Builders FirstSourceBLDR
Market Cap: $19.6B
About: Builders FirstSource Inc is a manufacturer and supplier of building materials. The company offers structural and related building products such as factory-built roof and floor trusses, wall panels and stairs, vinyl windows, custom millwork and trim, and engineered wood. The products can be designed for each home individually and are installed by Builders FirstSource. The company's construction-related services include professional installation, turn-key framing, and shell construction. Builders FirstSource's customers range from large production builders to small custom homebuilders.
Employees: 29,000
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
20% more call options, than puts
Call options by funds: $226M | Put options by funds: $188M
1% more repeat investments, than reductions
Existing positions increased: 298 | Existing positions reduced: 295
3.0% less ownership
Funds ownership: 92.33% [Q1] → 89.33% (-3.0%) [Q2]
10% less funds holding
Funds holding: 844 [Q1] → 756 (-88) [Q2]
36% less capital invested
Capital invested by funds: $23.4B [Q1] → $15.1B (-$8.3B) [Q2]
49% less funds holding in top 10
Funds holding in top 10: 35 [Q1] → 18 (-17) [Q2]
50% less first-time investments, than exits
New positions opened: 87 | Existing positions closed: 175
Research analyst outlook
13 Wall Street Analysts provided 1 year price targets over the past 3 months
13 analyst ratings
Oppenheimer Tyler Batory 56% 1-year accuracy 18 / 32 met price target | 22%upside $205 | Outperform Maintained | 3 Sept 2024 |
Jefferies Collin Verron 50% 1-year accuracy 3 / 6 met price target | 10%upside $185 | Buy Assumed | 9 Aug 2024 |
Stifel Stanley Elliott 47% 1-year accuracy 28 / 60 met price target | 16%upside $195 | Buy Maintained | 8 Aug 2024 |
Oppenheimer Tyler Batory 56% 1-year accuracy 18 / 32 met price target | 13%upside $190 | Outperform Reiterated | 8 Aug 2024 |
Benchmark Reuben Garner 51% 1-year accuracy 19 / 37 met price target | 19%upside $200 | Buy Maintained | 7 Aug 2024 |
Financial journalist opinion
Based on 12 articles about BLDR published over the past 30 days