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

Last close, 3 Sept 2026
$64
+1.73% on the day

The 23 Wall Street analysts covering Builders FirstSource, Inc. hold a median 12-month price target of $81 — +26.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 37 of 100 as at 2 Sept 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.

Market cap
$6.8B
Ticker Nerd rank
37 / 100
Median analyst target
$81
Analysts covering
23
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
−4.5%
1M
−11.5%
YTD
−37.6%
1Y
−52.9%
From 52W high
−57.0%
From 52W low
+2.2%
$63
$149
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 2 Sept 2026
37 / 100

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
Value
81
Accruals
79
Quality
52
Volatility
35
Revisions
31
Growth
25
Size
19
Momentum
7

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.

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
$60$80$100$120$140Oct 25Jan 26Apr 26Jul 26BLDRHigh $100Median $81Low $61

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 says23 analysts
11 Buy11 Hold1 Sell
Low $61Median $81High $100

The green dot is the last close — the median target sits +26.2% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 0 moved their price target up and 10 moved it down.

DateFirmActionRatingTarget
21 Aug 2026CitizensInitiatesMarket Perform—
31 July 2026BarclaysMaintainsOverweight—
31 July 2026BarclaysMaintainsOverweight$93 → $81
31 July 2026OppenheimerMaintainsOutperform$110 → $90
31 July 2026OppenheimerMaintainsOutperform—
31 July 2026RBC CapitalMaintainsOutperform—
31 July 2026RBC CapitalMaintainsOutperform$107 → $88
31 July 2026Truist SecuritiesMaintainsBuy—
31 July 2026Truist SecuritiesMaintainsBuy$115 → $90
31 July 2026UBSMaintainsBuy—
31 July 2026UBSMaintainsBuy$122 → $88
31 July 2026Wells FargoMaintainsEqual-Weight—
31 July 2026Wells FargoMaintainsEqual-Weight$85 → $65
28 July 2026BMO CapitalMaintainsMarket Perform$93 → $85
28 July 2026BMO CapitalMaintainsMarket Perform—
23 July 2026BenchmarkMaintainsBuy—
23 July 2026BenchmarkMaintainsBuy$105 → $100
23 July 2026OppenheimerMaintainsOutperform$121 → $110
23 July 2026OppenheimerMaintainsOutperform—
23 July 2026StifelMaintainsHold$76 → $70

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.

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.

Free, every Monday. Unsubscribe any time.

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 3 Sept 2026, Builders FirstSource, Inc. returned −52.9% against +21.4% for the S&P 500, dividends included.

BLDR vs S&P 500, last 12 monthsTotal return, rebased to 100
406080100120Oct 25Jan 26Apr 26Jul 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 movingNext fiscal year
EPS revision, 90 days
−26.6%
Analysts raising
0
Analysts cutting
18
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
68.3×

Cheaper than 10% of US stocks

Price / sales
0.5×

Cheaper than 83% of US stocks

Price / book
1.7×

Cheaper than 52% of US stocks

EV / EBITDA
11.7×

Cheaper than 32% of US stocks

Growth & margins
Revenue growth (YoY)
−8.8%

Higher than 16% of US stocks

Earnings growth (YoY)
−8.8%

Higher than 27% of US stocks

Gross margin
28.1%

Higher than 32% of US stocks

Operating margin
3.3%

Higher than 51% of US stocks

Net margin
0.7%

Higher than 49% of US stocks

Returns & dividend
Return on equity
2.5%

Higher than 49% of US stocks

Return on assets
2.4%

Higher than 61% of US stocks

Dividend yield
—

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 $11.9B.

  • 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.

  • Shares outstanding: 107.6M.

