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Analyst Price Targets — BLDR

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DateAnalystFirmTargetPrice @ PostSourceHeadline
February 18, 2026 12:52 pmDavid MantheyRobert W. Baird$125.00$114.63TheFly Builders FirstSource price target lowered to $125 from $135 at Baird
February 11, 2026 11:18 amSam ReidWells Fargo$120.00$128.42TheFly Builders FirstSource price target raised to $120 from $115 at Wells Fargo
February 2, 2026 1:01 pmD.A. Davidson$111.00$113.92TheFly Builders FirstSource price target lowered to $111 from $115 at DA Davidson
January 20, 2026 11:13 amStephens$137.00$126.79TheFly Builders FirstSource downgraded to Equal Weight from Overweight at Stephens
January 15, 2026 10:44 amBarclays$136.00$126.38TheFly Builders FirstSource price target raised to $136 from $123 at Barclays
January 9, 2026 12:09 pmMike DahlRBC Capital$111.00$111.29TheFly Builders FirstSource price target lowered to $111 from $129 at RBC Capital
January 6, 2026 1:38 pmUBS$143.00$108.22TheFly Builders FirstSource price target lowered to $143 from $166 at UBS
December 15, 2025 10:17 amJefferies$110.00$108.46TheFly Builders FirstSource downgraded to Hold from Buy at Jefferies
December 8, 2025 11:23 amBarclays$123.00$110.01TheFly Builders FirstSource price target lowered to $123 from $124 at Barclays
November 3, 2025 1:34 pmD.A. Davidson$115.00$113.69TheFly Builders FirstSource price target lowered to $115 from $125 at DA Davidson

Latest News for BLDR

Black Bear Value Partners Q1 2026 - Top 5 Businesses We Own

Our long-term thesis on Builders FirstSource remains intact as there is a structural shortage of housing in the USA. As the landowners, Five Point Holdings stands to benefit from any positive shift in regulation/red tape. Flagstar Financial's turnaround is going well, and they recently reported their first profitable quarter since the new management team took over.

Seeking Alpha • Apr 15, 2026

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