Zacks Research Downgrades Builders FirstSource (NYSE:BLDR) to Strong Sell
Zacks Research has downgraded Builders FirstSource (NYSE:BLDR) to a "strong sell" rating after the company missed its Q4 earnings and revenue expectations. BLDR reported $1.12 EPS against an anticipated $1.30 and $3.36 billion in revenue versus $3.46 billion expected, with revenue down 12.1% year-over-year due to declining volumes and cost pressures. Despite mixed analyst views and high institutional ownership, the consensus rating remains "Hold" with an average price target of $129.02.
Aberdeen Group plc Reduces Holdings in Builders FirstSource, Inc. $BLDR
Aberdeen Group plc has decreased its stake in Builders FirstSource (NYSE:BLDR) by 18.1%, selling 15,205 shares and now owning 69,030 shares valued at $8.26 million. Builders FirstSource missed its Q4 earnings and revenue estimates, reporting EPS of $1.12 against an expected $1.30 and revenue of $3.36 billion against $3.46 billion, marking a 12.1% year-over-year decline. Analyst sentiment is mixed, with a consensus "Hold" rating and an average price target of $129.02, while the stock recently traded around $110.38 against a 52-week range of $94.35–$151.03.
Construction Sector Holds Steady: Survey Shows Firm Trends
A new survey by CBIZ, Inc. reveals that despite rising interest rates, global uncertainty, and persistent labor pressures, the U.S. construction sector remains resilient. Firms are balancing cautious project planning with investments in talent and technology, and are continuing to strategically position themselves for future growth. Key findings include widespread wage increases to combat labor shortages and project delays due to financing environments and labor scarcity.
Benchmark cuts Builders FirstSource stock price target on weak results By Investing.com
Benchmark has lowered its price target for Builders FirstSource Inc. (NYSE:BLDR) to $138 from $142, while maintaining a Buy rating, following the company's weaker-than-expected Q4 2025 results. The firm cited affordability challenges, low consumer confidence, and depressed commodity prices for the dip in sales, and severe first-quarter weather for further impact. Benchmark reduced its EPS estimates for 2026 and 2027 and noted that while Builders FirstSource is well-positioned to aid builders, the market has not yet bottomed out.
Benchmark cuts Builders FirstSource stock price target on weak results
Benchmark has lowered its price target for Builders FirstSource Inc. (NYSE:BLDR) to $138 from $142, while maintaining a Buy rating, due to weaker-than-expected Q4 2025 results and ongoing market challenges. The company reported an EPS of $1.12 against an anticipated $1.27, and revenue of $3.4 billion versus a forecasted $3.46 billion, leading Benchmark to reduce future earnings per share estimates. Despite some cautious optimism for improvement later in the year, the firm believes there is no clear evidence the housing market has bottomed out yet.
Barclays Cuts Builders FirstSource (NYSE:BLDR) Price Target to $124.00
Barclays has reduced its price target for Builders FirstSource (NYSE:BLDR) to $124.00 from $136.00, while maintaining an "overweight" rating. This adjustment follows Builders FirstSource missing its latest quarterly earnings and revenue expectations ($1.12 EPS vs. $1.30 expected and $3.36B revenue vs. $3.46B expected). Other analysts have also adjusted their price targets, leading to an average "Hold" rating and a consensus target price of $131.57 for the stock.
Benchmark Issues Pessimistic Forecast for Builders FirstSource (NYSE:BLDR) Stock Price
Benchmark trimmed its price target for Builders FirstSource (NYSE:BLDR) from $142 to $138, while maintaining a "buy" rating, indicating a potential 22.08% upside. The company recently missed quarterly earnings and revenue estimates, reporting $1.12 EPS against an expected $1.30 and $3.36 billion in revenue, a 12.1% year-over-year decrease. Across analysts, BLDR holds a consensus "Hold" rating with an average target price of $131.57.
Louisiana-Pacific (LPX): Is the Housing Slowdown Already Priced In?
Louisiana-Pacific (LPX) is navigating a complex U.S. housing market characterized by high mortgage rates and volatile lumber costs, countered by a strategic shift toward higher-margin siding products. While the company faces cyclical pressures, its strong free cash flow and focus on value-added structural solutions provide a buffer for long-term investors tracking the residential construction recovery.
