BLDRIndustrials · Building Products & EquipmentThe 22 Wall Street analysts covering Builders FirstSource, Inc. hold a median 12-month price target of $81 — +11.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 37 of 100 as at 13 Aug 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 (8): 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.
The green dot is the last close — the median target sits +11.7% from it.
Of the 20 most recent actions, 0 moved their price target up and 11 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 31 July 2026 | Barclays | Maintains | Overweight | $93 → $81 |
| 31 July 2026 | Oppenheimer | Maintains | Outperform | $110 → $90 |
| 31 July 2026 | RBC Capital | Maintains | Outperform | $107 → $88 |
| 31 July 2026 | Truist Securities | Maintains | Buy | $115 → $90 |
| 31 July 2026 | UBS | Maintains | Buy | $122 → $88 |
| 31 July 2026 | Wells Fargo | Maintains | Equal-Weight | $85 → $65 |
| 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 | $121 → $110 |
| 23 July 2026 | Oppenheimer | Maintains | Outperform | — |
| 23 July 2026 | Stifel | Maintains | Hold | $76 → $70 |
| 23 July 2026 | Stifel | Maintains | Hold | — |
| 13 July 2026 | Keybanc | Maintains | Overweight | $100 → $91 |
| 13 July 2026 | Keybanc | Maintains | Overweight | — |
| 1 May 2026 | Barclays | Maintains | Overweight | — |
| 1 May 2026 | Benchmark | Maintains | Buy | — |
| 1 May 2026 | DA Davidson | Maintains | Neutral | — |
| 1 May 2026 | Keybanc | Maintains | Overweight | — |
| 1 May 2026 | RBC Capital | 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.
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 9% of US stocks
Cheaper than 82% of US stocks
Cheaper than 47% of US stocks
Cheaper than 29% of US stocks
Higher than 16% of US stocks
Higher than 26% of US stocks
Higher than 32% of US stocks
Higher than 51% of US stocks
Higher than 49% of US stocks
Higher than 48% 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 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 →
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.
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.
Zacks Investment Research notes that Builders FirstSource trades at a discount, but faces pressure from weaker earnings, lower guidance, and higher leverage despite potential long-term recovery.
Why it matters — BLDR watchers would care because the article highlights near-term headwinds—earnings weakness, reduced guidance, and increased leverage—that could weigh on the stock's performance.
Builders FirstSource (BLDR) shares fell 12% over the past month, with the report citing housing weakness, margin pressure, softer demand, and reduced guidance as factors weighing on the company alongside lower earnings estimates.
Why it matters — BLDR watchers would care because the decline ties housing-market softness and margin pressure to reduced guidance and lowered earnings expectations, signalling a more challenging near-term operating outlook for the company.
Zacks Investment Research reported that BLDR was added to its Rank #5 (Strong Sell) List on August 4th, 2026, alongside ARI and BEP.
Why it matters — A BLDR watcher would note that the company has received a Zacks Strong Sell rating, a cautionary signal from the research firm.
The 22 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 22 analysts covering Builders FirstSource, Inc., 11 rate it a Buy, 10 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 13 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 13 Aug 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).
No one can know that. What the data says: the median 12-month target from 22 analysts implies +11.7% from the last close, and Ticker Nerd's factor model ranks Builders FirstSource, Inc. 37 out of 100 as at 13 Aug 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 -47.5% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Builders FirstSource, Inc. is a building materials and construction solutions company serving the professional residential market in the United States.
The most recent item we track (Zacks Investment Research, 7 Aug 2026): "Bear of the Day: Builders FirstSource (BLDR)". 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.
Builders FirstSource, Inc. is a building materials and construction solutions company serving the professional residential market in the United States. The company focuses on supplying structural building products, prefabricated components, and related services primarily for single-family and multi-family home construction, as well as repair and remodeling projects. Its portfolio includes engineered wood products, roof and floor trusses, wall panels, lumber, siding, millwork, windows, doors, and other building materials, often supported by design, estimating, and installation services. Builders FirstSource operates an extensive network of distribution and manufacturing locations across numerous states, enabling localized service to builders, remodelers, and contractors. By combining manufacturing capabilities with logistics, job-site delivery, and value-added services, Builders FirstSource plays a central role in the residential construction supply chain, helping professional customers streamline procurement, reduce complexity, and access integrated structural solutions. Founded in 1998 and headquartered in Irving, Texas, the company is a prominent participant in the U.S. wholesale building materials and construction products industry.
CEO Mr. Peter M. Jackson CPA · 28,000 employees · United States · https://www.bldr.com