StoneX cuts target for Builders FirstSource stock to USD 85.00
Published on 10/01/2026 at 17:09 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Builders FirstSource (ISIN US12008R1077) was trading at EUR 48.66 at Lang & Schwarz on October 1, 2026 at 5:03 p.m. CEST, down 3.28 percent versus the prior close of EUR 50.31 on September 30, 2026. According to Investing.com on October 1, 2026, StoneX cut its price target to USD 85.00 from USD 100.00 while retaining a Buy rating.
StoneX lowers its earnings assumptions
StoneX also reduced its fiscal 2026 earnings-per-share estimate to USD 3.25 from USD 3.50 and its fiscal 2027 estimate to USD 3.50 from USD 4.75. The revisions connect the analyst view to rising fuel costs, higher mortgage rates and weaker housing conditions.
The target cut is material because the analyst's revised estimate now sits below the company's recent operating base. Builders FirstSource reported adjusted earnings per share of USD 1.17 in the second quarter of 2026, a 51.00 percent decline from the prior-year period, according to Fortune.
Revenue pressure reaches the outlook
Second-quarter 2026 revenue was USD 3.86 billion, while the finance statements show an operating profit of USD 128.51 million and a net loss of USD 3.90 million. The revenue figure was down 8.80 percent year over year in the reported comparison carried by MarketBeat.
Management's fiscal 2026 outlook calls for net sales of USD 14.00 billion to USD 14.80 billion, adjusted EBITDA of USD 1.00 billion to USD 1.20 billion and adjusted EBITDA margin of 7.10 percent to 8.10 percent, according to the second-quarter call transcript. That range gives investors a clearer test for whether cost reductions can offset weaker construction demand.
Investor Day adds a later checkpoint
Builders FirstSource plans to hold its 2026 Investor Day on November 17, 2026, at the New York Stock Exchange, with management presentations on growth, technology, operations and capital allocation, according to Financial Times. The event provides a dated checkpoint for the company's response to the housing slowdown and for its longer-term productivity strategy.
Stock trades near its yearly low
On the NYSE, BLDR was trading at USD 54.98 at 11:08 a.m. EDT on October 1, 2026. Its 52-week range was USD 54.75 to USD 131.50, placing the primary-exchange quote USD 0.23 above the low while the Lang & Schwarz euro quote reflected a separate venue and currency.
The further course of trading is shown by the continuously updated real-time quote of Builders FirstSource stock.
Builders FirstSource stock facts
- Company: Builders FirstSource, Inc.
- ISIN: US12008R1077
- Ticker: BLDR
- Primary exchange: NYSE
- Price Lang & Schwarz as of October 1, 2026 at 5:03 p.m. CEST: EUR 48.66
- Change versus prior close: minus 3.28 percent
- Prior close Lang & Schwarz September 30, 2026: EUR 50.31
- Market capitalization: USD 5.9 billion as of October 1, 2026
- 52-week range: USD 54.75-USD 131.50 as of October 1, 2026
- Sector / Industry: Basic Materials / Construction Materials
