Jefferies has downgraded Builders FirstSource Inc (BLDR) to a Hold rating from Buy, effective December 14, 2025. The stock is currently priced at $104.66.
This move underscores a shift in analyst sentiment, reflecting increased caution about the company’s outlook. Concerns may stem from competitive pressures, market conditions, or potential execution risks that could impact Builders FirstSource's performance.
The company, headquartered in Irving, Texas, engages in the supply and manufacture of building materials and construction services. With a market cap of $12.1 billion and a P/E ratio of 20.30, Builders FirstSource has consistently delivered strong earnings. In its recent Q3 2025 report, the company posted an EPS of $1.88, surpassing estimates by 12.5%.
Looking ahead, Builders FirstSource is set to report its next earnings on July 29, 2026, with an estimated EPS of $1.99 and revenue of $4.2 billion. Analyst ratings can change as new information becomes available, and they should be considered alongside other factors such as company fundamentals and market trends when making investment decisions.