Builders FirstSource, Inc.BLDRNYSE
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Analyst Sentiment

Analysts are neutral — opinion is divided on direction.

Consensus Rating
Hold
21 analysts·High coverage
48%
Rating Distribution
Strong Buy
00%
Buy
1048%
Hold
1152%
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 modest upside — consensus target 7% higher.

Bear Case
$109.41
-8%
Consensus
$128.24
+7%
Bull Case
$145.00
+21%
Price Range21 analysts
Low
Consensus
High
$109.41
$145.00
Current Target
Current Price
$119.36
Upside to Target
$8.88

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

Earnings & Revenue Estimates

Earnings Surprises

Recent Analyst Actions

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
Sep 16, 2024Truist Financial
Truist Securities Upgrades Builders FirstSource (BLDR) to Buy
Target:$220.00
+20.0%from $183.30
Aug 7, 2024Loop Capital Markets
Builders FirstSource price target lowered to $190 from $195 at Loop Capital
Target:$190.00
+22.0%from $155.73