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:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
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.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
巴克萊銀行分析師Matthew Bouley維持$Builders FirstSource (BLDR.US)$買入評級,並將目標價從182美元上調至211美元。
根據TipRanks數據顯示,該分析師近一年總勝率為65.3%,總平均回報率為21.0%。
此外,綜合報道,$Builders FirstSource (BLDR.US)$近期主要分析師觀點如下:
作爲專業房屋建築商和建築專家的主要合作伙伴,Builders FirstSource有望從新住宅建築的復甦和利潤更高的增值產品的擴展中受益。這一戰略定位預計將在未來幾年推動收入和息稅折舊攤銷前利潤增長超過平均水平,到2026年,收入和收益有可能超過預期。
鑑於該行業的收益前景不確定,人們更偏愛建築產品而不是房屋建築商。
對於建築產品行業,分析師正在調整其估計,以應對惡劣天氣和房屋開工量下降造成的暫時挑戰。分析師在承認業績公告前後股票可能出現波動的同時,對2025年保持樂觀的前景,預計利率將下降。他們認爲,最近表現不佳的公司,包括材料和建築行業的公司,在發佈業績後,股價可能會飆升。
提示:
TipRanks為獨立第三方,提供金融分析師的分析數據,並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議,僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。
TipRanks提供每位分析師的星級,分析師星級代表分析師所有推薦的過往表現,通過分析師的總勝率和平均回報率综合計算得出,星星越多,則該分析師過往表現越優異,最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否,取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合,並根據評級變化對組合進行調整,在近一年中該投資組合所獲得的回報率。