Silvant Capital Management LLC Buys Shares of 35,152 Builders FirstSource, Inc. $BLDR
Silvant Capital Management LLC has purchased a new stake of 35,152 shares, valued at approximately $3.15 million, in Builders FirstSource, Inc. (NYSE:BLDR) during the second quarter. Other institutional investors have also adjusted their holdings, with institutional ownership collectively reaching 95.53%. Builders FirstSource reported an EPS miss and an 8.8% year-over-year revenue decline, leading to a consensus "Hold" rating and a $90.35 average price target from analysts.
NWK Group Inc. Takes Position in The TJX Companies, Inc. $TJX
NWK Group Inc. has acquired a new position in The TJX Companies, Inc. (NYSE:TJX), purchasing 14,944 shares valued at approximately $2.26 million. This investment makes TJX Companies the 29th largest holding in NWK Group Inc.'s portfolio, representing about 0.7% of its total investments. The article also details other institutional investor activities, TJX's recent financial performance, analyst ratings, dividend information, and insider trading activities.
Mitsubishi UFJ Asset Management Co. Ltd. Makes New Investment in Builders FirstSource, Inc. $BLDR
Mitsubishi UFJ Asset Management Co. Ltd. has made a new investment in Builders FirstSource, Inc. (NYSE:BLDR), purchasing 136,613 shares valued at approximately $12.2 million. Institutional investors collectively own 95.53% of the company, and analyst sentiment is mixed with a consensus "Hold" rating and an average price target of $90.35. Despite missing recent quarterly earnings and revenue estimates, Builders FirstSource authorized a $500 million share buyback plan.
Deutsche Bank AG Makes New $55.39 Million Investment in Builders FirstSource, Inc. $BLDR
Deutsche Bank AG has made a new investment of $55.39 million in Builders FirstSource, Inc. (NYSE:BLDR) during the second quarter, acquiring 619,057 shares. This makes Deutsche Bank AG the owner of approximately 0.58% of the company's stock. Other institutional investors have also adjusted their stakes in Builders FirstSource, which currently has a consensus "Hold" rating from analysts with an average price target of $90.35.
Citizens initiates Builders FirstSource stock at Market Perform
Citizens has initiated coverage on Builders FirstSource Inc. (NYSE:BLDR) with a Market Perform rating, citing concerns over declining single-family housing starts, which constitute 75% of the company's revenue. The stock has seen a 36% decline recently due to these industry headwinds, and while the company's Q2 2026 earnings missed analyst expectations, InvestingPro analysis suggests it may be undervalued. Builders FirstSource is also implementing cost-cutting measures and has announced personnel changes to navigate the challenging market.
Citizens initiates Builders FirstSource stock at Market Perform
Citizens has initiated coverage on Builders FirstSource (NYSE:BLDR) with a Market Perform rating, citing declining single-family housing starts as a major headwind for the company. Despite the cautious outlook from Citizens, InvestingPro analysis suggests the stock is currently undervalued. The company recently reported Q2 2026 earnings that fell short of expectations and announced plans for cost-cutting measures and a change in leadership for technology and digital solutions.
Is Builders FirstSource Inc (BLDR) a Bargain After 3.1% Drop? GF Value Says Undervalued
Builders FirstSource Inc (BLDR) experienced a 3.1% stock drop, leading to a 31.7% year-to-date and 47.0% over the past year decline. Despite this, GuruFocus assesses BLDR as significantly undervalued with a GF Value™ of $128.92 compared to its current price of $70.32, suggesting a 45.5% upside. Insider confidence is high, with $3.8 million in net insider buying over the last 12 months, though the stock's current P/E of 77.3x is significantly above its historical median, indicating elevated expectations.
Tocqueville Asset Management L.P. Takes $20.19 Million Position in Builders FirstSource, Inc. $BLDR
Tocqueville Asset Management L.P. has acquired a new stake worth $20.19 million in Builders FirstSource, Inc. during the second quarter, representing 0.21% of the company's stock. Several other institutional investors have also adjusted their positions in BLDR. The article also provides a financial overview of Builders FirstSource, including recent trading data, earnings, and analyst ratings, noting a consensus "Hold" rating with a target price of $90.35.
