← Markets

Builders FirstSource, Inc.

BLDR · NYSE

Market closed$74.26$-3.94 (-5.04%)After hours $76.00 · +2.34%

Key statistics

Previous close$78.20
Open$78.16
Day high$79.99
Day low$73.90
52-week high$151.03
52-week low$65.10
Market cap7.99B
Volume1.97M
Average volume2.61M
P/E ratio13.14
Forward P/E6.46
EPS5.65
Dividend yield0.00%

Market context

Why it moved

Builders FirstSource (BLDR) shares fell sharply after the company reported mixed quarterly results, with earnings per share missing analyst estimates and revenue declining over 10% year over year, weighing heavily on investor sentiment despite a $500 million share buyback authorization.

MarketbeatInvesting.comBuildfastwithaiFacebookMarketbeat

What is happening

Recent company-specific developments and publisher coverage.

July 18, 2026Builders FirstSource tumbled ~5% as fresh housing data reignited demand concerns for the building products supplier. June single-family housing starts fell for a third consecutive month to an annualized 895,000 units, while single-family permits slipped to 871,000 — the lowest since August 2025 — and the July builder sentiment index remained depressed amid affordability pressures and elevated mortgage rates. The selloff compounds existing investor unease following the company's Q1 miss, where EPS of $0.27 fell well short of the $0.39 consensus and net sales dropped 10.1% year-over-year, with management already guiding for low-single-digit declines in starts for 2026. The XLB sector ETF also closed lower, reflecting broader basic materials weakness on a risk-off trading day.

-5.0384

July 17, 2026Builders FirstSource shares rose nearly 3%, outperforming a declining S&P 500, as investors responded to improving sentiment around the housing and construction materials sector amid a favorable macro backdrop. The gain comes despite the stock trading well below its 52-week high of $151.03, with analysts maintaining a consensus Hold rating and a $101.45 price target following a Q1 earnings miss — reporting $0.27 EPS vs. the $0.39 estimate — though revenue topped expectations at $3.29 billion. Tailwinds from the Basic Materials sector's anticipated 44.6% Q2 earnings growth and a $500 million buyback authorization continue to support the investment thesis, with KeyBanc recently maintaining its Overweight rating and a $91 price target.

2.8271

July 15, 2026Builders FirstSource gained over 2% as a cooler-than-expected June CPI report (headline inflation fell to 3.5%) lifted rate-sensitive housing and construction stocks, with the S&P 500 closing modestly higher. The advance comes as investor focus remains on the company's challenged fundamentals — Q1 EPS of $0.27 badly missed estimates, revenue fell 10.1% year-over-year, and the stock trades well below its 200-day moving average (~$93) — though a $500M buyback authorization and a fresh Keybanc Overweight rating with a $91 price target offer some support. Analysts maintain a consensus Hold with an average target of ~$101.

2.2446

July 14, 2026Builders FirstSource shares fell nearly 3% as a broad market selloff driven by renewed U.S.-Iran hostilities and surging oil prices weighed on housing-sensitive stocks. KeyBanc trimmed its price target on BLDR to $91 from $100 (maintaining Overweight), reflecting continued caution ahead of Q2 earnings due July 30, where analysts forecast adjusted EPS of $1.32 — down 44.5% year-over-year — amid a weak housing starts environment and commodity headwinds that have pressured the stock well below its 52-week high of $151.03.

-2.8802

July 11, 2026Builders FirstSource shares rose about 1.5%, recovering from a steep 5.2% drop earlier in the week tied to housing demand concerns and geopolitical headwinds. Sentiment got a lift as Goldman Sachs maintained a constructive stance with a ~$100 price target, and the company announced a July 30 Q2 earnings call — giving investors a near-term catalyst to watch. Despite Q1 weakness (net sales down 10.1%, a net loss of $47.4M), the board's $500M buyback authorization and a Wall Street median price target of ~$101 suggest the stock, now well below its 52-week high of $151, may be attracting value-oriented buyers ahead of earnings.

