BUILDERS FIRSTSOURCE INC (BLDR) Forecast, Price Target & Analyst Ratings
NYSE:BLDR • US12008R1077
93.12 USD
-2.39 (-2.5%)
At close: Mar 6, 2026
92.99 USD
-0.13 (-0.14%)
After Hours: 3/6/2026, 8:04:00 PM
View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for BUILDERS FIRSTSOURCE INC (BLDR).
Forecast Snapshot
Consensus Price Target
$131.26
+ 40.96% Upside
Next Earnings Forecast
Release DateApr 29, 2026
PeriodQ1 / 2026
EPS Estimate$0.43
Revenue Estimate3.292B
ChartMill Buy Consensus
71.33%
Weighted Analyst Rating Score
Price Target Details & History
Consensus Price Target and Range
Mean target
$131.26
Upside
+ 40.96%
From current price of $93.12 to mean target of $131.26, Based on 30 analyst forecasts
Low
$103.02
Median
$127.50
High
$157.50
Price Target Revisions
1 Month
-2.06%
3 Months
-4.93%
Price Target Summary
30 analysts have analysed BLDR and the average price target is 131.26 USD. This implies a price increase of 40.96% is expected in the next year compared to the current price of 93.12.
The average price target has been revised downward by 4.93% in the past 3 months.
Analyst Ratings & History
Current Analyst Ratings
Analyst Ratings History
Analyst Ratings Consensus
ChartMill Buy Consensus
71.33%
BLDR was analyzed by 30 analysts. The buy percentage consensus is at 71. So analysts seem to be have mildly positive about BLDR.
In the previous month the buy percentage consensus was at a similar level.
BLDR was analyzed by 30 analysts, which is quite many. So the average rating should be quite meaningful.
Recent Upgrades & Downgrades
| Date | Firm | Action | From → To |
|---|---|---|---|
| 2026-03-05 | RBC Capital | Upgrade | Sector Perform -> Outperform |
| 2026-02-26 | William Blair | Initiate | Outperform |
| 2026-02-20 | Benchmark | Maintains | Buy -> Buy |
| 2026-02-20 | Barclays | Maintains | Overweight -> Overweight |
| 2026-02-18 | Baird | Maintains | Neutral -> Neutral |
| 2026-02-11 | Wells Fargo | Maintains | Equal-Weight -> Equal-Weight |
| 2026-02-02 | DA Davidson | Maintains | Neutral -> Neutral |
| 2026-01-20 | Stephens & Co. | Downgrade | Overweight -> Equal-Weight |
| 2026-01-15 | Barclays | Maintains | Overweight -> Overweight |
| 2026-01-06 | UBS | Maintains | Buy -> Buy |
| 2025-12-16 | Stifel | Maintains | Hold -> Hold |
| 2025-12-15 | Jefferies | Downgrade | Buy -> Hold |
| 2025-12-08 | Barclays | Maintains | Overweight -> Overweight |
| 2025-11-17 | Wells Fargo | Initiate | Equal-Weight |
| 2025-11-03 | DA Davidson | Maintains | Neutral -> Neutral |
| 2025-10-31 | Zelman & Assoc | Upgrade | Underperform -> Neutral |
| 2025-10-31 | UBS | Maintains | Buy -> Buy |
| 2025-10-31 | Benchmark | Maintains | Buy -> Buy |
| 2025-10-31 | Barclays | Maintains | Overweight -> Overweight |
| 2025-10-01 | Keybanc | Initiate | Overweight |
| 2025-09-15 | Wedbush | Downgrade | Outperform -> Neutral |
| 2025-08-04 | DA Davidson | Maintains | Neutral -> Neutral |
| 2025-08-01 | RBC Capital | Downgrade | Outperform -> Sector Perform |
| 2025-08-01 | Stifel | Maintains | Hold -> Hold |
| 2025-08-01 | Barclays | Maintains | Overweight -> Overweight |
Next Earnings Forecast Details
Next Earnings Details
Release DateApr 29, 2026
PeriodQ1 / 2026
EPS Estimate$0.43
Revenue Estimate3.292B
Revenue Q2Q-9.99%
EPS Q2Q-71.44%
Number of Analysts25
Next Earnings Revisions
Revenue (1 Month)
-4.69%
Revenue (3 Months)
-6.02%
EPS (1 Month)
-50.46%
EPS (3 Months)
-54.66%
Next Earnings Summary
BLDR is expected to report earnings on 4/29/2026. The consensus EPS estimate for the next earnings is 0.43 USD and the consensus revenue estimate is 3.29B USD.