  • Trailing P/E: 68.3×; forward P/E: 14.1× — the forward figure prices analyst consensus estimates, not reported 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 2 Sept 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.$6.8B
37
AWIArmstrong World Industries, Inc.$7.3B
63
AAONAAON, Inc.$6.2B
36
FBINFortune Brands Innovations, Inc.$5.1B
45
SPXCSPX Technologies, Inc.$9.7B
70
LPXLouisiana-Pacific Corp.$4.8B
17
WMSAdvanced Drainage Systems, Inc.$10.3B
51

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 to Host 2026 Investor Day

Business Wire · 3 Sept 2026neutral

Builders FirstSource announced it will host its 2026 Investor Day and webcast on November 17, 2026, at the New York Stock Exchange, with presentations running from 8:45 a.m. to approximately 12:00 p.m. Eastern Time. CEO Peter Jackson, CFO Pete Beckmann, and members of senior leadership will present an overview of the company's growth strategy and operations.

Why it matters — This event gives Builders FirstSource watchers an opportunity to hear directly from top executives about the company's growth strategy and operational outlook.

Builders FirstSource: Weak Today, But The Bottom Is Near (Rating Upgrade)

Seeking Alpha · 31 Aug 2026positive

Seeking Alpha upgraded Builders FirstSource to 'buy' after a significant sell-off, noting the current valuation fully discounts bad news. The company's financials remain pressured by weak construction activity, margin compression, and elevated leverage, with management cutting guidance, pausing buybacks, and prioritizing balance sheet integrity until leverage returns toward 2.5x.

Why it matters — A watcher would care because the upgrade signals the analyst sees the sell-off as overdone and the bottom as near, offering a potential entry point after a period of heavy pressure on BLDR's shares.

Builders FirstSource and Digs Announce Strategic Partnership to Deliver the Next Generation of AI-Powered Homebuilding

PRNewsWire · 25 Aug 2026positive

Builders FirstSource announced a strategic partnership with Digs to deliver a new generation of AI-powered homebuilding tools. The collaboration is designed to help professional builders work more efficiently, speed up construction, and improve the homeowner experience.

Why it matters — BLDR watchers would care because the partnership reflects the company's push into AI-driven homebuilding technology, which could enhance efficiency and competitiveness in its building-products operations.

Bear of the Day: Builders FirstSource (BLDR)

Zacks Investment Research · 7 Aug 2026negative

Zacks Investment Research named Builders FirstSource (BLDR) its "Bear of the Day," stating that there is no housing recovery in 2026. The report casts a bearish outlook on the company's prospects for next year.

Why it matters — Since BLDR's business is directly tied to housing and construction activity, the absence of a 2026 housing recovery could weigh on demand for its building products.

BLDR Cuts 2026 Outlook as Housing Weakness Deepens Margin Pressure

Zacks Investment Research · 4 Aug 2026negative

Builders FirstSource lowered its 2026 outlook, citing softer housing demand and margin pressure despite ongoing cost-saving efforts.

Why it matters — The reduced outlook signals that housing-market weakness is weighing on BLDR's financial performance and may persist in the near term.

FAQ

Frequently asked questions about BLDR stock

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

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.

Is BLDR stock a buy right now?

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. 37 out of 100 across roughly 4,600 US stocks as at 2 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank BLDR?

As at 2 Sept 2026, Builders FirstSource, Inc. ranks 37 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).

Will BLDR stock go up?

No one can know that. What the data says: the median 12-month target from 23 analysts implies +26.2% from the last close, and Ticker Nerd's factor model ranks Builders FirstSource, Inc. 37 out of 100 as at 2 Sept 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: $61 to $100 over the next 12 months.

How has BLDR stock performed over the past year?

Builders FirstSource, Inc. returned -52.9% over the 12 months to 3 Sept 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 (Business Wire, 3 Sept 2026): "Builders FirstSource to Host 2026 Investor Day". Builders FirstSource announced it will host its 2026 Investor Day and webcast on November 17, 2026, at the New York Stock Exchange, with presentations running from 8:45 a.m. to approximately 12:00 p.m. Eastern Time. CEO Peter Jackson, CFO Pete Beckmann, and members of senior leadership will present an overview of the company's growth strategy and operations.

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