36,192 Shares in Builders FirstSource, Inc. $BLDR Purchased by Rockbridge Asset Management LLC
Rockbridge Asset Management LLC has acquired a new stake of 36,192 shares in Builders FirstSource, Inc. (NYSE:BLDR), valued at approximately $3.238 million, making it their 14th largest position. Other institutional investors also increased their holdings in BLDR, while Wall Street analysts have issued mixed ratings with an average price target of $90.35. Builders FirstSource recently reported quarterly earnings that missed consensus estimates but authorized a $500 million stock repurchase program.
Builders FirstSource Inc. stock outperforms competitors on strong trading day
Builders FirstSource Inc. (BLDR) saw its stock rise by 7.29% to $72.55 on Wednesday, outperforming the broader market. This gain occurred during a positive trading session where the S&P 500 Index and the Dow Jones Industrial Average also increased. The stock's performance ended a three-day losing streak for the company.
Builders FirstSource, Inc. $BLDR Shares Purchased by Main Street Financial Solutions LLC
Main Street Financial Solutions LLC significantly increased its stake in Builders FirstSource, Inc. (BLDR) by 265.5% in the second quarter, now holding 75,685 shares valued at approximately $6.8 million. This comes as institutional investors collectively own 95.53% of the company's stock, despite mixed analyst ratings with a consensus "Hold" and a target price of $90.35. The company recently reported weaker quarterly earnings, missing estimates, but authorized a $500 million share buyback program.
Builders FirstSource Inc. stock underperforms Tuesday when compared to competitors
Builders FirstSource Inc. (BLDR) stock dropped 3.69% on Tuesday, closing at $67.62. This underperformance occurred during a generally down day for the stock market, with both the S&P 500 and Dow Jones Industrial Average also posting losses. This marked the third consecutive day of losses for Builders FirstSource Inc. shares.
Resilient NVR Inc. stock steadies as homebuilder fundamentals face earnings pressure
NVR Inc. stock is holding a high price despite recent quarterly results showing weaker revenue and earnings compared to last year and peers. The company's unique land-light business model and mortgage operations help justify its premium valuation, even as market data suggests it is significantly overvalued. Investors face a tension between the stock's rich valuation and cooling fundamentals, with analysts predicting future stabilization in housing demand.
Buckland Partners Management Co LLC Invests $1.53 Million in Builders FirstSource, Inc. $BLDR
Buckland Partners Management Co LLC recently acquired 17,100 shares of Builders FirstSource, Inc. (NYSE:BLDR) for approximately $1.53 million, highlighting continued institutional investor interest in the company, which already has 95.53% institutional ownership. Despite mixed analyst ratings and an average price target of $90.35, the company recently reported Q2 earnings below expectations but also authorized a $500 million stock buyback program. This buyback program suggests the company's board believes its stock may be undervalued.
Bank of America Corp DE Sells 46,356 Shares of Ero Copper Corp. $ERO
Bank of America Corp DE reduced its stake in Ero Copper Corp. by 4.8% during the first quarter, selling 46,356 shares but retaining 911,510 shares valued at approximately $24.3 million. Despite this sale, other institutional investors like Manufacturers Life Insurance and Royal Bank of Canada significantly increased their holdings in Ero Copper. The company recently surpassed earnings expectations and holds a "Moderate Buy" consensus rating from analysts with an average price target of $32.33.
Builders FirstSource Inc. stock underperforms Monday when compared to competitors
Shares of Builders FirstSource Inc. (BLDR) fell 3.17% on Monday to $70.21, marking its second consecutive day of losses. This underperformance occurred during a generally negative trading session, with the S&P 500 Index (SPX) decreasing by 0.52% and the Dow Jones Industrial Average (DJIA) falling by 0.51%.
