Seaport downgrades TopBuild stock rating to neutral
Seaport Global Securities has downgraded TopBuild (NYSE:BLD) to a neutral rating. This move comes as the stock trades at $360.67, down 13.55% year-to-date, despite a recent weekly gain. The firm did not disclose a new price target, suggesting the stock is now considered fairly valued given its current trading levels.
TopBuild downgraded to Neutral from Buy at Seaport Research
Seaport Research has downgraded TopBuild (BLD) from Buy to Neutral, citing concerns about a further slowdown in housing activity. The firm believes that the weak job market growth undermines previous assumptions of stabilizing demand and anticipates continued multiple compression until housing starts reach trough levels. This downgrade is part of a broader move by Seaport to re-evaluate builders due to these market conditions.
Will Elevating M&A-Focused COO to President and COO Change TopBuild's (BLD) Growth Narrative?
TopBuild Corp. (BLD) recently promoted John Achille, its M&A-focused COO, to President and COO, expanding his role to include day-to-day operations and all growth initiatives. This move solidifies the company's reliance on acquisitions to drive growth, especially after securing an upsized credit facility in May 2025. While the promotion streamlines executive oversight, it also highlights the increased integration and leverage-related risks associated with TopBuild's M&A-heavy strategy.
TopBuild promotes John Achille to president and COO
This article reports that TopBuild has promoted John Achille to the dual role of president and COO. The promotion highlights a major leadership change within the company.
TopBuild (BLD) Valuation Check As Wells Fargo Endorsement And New President COO Shape Expectations
TopBuild (BLD) is under investor scrutiny following a Wells Fargo endorsement and the appointment of a new President and COO. Despite recent short-term share price declines, the company shows strong long-term returns. Analysts suggest a fair value of around $498, indicating it may be undervalued, although its current P/E ratio is higher than industry averages, suggesting some optimism is already priced in.
TopBuild Corp. (NYSE:BLD) Given Average Rating of "Moderate Buy" by Analysts
TopBuild Corp. (NYSE:BLD) has received a consensus "Moderate Buy" rating from analysts, with a target price of $443.78. Institutional investors, including Capital Research Global Investors and Capital International Investors, significantly increased their stakes in the company. TopBuild recently reported strong quarterly earnings, beating analyst expectations with EPS of $4.50 and revenue of $1.50 billion.
TopBuild Promotes John Achille to President and COO
TopBuild Corp. announced the promotion of John Achille to President and Chief Operating Officer, effective immediately. In his new role, Mr. Achille will oversee the day-to-day operations of TopBuild’s Installation Services and Specialty Distribution businesses, as well as supply chain and growth initiatives, including M&A. CEO Robert Buck expressed confidence in Achille's proven leadership and his ability to continue driving profitable growth and operational excellence for the company.
TopBuild promotes John Achille to president and COO
TopBuild Corp. has promoted John Achille to President and Chief Operating Officer, where he will oversee installation services, specialty distribution, supply chain, and growth initiatives, including M&A. This leadership change comes as the company navigates market challenges, with its stock currently appearing overvalued despite strong profitability, according to InvestingPro analysis. Analysts have recently adjusted price targets for TopBuild following mixed Q4 2025 earnings, reflecting varying outlooks on residential, commercial, and industrial sector performance.
TopBuild promotes John Achille to president and COO By Investing.com
TopBuild Corp. has promoted John Achille to President and Chief Operating Officer, where he will oversee installation services, specialty distribution, supply chain, and growth initiatives, reporting to CEO Robert Buck. The company, a major installer of insulation and commercial roofing with a $10.4 billion market cap, recently reported mixed Q4 2025 earnings and faces an "overvalued" assessment by InvestingPro, despite strong profitability, while analysts have adjusted price targets based on market conditions.
TopBuild Promotes John Achille to President
TopBuild Corp. has promoted John Achille, their Chief Operating Officer, to President and Chief Operating Officer, effective immediately. In his new role, Achille will oversee the daily operations of the Installation Services and Specialty Distribution businesses, including supply chain and growth initiatives. CEO Robert Buck expressed confidence in Achille's leadership to drive continued profitable growth and operational excellence.
TopBuild (NYSE: BLD) COO granted 3,116 shares in stock award
TopBuild Corp. President and COO John Frank Achille was granted 3,116 shares of common stock in a stock award. The shares were valued at $369.16 each, increasing his direct holdings to 6,376 shares. The grant's vesting schedule aligns with prior time-based shares from February 17, 2026, and accounts for tax withholding and performance share achievement.