Builders FirstSource, Inc. $BLDR Position Boosted by Fiera Capital Corp
Fiera Capital Corp has increased its stake in Builders FirstSource, Inc. (NYSE:BLDR) by 12.8% in the third quarter, bringing its total holdings to 480,609 shares valued at $58.27 million. This move is part of a broader trend of institutional investors boosting their positions in the company, despite Builders FirstSource missing its Q4 earnings and revenue estimates. Analysts currently hold a "Hold" rating on the stock with a consensus target price of $132.52, and the company has received mixed sentiment in recent news.
Navy veteran's home receives new roof under Owens Corning program honoring military members
A U.S. Navy veteran in Baton Rouge, Hughes Lundy, received a new roof for his 20-year-old home through the Owens Corning Roof Deployment Project. This program, which has assisted nearly 800 military members since 2016, involves Owens Corning donating materials and Garcia Roofing providing labor in partnership with Rebuilding Together Baton Rouge.
Hodges Capital Management Inc. Sells 19,430 Shares of Builders FirstSource, Inc. $BLDR
Hodges Capital Management Inc. significantly reduced its stake in Builders FirstSource (NYSE:BLDR) by 74.7% in the third quarter, selling 19,430 shares and retaining 6,586 shares valued at $799,000. This comes as Builders FirstSource reported lower-than-expected Q4 earnings and revenue, with management forecasting 2026 profit margins below analyst estimates due to weak housing demand. Analysts have consequently trimmed price targets, with the stock currently holding a consensus "Hold" rating.
CenterBook Partners LP Invests $3.75 Million in Builders FirstSource, Inc. $BLDR
CenterBook Partners LP recently acquired 30,898 shares of Builders FirstSource, Inc. (BLDR) valued at approximately $3.75 million, making them a new institutional investor in the company. Builders FirstSource recently reported Q4 earnings that missed analyst expectations, with lower EPS and revenue compared to forecasts, and provided FY-2026 revenue guidance that brackets consensus while predicting profit margins below estimates. Despite mixed Wall Street reactions, the stock currently holds a "Hold" consensus rating with an average target price of $132.52.
3 Reasons to Sell TGLS and 1 Stock to Buy Instead
This article recommends selling TGLS (Tecnoglass Inc.) due to lackluster revenue growth, a dip in EPS, and a dropping free cash flow margin. The company's stock has fallen significantly, and despite a fair valuation, the author expresses a lack of faith in its future performance. Instead, the article suggests looking for safer industrial businesses benefiting from upgrade cycles and points to StockStory's curated list of high-quality stocks.
Stephens Lowers Builders FirstSource (NYSE:BLDR) Price Target to $125.00
Stephens has lowered its price target for Builders FirstSource (NYSE:BLDR) to $125.00 from $137.00, maintaining an "equal weight" rating. This adjustment follows the company's Q4 results, which missed EPS and revenue estimates, and a forecast for annual profit margins to be below estimates for 2026 despite revenue guidance slightly above consensus. Various other analysts have also revised their price targets and ratings for BLDR, reflecting mixed sentiment.
Is Trending Stock The Boeing Company (BA) a Buy Now?
The Boeing Company (BA) has been a highly searched stock, with shares returning -2% over the past month. The article analyzes Boeing's earnings estimate revisions, revenue growth forecasts, past financial results, and valuation to determine its near-term performance potential. Currently, Boeing holds a Zacks Rank #3 (Hold), suggesting it may perform in line with the broader market.
Robert W. Baird Issues Pessimistic Forecast for Builders FirstSource (NYSE:BLDR) Stock Price
Robert W. Baird has downgraded its price target for Builders FirstSource (NYSE:BLDR) from $135 to $125, maintaining a "neutral" rating after the company missed Q4 earnings and revenue estimates. Management warned that annual profit margins would fall below expectations due to weak housing demand. The stock currently holds an average "Hold" rating from analysts with an average price target of $133.52, while its 52-week trading range is $94.35 to $153.91.
