Builders FirstSource (BLDR) is down 4.7% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to the company’s first-quarter 2026 results and outlook, which included a swing to a net loss and commentary pointing to softer demand and margin pressure. Investors also seemed to react to reduced profitability expectations (including margin and free-cash-flow targets) tied to affordability and a more challenging housing backdrop.
Details:
Sources:
Builders FirstSource (Investor Relations), Associated Press, Investing.com
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$BLDR Insider Trading Activity
$BLDR insiders have traded $BLDR stock on the open market 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $BLDR stock by insiders over the last 6 months:
- PAUL S LEVY purchased 50,000 shares for an estimated $4,386,500
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
$BLDR Hedge Fund Activity
We have seen 357 institutional investors add shares of $BLDR stock to their portfolio, and 417 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 7,928,983 shares (-69.5%) from their portfolio in Q4 2025, for an estimated $815,813,060
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 2,239,301 shares (+99084.1%) to their portfolio in Q4 2025, for an estimated $230,401,679
- VOYA INVESTMENT MANAGEMENT LLC removed 1,594,850 shares (-98.7%) from their portfolio in Q4 2025, for an estimated $164,094,116
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 1,567,343 shares (-75.2%) from their portfolio in Q4 2025, for an estimated $161,263,921
- BAILLIE GIFFORD & CO removed 1,469,801 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $151,227,824
- CAPITAL INTERNATIONAL INVESTORS removed 1,016,744 shares (-28.7%) from their portfolio in Q4 2025, for an estimated $104,612,790
- CITADEL ADVISORS LLC added 1,010,561 shares (+373.7%) to their portfolio in Q4 2025, for an estimated $103,976,621
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
$BLDR Analyst Ratings
Wall Street analysts have issued reports on $BLDR in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- William Blair issued a "Outperform" rating on 02/26/2026
- Barclays issued a "Overweight" rating on 01/15/2026
- UBS issued a "Buy" rating on 01/06/2026
To track analyst ratings and price targets for $BLDR, check out Quiver Quantitative's $BLDR forecast page.
$BLDR Price Targets
Multiple analysts have issued price targets for $BLDR recently. We have seen 12 analysts offer price targets for $BLDR in the last 6 months, with a median target of $110.5.
Here are some recent targets:
- Trey Grooms from Stephens & Co. set a target price of $100.0 on 04/27/2026
- Rafe Jasrosich from B of A Securities set a target price of $100.0 on 04/20/2026
- Charles Perron-Piche from Goldman Sachs set a target price of $110.0 on 04/13/2026
- Matthew Bouley from Barclays set a target price of $114.0 on 04/08/2026
- Sam Reid from Wells Fargo set a target price of $87.0 on 04/08/2026
- W. Andrew Carter from Stifel set a target price of $93.0 on 03/16/2026
- Mike Dahl from RBC Capital set a target price of $119.0 on 03/05/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
