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BLDR logo

Builders FirstSource, Inc. Stock Price

NYSE:BLDR Community·US$6.6b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 57 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

BLDR Share Price Performance

US$58.97
-87.59 (-59.76%)
​
US$100.00
Fair Value
US$58.97
-87.59 (-59.76%)
41.0% undervalued intrinsic discount
US$100.00
Fair Value
Price US$58.97
AnalystHighTarget US$100.00
AnalystConsensusTarget US$80.71
AnalystLowTarget US$61.00
Thu, 3 Sep 26
Fair ValueUS$100.00
Share Pricen/a

BLDR Community Narratives

AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$100 41.0% undervalued intrinsic discount

Millennial And Gen Z Housing Demand Will Drive Sustainable Construction

0users have liked this narrative
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4users have followed this narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$80.71 26.9% undervalued intrinsic discount

Turnkey Market Expansion And Share Repurchases Will Drive Future Upside

0users have liked this narrative
0users have commented on this narrative
26users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$61 3.3% undervalued intrinsic discount

Housing Contraction And Margin Squeeze Will Deliver A Slight Rebound

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
BLDR logo
Builders FirstSource
41.0% undervalued intrinsic discount

Millennial And Gen Z Housing Demand Will Drive Sustainable Construction

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 3 Sep
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BLDR logo
Builders FirstSource
26.9% undervalued intrinsic discount

Turnkey Market Expansion And Share Repurchases Will Drive Future Upside

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 14 Aug
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BLDR logo
Builders FirstSource
3.3% undervalued intrinsic discount

Housing Contraction And Margin Squeeze Will Deliver A Slight Rebound

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 31 Jul
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystHighTarget
BLDR logo

BLDR: Housing Recovery Leverage And Automation Efficiencies Will Drive Future Upside

Fair Value: US$100 41.0% undervalued intrinsic discount
4 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
BLDR logo

BLDR: Housing Recovery And Cost Cuts Are Expected To Restore Earnings Power

Fair Value: US$80.71 26.9% undervalued intrinsic discount
26 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
BLDR logo

BLDR: Reset Expectations Will Test Margin Recovery As Housing Starts Stay Soft

Fair Value: US$61 3.3% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Good value with moderate growth potential.

2 Risks
3 Rewards
View Full Analysis

Builders FirstSource, Inc. Key Details

US$14.4b

Revenue

US$10.2b

Cost of Revenue

US$4.2b

Gross Profit

US$4.1b

Other Expenses

US$102.6m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
0.95
29.19%
0.71%
114.6%
View Full Analysis

About BLDR

Founded
1998
Employees
28000
CEO
Peter Jackson
WebsiteView website
www.bldr.com

Builders FirstSource, Inc., together with its subsidiaries, provides building materials for professional builders in new residential construction and repair, and remodeling in the United States. It offers manufactured products, such as factory-built substitutes for job-site framing, wood floor and roof trusses, wall panels, and engineered wood; Ready-Frame, a whole house framing solution; manufactured and semi-custom modular homes, and built in a temperature-controlled facility under its Pine Grove Homes and Pleasant Valley Homes brand names; manufactured housing plans including ranch, community, and single-section homes; manufacturing, assembly, and distribution of windows; and the assembly and distribution of interior and exterior door units. The company also provides millwork, including interior trim and custom features under the Synboard brand name; specialty building products and services comprising vinyl, composite and wood siding, exterior trim, metal studs, cement, roofing, insulation, wallboard, ceilings, cabinets, and hardware; turn-key framing, shell construction, design assistance, and professional installation of products. In addition, it offers drafting, estimating, quoting, and virtual home design services to retailers, distributors, manufacturers, and homebuilders; dimensional lumber, plywood, and oriented strand board products used in on-site house framing. The company was formerly known as BSL Holdings, Inc. and changed its name to Builders FirstSource, Inc. in October 1999. Builders FirstSource, Inc. was incorporated in 1998 and is based in Irving, Texas.

Recent BLDR News & Updates

Seeking Alpha • 21h

Builders FirstSource: Housing Weakness Still Clouds The Recovery

Summary I assign a Hold rating to Builders FirstSource, citing cyclical EPS compression driven by a housing downturn and elevated mortgage rates. BLDR's FY26 sales guidance was cut to $14.0–$14.8B, reflecting sustained weakness in single-family and multifamily construction volumes. Margin compression is expected, with adjusted EBITDA margin guidance lowered to 7.1–8.1% due to volume deleverage and freight inflation. I would revisit a buy if gross margins stabilize or single-family starts inflect positively, as current macro headwinds limit near-term upside. Read the full article on Seeking Alpha
User avatar
Narrative Update • Sep 03

BLDR: Housing Recovery Leverage And Automation Efficiencies Will Drive Future Upside

Builders FirstSource's analyst price target has been revised to $100. This change reflects analysts' more cautious assumptions around single family housing starts, revenue growth, margins, and future P/E multiples in light of recent cuts to Street targets across the sector.

Recent updates

No updates

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