Builders FirstSource stock gained 1.53 percent on September 25, 2026
Published on 09/28/2026 at 12:12 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Builders FirstSource stock (ISIN US12189T1043) last traded at USD 59.17 on the NYSE on September 25, 2026, up 1.53 percent from the previous close. The move came as investors weighed a weak second quarter against a valuation gap to the current analyst consensus.
Quarterly earnings missed consensus
Builders FirstSource reported adjusted second-quarter EPS of USD 1.17, below the USD 1.25 consensus, while revenue fell 8.8 percent year over year to USD 3.86 billion, according to MarketBeat in its September 20, 2026 report. The EPS shortfall was USD 0.08, and prior-year EPS was USD 2.38.
The pressure was visible in profitability. Builders FirstSource reported a 28.1 percent gross margin and USD 68 million in second-quarter operating cash flow, while management continued to reduce capacity and spending in response to softer housing activity.
Guidance points to a softer housing market
On the July 30, 2026 earnings call, management guided for 2026 net sales of USD 14.0 billion to USD 14.8 billion, adjusted EBITDA of USD 1.0 billion to USD 1.2 billion, and adjusted EBITDA margin of 7.1 percent to 8.1 percent, according to Fortune. The company also expects single-family starts to decline 7 percent from 2025, with multifamily starts down 4 percent.
The guidance frames the key trade-off for investors: revenue is under pressure, but cost actions are intended to protect cash generation. Builders FirstSource said it had consolidated 36 facilities in 2026 and 91 over three years, while its updated cost-action target reached USD 115 million.
Analyst target remains above the stock
MarketBeat reported a consensus Hold rating and an average price target of USD 87.27 on September 20, 2026. Its survey listed nine Buy ratings, twelve Holds and three Sells, while Barclays had reduced its target from USD 93.00 to USD 81.00 and kept an Overweight rating in a July 31 report.
The current price is USD 28.10 below that average target, a gap of 32.20 percent based on the September 25, 2026 NYSE quotation. That comparison reflects both the potential valuation discount and the market's concern about housing demand, margins and leverage.
Stock stays above its yearly low
Builders FirstSource stock last traded at USD 59.17 on the NYSE on September 25, 2026 at 4:00 p.m. ET. Its 52-week range was USD 56.56 to USD 131.50, and its market capitalization was USD 6.4 billion.
Builders FirstSource stock at a glance
- Company: Builders FirstSource, Inc.
- ISIN: US12189T1043
- Ticker: BLDR
- Trading venue: NYSE
- Price as of September 25, 2026, 4:00 p.m. ET: USD 59.17
- Daily change: 1.53 percent
- Market capitalization: USD 6.4 billion as of September 25, 2026
- 52-week range: USD 56.56-USD 131.50 as of September 25, 2026
- Volume: 1,488,291 shares
- Sector / Industry: Basic Materials / Construction Materials