16,636 Shares in Builders FirstSource, Inc. $BLDR Purchased by GSA Capital Partners LLP
GSA Capital Partners LLP recently acquired a new position in Builders FirstSource, Inc. (NYSE:BLDR), purchasing 16,636 shares valued at approximately $1.489 million during the second quarter. Other institutional investors have also adjusted their holdings in the company. Builders FirstSource's stock performance and financial metrics are detailed, along with recent analyst ratings and the company's share repurchase program announcement.
Diamond Hill Capital Management LLC Investment Advisor Invests $134.91 Million in Builders FirstSource, Inc. $BLDR
Diamond Hill Capital Management LLC Investment Advisor has acquired a new stake in Builders FirstSource, Inc. (NYSE:BLDR) during the second quarter, purchasing over 1.5 million shares valued at approximately $134.91 million. This investment makes Builders FirstSource the 29th largest holding in Diamond Hill Capital's portfolio, representing about 1.1% of their total assets. Other institutional investors have also adjusted their positions in Builders FirstSource, which recently reported Q2 earnings of $1.17 per share, missing analyst estimates.
Builders FirstSource Inc. stock underperforms Friday when compared to competitors
Builders FirstSource Inc. (BLDR) stock dropped 1.43% on Friday, closing at $72.51. This underperformance occurred during a generally negative trading session where the S&P 500 Index and Dow Jones Industrial Average also saw declines. The company's stock is currently trading 51.99% below its 52-week high.
QXO Expands Building Products Platform as Kodiak, TopBuild Deals Reshape Business
QXO Inc. reported $3.25 billion in second-quarter sales, a significant increase from $1.91 billion a year earlier, reflecting the impact of its acquisitions of Kodiak Building Partners and Beacon Roofing Supply. The company's recent acquisition of TopBuild, completed after the quarter, further solidifies its position as the second-largest publicly traded building products distributor in North America. QXO aims to achieve $50 billion in annual sales within the decade through continued acquisitions and organic growth, transforming its product mix and expanding its market presence.
PulteGroup stock steadies as new $625 million mortgage facility supports growth
PulteGroup's stock is holding steady near recent highs, supported by a new $625 million mortgage repurchase facility and positive analyst outlooks. Analysts maintain a "moderate buy" rating with a blended price target suggesting potential upside. The new facility strengthens the company's ability to finance homebuyers, positioning it well within a mixed but incrementally active housing market.
Builders FirstSource stock slips after Q2 earnings miss and guidance cut
Builders FirstSource (BLDR) stock fell after missing Q2 2026 earnings expectations and cutting its full-year revenue guidance, primarily due to a weak housing market. The company reported an 8.8% year-over-year revenue decline and significantly compressed EPS, leading to a cautious outlook from management and analysts. Despite the financial headwinds, the company's balance sheet appears manageable, and analysts still see potential upside toward a target price of $90.35 if housing demand stabilizes.
Kontoor Brands raises 2026 earnings outlook on strong results
Kontoor Brands reported strong second-quarter results, with revenue increasing by 19% to $584 million and adjusted earnings per share rising by 13% to $1.06. The company has raised its full-year 2026 adjusted earnings per share outlook to $5.25 to $5.35 and expects to return over $900 million in capital in 2026 through share repurchases, dividends, and debt payments, including proceeds from the Lee business divestiture.
Owens Corning (OC) Q2 2026 Earnings Call Transcript
Owens Corning (OC) reported Q2 2026 earnings with flat net sales at $2.8 billion, adjusted EBITDA of $660 million (24% margin), and adjusted diluted EPS of $3.93. The company demonstrated strong execution in insulation and roofing, exceeding synergy targets in the doors segment, despite inflationary pressures and strategic divestitures. Owens Corning also announced a leadership transition, investments in organic growth, and a commitment to shareholder returns, while leveraging AI and focusing on residential-focused building products.
