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BLDR Stock Forecast: Builders FirstSource, Inc. Price Predictions for 2026-2027

Last close, 4 Nov 2026
$70
+9.31% on the day

The 24 Wall Street analysts covering Builders FirstSource, Inc. hold a median 12-month price target of $68 — -2.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 51 of 100 as at 3 Nov 2026 — in the upper half.

Market cap
$6.8B
Ticker Nerd rank
51/ 100
Median analyst target
$68
Analysts covering
24
Revenue$3.9B−8.8% y/y
Operating income$128.5M
Net income−$3.9M
Free cash flow$30.0M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+24.4%
1M
+23.6%
YTD
−32.4%
1Y
−36.7%
From 52W high
−46.1%
From 52W low
+37.6%
$51
$129
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

BLDR stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Builders FirstSource, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 3 Nov 2026
51/ 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Revisions
89
Value
75
Issuance
69
Accruals
62
Quality
49
Volatility
41
Growth
30
Size
19
Momentum
11

Revisions (89): Analysts have, on balance, been raising their forecasts.

Momentum (11): The shares have been drifting down relative to others.

Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.

Wall Street

BLDR stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on BLDR, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$40$60$80$100$120$140Jan 26Apr 26Jul 26Oct 26BLDRHigh $82Median $68Low $50

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says24 analysts
8 Buy14 Hold2 Sell
Low $50Median $68High $82

The green dot is the last close — the median target sits −2.2% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 3 moved their price target up and 10 moved it down.

DateFirmActionRatingTarget
2 Nov 2026StifelMaintainsHold$55 → $58
31 Oct 2026UBSMaintainsBuy—
30 Oct 2026BarclaysMaintainsOverweight$81 → $70
30 Oct 2026KeybancMaintainsOverweight$91 → $80
30 Oct 2026RBC CapitalMaintainsSector Perform$62 → $56
30 Oct 2026StoneXMaintainsBuy$85 → $75
30 Oct 2026Truist SecuritiesMaintainsBuy$70 → $75
30 Oct 2026UBSMaintainsBuy$88 → $75
30 Oct 2026Wells FargoMaintainsEqual-Weight$55 → $58
26 Oct 2026Loop CapitalDowngradeHold$62
26 Oct 2026StifelMaintainsHold$65 → $55
22 Oct 2026William BlairDowngradeMarket Perform—
22 Oct 2026William BlairDowngradeMarket Perform—
16 Oct 2026OppenheimerMaintainsOutperform$90 → $78
16 Oct 2026OppenheimerMaintainsOutperform—
16 Oct 2026Wells FargoMaintainsEqual-Weight$63 → $55
16 Oct 2026Wells FargoMaintainsEqual-Weight—
8 Oct 2026Truist SecuritiesMaintainsBuy$90 → $70
8 Oct 2026Truist SecuritiesMaintainsBuy—
7 Oct 2026RBC CapitalDowngradeSector Perform$88 → $62

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

BLDR appears in the Radar on the weeks it earns a place.

  • Market Radar, every Monday: the week's biggest rank moves across ~4,600 US stocks, and the reason for each.
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Performance

BLDR vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 4 Nov 2026, Builders FirstSource, Inc. returned −36.7% against +12.9% for the S&P 500, dividends included.

BLDR vs S&P 500, last 12 monthsTotal return, rebased to 100
406080100120Jan 26Apr 26Jul 26Oct 26BLDRS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

BLDR analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingThis fiscal year
EPS revision, 90 days
+6.5%
Analysts raising
0
Analysts cutting
2
Fundamentals

Builders FirstSource, Inc. (BLDR) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
171.9×

Cheaper than 4% of US stocks

Price / sales
0.5×

Cheaper than 82% of US stocks

Price / book
1.7×

Cheaper than 49% of US stocks

EV / EBITDA
14.0×

Cheaper than 25% of US stocks

Growth & margins
Revenue growth (YoY)
−2.2%

Higher than 24% of US stocks

Earnings growth (YoY)
−50.6%

Higher than 11% of US stocks

Gross margin
28.1%

Higher than 31% of US stocks

Operating margin
2.6%

Higher than 49% of US stocks

Net margin
0.3%

Higher than 48% of US stocks

Returns & dividend
Return on equity
1.0%

Higher than 45% of US stocks

Return on assets
1.7%

Higher than 56% of US stocks

Dividend yield
0.0%

Higher than 1% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Builders FirstSource, Inc. (BLDR) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Builders FirstSource, Inc. has a market value of $6.8B and an enterprise value of $12.5B.

  • Revenue in the twelve months to 30 June 2026: $14.4B. The latest quarter shrank 2.2% year on year.

  • Net income over the same four quarters: $102.5M, a 0.7% net margin.

  • Diluted earnings per share, trailing twelve months: $0.91.

  • Free cash flow in the twelve months to 30 June 2026: $639.3M.

  • Builders FirstSource, Inc. spent $303.5M on share buybacks in the twelve months to 30 June 2026.

  • Shares outstanding: 107.6M.

  • Trailing P/E: 171.9×; forward P/E: 26.6× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 0.00%, paying out 0% of earnings.