Stephens Adjusts Price Target on Builders FirstSource to $125 From $137, Maintains Equalweight Rating
Stephens has lowered its price target for Builders FirstSource (BLDR) to $125 from $137, while keeping an Equalweight rating on the stock. This adjustment comes amidst a series of analyst revisions following recent financial reports for the company, including Q4 adjusted earnings and sales, and a revised earning outlook for 2026.
BLDR Q4 Deep Dive: Declining Volumes and Cost Controls Define Challenging Quarter
Builders FirstSource (BLDR) reported a challenging Q4 CY2025, missing revenue and EPS estimates due to declining sales volumes, persistent housing affordability issues, and weak consumer confidence. Despite these setbacks and ongoing cost pressures, the company is focused on operational flexibility, cost discipline, and leveraging technology and value-added services. Management's guidance for 2026 anticipates a flat housing starts environment with modest demand improvement later in the year, with a long-term strategy centered on efficiency, digital solutions, and acquisitions.
Heartland Advisors Inc. Buys 32,228 Shares of Builders FirstSource, Inc. $BLDR
Heartland Advisors Inc. significantly increased its stake in Builders FirstSource, Inc. (BLDR) by 200.7% in the third quarter, purchasing an additional 32,228 shares. This brings their total holdings to 48,282 shares valued at $5.854 million. Other institutional investors also adjusted their positions in the company, which recently reported Q4 earnings that missed analyst expectations, leading to some negative sentiment and updated price targets from various research firms.
Goldman Sachs Adjusts Price Target on Builders FirstSource to $142 From $150, Maintains Buy Rating
Goldman Sachs has adjusted its price target for Builders FirstSource (NASDAQ: BLDR) to $142 from $150, while reiterating a Buy rating on the stock. This adjustment comes after other analysts, including Baird and Wells Fargo, also revised their price targets for the company recently. Builders FirstSource specializes in building materials and services for the home building sector, with its latest earnings report indicating mixed results and a forecasted annual profit margin below estimates.
BFS Q4 reflects weak housing market
Builders FirstSource (BFS) reported a significant decline in Q4 and full-year 2025 sales and net income, attributing the performance to a weak housing market, affordability challenges, and commodity deflation. Despite the downturn, the company emphasized its commitment to managing costs and investing in growth initiatives, including eight acquisitions in 2025, to position itself for a market rebound. BFS leadership expressed confidence in their ability to navigate uncertainty while maintaining a strong balance sheet and pursuing strategic M&A.
QXO Lays Out Growth Plan After $2.25 Billion Kodiak Acquisition
QXO is detailing its growth strategy following the $2.25 billion acquisition of Kodiak Building Partners, aiming for $50 billion in building products distribution by 2030. The acquisition significantly expands QXO's market reach, adding new product categories and leveraging Kodiak's strong market positions. QXO emphasizes that future growth will involve a mix of strategic acquisitions and operational improvements, driven by technology and price discipline.
Louisiana-Pacific (LPX) Earnings Call Transcript
Louisiana-Pacific (LPX) reported full-year financial performance, with Siding revenue growth and margin expansion offsetting declines in OSB. Management highlighted challenging Q1 guidance due to elevated Siding inventories and weaker order files, particularly in the shed segment, but expects sequential improvement through 2026. The company remains focused on strategic growth in Siding and flexible capital allocation.
What's Going On With Builders FirstSource Stock On Tuesday?
Builders FirstSource (NYSE:BLDR) shares dropped on Tuesday after the company reported weaker-than-expected fourth-quarter earnings and sales, along with a forecast of continued pressure in its core markets. The company cited lower core organic net sales and commodity deflation for the decline but highlighted ongoing efficiency and supply-chain initiatives. Despite the challenging quarter, Builders FirstSource provided a sales outlook for fiscal year 2026 and expects significant productivity savings.
What's Going On With Builders FirstSource Stock On Tuesday?