Assenagon Asset Management S.A. Has $8.60 Million Stock Position in Builders FirstSource, Inc. $BLDR
Assenagon Asset Management S.A. significantly increased its stake in Builders FirstSource, Inc. (NYSE:BLDR) by 1,169.1% in the second quarter, now holding 96,157 shares valued at $8.6 million. Despite institutional ownership of 95.53% and an average "Hold" rating from analysts, Builders FirstSource recently missed its quarterly earnings and revenue estimates. The company has authorized a $500 million share-repurchase plan, suggesting the board believes the stock may be undervalued.
Builders FirstSource Inc. stock outperforms competitors on strong trading day
Builders FirstSource Inc. (BLDR) saw its stock rise by 4.33% to $75.10 on Tuesday, despite a general downturn in the stock market where the S&P 500 Index and Dow Jones Industrial Average both fell. The company's shares closed 50.27% below their 52-week high of $151.03. This strong performance indicates a significant outperformance against its competitors during a tough trading session.
Infleqtion (INFQ) Is Getting Fresh Attention, So What Is Behind It?
Infleqtion (INFQ) is gaining investor attention ahead of its Q2 2026 earnings report and after the appointment of Dr. Joseph Buck as SVP of quantum computing systems. Despite a volatile share price and a year-to-date decline, the company is seen as significantly undervalued by analysts, with a fair value of $20.60 per share compared to its current $11.69. The valuation hinges on rapid revenue expansion and the success of its neutral atom quantum technology.
Pacer Advisors Inc. Has $754,000 Holdings in Builders FirstSource, Inc. $BLDR
Pacer Advisors Inc. significantly reduced its stake in Builders FirstSource, Inc. (NYSE:BLDR) by 98.0% in the first quarter, now holding 9,163 shares valued at $754,000. Other institutional investors showed mixed activity, with some increasing their holdings while others like MUFG Securities EMEA plc and CYBER HORNET ETFs LLC acquired new positions. The company has an average "Hold" rating from analysts with an average price target of $90.35, and recently reported quarterly earnings of $1.17 EPS, missing estimates, along with authorizing a $500 million stock repurchase program.
Builders FirstSource, Inc. (NYSE:BLDR) Receives Consensus Recommendation of "Hold" from Analysts
Builders FirstSource, Inc. (NYSE:BLDR) has received a consensus "Hold" rating from analysts, with an average 12-month price target of $90.35. The company's shares opened at $71.97, significantly below their 52-week high, and its latest quarterly earnings missed expectations. Despite a share repurchase program, institutional investors hold a substantial stake in the company.
JELD-WEN Holding, Inc. (JELD) latest stock news and headlines
This article provides a compilation of recent news and headlines concerning JELD-WEN Holding, Inc. (JELD), including reports on its Q2 2026 earnings, stock performance, sustainability efforts, and analyst revisions. It also details the company's stock activity and performance compared to the S&P 500, showing significant declines over the past year.
Price to sales forward of Builders FirstSource, Inc. – SWB:B1F
This article provides financial information for Builders FirstSource, Inc. (SWB:B1F) on the Stuttgart Stock Exchange. It specifically highlights the "Price to sales forward" metric for the company. The page appears to be a snapshot from a financial data platform.
Builders FirstSource Inc. stock underperforms Monday when compared to competitors
Builders FirstSource Inc. (BLDR) stock dropped 3.63% on Monday, closing at $71.98. This underperformance occurred on a day when the broader market also saw slight declines, with the S&P 500 down 0.06% and the Dow Jones Industrial Average down 0.11%. The company's stock is currently 52.34% below its 52-week high.
Smith Douglas Homes doubles down on pace despite margin pain
Smith Douglas Homes reported strong Q2 growth with a 25% increase in closings and a 32% rise in new home orders, but this came at the cost of profitability, as gross margin fell to 17.6%. The company is committed to a "pace over price" strategy to maintain market share and scale, even though it expects further margin compression, with Q3 guidance set at 16.0%–16.5%. Despite the declining margins, the homebuilder remains focused on the affordable segment and aims to keep prices competitive.
