NASDAQ:BLDR

125.09
2.29 (1.86%) 1d
0
Investor Insights

This summary was created by AI, based on 2 opinions in the last 12 months.

Builders FirstSource (BLDR-Q) stands out as the largest supplier of building products for professional builders, showcasing a significant growth of 680% over the past five years. Despite this impressive performance, the stock has faced challenges, evidenced by an 8% decline year-to-date. The company's recent quarterly report revealed matched revenues with an exceptional earnings per share (EPS), but it unexpectedly lowered its full-year sales and adjusted EBITDA guidance. This news was somewhat offset by the announcement of a nearly $1 billion share buyback, indicating a strategic move to enhance shareholder value. However, the overall sentiment remains cautious as recent remarks from major retailers like Lowe’s and Home Depot cast uncertainty on the outlook for this segment, signaling possible risks ahead.

Consensus
Cautious
Valuation
Undervalued
Similar
DPW
PARTIAL BUY

The largest supplier of building products for pro builders. They have distribution centres across the U.S. and they are consolidating in a fragmented industry. Is up 680% over 5 years, though -8% YTD. They just reported: matched revenues, but blew away EPS, but cut its full-year sales and adjusted EBITDA guidance, though announced a near-$1 billion share buyback.

DON'T BUY

Likes it, but recent comments by Lowes and Home Depot was not constructive. He fears another leg down for this segment. 

BUY

Shares have been climbing because it trades at a ridiculously low PE to Home Depot. Also, BLRD targets professional homebuilders, not amateur DIYers, and the pros are doing well for Home Depot.

BUY

The S&P's #4 stock of 2023, up nearly 160%. It flew under the radar in 2023, but he sees a lot of room for growth (more stores) in 2024. They supply homebuilders to build homes. Outperformed Home Depot and Lowes (those customers cut spending in 2023).

BUY ON WEAKNESS

It consolidates in a fragmented industry. Is up 1000% in the past 5 years. Was pressured by rising rates, but shares have rebounded since its last quarter. Rates have flatten and will decline while housing demand is huge.

BUY ON WEAKNESS

Up 99% in the past 6 months. It keeps going up and he can't get in. Are they the next Home Depot or Lowes?

COMMENT
Home builders lately have been hit by supply shortages. They merged with a company to become the leader in building materials. Has popped from $20 last summer to $52 now.
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Builders FirstSource(BLDR-Q) Rating

Ranking : 3 out of 5

Bullish - Buy Signals / Votes : 1

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 1

Total Signals / Votes : 2

Stockchase rating for Builders FirstSource is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Builders FirstSource(BLDR-Q) Frequently Asked Questions

What is Builders FirstSource stock symbol?

Builders FirstSource is a American stock, trading under the symbol BLDR-Q on the NASDAQ (BLDR). It is usually referred to as NASDAQ:BLDR or BLDR-Q

Is Builders FirstSource a buy or a sell?

In the last year, 2 stock analysts published opinions about BLDR-Q. 1 analyst recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Builders FirstSource.

Is Builders FirstSource a good investment or a top pick?

Builders FirstSource was never recommended as a Top Pick on Stockchase. Read the latest stock experts ratings for Builders FirstSource.

Why is Builders FirstSource stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Builders FirstSource worth watching?

2 stock analysts on Stockchase covered Builders FirstSource In the last year. It is a trending stock that is worth watching.

What is Builders FirstSource stock price?

On 2025-03-14, Builders FirstSource (BLDR-Q) stock closed at a price of $125.09.