Builders FirstSource (NYSE:BLDR) shares dropped on Tuesday following a weaker-than-expected fourth-quarter performance and a pessimistic outlook on its core markets. The company reported adjusted EPS of $1.12 and sales of $3.358 billion, both missing analyst estimates, citing lower net sales and commodity deflation. Despite ongoing efficiency efforts and anticipated productivity savings in 2026, the company forecasts fiscal 2026 sales between $14.8 billion and $15.8 billion.
Builders FirstSource reports Q4, full-year 2025 earnings
Builders FirstSource reported its Q4 and full-year 2025 earnings, showing a dip in net sales and income due to a "below-normal starts environment" and "commodity deflation." Despite these challenges, CEO Peter Jackson expressed confidence in the company's ability to navigate uncertainty through differentiated solutions and investments, while CFO Pete Beckmann highlighted disciplined execution and strategic M&A for long-term growth as the housing market rebounds.
Builders FirstSource Signals Housing Caution in Q4 2025 Earnings Call
Builders FirstSource (NYSE: BLDR) reported its Q4 2025 results, acknowledging softness in the residential construction cycle due to high mortgage rates and affordability constraints. Despite year-over-year declines expected by analysts, the company highlighted its integrated operating model and focus on value-added products and digital tools to mitigate pressures. Management expressed confidence in long-term housing demand due to structural undersupply and demographic trends, while navigating near-term volatility through operational discipline.
Builders FirstSource (NYSE:BLDR) Posts Quarterly Earnings Results, Misses Estimates By $0.19 EPS
Builders FirstSource (NYSE:BLDR) reported quarterly earnings of $1.12 per share, missing consensus estimates by $0.19, and revenue of $3.36 billion, falling short of the expected $3.46 billion. Following these results, the company's shares fell by approximately 4.6%. Analysts currently maintain a "Hold" consensus rating with a target price of $134.02, despite several recent price target increases from individual firms.
Builders FirstSource (NYSE:BLDR) Reports Sales Below Analyst Estimates In Q4 CY2025 Earnings
Builders FirstSource (NYSE:BLDR) reported Q4 CY2025 revenues of $3.36 billion, missing analyst estimates, with sales declining 12.1% year-on-year. While full-year revenue guidance exceeded expectations, non-GAAP profit and adjusted EBITDA both fell short. The company cited challenging housing conditions but emphasized its diversified solutions and operating model.
Builders FirstSource (BLDR) Lags Q4 Earnings and Revenue Estimates
Builders FirstSource (BLDR) reported Q4 earnings of $1.12 per share, missing Zacks Consensus Estimate of $1.30 per share and revenue of $3.36 billion, also below estimates. The company's stock has outperformed the S&P 500 year-to-date, but its earnings outlook and position within the "Building Products - Retail" industry currently suggest underperformance in the near future, assigning it a Zacks Rank #4 (Sell). Tecnoglass (TGLS), another company in the same industry, is set to report its earnings soon.
Builders FirstSource Q4 Earnings Miss Expectations
Builders FirstSource (BLDR) reported disappointing Q4 results, missing EPS expectations by $0.16 with a non-GAAP EPS of $1.12, and revenue by $60 million, showing a 10.5% year-over-year decrease. The company's Adjusted EBITDA also significantly dropped by 44.3% to $274.9 million due to lower gross margins. Despite the miss, the company provided a cautious outlook for 2026, projecting net sales between $14.8 billion and $15.8 billion and adjusted EBITDA between $1.3 billion and $1.7 billion. Wall Street analysts have mixed ratings, with Wells Fargo maintaining an "Equal Weight" and DA Davidson downgrading to "Neutral."
Builders FirstSource: Q4 Earnings Snapshot
Builders FirstSource Inc. (BLDR) reported a fourth-quarter profit of $31.5 million, or 28 cents per share, falling short of analyst expectations of $1.30 per share. The company's revenue for the quarter was $3.36 billion, also missing Street forecasts. Despite the quarterly miss, Builders FirstSource projects full-year revenue between $14.8 billion and $15.8 billion.
Builders FirstSource Reports Fourth Quarter and Full-Year 2025 Results; Provides 2026 Financial Outlook
Builders FirstSource (NYSE: BLDR) announced its financial results for the fourth quarter and full-year 2025, showing decreased net sales and adjusted EBITDA primarily due to a challenging housing market. Despite these headwinds, the company emphasized its focus on cost management, strategic growth initiatives, and technology, while also providing a 2026 financial outlook. The outlook projects net sales between $14.8 billion and $15.8 billion and adjusted EBITDA between $1.3 billion and $1.7 billion for 2026.