  • Builders FirstSource, Inc. employs 28,000 people — $516K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 4 Nov 2026

Data provided by Twelve Data

Peers

BLDR vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelBuilding Products & Equipment
CompanyMarket capTKN rank
BLDRBuilders FirstSource, Inc.$6.8B51
MODModine Manufacturing Co.$6.7B35
AWIArmstrong World Industries, Inc.$7.2B57
SPXCSPX Technologies, Inc.$8.2B41
AAONAAON, Inc.$5.7B34
FBINFortune Brands Innovations, Inc.$5.5B42
LPXLouisiana-Pacific Corp.$5.2B26

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own Builders FirstSource, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest BLDR news & analysis

Builders FirstSource: Built To Last Until Housing Turns

Seeking Alpha · 4 Nov 2026neutral

Seeking Alpha says Builders FirstSource is trading near trough valuation as housing starts and EBITDA decline, while its liquidity and capital structure may support it through the downturn. Share repurchases have halved its share count since 2021, but net debt/EBITDA has risen to 4.1x; maturities extend beyond 2030 and 96% of borrowings are fixed-rate.

Why it matters — BLDR watchers may weigh the company's financing flexibility and reduced share count against falling housing activity and higher leverage.

Builders FirstSource Q3 Earnings Call Highlights

MarketBeat · 30 Oct 2026neutral

Builders FirstSource reported third-quarter 2026 results that management said met expectations despite continued softness in single-family housing activity. Cost actions, productivity measures and value-added offerings helped mitigate lower volumes.

Why it matters — The update highlights how BLDR’s operational measures helped offset lower volumes amid a soft single-family housing market.

Builders FirstSource, Inc. (BLDR) Q3 2026 Earnings Call Transcript

Seeking Alpha · 29 Oct 2026neutral

The item is a transcript of Builders FirstSource, Inc.’s Q3 2026 earnings call; the excerpt provides no details about the call’s results or discussion.

Why it matters — BLDR watchers may consult the transcript for management commentary, but the provided excerpt contains no substantive information to assess.

Parnassus Mid Cap Growth Fund: Q3 2026 Performance Review

Seeking Alpha · 29 Oct 2026neutral

Parnassus Mid Cap Growth Fund said its third-quarter outperformance was primarily driven by Health Care holdings, while Information Technology holdings and an underweight position in Energy detracted. Year to date, the fund returned 5.80% net of fees, compared with 1.01% for the Russell Midcap Growth Index.

Why it matters — The excerpt does not mention Builders FirstSource, so it offers no company-specific update for BLDR watchers.

FAQ

Frequently asked questions about BLDR stock

What is the BLDR stock price forecast for 2026-2027?

The 24 Wall Street analysts covering Builders FirstSource, Inc. have a median 12-month price target of $68, with estimates ranging from $50 to $82. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is BLDR stock a buy right now?

Of the 24 analysts covering Builders FirstSource, Inc., 8 rate it a Buy, 14 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks Builders FirstSource, Inc. 51 out of 100 across roughly 4,600 US stocks as at 3 Nov 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank BLDR?

As at 3 Nov 2026, Builders FirstSource, Inc. ranks 51 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (89 of 100).

Will BLDR stock go up?

No one can know that. What the data says: the median 12-month target from 24 analysts implies -2.2% from the last close, and Ticker Nerd's factor model ranks Builders FirstSource, Inc. 51 out of 100 as at 3 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the BLDR stock forecast for 2030?

No analyst covering Builders FirstSource, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for BLDR are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $50 to $82 over the next 12 months.

How has BLDR stock performed over the past year?

Builders FirstSource, Inc. returned -36.7% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Builders FirstSource, Inc. do?

Builders FirstSource Inc. is a U.S.

What is the latest news on BLDR?

The most recent item we track (Seeking Alpha, 4 Nov 2026): "Builders FirstSource: Built To Last Until Housing Turns". Seeking Alpha says Builders FirstSource is trading near trough valuation as housing starts and EBITDA decline, while its liquidity and capital structure may support it through the downturn. Share repurchases have halved its share count since 2021, but net debt/EBITDA has risen to 4.1x; maturities extend beyond 2030 and 96% of borrowings are fixed-rate.

Company

About Builders FirstSource, Inc.

Builders FirstSource Inc. is a U.S. building materials and construction products company that serves professional homebuilders, remodelers, and contractors. Builders FirstSource supplies structural building products, manufactured components, and related services used in new residential construction as well as repair and remodeling. Its portfolio includes roof and floor trusses, wall panels, stairs, engineered wood, windows, doors, millwork, siding, decking, and other exterior and interior building materials. The company also provides value-added services such as design support, estimating, fabrication, delivery, and jobsite installation, helping customers streamline residential construction workflows. Builders FirstSource plays a central role in the housing supply chain by combining distribution, manufacturing, and service capabilities across a broad U.S. market footprint. Headquartered in Irving, Texas, and founded in 1998, Builders FirstSource focuses on serving both large production builders and smaller custom homebuilding customers with integrated building solutions.

CEO Mr. Peter M. Jackson CPA · 28,000 employees · United States · https://www.bldr.com