Builders FirstSource, Inc.BLDRNYSE

Overview Intelligence Charts News Fundamentals Key Metrics Earnings Growth Financials Insiders

Analyst Sentiment

Analysts are neutral — opinion is divided on direction.

Consensus Rating

Hold

23 analysts·High coverage

48%

Rating Distribution

Strong Buy

00%

Buy

1148%

Hold

1252%

Sell

00%

Strong Sell

00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Analysts see significant upside — consensus target 54% higher.

Bear Case

$109.41

+35%

Consensus

$124.74

+54%

Bull Case

$145.00

+79%

Price Range23 analysts

Low

Consensus

High

$109.41

$145.00

Current Target

Current Price

$81.22

Upside to Target

$43.52

Price targets are 12-month forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

2026E$5.94(12 analysts)

P/E21x

Current: 20.6x

Actual

Estimate

Range (Low–High)

Stock Alarm Pro

Forward Growth Estimates (YoY)

FY2027

Rev+6.22%

EPS+31.95%

FY2028

Rev+6.26%

EPS+13.07%

FY2029

Rev+4.71%

EPS+8.19%

Earnings Surprises

Beat rate:92%(11/12 quarters)

Avg surprise:+20.0%

Beat

Miss

Inline

Estimate

Based on reported EPS vs consensus estimate.

Recent Analyst Actions

Feb 18, 2026Robert W. Baird

Builders FirstSource price target lowered to $125 from $135 at Baird

Target:$125.00

+9.0%from $114.63

Feb 11, 2026Wells Fargo

Builders FirstSource price target raised to $120 from $115 at Wells Fargo

Target:$120.00

-6.6%from $128.42

Feb 2, 2026D.A. Davidson

Builders FirstSource price target lowered to $111 from $115 at DA Davidson

Target:$111.00

-2.6%from $113.92

Jan 20, 2026Stephens

Builders FirstSource downgraded to Equal Weight from Overweight at Stephens

Target:$137.00

+8.1%from $126.79

Jan 15, 2026Barclays

Builders FirstSource price target raised to $136 from $123 at Barclays

Target:$136.00

+7.6%from $126.38

Jan 9, 2026RBC Capital

Builders FirstSource price target lowered to $111 from $129 at RBC Capital

Target:$111.00

-0.3%from $111.29

Jan 6, 2026UBS

Builders FirstSource price target lowered to $143 from $166 at UBS

Target:$143.00

+32.1%from $108.22

Dec 15, 2025Jefferies

Builders FirstSource downgraded to Hold from Buy at Jefferies

Target:$110.00

+1.4%from $108.46

Dec 8, 2025Barclays

Builders FirstSource price target lowered to $123 from $124 at Barclays

Target:$123.00

+11.8%from $110.01

Nov 3, 2025D.A. Davidson

Builders FirstSource price target lowered to $115 from $125 at DA Davidson

Target:$115.00

+1.2%from $113.69

Oct 31, 2025UBS

Builders FirstSource price target raised to $166 from $158 at UBS

Target:$166.00

+48.6%from $111.69

Oct 31, 2025Robert W. Baird

Builders FirstSource price target lowered to $135 from $155 at Baird

Target:$135.00

+19.1%from $113.39

Oct 31, 2025Barclays

Builders FirstSource price target lowered to $124 from $135 at Barclays

Target:$124.00

+11.0%from $111.69

Oct 20, 2025Vertical Research

Builders FirstSource initiated with a Sell at Vertical Research

Target:$109.41

-10.7%from $122.54

Oct 1, 2025KeyBanc

Builders FirstSource initiated with an Overweight at KeyBanc

Target:$145.00

+19.6%from $121.25

Sep 15, 2025Wedbush

Builders FirstSource downgraded to Neutral from Outperform at Wedbush

Target:$145.00

+3.4%from $140.17

Aug 4, 2025D.A. Davidson

Builders FirstSource price target lowered to $125 from $135 at DA Davidson

Target:$125.00

-2.5%from $128.18

Jul 10, 2025Oppenheimer

Builders FirstSource price target lowered to $155 from $165 at Oppenheimer

Target:$155.00

+14.7%from $135.12

May 5, 2025BMO Capital

Builders FirstSource price target lowered to $135 from $146 at BMO Capital

Target:$135.00

+20.7%from $111.86

May 2, 2025Robert W. Baird

Builders FirstSource price target lowered to $130 from $145 at Baird

Target:$130.00

+13.9%from $114.13

Nov 6, 2024B.Riley Financial

Builders FirstSource (BLDR) PT Raised to $220 at B.Riley

Target:$220.00

+21.2%from $181.47

Nov 6, 2024D.A. Davidson

Builders FirstSource (BLDR) PT Raised to $175 at DA Davidson

Target:$175.00

-3.6%from $181.47

Oct 9, 2024Barclays

Builders FirstSource price target raised to $211 from $182 at Barclays

Target:$211.00

+7.3%from $196.73

Sep 20, 2024Loop Capital Markets

Builders FirstSource price target raised to $230 from $190 at Loop Capital

Target:$230.00

+14.0%from $201.83

Sep 18, 2024Oppenheimer

Builders FirstSource (BLDR) PT Raised to $225 at Oppenheimer

Target:$225.00

+15.4%from $195.01

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