BLDR

Builders FirstSource Inc (BLDR) | Rumor.io

Builders FirstSource

BLDR

Attention (50-day avg)0.01%

Attention rank (50-day avg)#477

Bullish sentiment (50-day avg)80%

Price to earnings ratio63.1

Market capitalization6.2B

Earnings per share0.92

Dividend yield (TTM)—

Revenue (annual)15.2B

Net income (annual)435.2M

Social

What share of all stock conversation is about BLDR?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% 0	0.01% +0.01	0% 0

Sep 10

Builders FirstSource ($BLDR) has transformed from a wholesale lumber distributor to a full-circle supplier of building supplies through acquisitions.
The company's diversified exposure to the building supply market may be beneficial, as it provides a broad range of products for companies like Toll Brothers.
Some investors view $BLDR as a speculative and volatile stock, but others are taking a long-term view, considering it a potential holding for six months to a year.

Generated by AI

Sentiment

Of the messages about BLDR that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	0% -100	95.15% +5.83	90.32% +50.53	70.62% -9.6
Bearish	100% new	4.85% -5.83	9.68% -50.53	29.38% +9.6

Bullish· Dec 9

$BLDR is expected to reach $120+, making it a good investment opportunity.
NextNRG Inc's (NXXT) growth is being driven by its expansion into wireless charging infrastructure, which is a key area of focus for $BLDR as well.
$BLDR is mentioned alongside NXXT in several posts highlighting the company's consistent multi-million dollar months, triple-digit YoY expansion, and strong revenue growth, indicating a positive outlook for the asset.

Bearish· May 7

Builders FirstSource's earnings report showed a slowdown in multifamily building and higher mortgage rates affecting homebuyers, leading to a 17% stock drop.
The company's sales and EPS beat estimates, but the stock still fell due to concerns about affordability issues and a potential turnaround being driven by interest rates rather than housing demand.
The stock's selloff was described as an overreaction, with some analysts thinking expectations were too aggressive, but others saw it as a necessary correction after the stock had risen to over $200 without significant growth.

Generated by AI

Topics

Of the messages about BLDR that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	13.56%	88.84%	49.29%
Macro	—	33.9%	4.74%	20.51%
Technical Analysis	—	18.64%	3.97%	6.9%
Analysts	—	33.9%	2.44%	8.89%
Earnings	—	0%	0%	14.42%
Controversies	—	0%	0%	0%

Earnings· Nov 1

Builders FirstSource (BLDR) beats on EPS, misses on revenue estimates, and updates guidance.
BLDR reports Q3 EPS of $4.24, consensus $3.72, and revenue of $4.53B, missing consensus $4.84B.
BLDR cuts FY23 revenue view to $16.8B-$17.1B from $16.8B-$17.8B, and sees FY23 adjusted EBITDA $2.7B-$2.8B.

Analysts· Jan 29

Bank of America upgraded BLDR to "buy" from "neutral" with a price target of $410.
The upgrade is based on a better outlook for US single-family housing starts, higher lumber prices, and increased efficiency due to a construction worker shortage.
BofA raised the price target for BLDR to $200 from $153.

Announcements· Feb 2

Algorhythm Holdings, Inc. (RIME) operates system-wide, allowing it to integrate without organizational friction and unlock value in large networks.
The company has demonstrated operational scale by optimizing over 170,000 loads and has improved profitability without relying on volume growth alone.
RIME's AI-driven optimization has been shown to deliver significant value, particularly in sectors with thin margins, and its semiCab Apex platform positions it as an intelligence layer, not a system replacement.

Macro· Jul 11

The post expresses a cautious view on small-cap stocks but is optimistic about large-cap stocks, specifically mentioning $BLDR as a potential beneficiary of a sustained housing pickup.
The author believes that housing will recover, citing "cuts" as a reason for optimism.
$BLDR is added to the portfolio on the expectation of a housing recovery.

Generated by AI

Community

Of the messages about BLDR, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	27.4%	34.38%	51.22%
Newcomers	100%	72.6%	65.62%	48.78%

Regulars· Dec 19

NextNRG Inc's growth rate exceeds most clean-energy peers, according to regulars, who note this as a positive development for the company's prospects.
Regulars see growing demand for distributed energy as a supporting factor for NextNRG Inc, with this trend supporting the company's growth potential.
The growth rate of NextNRG Inc is exceeding most clean-energy peers, regulars note, highlighting the company's strong performance in this sector.

