StoneX cuts target for Builders FirstSource stock from USD 100 to USD 85

Published on 10/02/2026 at 02:15 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Revenue fell 8.80 percent to USD 3.86 billion in the second quarter of 2026. Builders FirstSource stock has 24 analysts at Hold and reports October 29, 2026.

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StoneX cut its Builders FirstSource price target from USD 100 to USD 85 on October 1, 2026, while keeping a Buy rating, according to Investing.com. The revision puts housing demand, fuel costs and mortgage rates at the center of the Builders FirstSource story.

StoneX lowers target as costs rise

The analyst firm reduced its fiscal 2026 earnings-per-share estimate to USD 3.25 from USD 3.50 and its fiscal 2027 estimate to USD 3.50 from USD 4.75, the same Investing.com report said. StoneX expects low single-digit market declines in fiscal 2027, while productivity gains, acquisitions and market-share gains could support neutral revenue and modest adjusted EBITDA growth.

The cut follows a difficult second quarter. Builders FirstSource reported adjusted earnings of USD 1.17 per share on revenue of USD 3.86 billion for the second quarter of 2026, below the USD 1.28 consensus earnings estimate, according to Business Wire. Net sales decreased 8.80 percent year over year, while the company recorded a USD 3.9 million net loss on a GAAP basis.

October results date adds a test

Builders FirstSource plans to discuss third-quarter 2026 results on October 29, 2026, during a conference call scheduled for 8:00 a.m. Central Time, according to Business Wire. The date gives investors a defined checkpoint for housing demand, selling prices and fuel costs.

MarketBeat reported a consensus Hold rating from 24 analysts and an average 12-month target of USD 87.27 on September 30, 2026. Its cited targets ranged from Stifel's USD 65.00 view to higher estimates, showing that the analyst debate remains wide even after StoneX's reduction.

BLD remains near its yearly low

On the NYSE, Builders FirstSource was last at USD 57.35 on October 1, 2026 at 4:00 p.m. ET, versus a prior close of USD 57.01. Its market capitalization was USD 6.2 billion and its 52-week range was USD 54.75 to USD 131.50 as of October 1, 2026. The next results update will test whether the second-quarter pressure is stabilizing.