Builders FirstSource Acquires Innovative Construction Group
Builders FirstSource has acquired Innovative Construction Group (ICG) from PulteGroup, Inc. This acquisition strengthens Builders FirstSource's presence in the Southeast by adding turnkey framing solutions, including structural design, trusses, wall panels, and installation services. ICG operates plants in Green Cove Springs, Florida, and Florence, South Carolina, specializing in off-site wood-framed construction.
Bank of America Corp DE Has $72.87 Million Stock Position in Builders FirstSource, Inc. $BLDR
Bank of America Corp DE reduced its stake in Builders FirstSource, Inc. (NYSE:BLDR) by 7.0% in the first quarter, now holding 885,081 shares valued at $72.87 million. The homebuilding supplier recently announced a $500 million share repurchase program and reported Q1 EPS of $1.17, missing analyst consensus, with revenue down 8.8% year over year. Despite the stock opening near its 52-week low, analysts have a consensus "Hold" rating with an average price target of $90.35.
Boise Cascade Co (BCC) Earnings Forecast: Future EPS & Revenue Growth Estimates
This article provides an earnings forecast for Boise Cascade Co (BCC), detailing its current earnings forecast score, analyst ratings, and price targets. It highlights that the company ranks 36 out of 54 in the Homebuilding & Construction Supplies industry with an average price target of $91.50 and a "Hold" rating from analysts. The report also includes expected future revenue and EPS figures, alongside past performance.
BFS splits with tech leader
Gayatri Narayan, President of Technology and Digital Solutions at Builders FirstSource (BFS), is departing the company effective August 14, 2026, after just over a year in the role. Her departure was not due to disagreements with the company's operations, policies, or practices. Narayan, who previously held leadership positions at PepsiCo, Microsoft, and Amazon, was responsible for digital product development and led BFS's Paradigm subsidiary, a key component of the company's competitive advantage in digital tools.
Interface Inc (TILE) Earnings Forecast: Future EPS & Revenue Growth Estimates
The article provides an earnings forecast for Interface Inc (TILE), detailing its current earnings forecast score, average price target, and analyst ratings. It highlights that the company's expected revenue for the next quarter is $390.32 million and forecasts an EPS of $0.64 for the next quarter, with analysts largely recommending a "Buy" trend.
Oppenheimer Keeps Their Buy Rating on James Hardie Industries PLC (JHX)
Oppenheimer analyst Tyler Batory reiterated a Buy rating on James Hardie Industries PLC (JHX) and set a price target of $36.00. The company reported a quarterly revenue of $1.4 billion and a net profit of $28.5 million for the quarter ending March 31. Insider sentiment is positive, with an increase in insider buying over the past quarter, including a recent purchase of 3,000 shares by director Suzanne Rowland.
Energy Focus Inc (EFOI) Earnings Forecast: Future EPS & Revenue Growth Estimates
This article provides an earnings forecast for Energy Focus Inc (EFOI), detailing its future EPS and revenue growth estimates. It includes current stock information, market capitalization, and a peer comparison with other companies in the Homebuilding & Construction Supplies sector. The data was last updated on August 9, 2026.
Bear of the Day: Builders FirstSource (BLDR)
Builders FirstSource (BLDR) has been designated as the "Bear of the Day" due to its continued struggles in a four-year housing recession, with expected earnings to fall another 54.3% this year. The company missed earnings estimates for the third consecutive quarter, and analysts have cut future earnings estimates as the housing market is not expected to rebound in 2026. Despite significant share repurchases, the stock trades at a high P/E ratio, suggesting it is not currently a value buy.
Builders FirstSource to Part Ways with Technology, Digital Solutions President
Builders FirstSource Inc. is parting ways with Gayatri Narayan, its president of technology and digital solutions, just 14 months after her appointment. Her departure, effective August 14, was announced in a Form 8-K filing, though no reason was given beyond assuring it was not due to disagreement over operations. Narayan was instrumental in leading the company's digital strategy and the development of AI-enabled digital tools, with the company's next-generation platform scheduled for launch in late 2026.