Newcomers· Sep 10

Builders FirstSource ($BLDR) has diversified its product offerings through a series of acquisitions, expanding beyond wholesale lumber distribution to provide a wide range of building supplies.
Newcomers to the stock are focusing on its potential for long-term growth, driven by the limited housing supply and the company's position in the building supply market.
Many of these newcomers are diversifying their portfolios by investing in $BLDR, seeking to reduce their exposure to other sectors, particularly energy, and are willing to sit on their positions for an extended period.

Generated by AI

Builders FirstSource (NYSE: BLDR) has been added to the Russell Small Cap Comp Value Index, expanding its presence in small cap value benchmarks. The index inclusion brings Builders FirstSource into a basket tracked by investors focused on value oriented small capitalization companies. The change is expected to raise Builders FirstSource's profile with fund managers who track or reference Russell's small cap value indices in their mandates. The move into the Russell Small Cap Comp Value...

3d agoYahoo Finance

Builders FirstSource Inc. stock underperforms Friday when compared to competitors despite daily gains

4d agoMarketWatch

Builders FirstSource Inc. stock underperforms Thursday when compared to competitors

5d agoMarketWatch

Builders FirstSource (BLDR) Suffers a Larger Drop Than the General Market: Key Insights

In the most recent trading session, Builders FirstSource (BLDR) closed at $59.16, indicating a -2.81% shift from the previous trading day.

6d agoYahoo Finance

Builders FirstSource Inc. stock underperforms Wednesday when compared to competitors

6d agoMarketWatch

Also Discussed

Investors talking about BLDR also mention

#	Name	Attention
1	Installed Building Products, Inc.IBP	0%0
2	PMNT - Perfect Moment Ltd. Common Stock	——
3	Louisiana-Pacific CorporationLPX	0%0
4	NVR Inc.NVR	0%0
5	Kontoor Brands Inc.KTB	0%0
6	Greif Inc. Class A Common StockGEF	0%0
7	Lyell Immunopharma, Inc.LYEL	0.01%new
8	D.R. Horton, Inc.DHI	0%0
9	Atkore International Group IncATKR	0%new
10	MakeMyTrip LimitedMMYT	0%new

Builders FirstSource Inc

Industrials
Building Products & Equipment

Builders FirstSource Inc. is a U.S. building materials and construction products company that serves professional homebuilders, remodelers, and contractors. Builders FirstSource supplies structural building products, manufactured components, and related services used in new residential construction as well as repair and remodeling. Its portfolio includes roof and floor trusses, wall panels, stairs, engineered wood, windows, doors, millwork, siding, decking, and other exterior and interior building materials. The company also provides value-added services such as design support, estimating, fabrication, delivery, and jobsite installation, helping customers streamline residential construction workflows. Builders FirstSource plays a central role in the housing supply chain by combining distribution, manufacturing, and service capabilities across a broad U.S. market footprint. Headquartered in Irving, Texas, and founded in 1998, Builders FirstSource focuses on serving both large production builders and smaller custom homebuilding customers with integrated building solutions.

Website

Location

6031 Connection Drive

Irving, TX, 75039

United States

Social

What share of all stock conversation is about BLDR?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% 0	0.01% +0.01	0% 0

Sep 10

Builders FirstSource ($BLDR) has transformed from a wholesale lumber distributor to a full-circle supplier of building supplies through acquisitions.
The company's diversified exposure to the building supply market may be beneficial, as it provides a broad range of products for companies like Toll Brothers.
Some investors view $BLDR as a speculative and volatile stock, but others are taking a long-term view, considering it a potential holding for six months to a year.

Generated by AI

Sentiment

Of the messages about BLDR that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	0% -100	95.15% +5.83	90.32% +50.53	70.62% -9.6
Bearish	100% new	4.85% -5.83	9.68% -50.53	29.38% +9.6

Bullish· Dec 9

$BLDR is expected to reach $120+, making it a good investment opportunity.
NextNRG Inc's (NXXT) growth is being driven by its expansion into wireless charging infrastructure, which is a key area of focus for $BLDR as well.
$BLDR is mentioned alongside NXXT in several posts highlighting the company's consistent multi-million dollar months, triple-digit YoY expansion, and strong revenue growth, indicating a positive outlook for the asset.

Bearish· May 7

Builders FirstSource's earnings report showed a slowdown in multifamily building and higher mortgage rates affecting homebuyers, leading to a 17% stock drop.
The company's sales and EPS beat estimates, but the stock still fell due to concerns about affordability issues and a potential turnaround being driven by interest rates rather than housing demand.
The stock's selloff was described as an overreaction, with some analysts thinking expectations were too aggressive, but others saw it as a necessary correction after the stock had risen to over $200 without significant growth.

