DA Davidson Reiterates Neutral Rating on Builders FirstSource (BLDR) Given Valuations, Construction Backdrop

DA Davidson analyst Kurt Yinger reiterated a Neutral rating and $111.00 price target on Builders FirstSource (NYSE: BLDR).

The analyst commented, "Exiting 4Q25 results we are maintaining our NEUTRAL rating and $111 PT (9.5x 2027E EBITDA). Results and the 1Q26 outlook were disappointing with single-family core organic pressures greater than contemplated and GM falling below 30% for the first time since 2021. Recognizing the impact of seasonal factors and weather that weigh on 1Q26, a particularly weak start to the year puts more pressure on the balance of the year to get to the MP of the full-year guide. We remain cautious considering valuation in the context of a still sputtering new residential construction backdrop."

For an analyst ratings summary and ratings history on Builders FirstSource click here. For more ratings news on Builders FirstSource click here.

Shares of Builders FirstSource closed at $110.55 yesterday.

You May Also Be Interested In

• Stripe, Advent In Talks To Buy Paypal - WSJ
• Intuitive Machines Inc. (LUNR) PT Lowered to $32 at Cantor Fitzgerald, Reaffirms Overweight Rating
• Home Depot (HD) call put ratio 1.5 calls to 1 put with a focus on September 330 puts into quarter results