BLDRIndustrials · Building Products & EquipmentThe 24 Wall Street analysts covering Builders FirstSource, Inc. hold a median 12-month price target of $73 — +44.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 42 of 100 as at 14 Oct 2026 — in the lower half.
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 +44.5% from it.
Of the 20 most recent actions, 0 moved their price target up and 10 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 8 Oct 2026 | Truist Securities | Maintains | Buy | $90 → $70 |
| 7 Oct 2026 | RBC Capital | Downgrade | Sector Perform | $88 → $62 |
| 1 Oct 2026 | StoneX | Maintains | Buy | $100 → $85 |
| 11 Sept 2026 | Wells Fargo | Maintains | Equal-Weight | $65 → $63 |
| 11 Sept 2026 | Wells Fargo | Maintains | Equal-Weight | — |
| 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 | — |
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 14 Oct 2026, Builders FirstSource, Inc. returned −60.6% against +17.5% for the S&P 500, dividends included.
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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 13% of US stocks
Cheaper than 85% of US stocks
Cheaper than 56% of US stocks
Cheaper than 36% of US stocks
Higher than 16% 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
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.
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 $5.6B and an enterprise value of $10.7B.
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: 56.2×; forward P/E: 12.9× — 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.
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 →
Black Bear Value Fund returned +2.5% in the third quarter and +4.1% year to date through September. Builders FirstSource declined approximately 36% during the quarter and was down roughly 45% year to date as housing weakness continued to pressure results.
Why it matters — The report highlights continued housing weakness and substantial declines in BLDR shares over the quarter and year to date.
Builders FirstSource has recently drawn considerable attention from Zacks.com users. The excerpt says investors should be aware of facts that may affect the company’s stock prospects.
Why it matters — The recent attention and potential factors affecting BLDR’s stock prospects may be relevant to investors following the company.
Builders FirstSource (BLDR) closed at $52.91, down 1.67% from its previous close, despite gains in the broader market, according to the excerpt.
Why it matters — The move and closing price provide BLDR watchers a snapshot of the stock’s latest trading-day performance relative to the market.
Builders FirstSource (BLDR) closed its most recent trading day at $56.25, down 1.92% from the previous session, a move that came as the broader market gained. The decline follows a single-day drop in the stock's price.
Why it matters — BLDR watchers would note that the stock underperformed the market on the day, marking a price movement worth monitoring for short-term direction.
Builders FirstSource (BLDR) has recently been one of the most-watched stocks on Zacks.com. Zacks is exploring what lies ahead for the company, noting the stock's rising attention among investors.
Why it matters — The elevated investor interest signals that BLDR watchers are closely monitoring the company's near-term outlook.
The 24 Wall Street analysts covering Builders FirstSource, Inc. have a median 12-month price target of $73, with estimates ranging from $52 to $100. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 24 analysts covering Builders FirstSource, Inc., 10 rate it a Buy, 12 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks Builders FirstSource, Inc. 42 out of 100 across roughly 4,600 US stocks as at 14 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 14 Oct 2026, Builders FirstSource, Inc. ranks 42 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 24 analysts implies +44.5% from the last close, and Ticker Nerd's factor model ranks Builders FirstSource, Inc. 42 out of 100 as at 14 Oct 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: $52 to $100 over the next 12 months.
Builders FirstSource, Inc. returned -60.6% over the 12 months to 14 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Builders FirstSource Inc. is a U.S.
The most recent item we track (Seeking Alpha, 13 Oct 2026): "Black Bear Value Partners Q3 2026 - Top 5 Businesses We Own". Black Bear Value Fund returned +2.5% in the third quarter and +4.1% year to date through September. Builders FirstSource declined approximately 36% during the quarter and was down roughly 45% year to date as housing weakness continued to pressure results.
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
