Stephens analyst Trey Grooms maintains $Builders FirstSource (BLDR.US)$ with a buy rating, and adjusts the target price from $150 to $200.
According to TipRanks data, the analyst has a success rate of 58.1% and a total average return of 13.8% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Builders FirstSource (BLDR.US)$'s main analysts recently are as follows:
The company's third-quarter performance aligned with expectations, but there has been a revision in revenue forecasts, while EBITDA projections remain steady. Stability is observed in margins, yet there's a lean towards the conservative end for long-term forecasts, prompting a slight reduction in earnings projections for the years 2024 and 2025 to mirror the revised guidance and a moderated revenue forecast for 2025.
The firm's assessment of Builders FirstSource reflects a positive outlook after a Q3 earnings surpass. The projection for FY25 is predominantly influenced by volume, with expectations set for a low-single-digit blended end market by FY25. It was also observed that the company's gross margins have maintained strength beyond anticipations.
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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Stephens分析师Trey Grooms维持$Builders FirstSource (BLDR.US)$买入评级，并将目标价从150美元上调至200美元。
根据TipRanks数据显示，该分析师近一年总胜率为58.1%，总平均回报率为13.8%。
此外，综合报道，$Builders FirstSource (BLDR.US)$近期主要分析师观点如下：
公司第三季度的表现符合预期，但营业收入预测已经进行修订，而EBITDA预测保持稳定。毛利保持稳定，但对长期预测有了保守倾向，因此对2024年和2025年的收益预测略有降低，以反映修订后的指引，并对2025年的营业收入预测略微调整。
公司对builders firstsource的评估反映出在第三季度盈利超过预期后的积极前景。FY25的预期主要受成交量影响，预计到FY25年会实现低个位数的混合终端市场。还观察到公司的毛利保持了超出预期的强劲水平。
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