BLDRIndustrials · Building Products & EquipmentThe 23 Wall Street analysts covering Builders FirstSource, Inc. hold a median 12-month price target of $81 — +39.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 39 of 100 as at 23 Sept 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.
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.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Issuance (93): The share count has been shrinking and the company is not leaning on new borrowing.
Momentum (7): The shares have been drifting down relative to others.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on BLDR, reported as data — targets and ratings, the market's view beside the model's.
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
The green dot is the last close — the median target sits +39.0% from it.
Of the 20 most recent actions, 0 moved their price target up and 9 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 11 Sept 2026 | Wells Fargo | Maintains | Equal-Weight | $65 → $63 |
| 21 Aug 2026 | Citizens | Initiates | Market Perform | — |
| 21 Aug 2026 | Citizens | Initiates | Market Perform | — |
| 31 July 2026 | Barclays | Maintains | Overweight | — |
| 31 July 2026 | Barclays | Maintains | Overweight | $93 → $81 |
| 31 July 2026 | Oppenheimer | Maintains | Outperform | — |
| 31 July 2026 | Oppenheimer | Maintains | Outperform | $110 → $90 |
| 31 July 2026 | RBC Capital | Maintains | Outperform | — |
| 31 July 2026 | RBC Capital | Maintains | Outperform | $107 → $88 |
| 31 July 2026 | Truist Securities | Maintains | Buy | $115 → $90 |
| 31 July 2026 | Truist Securities | Maintains | Buy | — |
| 31 July 2026 | UBS | Maintains | Buy | $122 → $88 |
| 31 July 2026 | UBS | Maintains | Buy | — |
| 31 July 2026 | Wells Fargo | Maintains | Equal-Weight | — |
| 31 July 2026 | Wells Fargo | Maintains | Equal-Weight | $85 → $65 |
| 28 July 2026 | BMO Capital | Maintains | Market Perform | — |
| 28 July 2026 | BMO Capital | Maintains | Market Perform | $93 → $85 |
| 23 July 2026 | Benchmark | Maintains | Buy | — |
| 23 July 2026 | Benchmark | Maintains | Buy | $105 → $100 |
| 23 July 2026 | Oppenheimer | Maintains | Outperform | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. BLDR appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 24 Sept 2026, Builders FirstSource, Inc. returned −51.1% against +17.4% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 11% of US stocks
Cheaper than 84% of US stocks
Cheaper than 53% of US stocks
Cheaper than 33% of US stocks
Higher than 17% of US stocks
Higher than 27% of US stocks
Higher than 31% of US stocks
Higher than 51% of US stocks
Higher than 49% of US stocks
Higher than 49% of US stocks
Higher than 61% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
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 $6.4B and an enterprise value of $11.5B.
Revenue in the twelve months to 30 June 2026: $14.4B. The latest quarter shrank 8.8% 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.
Trailing P/E: 63.9×; forward P/E: 13.3× — the forward figure prices analyst consensus estimates, not reported earnings.
Builders FirstSource, Inc. employs 28,000 people — $516K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
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 →
In the most recent trading session, Builders FirstSource (BLDR) closed at $59.16, a -2.81% change from the previous day, representing a larger drop than the general market.
Why it matters — BLDR watchers would care because the stock underperformed the broader market in the latest session, which may signal sector-specific pressures.
Zacks.com users have recently shown increased attention to Builders FirstSource (BLDR), prompting Zacks to examine what the stock has in store. The item notes that recent user interest makes it worthwhile to look at the company.
Why it matters — A BLDR watcher would care because rising investor attention and a Zacks analysis highlight the stock as one worth monitoring closely.
Builders FirstSource (BLDR) shares fell 3.3% in the latest trading session, closing at $57.68, a decline that occurred despite a broader market uptick. The move follows a drop from the prior day's close.
Why it matters — BLDR watchers would note the stock declined against a rising market, signaling company-specific weakness that could warrant attention.
Baron Real Estate Fund reported strong second-quarter results, rising 11.89% (Institutional Shares). The report highlights gains in Hyatt Hotels following strong results and an Investor Day, and in AAON after an exceptional earnings report showing faster-than-expected growth in its BasX data center business.
Why it matters — This article contains no mention of Builders FirstSource, so it offers no direct insight for BLDR investors beyond general real-estate-fund portfolio activity.
Jim Cramer praised one AI-adjacent stock, dismissed a housing supplier on instinct, and rejected a data-center stock on principle, while his cash-first approach may be the wrong tool for at least one of those calls. The item questions whether Cramer's method is appropriate for dismissing the housing supplier.
Why it matters — As a housing supplier, BLDR falls into the category of companies Jim Cramer dismissed on instinct, which could influence sentiment among retail investors following Cramer.
The 23 Wall Street analysts covering Builders FirstSource, Inc. have a median 12-month price target of $81, with estimates ranging from $61 to $100. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 23 analysts covering Builders FirstSource, Inc., 11 rate it a Buy, 11 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Builders FirstSource, Inc. 39 out of 100 across roughly 4,600 US stocks as at 23 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 23 Sept 2026, Builders FirstSource, Inc. ranks 39 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 Issuance (93 of 100).
No one can know that. What the data says: the median 12-month target from 23 analysts implies +39.0% from the last close, and Ticker Nerd's factor model ranks Builders FirstSource, Inc. 39 out of 100 as at 23 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
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: $61 to $100 over the next 12 months.
Builders FirstSource, Inc. returned -51.1% over the 12 months to 24 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
Builders FirstSource Inc. is a U.S.
The most recent item we track (Zacks Investment Research, 23 Sept 2026): "Builders FirstSource (BLDR) Suffers a Larger Drop Than the General Market: Key Insights". In the most recent trading session, Builders FirstSource (BLDR) closed at $59.16, a -2.81% change from the previous day, representing a larger drop than the general market.
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
