Builders FirstSource, Inc. (BLDR) Analyst Ratings & Price Targets

Builders FirstSource, Inc.

BLDR · NYSE

Analyst Consensus

Hold

17 analysts

0 Bearish3 Neutral1 Bullish

$68

Current

$58

Low

$68

Average

$75

High

Average target implies +0.74% versus the current price.

Analyst Ratings Synthesis

The consensus is Hold across 17 analysts, with a mean price target of $68; the supplied consensus data gives no low or high target, so the overall range cannot be established. Among the cited recent targets, Truist is most bullish at $75, while Stifel is least bullish at $58; Loop Capital’s $62 target also sits below the weekly close. Revisions were mixed over the week: Truist raised its target from $70 to $75 and Stifel from $55 to $58, while Loop Capital downgraded its rating to Hold with a $62 target. The disagreement reflects stronger-than-expected quarterly results and cost execution against soft housing demand and declining sales and gross profit.

Rating Actions

4 firms captured

Firm	Analyst	Rating	Price Target	Upside	Date	Source
BMO Capital	—	Hold Maintained	—	—	Oct 30, 2026	Open the report this row came from
Stifel	—	Hold Maintained rating; raised price target	$58from $55	-14.1%	Oct 30, 2026	Open the report this row came from
Truist	—	Unrated Raised price target	$75from $70	+11.1%	Oct 30, 2026	Open the report this row came from
Loop Capital	—	Hold (from Buy) Downgraded	$62	-8.1%	Oct 26, 2026	Open the report this row came from

Rating actions are extracted from published reporting. Each row links to its source.

Research Reports

Links to freely available third-party research. Outlook labels are our classification of each article's stance, not a rating of our own.

Covering Firms

B OF A GLBL RES

B.RILEY SECURIT

BAIRD R W

BARCLAYS CAPITA

BMO CAPITAL MKT

DAVIDSON D A

DEUTSCHE BK SEC

JEFFERIES & CO.

OPPENHEIMER HLD

RBC CAPITAL

STEPHENS INC

STIFEL NICOLAUS

STONEX FINANCIA

TRUIST SECURITI

WEDBUSH SECURIT

ZACKS RESEARCH

ZELMAN & ASSOC.

Symbol: BLDR
Type: Stock
Sector: Consumer Discretionary
Industry: RETAIL: Building Materials
Country: North America
Exchange: NYSE

Builders FirstSource (NYSE: BLDR), headquartered in Irving, Texas, is a leading provider of building materials for professional builders in new residential construction and repair and remodeling. We deliver integrated homebuilding solutions by manufacturing, supplying, and installing a full range of structural and related building products. With approximately 575 locations across 43 states, we serve 48 of the top 50 and 91 of the top 100 Core Based Statistical Areas (CBSAs), ensuring broad geographic coverage and enhancing our ability to partner with our customers. Our leading network of strategically located manufacturing facilities produces factory-built roof and floor trusses, wall panels, vinyl windows, custom millwork and trim, manufactured and semi-custom modular homes, as well as engineered wood that we design and cut specifically for each home. We also assemble interior and exterior doors into pre-hung units for easy installation.

Key Issues

Bullish view

Management said Q3 results met expectations despite continued single-family softness, with cost actions and productivity measures supporting performance.

Bearish view

Lower housing starts and related headwinds contributed to a 2.2% year-over-year sales decline, while gross profit fell 10.6%.

Analyst Consensus

See all

Hold

17 analysts

0 Bearish3 Neutral1 Bullish

$68

Current

$58

Low

$68

Average

$75

High

Average target implies +0.74% versus the current price.

Earnings History

BeatMissNo estimate

Builders FirstSource, Inc.

Analyst Consensus

Analyst Ratings Synthesis

Rating Actions

Research Reports

Covering Firms

Peers