Builders FirstSource (NYSE:BLDR) Given New $80.00 Price Target at KeyCorp

Posted by Francis Steltz on Oct 31st, 2026

Builders FirstSource (NYSE:BLDR – Free Report) had its price target decreased by KeyCorp from $91.00 to $80.00 in a research note released on Friday,Benzinga reports. KeyCorp currently has an overweight rating on the stock.

Other equities analysts have also issued research reports about the company. The Goldman Sachs Group restated a “buy” rating and issued a $78.00 price target on shares of Builders FirstSource in a research note on Friday. DA Davidson set a $68.00 price target on Builders FirstSource in a research report on Friday, July 31st. Melius Research initiated coverage on Builders FirstSource in a report on Tuesday, October 6th. They issued a “sell” rating and a $52.00 price objective on the stock. Barclays dropped their price objective on Builders FirstSource from $93.00 to $81.00 and set an “overweight” rating on the stock in a report on Friday, July 31st. Finally, Robert W. Baird set a $75.00 price objective on Builders FirstSource in a research report on Friday, July 31st. Seven equities research analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $75.90.

Check Out Our Latest Research Report on Builders FirstSource

Builders FirstSource Stock Up 2.7%

BLDR opened at $64.76 on Friday. The company has a fifty day moving average of $59.28 and a two-hundred day moving average of $80.72. The stock has a market capitalization of $6.97 billion, a price-to-earnings ratio of 175.03, a PEG ratio of 2.15 and a beta of 1.45. Builders FirstSource has a fifty-two week low of $49.67 and a fifty-two week high of $131.50. The company has a debt-to-equity ratio of 1.13, a quick ratio of 1.09 and a current ratio of 1.85.

Builders FirstSource (NYSE:BLDR – Get Free Report) last posted its earnings results on Thursday, October 29th. The company reported $1.51 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.06 by $0.45. Builders FirstSource had a net margin of 0.28% and a return on equity of 10.77%. The business had revenue of $3.85 billion for the quarter, compared to analyst estimates of $3.75 billion. During the same period in the prior year, the company posted $1.88 EPS. The company’s revenue for the quarter was down 2.2% on a year-over-year basis. On average, research analysts expect that Builders FirstSource will post 2.99 earnings per share for the current year.

Institutional Trading of Builders FirstSource

A number of institutional investors and hedge funds have recently modified their holdings of BLDR. BlackRock Inc. acquired a new stake in Builders FirstSource in the 2nd quarter worth about $700,934,000. Dimensional Fund Advisors LP increased its stake in Builders FirstSource by 12.3% during the 1st quarter. Dimensional Fund Advisors LP now owns 2,967,744 shares of the company’s stock worth $244,301,000 after buying an additional 325,935 shares in the last quarter. Diamond Hill Capital Management LLC Investment Advisor acquired a new position in shares of Builders FirstSource during the second quarter valued at approximately $134,908,000. Bank of America Corp DE acquired a new position in shares of Builders FirstSource during the second quarter valued at approximately $83,832,000. Finally, Fort Washington Investment Advisors Inc. OH acquired a new position in shares of Builders FirstSource during the third quarter valued at approximately $48,738,000. Hedge funds and other institutional investors own 95.53% of the company’s stock.

Builders FirstSource News Summary

Here are the key news stories impacting Builders FirstSource this week:

Positive Sentiment: Adjusted earnings beat expectations. BLDR reported adjusted EPS of $1.51, above consensus estimates ranging from $1.06 to $1.12, while revenue of approximately $3.85 billion also exceeded forecasts. The results helped drive investor optimism despite weaker year-over-year comparisons. Builders FirstSource Q3 Earnings and Revenues Beat Estimates
Positive Sentiment: Management maintained its overall 2026 outlook. The company continues to expect $14.2 billion to $14.6 billion in sales and adjusted EBITDA of $1.075 billion to $1.125 billion. Planned productivity savings of $60 million to $70 million and improving multifamily activity also supported the bullish response. Builders FirstSource Jumps on Earnings Beat and Steady 2026 Outlook
Positive Sentiment: Several analysts retained constructive ratings. Truist raised its price target to $75 and kept a buy rating, while KeyCorp and Barclays maintained overweight ratings with targets of $80 and $70, respectively. UBS also maintained a buy rating with a $75 target. UBS Adjusts Price Target on Builders FirstSource
Neutral Sentiment: Analyst sentiment is mixed. Wells Fargo raised its target to $58 but maintained an equal-weight rating, while RBC lowered its target to $56 and kept a sector-perform rating. These targets remain below the stock’s recent trading level and could limit further upside.
Negative Sentiment: Underlying profitability deteriorated. GAAP net income fell to $60.4 million from $122.4 million a year earlier, gross margin declined 260 basis points to 27.8%, and revenue decreased 2.2%. Single-family construction remained weak, highlighting risks from soft housing demand. Builders FirstSource Q3 Net Income Falls

About Builders FirstSource

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Builders FirstSource, Inc is a supplier of building materials, manufactured components and construction services for professional homebuilders, remodelers and other construction customers in the United States. The company provides products used throughout the residential construction process, from structural framing to interior and exterior finishes.

Its offerings include lumber and engineered wood products, roof and floor trusses, wall panels, prefabricated components, windows, doors, millwork, cabinets, roofing, siding, insulation, gypsum and related hardware.