TopBuild promotes John Achille to President and Chief Operating Officer
TopBuild (BLD) has promoted John Achille to President and Chief Operating Officer, effective April 1, 2026. In his new role, Achille will continue to oversee Installation Services and Specialty Distribution, with added responsibilities for Supply Chain and all growth initiatives, including Mergers and Acquisitions. He will report directly to Robert Buck.
TopBuild (NYSE: BLD) elevates John Achille to President and COO role
TopBuild Corp. (NYSE: BLD) has promoted John Achille to President and Chief Operating Officer, effective immediately. Achille, who previously served as COO, will now also oversee the Supply Chain organization and all growth initiatives, including mergers and acquisitions, continuing to report to CEO Robert Buck. This promotion recognizes his leadership and contributions since joining TopBuild in 2021 through an acquisition.
TopBuild Promotes John Achille to President and COO
TopBuild Corp., a major installer of insulation and commercial roofing, has promoted John Achille to President and Chief Operating Officer. Achille's extensive experience and long tenure with the company are seen as a move signaling stability and operational expertise during the construction industry's recovery, with him overseeing all day-to-day operations and business segments.
John Achille Promoted to President and COO of TopBuild Corp.
TopBuild Corp. announced the promotion of John Achille to President and Chief Operating Officer (COO), effective April 2, 2026. Achille, who joined TopBuild in 2018 and previously served as Executive Vice President and COO, will now oversee daily operations and strategic initiatives. This promotion is part of the company's broader strategy to strengthen its executive team amidst growth in the construction materials sector.
TopBuild Promotes John Achille to President and COO
TopBuild Corp. has promoted John Achille to President and Chief Operating Officer, where he will oversee day-to-day operations for Installation Services and Specialty Distribution, supply chain, and growth initiatives, including Mergers and Acquisitions. Achille, who joined TopBuild in 2021, will continue reporting to CEO Robert Buck. The company highlights its strong financial position and commitment to shareholder returns under Achille's leadership.
TopBuild Promotes John Achille to President and COO
TopBuild Corp. announced the promotion of John Achille, previously Chief Operating Officer, to President and Chief Operating Officer, effective immediately. In his expanded role, Mr. Achille will oversee day-to-day operations for Installation Services and Specialty Distribution, supply chain, and growth initiatives including M&A, continuing to report to CEO Robert Buck. This promotion recognizes Achille's leadership and success in diverse aspects of the company's business, positioning TopBuild for continued profitable growth and operational excellence.
TopBuild added to Q2 Tactical Ideas List at Wells Fargo
Wells Fargo analyst Sam Reid has added TopBuild (BLD) to the firm's Q2 Tactical Ideas List, despite the company's recent Q4 EPS performance. Reid believes TopBuild has significant upside potential, citing tight OEM capacity, potential for increased synergies, and a conservative 2026 outlook as drivers for recovery. Wells Fargo maintains an Overweight rating on BLD shares with a price target of $525.
TopBuild (BLD) Added to Wells Fargo's Tactical Ideas List for Q2
Wells Fargo has added TopBuild (BLD) to its Q2 Tactical Ideas List, citing potential for recovery despite recent earnings challenges. Analyst Sam Reid believes concerns are overstated and expects significant future growth, driven by constrained OEM capacity, synergy-driven guidance increases, and achievable 2026 targets. The firm has assigned an Overweight rating and a $525 target price to the insulation products installer and distributor.
TopBuild Corp. (BLD) reports 13% Q4 revenue growth on acquisitions
TopBuild Corp. (BLD) announced a significant 13% increase in its fourth-quarter revenue, primarily driven by strategic acquisitions. The company's continued growth is attributed to successful integration of acquired businesses, contributing to strong financial performance. This report highlights TopBuild's effective inorganic growth strategy.
TopBuild Corp. $BLD Shares Bought by Spire Wealth Management
Spire Wealth Management significantly increased its stake in TopBuild Corp. (NYSE:BLD) by 3,846.1%, acquiring 9,769 additional shares, bringing their total holdings to 10,023 shares valued at approximately $4.18 million. Institutional investors collectively own 95.67% of the company, with major funds like Capital Research Global Investors and Capital World Investors also adjusting their positions. Analysts maintain a "Moderate Buy" rating for TopBuild, with an average price target of $437.93, following the company's recent strong quarterly earnings report where it surpassed EPS estimates and saw a 13.2% year-over-year revenue increase.
Wedge Capital Reduces Stake in TopBuild Corp.
