Builders FirstSource (BLDR) Surges 11.3%, Leading Materials Sector Gains
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 09 2026
0mins
Source: NASDAQ.COM
- Strong Materials Performance: On Friday afternoon, the materials sector rose by 1.8%, with Builders FirstSource's stock surging 11.3%, indicating robust market demand and investor confidence, which may attract more capital into the sector.
- Year-to-Date Gains: Builders FirstSource has increased by 20.35% year-to-date, while Freeport-McMoran Copper & Gold has risen by 11.50%, highlighting the materials industry's significance in economic recovery and optimistic investor sentiment towards infrastructure development.
- ETF Performance Correlation: The Materials Select Sector SPDR ETF (XLB) gained 1.4% on the day and 6.25% year-to-date, reflecting sustained investor interest in materials stocks, which could further enhance liquidity and price appreciation of related equities.
- Utilities Sector Lagging: Although the utilities sector rose by 1.2%, Vistra Corp and Constellation Energy Corp's year-to-date performances of 2.89% and -4.32% respectively indicate challenges faced by the sector and market uncertainties.
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Analyst Views on BLDR
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
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
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.
Service Stocks Underperform in Afternoon Trading
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- ETF Tracking Performance: The Materials Select Sector SPDR ETF (XLB), associated with materials stocks, rose 0.3% on the day and is up 10.52% year-to-date, indicating that despite poor individual stock performance, the overall sector still holds some investment appeal.
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