Generated by AI

Topics

Of the messages about BLDR that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	13.56%	88.84%	49.29%
Macro	—	33.9%	4.74%	20.51%
Technical Analysis	—	18.64%	3.97%	6.9%
Analysts	—	33.9%	2.44%	8.89%
Earnings	—	0%	0%	14.42%
Controversies	—	0%	0%	0%

Earnings· Nov 1

Builders FirstSource (BLDR) beats on EPS, misses on revenue estimates, and updates guidance.
BLDR reports Q3 EPS of $4.24, consensus $3.72, and revenue of $4.53B, missing consensus $4.84B.
BLDR cuts FY23 revenue view to $16.8B-$17.1B from $16.8B-$17.8B, and sees FY23 adjusted EBITDA $2.7B-$2.8B.

Analysts· Jan 29

Bank of America upgraded BLDR to "buy" from "neutral" with a price target of $410.
The upgrade is based on a better outlook for US single-family housing starts, higher lumber prices, and increased efficiency due to a construction worker shortage.
BofA raised the price target for BLDR to $200 from $153.

Announcements· Feb 2

Algorhythm Holdings, Inc. (RIME) operates system-wide, allowing it to integrate without organizational friction and unlock value in large networks.
The company has demonstrated operational scale by optimizing over 170,000 loads and has improved profitability without relying on volume growth alone.
RIME's AI-driven optimization has been shown to deliver significant value, particularly in sectors with thin margins, and its semiCab Apex platform positions it as an intelligence layer, not a system replacement.

Macro· Jul 11

The post expresses a cautious view on small-cap stocks but is optimistic about large-cap stocks, specifically mentioning $BLDR as a potential beneficiary of a sustained housing pickup.
The author believes that housing will recover, citing "cuts" as a reason for optimism.
$BLDR is added to the portfolio on the expectation of a housing recovery.

Generated by AI

Community

Of the messages about BLDR, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	27.4%	34.38%	51.22%
Newcomers	100%	72.6%	65.62%	48.78%

Regulars· Dec 19

NextNRG Inc's growth rate exceeds most clean-energy peers, according to regulars, who note this as a positive development for the company's prospects.
Regulars see growing demand for distributed energy as a supporting factor for NextNRG Inc, with this trend supporting the company's growth potential.
The growth rate of NextNRG Inc is exceeding most clean-energy peers, regulars note, highlighting the company's strong performance in this sector.

Newcomers· Sep 10

Builders FirstSource ($BLDR) has diversified its product offerings through a series of acquisitions, expanding beyond wholesale lumber distribution to provide a wide range of building supplies.
Newcomers to the stock are focusing on its potential for long-term growth, driven by the limited housing supply and the company's position in the building supply market.
Many of these newcomers are diversifying their portfolios by investing in $BLDR, seeking to reduce their exposure to other sectors, particularly energy, and are willing to sit on their positions for an extended period.

Generated by AI

Builders FirstSource

Social

Sep 10

Bullish· Dec 9

Bearish· May 7

Earnings· Nov 1

Analysts· Jan 29

Announcements· Feb 2

Macro· Jul 11

Regulars· Dec 19

Newcomers· Sep 10

Builders FirstSource Inc. stock underperforms Monday when compared to competitors

Builders FirstSource (BLDR) Joins A Small Cap Value Index

Builders FirstSource Inc. stock underperforms Friday when compared to competitors despite daily gains

Builders FirstSource Inc. stock underperforms Thursday when compared to competitors

Builders FirstSource (BLDR) Suffers a Larger Drop Than the General Market: Key Insights

Builders FirstSource Inc. stock underperforms Wednesday when compared to competitors

Also Discussed

Builders FirstSource Inc

Company Information

Location

Builders FirstSource Inc. stock underperforms Monday when compared to competitors

Builders FirstSource (BLDR) Joins A Small Cap Value Index

Builders FirstSource Inc. stock underperforms Friday when compared to competitors despite daily gains

Builders FirstSource Inc. stock underperforms Thursday when compared to competitors

Builders FirstSource (BLDR) Suffers a Larger Drop Than the General Market: Key Insights

Builders FirstSource Inc. stock underperforms Wednesday when compared to competitors

Also Discussed

Social

Sep 10

Bullish· Dec 9

Bearish· May 7

Earnings· Nov 1

Analysts· Jan 29

Announcements· Feb 2

Macro· Jul 11

Regulars· Dec 19

Newcomers· Sep 10