Earnings Scheduled For February 17, 2026
This article lists companies scheduled to report their quarterly and fiscal year earnings on February 17, 2026. It provides estimated earnings per share and revenue figures for numerous companies expected to report both before and after the bell, including Axcelis Technologies, Allegion, Medtronic, Palo Alto Networks, and many others across various sectors.
Builders FirstSource, Inc. (NYSE:BLDR) Given Average Recommendation of "Hold" by Brokerages
Builders FirstSource, Inc. (NYSE:BLDR) has received a consensus "Hold" rating from 23 brokerages, with an average one-year price target of $134.02. Recent analyst actions include target upgrades by Goldman Sachs and Benchmark, and adjustments by BMO Capital Markets and Wells Fargo. The company's stock opened at $115.06, with a market capitalization of $12.72 billion and a P/E ratio of approximately 21.9.
Earnings Flash (BLDR) Builders FirstSource, Inc. Reports Q4 Revenue $3.36B, vs. FactSet Est of $3.45B
Builders FirstSource, Inc. (BLDR) announced its Q4 revenue of $3.36 billion, falling short of FactSet's estimate of $3.45 billion. The company also reported Q4 adjusted EPS of $1.12 per share, which was below the FactSet estimate of $1.31. Builders FirstSource expects its 2026 sales to range between $14.8 billion and $15.8 billion, with FactSet estimating $15.18 billion.
Builders FirstSource: Q4 Earnings Snapshot
Builders FirstSource (BLDR) reported a fourth-quarter profit of $31.5 million, or 28 cents per share, falling short of analyst expectations of $1.30 per share. The construction supply company also missed revenue forecasts, posting $3.36 billion against an expected $3.44 billion. Despite the quarterly miss, the company reported full-year revenue of $15.19 billion and expects next year's revenue to be between $14.8 billion and $15.8 billion.
Builders FirstSource: Fourth Quarter Earnings Overview
Builders FirstSource reported a net profit of $31.5 million for the fourth quarter, or $0.28 per share, falling short of analysts' adjusted earnings expectation of $1.30 per share. The company's Q4 revenue was $3.36 billion, also below the $3.44 billion anticipated. For the full year, Builders FirstSource posted $435.2 million in profit on $15.19 billion in revenue, and projects 2026 revenue between $14.8 billion and $15.8 billion.
Builders FirstSource earnings up next: Can margins weather downturn? By Investing.com
Builders FirstSource (BLDR) is set to report fourth-quarter earnings, with analysts anticipating a decline in revenue and EPS amid challenging housing market conditions. Investors will focus on comments regarding commodity prices, gross margin trajectory, and the 2026 outlook, particularly EBITDA guidance, as building material costs increase. Despite a history of beating expectations due to its scale and integration, the stock is trading below its 52-week high, indicating investor demand for clarity on margin stability and volume recovery.
Builders FirstSource earnings up next: Can margins weather downturn? By Investing.com
Builders FirstSource (BLDR) is set to report Q4 earnings with analysts expecting significant declines in revenue and EPS due to housing market headwinds. Investors will be focused on commodity price dynamics, margin trajectory, and the 2026 EBITDA guidance framework, particularly concerning single-family housing starts. Despite a history of beating EPS estimates and strategic strengths, the stock trades below its 52-week high, indicating investor caution about future recovery.
Builders FirstSource (BLDR) Reports Earnings Tomorrow: What To Expect
Builders FirstSource (BLDR) is set to report earnings, with analysts expecting a 9.6% year-on-year revenue decline to $3.45 billion and adjusted earnings of $1.28 per share. Despite missing revenue estimates five times in the last two years, the home construction materials segment has seen positive investor sentiment, with peers Simpson and Griffon exceeding expectations. Builders FirstSource's stock is down 4.5% over the last month, heading into earnings with an average analyst price target of $130.05 against a current price of $116.48.
