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StockUnited StatesNYSE

BLDR

Builders FirstSource, Inc.

Industrials · Building Products & Equipment

61.39USD

-1.1900 (-1.90%)

DescriptionHistoricalFinancialsRelative ValueResearchNewsDiscussionOptionsPrice Chart ↗Fundamental Chart ↗

Estimates and surprises

Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.

PeriodConsensus EPS90 days agoRevisions up (30d)Revisions down (30d)
Current quarter$1.07▼$1.77020
Next quarter$0.64▼$0.98018
Current year$3.16▼$4.3018
Next year$4.47▼$6.06020

Recent quarters

Beat in 1 of the last 4

QuarterEstimateActualSurprise
2026-06-30$1.26$1.17-0.09 (-7.4%)
2026-03-31$0.37$0.27-0.10 (-27.6%)
2025-12-31$1.28$1.12-0.16 (-12.3%)
2025-09-30$1.72$1.88+0.16 (+9.1%)

Wall Street coverage

276 ratings from 39 firms

Ratings are attributed to the research firm, not to individual analysts. See every ticker.

FirmActionRatingPrice TargetDate
CitizensInitiatedMarket Perform—Aug 21, 2026
UBSMaintainedBuy$122 $88Jul 31, 2026
RBC CapitalMaintainedOutperform$107 $88Jul 31, 2026
OppenheimerMaintainedOutperform$110 $90Jul 31, 2026
Wells FargoMaintainedEqual-Weight$85 $65Jul 31, 2026
Truist SecuritiesMaintainedBuy$115 $90Jul 31, 2026
BarclaysMaintainedOverweight$93 $81Jul 31, 2026
BMO CapitalMaintainedMarket Perform$93 $85Jul 28, 2026
BenchmarkMaintainedBuy$105 $100Jul 23, 2026
OppenheimerMaintainedOutperform$121 $110Jul 23, 2026
StifelMaintainedHold$76 $70Jul 23, 2026
KeybancMaintainedOverweight$100 $91Jul 13, 2026
UBSMaintainedBuy$143 $122May 1, 2026
DA DavidsonMaintainedNeutral$111 $84May 1, 2026
RBC CapitalMaintainedOutperform$110 $107May 1, 2026
BarclaysMaintainedOverweight$114 $93May 1, 2026
Wells FargoMaintainedEqual-Weight$87 $85May 1, 2026
KeybancMaintainedOverweight$145 $100May 1, 2026
BenchmarkMaintainedBuy$138 $105May 1, 2026
Stephens & Co.MaintainedEqual-Weight$125 $100Apr 27, 2026
B of A SecuritiesMaintainedNeutral$123 $100Apr 20, 2026
Goldman SachsMaintainedBuy$142 $110Apr 13, 2026
Wells FargoMaintainedEqual-Weight$120 $87Apr 8, 2026
BarclaysMaintainedOverweight$124 $114Apr 8, 2026
Stephens & Co.ReiteratedEqual-Weight$125Mar 24, 2026

Insider transactions

142 filings from 25 insiders · 37 buy / 1 sell over 6m

Officers and directors of BLDR, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.

InsiderActionSharesPriceValueDate
O BRIEN MATTHEW COLEYOfficerGrant7.4k——Jul 17, 2026
VAUGHN PAULOfficerGrant3.4k——Jul 17, 2026
VANCE TODDOfficerGrant3.4k——Jul 17, 2026
HERRON STEPHEN JChief Operating OfficerGift850——Jun 5, 2026
HILLER MICHAELChief Operating OfficerGift900——Jun 4, 2026
LEVY PAUL SDirectorGrant1.0k$76.26$80kJun 1, 2026
O'LEARY JAMES SDirectorGrant491$76.26$37kJun 1, 2026
HAYES WILLIAM BDirectorGrant508$76.26$39kJun 1, 2026
CHARLES DIRKSON RDirectorGrant409$76.26$31kJun 1, 2026
STEINKE CRAIG ARTHURDirectorGrant491$76.26$37kJun 1, 2026
CHRISTOPHE CLEVELAND ADirectorGrant491$76.26$37kJun 1, 2026
BOYDSTON CORY JACOBSDirectorGrant409$76.26$31kJun 1, 2026
ALEXANDER MARK ADAMDirectorGrant409$76.26$31kJun 1, 2026
RENZ MARIADirectorGrant426$76.26$32kJun 1, 2026
LEVY PAUL SDirectorGrant2.6k——May 14, 2026
O'LEARY JAMES SDirectorGrant2.6k——May 14, 2026
HAYES WILLIAM BDirectorGrant2.6k——May 14, 2026
CHARLES DIRKSON RDirectorGrant2.6k——May 14, 2026
MILGRIM BRETT NDirectorGrant2.6k——May 14, 2026
CHRISTOPHE CLEVELAND ADirectorGrant2.6k——May 14, 2026

Analyst Notes

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Analyst Ratings

21 analysts covering

PeriodStrong BuyBuyHoldSellStrong SellConsensus
Current381110Buy2.43
1 mo ago381010Buy2.41
2 mo ago381010Buy2.41
Price target$80.71$61.00 – $100.00
+31.5% to target