Builders FirstSource Inc saw a price increase of 5.61% during regular trading, as the stock crossed above its 5-day SMA. This movement occurs amid broader market weakness, with the Nasdaq-100 down 0.77% and the S&P 500 down 0.03%. The stock's rise suggests sector rotation as investors shift their focus towards construction and building materials companies, despite the overall market decline.
The positive movement aligns with a shift in investor sentiment towards sectors that are expected to benefit from ongoing infrastructure spending and housing demand. Builders FirstSource, being a key player in the building materials sector, is likely to attract more attention as these trends continue to unfold.
Investors are encouraged to monitor the stock closely, as further developments in the housing market and infrastructure projects could provide additional support for Builders FirstSource's growth trajectory.
Wall Street analysts forecast BLDR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BLDR is 124.28 USD with a low forecast of 109.41 USD and a high forecast of 150.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Analyst Rating
Wall Street analysts forecast BLDR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BLDR is 124.28 USD with a low forecast of 109.41 USD and a high forecast of 150.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Buy
7 Hold
1 Sell
Moderate Buy
Current: 117.090
Low
109.41
Averages
124.28
High
150.00
Current: 117.090
Low
109.41
Averages
124.28
High
150.00
Stephens
Stephens
Overweight -> Equal Weight
downgrade
$137
2026-01-20
Reason
Stephens
Stephens
Price Target
$137
AI Analysis
2026-01-20
downgrade
Overweight -> Equal Weight
Reason
Stephens downgraded Builders FirstSource to Equal Weight from Overweight with an unchanged price target of $137 after adjusting estimates to reflect recent declines in commodity lumber prices in Q4. With continued macro uncertainty, the firm's estimates coming down, and the stock approaching the firm's price target, the firm is moving to the sidelines for now, the analyst tells investors.
RBC Capital
Mike Dahl
Sector Perform
downgrade
$129 -> $111
2026-01-09
Reason
RBC Capital
Mike Dahl
Price Target
$129 -> $111
2026-01-09
downgrade
Sector Perform
Reason
RBC Capital analyst Mike Dahl lowered the firm's price target on Builders FirstSource to $111 from $129 and keeps a Sector Perform rating on the shares. RBC Capital remains cautious into early 2026, with housing affordability still challenging and R&R potentially inflecting later in the year, the analyst tells investors in a research note. Nonresidential markets are mixed, key risks include policy changes, rates, and tariffs, and the sector is expected to remain volatile, with homebuilders the most cautious, distribution favored, and building products OEMs offering relatively attractive valuations.
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UBS
Buy
to
Buy
downgrade
$166 -> $143
2026-01-06
Reason
UBS
Price Target
$166 -> $143
2026-01-06
downgrade
Buy
to
Buy
Reason
UBS lowered the firm's price target on Builders FirstSource to $143 from $166 and keeps a Buy rating on the shares.
Stifel
Hold
downgrade
$124 -> $115
2025-12-16
Reason
Stifel
Price Target
$124 -> $115
2025-12-16
downgrade
Hold
Reason
Stifel lowered the firm's price target on Builders FirstSource to $115 from $124 and keeps a Hold rating on the shares. For 2026, the firm has "a positive overall bias" to its building products coverage, including home improvement retailers, citing compressed valuations, near-term expectations that have been reset and long-term enthusiasm for U.S. residential investment, the analyst tells investors in a year-ahead note.
About BLDR
Builders FirstSource, Inc. is a supplier of building products, prefabricated components, and value-added services to the professional market segment for new residential construction and repair and remodeling. It provides customers with an integrated homebuilding solution, offering manufacturing, supply, delivery and installation of a full range of structural and related building products. Its product categories include Manufactured Products; Windows, Doors and Millwork; Specialty Building Products and Services, and Lumber and Lumber Sheet Goods. It serves customers from distribution and manufacturing facilities (some of which are co-located) that produce value-added products such as roof and floor trusses, wall panels, stairs, vinyl windows, custom millwork and pre-hung doors. It also distributes dimensional lumber and lumber sheet goods, millwork, windows, interior and exterior doors, and other specialty building products. It operates in 43 states with approximately 585 locations.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
