Builders FirstSourceBLDR
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 Q3 regulatory filings by fund managers ($100M+ AUM)
45% more first-time investments, than exits
New positions opened: 167 | Existing positions closed: 115
38% more capital invested
Capital invested by funds: $15.3B [Q2] → $21.2B (+$5.83B) [Q3]
22% more funds holding in top 10
Funds holding in top 10: 18 [Q2] → 22 (+4) [Q3]
16% more call options, than puts
Call options by funds: $315M | Put options by funds: $271M
7% more funds holding
Funds holding: 763 [Q2] → 815 (+52) [Q3]
3.32% more ownership
Funds ownership: 90.8% [Q2] → 94.12% (+3.32%) [Q3]
7% more repeat investments, than reductions
Existing positions increased: 293 | Existing positions reduced: 273
Research analyst outlook
10 Wall Street Analysts provided 1 year price targets over the past 3 months
10 analyst ratings
Wedbush Jay McCanless 74% 1-year accuracy 51 / 69 met price target | 53%upside $230 | Outperform Reiterated | 18 Dec 2024 |
Stephens & Co. Trey Grooms 78% 1-year accuracy 18 / 23 met price target | 33%upside $200 | Overweight Maintained | 7 Nov 2024 |
DA Davidson Kurt Yinger 43% 1-year accuracy 6 / 14 met price target | 16%upside $175 | Neutral Maintained | 6 Nov 2024 |
RBC Capital Mike Dahl 54% 1-year accuracy 31 / 57 met price target | 24%upside $187 | Outperform Maintained | 6 Nov 2024 |
Oppenheimer Tyler Batory 35% 1-year accuracy 15 / 43 met price target | 50%upside $225 | Outperform Reiterated | 29 Oct 2024 |
Financial journalist opinion
Based on 6 articles about BLDR published over the past 30 days