1.5428

July 10, 2026Builders FirstSource edged up modestly, closing just above its prior session despite significant headwinds weighing on the broader construction materials space. The housing supply chain remains under pressure as geopolitical tensions — stemming from the breakdown of the U.S.-Iran ceasefire — sent oil prices and Treasury yields sharply higher mid-week, threatening to push mortgage rates further above 6% and dampen new residential construction activity. The company's own fundamentals add to investor caution: Q1 2026 net sales fell 10.1% to ~$3.3B and the company posted a net loss of $47.4M, with management guiding for low-single-digit declines in both single-family and multifamily starts for full-year 2026. Investors are looking ahead to the July 30 Q2 earnings call for signs of stabilization. Despite near-term headwinds, Wall Street remains constructive with a median analyst price target of $100, well above current levels.

0.4582

July 9, 2026Builders FirstSource tumbled sharply as a perfect storm of macro headwinds hammered the housing supply chain: President Trump declared the U.S.-Iran ceasefire "over," sending oil prices surging 4-5% and reigniting inflation fears that pushed Treasury yields higher — with the 30-year topping 5% — threatening to keep mortgage rates elevated and cool new residential construction demand. The geopolitical shock hit housing-adjacent building products stocks sector-wide, with peers like Lowe's, Fortune Brands, and Gibraltar also falling sharply, as investors reassessed housing demand and priced in rising input costs for energy-intensive building materials. The sell-off compounds an already difficult year for BLDR, which is now down roughly 28% year-to-date, though the stock's recent addition to the Russell 2500 Index and some valuation models suggesting it trades below intrinsic value may attract longer-term buyers.

-5.3813

July 8, 2026Builders FirstSource shares tumbled nearly 5% on heavy volume — running about 37% above its daily average — as homebuilders and housing stocks broadly underperformed the market. The sell-off coincided with a sector-wide drag on construction materials names, with peer Amrize tumbling over 6% after Truist downgraded it to Hold citing roofing margin pressures and limited cement pricing upside. Rising Treasury yields, with the 30-year trading above 5%, added headwinds for housing-related stocks, while a recent Simply Wall St. analysis noted BLDR trades at a premium P/E of 30.4x versus its building industry peer average of 26.3x, raising valuation concerns even as its DCF fair value estimate sits near $97.

-4.7492

ad-hoc-news.de · July 18, 2026Builders FirstSource stock trades near recent highs as housing demand supports earnings momentumMarketWatch · July 17, 2026Builders FirstSource Inc. stock underperforms Friday when compared to competitorsQuiver Quantitative · July 17, 2026Builders FirstSource Slides as Weak Housing Data Revives Demand ConcernsBusiness Wire · July 9, 2026Builders FirstSource to Host Second Quarter 2026 Financial Results Conference Call and Webcast
Mt Newswire · July 13, 2026KeyBanc Adjusts Price Target on Builders FirstSource to $91 From $100, Maintains Overweight Rating
Benzinga · July 13, 2026Keybanc Maintains Overweight on Builders FirstSource, Lowers Price Target to $91
Mt Newswire · July 10, 2026Goldman Sachs Adjusts Price Target on Builders FirstSource to $100 From $101
Mt Newswire · May 18, 2026Builders FirstSource Names Mike Hiller as Chief Operating Officer
Benzinga · May 8, 2026Here's How Much You Would Have Made Owning Builders FirstSource Stock In The Last 15 Years
Mt Newswire · May 5, 2026Research Alert: CFRA Maintains Hold Opinion On Shares Of Builders Firstsource, Inc.
Mt Newswire · May 4, 2026BMO Capital Cuts Price Target on Builders FirstSource to $93 From $100, Maintains Market Perform Rating
Mt Newswire · May 4, 2026Jefferies Adjusts Price Target on Builders FirstSource to $80 From $85, Maintains Hold Rating

Peers

S&P 500SPX · $7,457.69-1.01%UFP Industries, Inc.UFPI · $85.93-3.40%Boise Cascade CompanyBCC · $77.19-3.68%BlueLinx Holdings Inc.BXC · $60.46-2.50%Masco CorporationMAS · $78.65-1.86%The Home Depot, Inc.HD · $338.87-2.63%Lowe's Companies, Inc.LOW · $208.73-3.44%Owens CorningOC · $143.91-0.46%Simpson Manufacturing Co., Inc.SSD · $189.20-2.37%Carlisle Companies IncorporatedCSL · $345.39-2.09%Allegion plcALLE · $137.24-1.61%Fortune Brands Innovations, Inc.FBIN · $51.45-2.22%