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$BLDR

9 stories mentioning BLDRUpdated 36d ago

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Research

Research Alert: CFRA Maintains Hold Opinion On Shares Of Builders Firstsource, Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month price target to $85 from $125, based on a 2027 P/E of 13.1x, a premium to the stock's 10-year average forward P/E of 12.1x, justified by cyclical trough market conditions. We lower our adjusted EPS estimates to $4.10 from $6.69 for 2026 and to $6.50 from $8.01 for 2027. BLDR posted Q1 2026 adjusted EPS of $0.27 vs. $1.51 (-82% Y/Y), well short of the $0.37 consensus. BLDR's Q1 sales fell 11% to $3.29B ($130M ahead of consensus), but gross margin contracted 220 bps to 28.3%. BLDR said it now expects 2026 net sales of $14.6B-$15.6B and adjusted EBITDA of $1.1B-$1.5B, versus prior expectations of $14.8B-$15.8B and $1.3B-$1.7B, respectively. Management said it remains focused on factors within its control, including serving customers, expanding its differentiated portfolio of value-added solutions, and leveraging technology to accelerate growth and drive operational excellence. We think BLDR's Q1 results underscore challenges the company faces from a weaker housing market.

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BMO Capital Cuts Price Target on Builders FirstSource to $93 From $100, Maintains Market Perform Rating

Builders FirstSource (BLDR) has an average rating of overweight and mean price target of $97.68, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $75.65, Change: $-0.07, Percent Change: -0.09%

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Jefferies Adjusts Price Target on Builders FirstSource to $80 From $85, Maintains Hold Rating

Builders FirstSource (BLDR) has an average rating of overweight and mean price target of $98, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $75.41, Change: $-0.31, Percent Change: -0.42%

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Oppenheimer Adjusts Price Target on Builders FirstSource to $121 From $150, Maintains Outperform Rating

Builders FirstSource (BLDR) has an average rating of overweight and mean price target of $103.55, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $79.24, Change: $+0.14, Percent Change: +0.18%

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Truist Securities Cuts Price Target on Builders FirstSource to $115 From $145, Keeps Buy Rating

Builders FirstSource (BLDR) has an average rating of overweight and mean price target of $117.82, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $78.48, Change: $-4.90, Percent Change: -5.88%

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Research

Research Alert: Bldr: Q1 Earnings Fall Short Of Expectations; Lowers 2026 Guidance

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Builders FirstSource (BLDR) posted Q1 adjusted EPS of $0.27 vs. $1.51 (-82%), well short of the $0.37 consensus. BLDR's Q1 sales fell 11% to $3.29B ($130M ahead of consensus), but gross margin contracted 220 bps to 28.3%. BLDR now expects 2026 net sales of $14.6B-$15.6B and adjusted EBITDA of $1.1B-$1.5B, versus prior guidance of $14.8B-$15.8B and $1.3B-$1.7B, respectively. The current 2026 consensus estimates are for sales of $14.91B and EBITDA of $1.39B. Management said it remains focused on factors within its control, including serving customers, expanding its differentiated portfolio of value-added solutions, and leveraging technology to accelerate growth. On the positive side, BLDR said it expects to deliver $50M-$70M in productivity savings in 2026. BLDR's Q1 results underscore the fundamental challenges it faces. The company is navigating a cyclical trough and continues to struggle in the face of a weaker housing market. BLDR's elevated leverage (3.2x) and margin pressure are concerns.

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Wire

Builders FirstSource Shares Decline After Q1 Adjusted Earnings, Net Sales Fall

Builders FirstSource (BLDR) shares were down 0.6% in early trading Thursday after the company reported lower Q1 adjusted earnings and net sales, and reduced its 2026 net sales guidance.The company reported Q1 adjusted earnings Thursday of $0.27 per diluted share, down from $1.51 a year earlier.Analysts polled by FactSet expected $0.38.Net sales for the quarter ended March 31 were $3.29 billion, compared with $3.66 billion a year earlier.Analysts polled by FactSet expected $3.17 billion.The company said it now expects 2026 net sales of $14.6 billion to $15.6 billion, compared with $14.8 billion to $15.8 billion previously. Analysts polled by FactSet expect $14.91 billion.Price: $82.90, Change: $-0.46, Percent Change: -0.55%

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Wire

BofA Securities Adjusts Price Target on Builders FirstSource to $100 From $123

Builders FirstSource (BLDR) has an average rating of overweight and mean price target of $119.41, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $88.46, Change: $-0.05, Percent Change: -0.05%

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Jefferies Cuts Price Target on Builders FirstSource to $85 From $110, Maintains Hold Rating

Builders FirstSource (BLDR) has an average rating of overweight and mean price target of $122.18, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $83.69, Change: $-1.61, Percent Change: -1.89%

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