Barclays analyst Matthew Bouley maintains $Builders FirstSource (BLDR.US)$ with a buy rating, and adjusts the target price from $182 to $211.
According to TipRanks data, the analyst has a success rate of 65.3% and a total average return of 21.0% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Builders FirstSource (BLDR.US)$'s main analysts recently are as follows:
Builders FirstSource, as a primary partner to professional homebuilders and construction experts, is poised to benefit from the resurgence in new residential construction and the expansion of more profitable value-added products. This strategic positioning is anticipated to drive above-average growth in revenue and EBITDA in the forthcoming years, with potential for revenue and earnings to surpass estimates through 2026.
The preference for building products over homebuilders is highlighted in light of an uncertain earnings outlook within the sector.
For the building products sector, analysts are adjusting their estimates to account for temporary challenges due to inclement weather and a decline in housing starts. While acknowledging the potential for stock volatility around earnings announcements, analysts maintain a positive outlook for the year 2025, anticipating a decrease in rates. They suggest that companies that have not performed as well recently, including those in the materials and construction sectors, may experience a surge in stock prices following their earnings reports.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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巴克莱银行分析师Matthew Bouley维持$Builders FirstSource (BLDR.US)$买入评级,并将目标价从182美元上调至211美元。
根据TipRanks数据显示,该分析师近一年总胜率为65.3%,总平均回报率为21.0%。
此外,综合报道,$Builders FirstSource (BLDR.US)$近期主要分析师观点如下:
作为专业房屋建筑商和建筑专家的主要合作伙伴,Builders FirstSource有望从新住宅建筑的复苏和利润更高的增值产品的扩展中受益。这一战略定位预计将在未来几年推动收入和息税折旧摊销前利润增长超过平均水平,到2026年,收入和收益有可能超过预期。
鉴于该行业的收益前景不确定,人们更偏爱建筑产品而不是房屋建筑商。
对于建筑产品行业,分析师正在调整其估计,以应对恶劣天气和房屋开工量下降造成的暂时挑战。分析师在承认财报公告前后股票可能出现波动的同时,对2025年保持乐观的前景,预计利率将下降。他们认为,最近表现不佳的公司,包括材料和建筑行业的公司,在发布财报后,股价可能会飙升。
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