359 shares of the company’s stock worth $30,000 after purchasing an additional 300 shares during the last quarter. Root Financial Partners LLC boosted its holdings in Builders FirstSource by 43.6% during the 1st quarter. Root Financial Partners LLC now owns 372 shares of the company’s stock valued at $31,000 after acquiring an additional 113 shares during the period. Finally, Sunrise Financial Services LLC bought a new position in shares of Builders FirstSource in the third quarter worth approximately $32,000. 95.53% of the stock is owned by hedge funds and other institutional investors.

More Builders FirstSource News

Here are the key news stories impacting Builders FirstSource this week:

• Positive Sentiment: Adjusted earnings were $1.51 per share, well above analyst estimates ranging from $1.06 to $1.12. Revenue of approximately $3.85 billion also exceeded expectations of about $3.75 billion. Builders FirstSource Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Management kept its 2026 guidance ranges at $14.2 billion to $14.6 billion in net sales and $1.075 billion to $1.125 billion in adjusted EBITDA. Maintaining the outlook despite a difficult construction environment reassured investors about operating discipline and execution. Builders FirstSource Jumps on Earnings Beat and Steady 2026 Outlook
• Positive Sentiment: The company expects $60 million to $70 million of productivity savings in 2026, while management highlighted improved multifamily activity and relatively stable repair-and-remodel demand. Builders FirstSource Q3 2026 Earnings Call Transcript
• Neutral Sentiment: Liquidity remained substantial at approximately $1.5 billion, including roughly $1.4 billion of available revolving-credit capacity, supporting financial flexibility.
• Negative Sentiment: Underlying results were weaker year over year: net sales declined 2.2%, GAAP net income fell to $60.4 million from $122.4 million, gross profit dropped 10.6%, and gross margin contracted 260 basis points to 27.8%. Single-family organic sales also declined. Builders FirstSource Q3 Net Income Falls

About Builders FirstSource

Builders FirstSource, Inc is a supplier of building materials, manufactured components and construction services for professional homebuilders, remodelers and other construction customers in the United States. The company provides products used throughout the residential construction process, from structural framing to interior and exterior finishes.

Its offerings include lumber and engineered wood products, roof and floor trusses, wall panels, prefabricated components, windows, doors, millwork, cabinets, roofing, siding, insulation, gypsum and related hardware.