Caprock Group LLC Acquires Shares of 10,213 Builders FirstSource, Inc. $BLDR
Caprock Group LLC recently acquired 10,213 shares of Builders FirstSource, Inc. (NYSE:BLDR) during Q3, a new stake valued at approximately $1.24 million. The company's stock shows strong institutional ownership at 95.53%, with several other institutional investors also making recent purchases. Analyst ratings for BLDR are mixed, with a consensus "Hold" rating and an average target price of $134.02.
Analysts Offer Insights on Technology Companies: Advanced Micro Devices (AMD), Arista Networks (ANET) and Twilio (TWLO)
Analysts from D.A. Davidson, Barclays, and KeyBanc have provided insights into several technology companies. Advanced Micro Devices (AMD) received a Hold rating and a price target of $220.00 from D.A. Davidson, while Arista Networks (ANET) was maintained with a Buy rating and a $184.00 price target by Barclays. Twilio (TWLO) also maintained a Buy rating from KeyBanc.
UFP Industries (UFPI) Boosts Quarterly Dividend by 3%
UFP Industries (UFPI) has announced a 3% increase in its quarterly cash dividend to $0.36 per share, payable on March 16. The company, operating in the Forest Products industry, demonstrates strong financial health with robust liquidity and low leverage, though its stock valuation is considered moderately overvalued. Despite challenges in revenue growth, UFP Industries maintains efficient cost management and strong institutional ownership, while facing sector-specific risks and higher market volatility.
Asset allocation: Risk and return
This article by Daniel Scansaroli discusses the critical role of asset allocation in shaping long-term investment returns and managing risk. It emphasizes that portfolios with higher return potential often face deeper drawdowns and longer recovery periods, making it crucial for investors to understand this trade-off. The analysis provides historical and forward-looking perspectives to help investors align their portfolios with their financial goals and risk tolerance.
Kodiak shares open letter on QXO acquistion
Kodiak Building Partners CEO Steve Swinney issued an open letter to employees and the LBM industry following the news of QXO's $2.25 billion acquisition of Kodiak. Swinney highlighted that this partnership provides Kodiak with additional resources and strategic support for long-term growth, while preserving its culture, people, and local leadership. Both companies share commitments to employee engagement, continuous improvement, and the vision to build the biggest and best company in the industry.
Builders FirstSource, Inc. $BLDR Shares Purchased by Public Sector Pension Investment Board
Public Sector Pension Investment Board significantly increased its stake in Builders FirstSource, Inc. (NYSE:BLDR) by 10,918.0% during the third quarter, now owning 0.80% of the company's stock valued at $106,874,000. Several other hedge funds also adjusted their positions in BLDR. Analyst ratings for Builders FirstSource are mixed, with a consensus "Hold" rating and an average target price of $134.02.
Assetmark Inc. Has $80.92 Million Holdings in Builders FirstSource, Inc. $BLDR
Assetmark Inc. reduced its stake in Builders FirstSource, Inc. (BLDR) by 26.1% in the third quarter, now holding 667,387 shares valued at $80.92 million. Despite this, institutional investors collectively own 95.53% of the company's stock, which currently has a market capitalization of $13.33 billion and a consensus "Hold" rating from analysts with an average price target of $134.02. The financial services firm Builders FirstSource, Inc. supplies building products and services to professional contractors and homebuilders.
Builders FirstSource tops as biggest Industrial gainer this week, GE Vernova loses most
The article reports on the weekly performance of Industrial stocks, highlighting Builders FirstSource (BLDR) as the top gainer and GE Vernova (GEV) as the biggest loser. This summary is based on the title as the content was empty.
Pool Corp. (POOL) Reports Next Week: Wall Street Expects Earnings Growth
Pool Corp. (POOL) is anticipated to announce earnings next week, with analysts expecting year-over-year growth in earnings per share and revenues for the quarter ended December 2025. The company's Most Accurate Estimate is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +1.01%, which, combined with a Zacks Rank of #3, suggests a likely earnings beat. The report, due February 19, could influence the stock price depending on how actual results compare to expectations and management's subsequent business outlook.
