Melius started coverage on Builders FirstSource stock with USD 52 target

Published on 10/08/2026 at 12:11 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Second-quarter revenue fell 8.80 percent to USD 3.86 billion year over year. Builders FirstSource stock was EUR 47.59 on October 8, 2026 versus EUR 47.57.

Aquarellgemälde von Irving Texas mit Wohnhäusern und Industriegebäuden bei Sonnenuntergang — Builders FirstSource US12189T1043 Aquarell-Panorama von Irving Texas mit Wohngebieten und Lagerhallen bei Sonnenuntergang, Illustration mit AI erstellt.

Builders FirstSource (ISIN US12008R1077) was trading at EUR 47.59 at Lang & Schwarz on October 8, 2026 at 12:04 p.m. CEST, up 0.04 percent versus the prior close of EUR 47.57. Melius Research had started coverage on October 6, 2026, with a Sell rating and a USD 52.00 price target, as MarketBeat reported.

Analyst caution meets weak revenue

The Melius call arrived after Builders FirstSource reported a difficult second quarter. The company generated USD 3.86 billion in net sales for the quarter ended June 30, 2026, down 8.80 percent from USD 4.23 billion a year earlier, according to Builders FirstSource.

The same release reported a GAAP net loss of USD 3.90 million, compared with net income of USD 185.03 million in the prior-year quarter. Adjusted earnings per diluted share came to USD 1.17, down 50.80 percent from USD 2.38, while adjusted EBITDA fell 34.90 percent to USD 329.30 million.

Margins and guidance set the test

Gross profit margin declined to 28.10 percent in the second quarter of 2026 from 30.70 percent a year earlier. The company guided to 2026 net sales of USD 14.0 billion to USD 14.8 billion and adjusted EBITDA of USD 1.0 billion to USD 1.2 billion, keeping the outlook in a range rather than offering a single-point forecast.

That combination explains the gap between the latest operating results and the analyst target range. MarketBeat listed nine Buy ratings, 13 Hold ratings and three Sell ratings, with an average target of USD 85.45, while Melius placed its USD 52.00 target below the current USD 53.55 primary-market quote reported for October 7, 2026.

Third-quarter date is October 29

Builders FirstSource will host its third-quarter 2026 results call on October 29, 2026, at 8:00 a.m. Central Time, according to Business Wire. The next report will put the USD 14.0 billion to USD 14.8 billion full-year sales outlook against the companys second-half demand assumptions.

Stock holds near the prior close

At 12:04 p.m. CEST on October 8, 2026, Builders FirstSource stock was trading at EUR 47.59 at Lang & Schwarz, plus 0.04 percent versus the EUR 47.57 prior close of October 7, 2026. The company had a market capitalization of USD 5.8 billion as of October 7, 2026, and its primary exchange is the NYSE.

The further course of trading is shown by the continuously updated real-time quote of Builders FirstSource stock.