Wedge Capital Management L L P NC reduced its stake in TopBuild Corp. by 10.8% in Q4 2025, selling 3,140 shares. The hedge fund now holds 25,990 shares valued at approximately $10.8 million, representing 0.09% of TopBuild's outstanding shares. This move suggests a potential shift in investor sentiment within the construction materials sector.
TopBuild Corp. $BLD Shares Sold by Wedge Capital Management L L P NC
Wedge Capital Management L L P NC reduced its stake in TopBuild Corp. (NYSE:BLD) by 10.8% in Q4, selling 3,140 shares. Despite this, TopBuild reported strong Q4 earnings, beating analyst expectations with $4.50 EPS and $1.50 billion in revenue, and analysts maintain a "Moderate Buy" rating with an average price target of $437.93. Institutional investors currently hold a significant 95.67% of the company's stock.
SG Americas Securities LLC Buys 19,636 Shares of TopBuild Corp. $BLD
SG Americas Securities LLC significantly increased its stake in TopBuild Corp. (NYSE:BLD) by 144.7% in Q4, acquiring an additional 19,636 shares to hold a total of 33,204 shares valued at $13.85 million. Despite some recent analyst price target reductions, the construction company maintains a "Moderate Buy" rating with an average target price of $437.93. TopBuild surpassed Q4 earnings estimates with $4.50 EPS and reported $1.50 billion in revenue, reflecting a 13.2% year-over-year increase.
TopBuild's Plunge Isn't Time For An Upgrade (NYSE:BLD)
TopBuild (BLD) remains a 'hold' despite a recent stock plunge, as short-term headwinds and current valuation temper long-term growth potential. While acquisitions are driving revenue growth, organic sales and profitability are declining due to residential market pressures. The company's 2026 guidance anticipates revenue between $5.925 billion and $6.225 billion, with M&A contributing significantly, but net profit is expected to decrease year-over-year.
Understanding the Setup: (BLD) and Scalable Risk
This article provides an in-depth analysis of Topbuild Corp. (NYSE: BLD), highlighting positive near-term sentiment but elevated downside risk. It details AI-generated institutional trading strategies for various risk profiles, including long, breakout, and short positions, along with multi-timeframe signal analysis, support, and resistance levels. The analysis aims to offer predictive insights and risk management parameters for traders.
Vanguard (BLD) amends 13G, reports 0 shares after internal realignment
The Vanguard Group filed an amendment to its Schedule 13G/A, announcing it now reports 0 shares and 0% beneficial ownership in TopBuild Corp (BLD) common stock. This change follows an internal realignment on January 12, 2026, where Vanguard and its subsidiaries will report beneficial ownership separately. The filing clarifies a reporting structure change rather than a sale of shares, with specific Vanguard entities expected to file separate reports for any holdings.
Tudor Investment Corp ET AL Purchases 8,465 Shares of TopBuild Corp. $BLD
Tudor Investment Corp ET AL significantly increased its stake in TopBuild Corp. (NYSE:BLD) by 1,058.1% in Q3, acquiring 8,465 additional shares to hold a total of 9,265 shares valued at $3.62 million. Institutional investors now own 95.67% of TopBuild. The company reported strong Q4 results, beating EPS estimates with $4.50 and achieving $1.50 billion in revenue, reflecting a 13.2% year-over-year increase.
TopBuild Corp (BLD) Trading Down 3.91% on Mar 26
TopBuild Corp (BLD) shares fell 3.91% on March 26, reaching an intraday low of $349.36 before closing slightly higher at $350.14. This places the stock significantly below its 52-week high but above its 52-week low. Analyst forecasts show an average target price of $497.99 for BLD, indicating a potential upside of 42.23% from its current price, with a consensus "Outperform" rating from 16 brokerage firms.
Key deals this week: KORE, TopBuild, Equinix, PayPal and more
This article provides a brief overview of key business deals that occurred during the week, highlighting companies such as KORE, TopBuild, Equinix, and PayPal. It serves as a concise roundup of significant corporate activities and transactions.
E. Ohman J or Asset Management AB Sells 7,633 Shares of TopBuild Corp. $BLD
E. Ohman J or Asset Management AB reduced its stake in TopBuild Corp. (NYSE:BLD) by 12.8%, selling 7,633 shares, and now holds 51,815 shares valued at approximately $21.62 million. TopBuild recently beat Q4 earnings estimates with an EPS of $4.50 and revenue of $1.50 billion, showcasing a 13.2% year-over-year revenue increase despite a slight EPS decline. The company currently holds a "Moderate Buy" consensus rating from analysts with an average target price of $437.93.
