This summary was created by AI, based on 3 opinions in the last 12 months.
Builders FirstSource (BLDR-Q) is the largest supplier of building products for professional builders in the U.S., with a strong presence and consolidation in a fragmented industry. The company has seen a significant increase in stock value over the past 5 years, but has experienced a downturn so far this year. They recently reported strong earnings with a share buyback plan, but revised downward their full-year sales and adjusted EBITDA guidance. Experts are divided on the company's prospects, with concerns about competition from Lowes and Home Depot, but also optimism about its low PE ratio and focus on professional homebuilders.
Likes it, but recent comments by Lowes and Home Depot was not constructive. He fears another leg down for this segment.
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.
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).
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.
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?
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
In the last year, 4 stock analysts published opinions about BLDR-Q. 3 analysts 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.
Builders FirstSource was never recommended as a Top Pick on Stockchase. Read the latest stock experts ratings for Builders FirstSource.
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.
4 stock analysts on Stockchase covered Builders FirstSource In the last year. It is a trending stock that is worth watching.
On 2025-01-14, Builders FirstSource (BLDR-Q) stock closed at a price of $154.25.
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.