ZK International Group Co Ltd (ZKIN) Earnings Forecast: Future EPS & Revenue Growth Estimates
This article provides an earnings forecast for ZK International Group Co Ltd (ZKIN), detailing future EPS and revenue growth estimates. It includes a snapshot of the company's current stock performance, market capitalization, and a comparison with peer companies in the Homebuilding & Construction Supplies sector. The data presented covers financial forecasting for EPS, Revenue, Net Profit, and EBIT, with the information updated as of August 8, 2026.
Builders FirstSource to separate with president of technology and digital solutions
Builders FirstSource (NYSE:BLDR) has announced the separation of Gayatri Narayan from her role as president, technology and digital solutions, effective August 14, 2026. This decision, disclosed in an SEC filing, is not due to any disagreement with the company's operations. Ms. Narayan will receive severance benefits upon signing a separation agreement. The news follows recent challenging financial results for Builders FirstSource, which reported adjusted earnings and revenue below Wall Street expectations for Q2 2026 due to a weak housing market and increased costs.
Builders FirstSource to separate with president of technology and digital solutions
Builders FirstSource, Inc. (NYSE:BLDR) announced that Gayatri Narayan will separate from her role as president of technology and digital solutions, effective August 14, 2026. Her departure is not due to any disagreement with the company, and she will receive severance benefits. This news follows the company's Q2 2026 financial results, which reported adjusted earnings of $1.17 per share on revenue of $3.86 billion, falling short of expectations amidst a challenging housing market.
Builders FirstSource Inc. stock outperforms competitors on strong trading day
Builders FirstSource Inc. (BLDR) saw its stock rise by 3.01% to $74.69 on Friday, outperforming the broader market. This positive movement occurred on a strong trading day where the S&P 500 Index and the Dow Jones Industrial Average also posted gains. Despite the daily increase, the company's stock remains significantly below its 52-week high.
Analysts Offer Insights on NA Companies: Starz Entertainment Corp (STRZ), Bluelinx Holdings (BXC) and Rapport Therapeutics, Inc. (RAPP)
Analysts have issued bullish ratings for Starz Entertainment Corp (STRZ), Bluelinx Holdings (BXC), and Rapport Therapeutics, Inc. (RAPP). Benchmark Co. reiterated a Buy rating on Starz Entertainment with a $42.00 price target, and also a Buy rating on Bluelinx Holdings with an $83.00 price target. JonesTrading reiterated a Buy rating on Rapport Therapeutics with a $50.00 price target, noting a "Strong Buy" consensus with a 31.4% potential upside.
$100 Invested In Builders FirstSource 10 Years Ago Would Be Worth This Much Today
An investment of $100 in Builders FirstSource (NYSE: BLDR) made 10 years ago would now be worth $615.90, reflecting a significant outperformance of the market. The company has achieved an average annual return of 19.91% over the last decade, surpassing the market by 6.45% on an annualized basis. This growth highlights the power of compounded returns over time for cash growth.
Quanta and Builders FirstSource have been highlighted as Zacks Bull and Bear of the Day
Zacks Equity Research has named Quanta Services, Inc. as the Bull of the Day due to record Q2 2026 results, raised full-year guidance driven by strong demand for AI infrastructure, and double-digit earnings growth expectations. Conversely, Builders FirstSource, Inc. has been designated the Bear of the Day, facing a prolonged housing recession, continuous earnings misses, and projected earnings declines for the current year. The article also provides an analysis of Valero Energy Corp., suggesting it could be a buy despite its premium valuation, benefiting from a strong refining business and balance sheet in a relatively softer crude pricing environment.
$100 Invested In Builders FirstSource 10 Years Ago Would Be Worth This Much Today
An investment of $100 in Builders FirstSource (BLDR) made 10 years ago would now be worth $615.90, demonstrating a significant outperformance of the market. The company has achieved an average annual return of 19.91% over the past decade, highlighting the power of compounded returns.