Benchmark Maintains TopBuild (BLD) Buy Recommendation
This article from MSN notes that Benchmark has reiterated its Buy recommendation for TopBuild (BLD). Without further content, the specific rationale or price target for this rating is not available.
Nordea Investment Management AB Decreases Stake in TopBuild Corp. $BLD
Nordea Investment Management AB reduced its stake in TopBuild Corp. ($BLD) by 5.7% in Q4, now owning 0.94% of the company valued at $111.6 million. TopBuild exceeded Q4 earnings expectations with $4.50 EPS and $1.50 billion in revenue, showing 13.2% year-over-year growth. Despite a current stock price well below its 12-month high, analysts maintain a "Moderate Buy" consensus with a target price of $437.93 for the construction company.
TopBuild Corp (BLD) Stock Price Down 3.27% on Mar 20
TopBuild Corp (BLD) experienced a 3.27% drop in its stock price on March 20, 2026, closing at $335.63. Despite this decline, Wall Street analysts project an average target price of $497.99, indicating a potential upside of 48.37%, with an "Outperform" consensus rating. GuruFocus estimates a GF Value of $469.95, also suggesting significant upside for the stock.
Mirabella Financial Services LLP Has $2.24 Million Stock Holdings in TopBuild Corp. $BLD
Mirabella Financial Services LLP significantly increased its stake in TopBuild Corp. (NYSE:BLD) by 160.9% in Q3, now holding 5,747 shares valued at approximately $2.24 million. Despite mixed analyst ratings, with a consensus of "Moderate Buy" and a target price of $437.93, TopBuild exceeded Q3 earnings expectations with $4.50 EPS and $1.50 billion in revenue. The company demonstrates strong profitability and institutional ownership, with its stock trading within a 12-month range of $266.26–$559.47.
DA Davidson Lowers TopBuild (NYSE:BLD) Price Target to $465.00
DA Davidson has reduced its price target for TopBuild (NYSE:BLD) from $485 to $465, while maintaining a "buy" rating, indicating a potential upside of 28.28%. Despite beating quarterly EPS estimates and showing strong revenue growth, TopBuild's shares are trading below analyst targets and moving averages. The article notes a divergence in analyst opinions, with an average "Moderate Buy" rating and a target price of $437.93 among covered analysts.
TopBuild Corp. $BLD Sees Increased Investment from Mirabella Financial
Mirabella Financial Services LLP significantly increased its stake in TopBuild Corp. ($BLD) by 160.9% in the third quarter, signaling growing institutional confidence in the construction company. Several other large institutional investors, including Capital Research Global Investors and Bank of America Corp DE, also boosted their holdings. Analysts have updated price targets for BLD, with a consensus rating of "Moderate Buy" and a target price of $439.26.
TopBuild Corp ($BLD) CEO 2025 Pay Revealed
TopBuild Corp's CEO, Robert M. Buck, is estimated to have received $7,873,810 in compensation for 2025, a 4.82% increase from 2024, based on a recent SEC filing. Insider trading activity for BLD shows 3 sales and 0 purchases in the last 6 months, with the CEO making two of those sales. Additionally, the article details recent hedge fund activity, analyst ratings, and price targets for the company's stock.
The Technical Signals Behind (BLD) That Institutions Follow
This article analyzes the technical signals for Topbuild Corp. (NYSE: BLD), highlighting weak near and mid-term sentiment despite a long-term positive outlook. It provides specific institutional trading strategies (Position, Momentum Breakout, Risk Hedging) with entry zones, targets, and stop losses. The analysis also includes multi-timeframe signal strength, support, and resistance levels based on AI-generated data.
TopBuild (NYSE: BLD) 2026 proxy outlines strong growth and key votes
TopBuild Corp. has released its 2026 proxy statement, highlighting strong 2025 financial performance with $5.4 billion in sales and over $1 billion in adjusted EBITDA, driven by strategic acquisitions like Progressive Roofing and Specialty Products and Insulation. Shareholders will vote on the election of eight directors, the ratification of PricewaterhouseCoopers as auditor, and advisory approval of executive compensation at the virtual Annual Meeting on April 27, 2026. The company emphasizes its commitment to shareholder value through capital returns and a compensation philosophy aligning executive pay with company performance and long-term growth.
TopBuild Corp. $BLD Shares Acquired by Mirabella Financial Services LLP
Mirabella Financial Services LLP significantly increased its stake in TopBuild Corp. (NYSE:BLD) by 160.9% in the third quarter, now holding 5,747 shares valued at $2.24 million. This move comes as TopBuild beat earnings expectations with an EPS of $4.50 and revenue of $1.50 billion, contributing to institutional investors owning 95.67% of the company. Analysts hold a "Moderate Buy" consensus rating for BLD, with a target price of $439.26.
