BUILDERS FIRSTSOURCE INC (BLDR) Forecast, Price Target & Analyst Ratings

NYSE:BLDR • US12008R1077

Current stock price

83.38 USD
-4.74 (-5.38%)
At close:
84 USD
+0.62 (+0.74%)
After Hours:

Analyst forecast overview

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

Price Target
$129.39
+ 55.18% Upside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
Apr 30, 2026
Period
Q1 / 2026
EPS Estimate
$0.38
Revenue Estimate
3.242B
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
72.90%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$129.39
Upside
+ 55.18%
From current price of $83.38 to mean target of $129.39, Based on 31 analyst forecasts
Low
$93.93
Median
$127.50
High
$157.50

Price Target Revisions

1 Month
-1.42%
3 Months
-3.46%

Price Target Summary

31 Wall Street analysts provided a forecast for the next 12 months for BLDR. The average price target is 129.39 USD. This implies a price increase of 55.18% is expected in the next year compared to the current price of 83.38.
The average price target has been revised downward by 3.46% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

BLDR Current Analyst RatingBLDR Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 2 4 6 8 10

Analyst Ratings History

BLDR Historical Analyst RatingsBLDR Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 10 20 30

Analyst Ratings Consensus

ChartMill Buy Consensus
72.90%
BLDR was analyzed by 31 analysts. The buy percentage consensus is at 73. 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 31 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-04-27Stephens & Co.Maintains Equal-Weight -> Equal-Weight
2026-04-20B of A SecuritiesMaintains Neutral -> Neutral
2026-04-13Goldman SachsMaintains Buy -> Buy
2026-04-08BarclaysMaintains Overweight -> Overweight
2026-04-08Wells FargoMaintains Equal-Weight -> Equal-Weight
2026-03-24Stephens & Co.Reiterate Equal-Weight -> Equal-Weight
2026-03-16StifelMaintains Hold -> Hold
2026-03-05RBC CapitalUpgrade Sector Perform -> Outperform
2026-02-26William BlairInitiate Outperform
2026-02-20BenchmarkMaintains Buy -> Buy
2026-02-20BarclaysMaintains Overweight -> Overweight
2026-02-18BairdMaintains Neutral -> Neutral
2026-02-11Wells FargoMaintains Equal-Weight -> Equal-Weight
2026-02-02DA DavidsonMaintains Neutral -> Neutral
2026-01-20Stephens & Co.Downgrade Overweight -> Equal-Weight
2026-01-15BarclaysMaintains Overweight -> Overweight
2026-01-06UBSMaintains Buy -> Buy
2025-12-16StifelMaintains Hold -> Hold
2025-12-15JefferiesDowngrade Buy -> Hold
2025-12-08BarclaysMaintains Overweight -> Overweight
2025-11-17Wells FargoInitiate Equal-Weight
2025-11-03DA DavidsonMaintains Neutral -> Neutral
2025-10-31Zelman & AssocUpgrade Underperform -> Neutral
2025-10-31UBSMaintains Buy -> Buy
2025-10-31BenchmarkMaintains Buy -> Buy

Next Earnings Forecast Details

Next Earnings Details

Release Date
Apr 30, 2026
Period
Q1 / 2026
EPS Estimate
$0.38
Revenue Estimate
3.242B
Revenue Q2Q
-11.36%
EPS Q2Q
-74.53%
Number of Analysts
27

Next Earnings Revisions

Revenue (1 Month)
-0.40%
Revenue (3 Months)
-6.14%
EPS (1 Month)
0.21%
EPS (3 Months)
-55.82%

Next Earnings Summary

BLDR is expected to report earnings on 4/30/2026. The consensus EPS estimate for the next earnings is 0.38 USD and the consensus revenue estimate is 3.24B USD.
The next earnings revenue estimate has been revised downward by 6.14% 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.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates 2026 - 2029

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2023 2024 2025 2026 2027 2028 2029
Revenue
YoY % growth
BLDR revenue by date.BLDR revenue by date.
17.097B
-24.77%		16.4B
-4.08%		15.191B
-7.38%		15.298B
0.71%		15.989B
4.52%		17.21B
7.64%		18.11B
5.23%
EBITDA
YoY % growth
BLDR ebitda by date.BLDR ebitda by date.
2.735B
-35.91%		2.157B
-21.12%		1.378B
-36.13%		1.483B
7.64%		1.705B
14.97%		1.84B
7.92%		2.053B
11.58%
EBIT
YoY % growth
BLDR ebit by date.BLDR ebit by date.
2.176B
-42.27%		1.595B
-26.70%		786.276M
-50.71%		952.68M
21.16%		1.193B
25.23%		1.379B
15.59%		1.602B
16.17%
Operating Margin
BLDR operating margin by date.BLDR operating margin by date.
12.73%9.73%5.18%6.23%7.46%8.01%8.85%
EPS
YoY % growth
BLDR eps by date.BLDR eps by date.
14.64
-21.16%		11.53
-21.24%		6.89
-40.24%		5.92
-14.03%		7.81
31.84%		9.03
15.64%		9.77
8.20%

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		0.38
-74.53%		1.98
-16.68%		2.09
10.97%		1.36
21.21%		0.90
135.25%		2.40
20.97%		2.57
23.33%		1.74
27.90%
Revenue
Q2Q % growth		3.242B
-11.36%		4.152B
-1.94%		4.191B
6.34%		3.706B
10.37%		3.51B
8.27%		4.379B
5.47%		4.443B
6.01%		3.94B
6.31%
EBITDA
Q2Q % growth		212.44M
-35.52%		430.49M
-28.71%		450.17M
-32.72%		348.31M
-46.68%		262.61M
23.62%		475.64M
10.49%		507.18M
12.66%		398.89M
14.52%
EBIT
Q2Q % growth		86.941M
-52.86%		303.58M
-2.48%		320.96M
40.18%		222.12M
259.53%		151.44M
74.19%		346.6M
14.17%		374.39M
16.65%		259.28M
16.73%

All data in USD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

BLDR Yearly Revenue VS EstimatesBLDR Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 5B 10B 15B 20B
BLDR Yearly EPS VS EstimatesBLDR Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 5 10 15

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
9.44%
EPS Next 5 Year
9.13%

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
3.32%
Revenue Next 5 Year
3.80%

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
18.42%
EBIT Next 5 Year
16.67%
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

BUILDERS FIRSTSOURCE INC / BLDR Forecast FAQ

What do analysts expect the price target to be for BUILDERS FIRSTSOURCE INC (BLDR)?

31 analysts have analysed BLDR and the average price target is 129.39 USD. This implies a price increase of 55.18% is expected in the next year compared to the current price of 83.38.

When does BUILDERS FIRSTSOURCE INC (BLDR) report earnings?

BUILDERS FIRSTSOURCE INC (BLDR) will report earnings on 2026-04-30, before the market open.

What are the consensus estimates for BLDR stock next earnings?

The consensus EPS estimate for the next earnings of BUILDERS FIRSTSOURCE INC (BLDR) is 0.38 USD and the consensus revenue estimate is 3.24B USD.

What is the expected long term growth rate for BUILDERS FIRSTSOURCE INC (BLDR)?

The expected long term growth rate for BUILDERS FIRSTSOURCE INC (BLDR) is 3.32%.