Builders FirstSource (BLDR) has experienced a more significant market drop than the general market. This follows a difficult fourth quarter and softer housing demand, as well as reductions in stock holdings by multiple investment firms such as
Achmea Investment Management B.V. and LRT Capital Management LLC.
Builders FirstSource has seen share price pullbacks, rendering the stock cheap, attracting investor attention, and coaxing firms such as
Kingdon Capital Management L.L.C and Boothbay Fund Management LLC to make new investments. However, insider buying has also increased, notably from
Builders FirstSource's Director who acquired 50,000 shares of stock. Reasons for the stockβs 24% drop post-earnings remain unclear. Favorably,
RBC Capital has upgraded
Builders FirstSource, while
Stifel Nicolaus maintains a hold rating despite cutting their price target to $93.
Builders Firstsource BLDR News Analytics from Wed, 17 Sep 2025 07:00:00 GMT to Sat, 21 Mar 2026 13:40:22 GMT -
Rating -2
- Innovation 1
- Information 7
- Rumor -4