How Acquisition-Driven Revenue Surge and 2026 Outlook Could Impact TopBuild’s (BLD) Investors
TopBuild Corp. reported a 13.2% revenue increase in Q4, driven by its acquisition strategy, which added US$1.20 billion in sales in 2025. The company forecasts 2026 revenue between US$5.93 billion and US$6.23 billion with adjusted EBITDA of US$1.01 billion to US$1.16 billion. This acquisition-fueled growth strengthens the near-term M&A catalyst but also increases reliance on successful deal execution and integration within a variable construction market.
How Acquisition-Driven Revenue Surge and 2026 Outlook Could Impact TopBuild’s (BLD) Investors
TopBuild Corp. reported a 13.2% increase in fourth-quarter revenue, primarily driven by its acquisition program, including the SPI purchase. Seven acquisitions in 2025 added nearly US$1.20 billion in sales, supporting a 2026 revenue outlook of US$5.93 billion to US$6.23 billion with adjusted EBITDA of US$1.01 billion to US$1.16 billion. This growth strategy, while boosting revenue, also increases the company's reliance on successful deal execution and integration in a fluctuating construction market.
Truist maintains Hold on TopBuild stock, cites commercial growth
Truist Securities maintained a Hold rating on TopBuild Corp (NYSE:BLD) with a $410.00 price target, noting the company's strong commercial and industrial business with significant inorganic growth potential. The firm acknowledges investor debate regarding the housing market's impact but sees potential in TopBuild's new commercial roofing initiatives. TopBuild recently reported mixed Q4 2025 earnings, with EPS slightly below expectations but revenue matching forecasts, while Benchmark adjusted its price target to $500, maintaining a Buy rating.
What is Zacks Research's Forecast for TopBuild Q4 Earnings?
Zacks Research has lowered its Q4 2026 EPS estimate for TopBuild (NYSE:BLD) to $4.34 from $4.91 and assigned a "Strong Sell" rating to the stock, despite the company having reported Q4 earnings of $4.50, beating consensus estimates. While other analysts maintain a "Moderate Buy" consensus with a target price of $439.26, Zacks also cut future EPS forecasts and its FY2026 outlook. TopBuild's Q4 revenue increased by 13% year-over-year to $1.50 billion, driven by acquisitions.
TopBuild Corp. (BLD) reports 13% Q4 revenue growth on acquisitions
TopBuild Corp. (BLD) announced a 13% increase in its fourth-quarter revenue, primarily driven by strategic acquisitions. This growth highlights the company's successful integration of acquired businesses into its operations. The report indicates a positive financial performance for TopBuild.
Bridgefront Capital LLC Acquires Shares of 2,725 TopBuild Corp. $BLD
Bridgefront Capital LLC established a new position in TopBuild Corp. (NYSE:BLD) during the third quarter, purchasing 2,725 shares valued at approximately $1.065 million. Other institutional investors have also adjusted their holdings in TopBuild, while analyst ratings are mixed, with a consensus of "Moderate Buy" but recent downgrades from some firms. TopBuild recently reported strong Q4 revenue growth of 13.2% driven by acquisitions and beat EPS estimates, though some forward-looking EPS forecasts have been lowered.
TopBuild expands Texas footprint with Johnson Roofing acquisition
This article announces that TopBuild has acquired Johnson Roofing, expanding its operations in Texas. The acquisition is part of TopBuild's strategy to strengthen its market presence in important regions.
Altrinsic Global Advisors LLC Takes Position in TopBuild Corp. $BLD
Altrinsic Global Advisors LLC disclosed a new position in TopBuild Corp. (NYSE:BLD), purchasing 24,120 shares valued at approximately $9.43 million, representing 0.09% of the company's stock. Other institutional investors also increased their stakes in TopBuild during the third quarter. The article notes mixed analyst sentiment on TopBuild, with some price target increases while Zacks has a "Strong Sell" rating due to lowered EPS forecasts.
Kennedy Capital Management LLC Cuts Stake in TopBuild Corp. $BLD
Kennedy Capital Management LLC reduced its stake in TopBuild Corp. (NYSE:BLD) by 10.9% in the 3rd quarter, selling 7,613 shares and now owning 62,344 shares worth $24,368,000. Other institutional investors have both bought and sold shares, with institutional ownership currently at 95.67%. TopBuild recently reported strong Q4 earnings, beating consensus estimates, and analysts have a "Moderate Buy" rating with a consensus price target of $439.26.