The next earnings revenue estimate has been revised downward by 6.02% in the past 3 months. Downward revisions are a negative sign and indicate that analysts are more pessimistic about the next earnings compared to 3 months ago.
Full Analyst Estimates
Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates
| 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | ||
|---|---|---|---|---|---|---|---|
| Revenue YoY % growth | 17.097B -24.77% | 16.4B -4.08% | 15.191B -7.38% | 15.501B 2.04% | 16.43B 5.99% | 17.55B 6.82% | |
| EBITDA YoY % growth | 2.735B -35.91% | 2.157B -21.12% | 1.378B -36.13% | 1.504B 9.17% | 1.718B 14.23% | 1.875B 9.14% | |
| EBIT YoY % growth | 2.176B -42.27% | 1.595B -26.70% | 786.276M -50.71% | 908.68M 15.57% | 1.162B 27.88% | 1.39B 19.62% | |
| Operating Margin | 12.73% | 9.73% | 5.18% | 5.86% | 7.07% | 7.92% | |
| EPS YoY % growth | 14.64 -21.16% | 11.53 -21.24% | 6.89 -40.24% | 6.11 -11.26% | 7.94 29.84% | 10.25 29.13% |
All data in USD
Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates
| Q1 / 26 | Q2 / 26 | Q3 / 26 | Q4 / 26 | Q1 / 27 | Q2 / 27 | Q3 / 27 | Q4 / 27 | |
|---|---|---|---|---|---|---|---|---|
| EPS Q2Q % growth | 0.43 -71.44% | 1.94 -18.59% | 1.96 4.46% | 1.54 37.64% | 1.09 152.45% | 2.35 21.37% | 2.50 27.39% | 1.91 23.86% |
| Revenue Q2Q % growth | 3.292B -9.99% | 4.155B -1.87% | 4.148B 5.25% | 3.712B 10.55% | 3.599B 9.33% | 4.439B 6.84% | 4.429B 6.77% | 3.916B 5.50% |
| EBITDA Q2Q % growth | 231.56M -29.72% | 436.47M -27.72% | 446.51M -33.26% | 385.78M -40.94% | 357.36M 54.33% | 519.1M 18.93% | 492.81M 10.37% | 414.43M 7.43% |
| EBIT Q2Q % growth | 89.262M -51.60% | 299.89M -3.66% | 314M 37.14% | 261.67M 323.55% | 176.97M 98.26% | 349.35M 16.49% | 362.1M 15.32% | 281.01M 7.39% |
All data in USD
Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data
Long Term Forward Growth Forecast Summary
Long Term EPS Growth (CAGR)
EPS Next 3 Year
14.16%
EPS Next 5 Year
N/A
Long Term Revenue Growth (CAGR)
Revenue Next 3 Year
4.01%
Revenue Next 5 Year
N/A
Long Term EBIT Growth (CAGR)
EBIT Next 3 Year
19.17%
EBIT Next 5 Year
N/A
BUILDERS FIRSTSOURCE INC / BLDR Forecast FAQ
What do analysts expect the price target to be for BUILDERS FIRSTSOURCE INC (BLDR)?
30 analysts have analysed BLDR and the average price target is 131.26 USD. This implies a price increase of 40.96% is expected in the next year compared to the current price of 93.12.
When does BUILDERS FIRSTSOURCE INC (BLDR) report earnings?
BUILDERS FIRSTSOURCE INC (BLDR) will report earnings on 2026-04-29.
Can you provide the consensus estimates for BUILDERS FIRSTSOURCE INC next earnings?
The consensus EPS estimate for the next earnings of BUILDERS FIRSTSOURCE INC (BLDR) is 0.43 USD and the consensus revenue estimate is 3.29B USD.
What is the consensus rating for BLDR stock?
The consensus rating for BUILDERS FIRSTSOURCE INC (BLDR) is 71.3333 / 100 . This indicates that analysts generally have a positive outlook on the stock.